Samuel Schaefer is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2022. Prior to his advisory role, he worked in education and has experience at Northern Kentucky University and Archbishop McNicholas High School. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Kevin Grosskoph is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and one year of industry experience. His background includes roles at Lifepoint Financial Solutions and involvement with the Spina Bifida Coalition, Inc. Outside of finance, he has experience in real estate with Comey & Shepherd Realtors. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of discretionary and non-discretionary strategies across multiple platforms.

Justin Smock is a financial advisor at Fidelity with 4 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at KJV & Associates and Turfway Park. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Katelyn Scheller is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she began working in 2017. She specializes in retirement planning and holds the CERTIFIED FINANCIAL PLANNER® designation as well as the Personal Investment Advisor (PIA) credential. Katelyn's approach to financial advising emphasizes understanding clients' individual life priorities to create personalized plans that align with their goals and aspirations. Katelyn earned her Bachelor's Degree from Miami University, where she also played on the Women's Ice Hockey Team. She competed three times in the World University Games with the National Women's Ice Hockey team, earning two Bronze Medals in Italy and Kazakhstan. Her client focus areas include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Outside of her professional work, Katelyn is involved with the community organization Reach Out Lakota. She enjoys boating, ice hockey, running, spending time with her family, and traveling.

Stephane Salet is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity in 2025, he worked in various roles including positions at Beechmont Ford and Pinnacle Paving and Sealing. He has served in the Kentucky Army National Guard since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

Kristopher Profitt is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop flexible financial plans centered around their individual financial goals. He aims to simplify the investment experience through a partnership approach. He has been with Fidelity Investments since 2004, serving in multiple roles including Retirement Investment Services, Relationship Officer, Investment Management Consultant III, and currently as a Financial Consultant. His experience encompasses various aspects of financial consulting and investment management. Kristopher holds insurance licenses in Arkansas and California.

Bill Bowdy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2010, progressing through various roles including Financial Consultant, Investments Consultant, Investment Solutions Representative, and Financial Representative. With over a decade of experience, Bill specializes in working with High Net Worth individuals on retirement planning, income planning, tax-efficient investment planning, and estate planning considerations. He focuses on designing financial plans that account for all market scenarios to support his clients and their families. Outside of his professional work, Bill's personal interests include beach activities, fitness, football, golf, and spending time at the lake.

Colleen Carlson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. She previously worked at AF Group and Al Bourdeau Insurance Agency before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, offering discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research and quantitative analysis.

Kelly Wertz is a financial advisor at Wells Fargo Advisors in Cincinnati, OH, with nine years of industry experience. She has been with Wells Fargo Advisors since 2018, following two years at Wells Fargo Clearing. Wertz holds a Series 63 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet specific net-worth criteria, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Christopher Ramos is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its related entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, oversees sub-advisers, and utilizes advanced methodologies including AI in its investment approach.

Brian Cromer is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he works closely with clients to develop financial plans tailored to their individual needs and goals, emphasizing collaboration and understanding of client priorities. Prior to his current position, he held various roles at Fidelity Investments, including Investment Solutions Representative III (2024-2025), Workplace Planning Consultant III (2022-2024), Workplace Planning Consultant II (2022), and Workplace Planning Consultant I (2021-2022). Brian holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial planning services across these states. Outside of his professional work, he has personal interests in cars, football, movies, music, and reading.

Kimberly Whaley is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and 22 years of industry experience. Her prior experience includes roles at Ameriprise Financial Services and Wells Fargo Clearing. Outside of finance, she works part-time in food delivery services. 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 manage portfolios across a range of funds and investment vehicles.

Nathaniel Bowman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. Prior to joining Fisher, he worked at Fifth Third Securities and Fifth Third Bank from 2013 to 2021. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach that integrates quantitative and qualitative research to construct diversified portfolios and uses various risk management techniques, including tax-aware processes and defensive tactics.

Donald W. Harden is a CFP® and ChFC® professional with 37 years of industry experience, currently affiliated with UBS Financial Services in Cincinnati, OH since 2008. He is also a licensed independent insurance agent specializing in fixed products. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings.

Dustin Hall is a financial advisor at Fidelity with 19 years of industry experience and holds a Series 66 designation. He previously worked at Wells Fargo Clearing and Edward Jones before joining Fidelity, where he has been since 2014. Outside of his advisory role, Dustin is involved in photography and videography, spending time taking and editing photos and videos. Fidelity’s 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Mark Conrad is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at UBS since 2016 and previously at Merrill and Fidelity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based allocations to tailor investment plans.

Nicole Glowka is a financial advisor at Ameriprise with 30 years of industry experience. She has been with Ameriprise and its affiliates since 1998 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves clients through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Charles Foster is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to co-create financial plans aimed at meeting their financial goals and providing peace of mind. He has been with Fidelity Investments since 2013, progressing through various roles including Portfolio Specialist, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. Charles holds insurance licenses in Arkansas and California, supporting his ability to serve clients across these regions. His experience spans portfolio management, retirement planning, and investment solutions, reflecting a comprehensive understanding of financial advisory services. Outside of his professional role, Charles enjoys camping, fishing, hiking, fitness activities, and spending time with his family.

Paul Antoun III is a Financial Advisor at Merrill Lynch Wealth Management. He supports clients in managing their financial goals through tailored investment strategies. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). Paul earned a bachelor's degree from the University of Cincinnati. Further personal interests or details related to community involvement are not provided.

Aaron Satterfield is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His previous roles include positions at Charles Schwab & Co., Inc., Central Ohio Financial Services, US Bank, and Sprint. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features including registration as a commodity pool operator and the use of AI in research.