Chase Gilbert is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Education At Work and Northern Kentucky University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, multiple registered investment company advisory roles, and incorporation of AI/LLMs in its research processes.

Sarah Pott is a financial advisor at LPL Financial in Cincinnati, OH, holding Series 63 and Series 66 credentials with three years of industry experience. Her prior work includes positions at Fidelity and LCNB National Bank, alongside experience in education and the food service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Terry Johnson is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked with Primerica Financial Services since 1991 and PFS Investments Inc. since 1985. He also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for referrals related to loan products and home security services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating with a tiered wrap fee structure and maintaining oversight of its investment models.

Caleb Ross is a CFP® with 20 years of experience in the financial industry. He is currently with Fidelity, where he has worked since 2005 in various roles including Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm serves a diverse client base and maintains a distinctive role in managing registered investment companies and delivering solutions for Fidelity Institutional Wealth Adviser.

Michael Selm is the Regional Director of Executive Services at Fidelity Investments, a position he has held since 2025. In this role, he supports a team of Benefits & Planning Consultants and Executive Planning Consultants focused on helping clients align their financial goals with personalized benefit strategies. Michael has extensive experience at Fidelity Investments, having served in several leadership roles including Team Leader of Advisory Services from 2021 to 2025, Team Leader of Fixed Income from 2019 to 2021, and Team Leader of Client Services from 2015 to 2019. His work centers on providing strategic insight and collaborative leadership to promote financial well-being for clients at every stage of life.

Andrew Roake is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Fidelity Investments in various capacities since 2014, with a brief period as self-employed from 2021 to 2022. He holds Series 63 and Series 66 licenses and is based in Covington, KY. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and offers formal advisory services to multiple registered funds.

Kurt Ives is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across multiple Fidelity entities since 1999. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Jon Qualls is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019, following a year at Edward Jones and seven years with the Commonwealth of Kentucky. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, roles in multiple registered investment companies, and the integration of AI and algorithmic methods in its research processes.

Stephanie Vickers is a financial advisor at Fidelity with nine years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services, LLC since 2016. Prior to that, she was involved in Certified Flooring Installations for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and maintaining oversight of affiliated sub-advisers.

Kelly Wesselman is the Regional Director of Wealth Management at Fidelity Investments, a position she has held since 2024. In this role, she supports Wealth Management Planning Consultants in delivering services to high net worth clients and partners with families on multi-generational financial planning. Kelly has been with Fidelity Investments since 2018, previously serving as the Onboarding Team Leader from 2021 to 2025, and as Client Services Team Leader from 2018 to 2021. Her experience encompasses leadership roles focused on client services and onboarding processes within the wealth management sector.

John Barnes is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. He has been with MML Investors Services, Inc. since 2001 and associated with MassMutual since 2000. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning processes to deliver tailored financial recommendations without discretionary authority.

Joseph Savage is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 11 years of industry experience. His career includes roles at Anautics, Inc., Primerica Life, Pfs Investments Inc., and the Air Force Reserve Command. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Michael Popil is a CFP® professional with 15 years of industry experience, currently affiliated with OSAIC. He has worked with Securities America Advisors, Inc. and Securities America Inc. for over a decade. Outside of his advisory role, he volunteers as a youth sports coach and serves on the finance committee for St. Henry Highschool. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk assessments, and automated portfolio rebalancing, providing clients access to a range of investment options managed on both discretionary and non-discretionary bases.

Mitchell Walters is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Fidelity Brokerage Services since 2019 and joined Fidelity Investments in 2025. Prior to his financial services career, he held various roles including positions at Uber and Cinfed Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Spencer Grome is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience in various roles outside the financial sector. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Karin Ruth is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Prior to entering the financial sector, she worked for five years at Hattori Hanzo Shears and spent eighteen years at JJ's Hair Salon. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using a collaborative approach that emphasizes client goals and firm-approved analytical tools.

Patrick Van Sant is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Fidelity, he worked at 360 American Title Company and Asplundh Tree Experts. Outside of his advisory role, he serves as an assistant coach in his community. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight and addressing conflicts of interest.

Clinton Kersting is a financial advisor with Equitable Advisors in North Bend, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he is the founder and president of Triplecrown Wealth Management LLC and serves as a board member of Pregnancy Center West in Cincinnati, OH. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm provides financial planning, retirement plan support, and access to asset management through LPL programs and a broad range of third-party asset managers, utilizing a hybrid referral and implementation model.

Anne Sun is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at TD Ameritrade and in roles with The Fellowship of Catholic University Students and the Archdiocese of Milwaukee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s approach includes proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor client plans.

Anthony Ohlhaut is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior roles include positions at USAA Financial Advisors and multiple terms with Fidelity Brokerage Services. Outside of the financial industry, he has worked with the YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.