James Fleager is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked at Sprint and Verizon Wireless and has held a long-term role at the Camargo Club as an assistant manager and bartender. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Beth Diacono is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2017, following three years at Bank of America Home Loans. Based in Cincinnati, OH, she focuses on serving clients through Merrill’s managed account services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Cook Jr. is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. His prior work includes roles at Cartridge Brewing and multiple financial services firms such as Mass Mutual and Park Avenue Securities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various portfolio management platforms and both proprietary and third-party investment strategies.

Lucas Bray is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes multiple roles at Fidelity Investments and four years with Great American Insurance Group and Great American Advisors, Inc. He also has prior experience at the University of Cincinnati and The Christ Hospital Health Network. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on systematic methodologies and long-term asset allocation.

Emily Butler is a CFP® and Series 66-registered advisor with Ameriprise, based in Crestview Hills, KY. She has experience working at Ameriprise since 2026, following roles at Fifth Third Bank and The Lawrence Firm. Butler also managed Kid Kovers LLC for sixteen years. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.

Brian Schwalbach is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads The Carris Schwalbach Group, focusing on delivering personalized wealth management strategies tailored to each client's unique financial situation and goals. Brian emphasizes a deep understanding of clients' current wealth and future aspirations to design, implement, and review customized strategies that aim to help clients pursue financial objectives without compromising their lifestyle or taking unnecessary investment risks. Brian holds a Bachelor's Degree from Northern Kentucky University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of client focus include education planning, family wealth management, legacy planning, personal retirement planning, LGBT wealth planning, and services for endowments, foundations, non-profits, and defined benefit plans. In addition to his professional work, Brian participates actively in his community, including involvement with the Fort Thomas Education Foundation and Fort Thomas Junior Football. He is also a member of the Touchdown Club of Fort Thomas. Outside of work, Brian enjoys spending time with his family, and his personal interests include baseball, basketball, boating, cooking, football, music, and softball.

Judith Richards is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2006, as well as at Jpmorgan Chase Bank, N.A. since 2017. Prior to that, she was affiliated with Banc One Securities starting in 2004. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services through a select group of Wealth Advisors.

David Ostmann is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Johnson Investment Counsel and JPMorgan Chase. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Listerman is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Wells Fargo, he worked at Fidelity Investments and held positions at the University of Louisville and University of Louisville Hospital. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Amanda Lindsey is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Her prior roles include positions at Hamilton County Job & Family Services, Crosscountry Mortgage, and State Farm. She has also been involved in hospitality and nonprofit work, including at Barnsburg Tavern and Sisters of Notre Dame. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Trevor Iles is a Financial Consultant at Fidelity Investments, bringing over 20 years of experience in the financial services industry. Throughout his career at Fidelity, he has held various roles including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, Fixed Income Specialist, Investments Representative, and Financial Representative. Prior to joining Fidelity, he worked as a Representative at American Express Financial Advisors. Trevor is a CFP4 professional who collaborates closely with clients to review their financial plans and develop personalized strategies aimed at improving financial outcomes. He holds insurance licenses in Arkansas and California. Outside of his professional work, Trevor enjoys gardening and outdoor adventures.

Ryan Grote is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, Ohio, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior work includes positions at INVEST Financial Corp and multiple affiliated entities since 2015. He is also the owner of Grote Accumulation Strategy, a business he started in 2025. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, utilizing a variety of portfolio management approaches and proprietary models.

Richard Mettman is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with UBS since 2007. Mettman is also involved with MGTrio, LLC, a firm engaged in idea generation and suggestions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Scott Leigh is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

William Etson is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of finance, he is a co-owner of a family oil business and serves as a board member on the City of Centerville Planning Commission, where he reviews development applications and enforces land use ordinances. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a large network of advisors and offers both brokerage and advisory solutions.

Vera Domini is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. She has worked at Fidelity Investments since 2022, following a period of self-employment and a two-year hiatus. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Melissa Kelly is a financial advisor with Ameriprise in Hebron, KY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Ameriprise and its affiliate since 2011. Outside of her advisory role, she serves as Vice President of Instill, LLC, which assists with administrative functions related to her practice’s payroll and benefits. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven, model-based recommendations with advisory, brokerage, and insurance solutions through its affiliated companies.

Trenton Rogers is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked with Cambridge Investment Research Inc. since 2021. Prior to his advisory career, he was self-employed in landscaping and held various other roles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives.

Aaron Wiefering is a financial advisor with Fidelity, holding a Series 66 designation and six years of industry experience. He has been with Fidelity since 2019 and previously operated Wiefit Nutrition and Personal Training from 2010 to 2019. Fidelity’s Strategic Advisers LLC 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios using mutual funds, ETFs, and ETPs.

Dan Kamenar is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments in various roles since 2021, including Planning Consultant, Relationship Manager PAS, Investment Solutions Representative II, and Investment Solutions Representative. Prior to joining Fidelity, Dan worked in Branch Management at PNC Bank from 2018 to 2021. Dan holds insurance licenses in Arkansas and California. His professional focus is partnering with families and individuals to build long-term relationships and co-create plans targeting personal investment and retirement goals. Outside of his professional work, Dan has interests in beach activities, food, reading, skiing, table tennis, and volunteering.