Zachary Peterson is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Thermo Fisher Scientific, Synthomer, Nutrien Ag Solutions, and Northstar Bank of Colorado. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. The firm uses a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it employs systematic methodologies and long-term asset allocation benchmarks in its investment process.

Deanna Collins is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 63 designation and 26 years of industry experience. She has been with UBS since 1996. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Patrick Roberson is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. Raymond James serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Scott Hill is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial and its predecessor firms since 2003. Outside of his advisory role, Hill serves as an instructor and volunteer with the American Red Cross. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and brokerage solutions supported by research and model portfolios, catering to both discretionary and non-discretionary management needs.

Joseph Fowler is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors for over two decades. Fowler is also an insurance agent offering accident, health, disability, and traditional life insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party money managers.

Gregory Rogers is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Virginia Air Distributors, The Ohio State University, and Vanderhorst Consulting Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis. The firm constructs model portfolios using systematic methodologies and serves as an advisor to multiple registered investment companies and fund-of-funds.

Brice Gilman is a Planning Consultant at Fidelity Investments, where he works with clients and a Wealth Management team to assist with both short and long term financial goals. He focuses on building relationships with clients and supporting them throughout the entire financial planning process as a reliable point of contact. From 2024 to 2026, Brice served as a Workplace Planning Consultant at Fidelity Investments, bringing a passion for financial planning to his role. His areas of expertise include financial goal pursuit and client relationship management. Outside of his professional responsibilities, Brice's personal interests include baseball, camping, fishing, football, and golf.

Crystal Griggs is a financial advisor with Ameriprise in Florence, KY, holding Series 63 and Series 66 licenses and 11 years of industry experience. She previously worked at Amazon in 2017 and has been with Ameriprise since 2015. Outside of her advisory role, she works as an infant teacher at Pathways Learning Academy. Ameriprise is a large institutional firm that offers retirement-income planning services targeting clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Elizabeth Galvin is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2007. Outside of her advisory work, she serves on the board of directors for the Children's Theatre of Cincinnati, where she assists in advising staff and organizing fundraising activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad set of capital markets services.

Lyndsey Taylor is a CFP® professional with 15 years of industry experience, currently serving at Fidelity. She has worked with Fidelity Investments since 2010 and is associated with Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Kimberly Peck is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Merrill for five years and at Vineyard Vines for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

John Kline is a financial advisor at Cambridge Investment Research Advisors in Cincinnati, OH, with seven years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2023, following four years at Money Concepts Capital Corp. Outside of his advisory roles, he serves as president of Advanced Financial Solutions Group, focusing on tax services, and Azure Advisory, which provides financial coaching. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals using various portfolio management and model-based solutions.

Brian Ricci is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with various divisions of Fidelity Investments since 2012, including Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including managing model portfolios through a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and incorporation of AI and advanced technologies in its investment processes.

Lee Schneider is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. In this role, he focuses on helping individuals and families build, manage, and preserve their wealth through personalized investment strategies. He emphasizes understanding each client's unique goals, risk tolerance, and long-term vision to provide disciplined planning and proactive guidance. His professional experience centers on delivering tailored investment solutions that align with clients' financial objectives. Lee's approach supports clients in feeling confident about their financial paths through thoughtful and personalized service. Outside of his professional work, Lee has interests in baseball, football, golf, and spending time with pets.

David Carns is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various branches of Fidelity since 2004. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Andrew Acuna is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at Deloitte & Touche and positions in banking and logistics. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Jenny Falhaber is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been associated with various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail, institutional investors, and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it holds registrations and advisory roles that distinguish it among large institutional peers.

Jhoanna Barnes is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers services such as discretionary portfolio management and model portfolio delivery.

Benjamin Gehrke is a financial advisor with Ameriprise in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for six years before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation and oversight to deliver tailored retirement advice, primarily focusing on assets held in Ameriprise Managed Accounts.

Erin Czanik is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at National Exemplar Restaurant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.