Rex Johnson is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Wells Fargo Advisors Financial Network LLC for 16 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services with both discretionary and non-discretionary management options.

Spencer Strunk is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked in roles outside the financial sector, including at Planet Fitness and the University of Kentucky. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients' goals and risk tolerances.

Amanda Ives is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been with various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Kelsey Mc Kay is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC before joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor portfolios and offers both fee-based financial planning and capital markets services.

Kyle Ottaway is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2013. Outside of his advisory role, he streams collectibles for Whatnot.com in his spare time. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods, AI-driven research, and its advisory role to multiple registered investment companies.

Lynn Kistler is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments in various capacities since 2001, including positions as Investment Consultant, Private Client Group Specialist, and Investment Solutions II Fixed Income. Her experience spans wealth management planning, fixed income investment solutions, and client specialization within private client groups. Lynn holds an Arkansas Insurance License. Outside of her professional work, Lynn's personal interests include fitness, golf, hiking, traveling, and yoga.

Jacob Mercer is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been employed with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and utilizes affiliated and unaffiliated sub-advisers while maintaining oversight and governance protocols.

Francisco Armada is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Ameriprise and its affiliate firms since 2005. In addition to his advisory role, he is president of Solomon Professional Services, LLC, a firm that supports the operations of a planning business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Darrell Sharp is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior experience includes roles at Assurance IQ, New York Life, and The Prudential Insurance Company of America. Fidelity's Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jacob Holmes is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role at Fidelity Investments, Holmes worked at PNC Bank for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including oversight of 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Jeff Mcfarland is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Alexander Hemsath is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fidelity Investments, The Motz Group, and Great American Insurance Group. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Briner Ellis is a financial advisor based in Cincinnati, OH, affiliated with Morgan Stanley. He holds Series 63 and Series 66 designations and has 18 years of industry experience. His prior roles include positions at W&S Brokerage Services and Western & Southern Life/Western Southern Financial Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate firm‑approved tools and methodologies to support tailored client strategies.

Carianne Straus is a financial advisor at OSAIC with 21 years of industry experience. She previously worked for Lincoln Financial Advisors for 19 years before joining OSAIC in 2025. In addition to her advisory role, she sells insurance products to meet clients’ financial planning needs and serves as attorney-in-fact on investment accounts for family members. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and supports multiple investment platforms, including third-party managed accounts and alternative investments.

Suzanne Frazier is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2015. 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 provides access to proprietary research and capital markets operations.

Timothy Vollrath is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Principal Securities, Eagle Strategies, NYLIFE Securities, and Prudential Insurance. Outside of his advisory work, he serves as an elected trustee for Miami Township and is the commander of the Miller Stockum American Legion Post 485. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and supports a range of investment and educational services.

Lauren Best is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and research.

Elizabeth Koob is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and eight years of industry experience. She has been with Primerica Advisors since 2018 and has been affiliated with Primerica Financial Services since 1992. Outside of her advisory role, she is involved with Timeless Charm Weddings & Events LLC, a part-time venture in event planning. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Cassandra Leitsinger is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017. Prior to that, she was employed by the University of Kentucky and Fifth Third Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Gregory Takas is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.