Heather Mardis is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she has worked in warehouse personnel at Kohl's distribution center since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Ethan Jones is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Jeni's Splendid Ice Creams and National Coatings and Supplies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is known for its advisory roles to registered investment companies, use of systematic methodologies, and employment of AI in its research processes.

Tricia Plumhoff is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her work history includes roles at Intuit, Inc., ERA Integrity Real Estate, and PFS Investments Inc., alongside her longstanding association with Primerica Financial Services. Outside of investment advising, she owns an accounting firm called Tricia's Tax Service. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Sonia Demoss is a financial advisor with Osaic, holding a Series 63 license and bringing 26 years of industry experience. She previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation for a combined 25 years. Outside of her advisory role, she instructs group fitness cycling classes and serves as the court-appointed guardian for her granddaughter. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, retirement plan consulting, and access to managed account solutions. The firm utilizes asset-allocation tools and risk-tolerance assessments to construct diversified portfolios across various investment types.

Wick Makse is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. He has worked at Fidelity Investments since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often employing affiliated and unaffiliated sub-advisers.

Robert Kinsella is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Investments and Morgan Stanley. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and a long-term investment approach.

Hunter Cornelius is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to develop personalized financial plans tailored to their priorities. He focuses on understanding each client's unique situation to support them in implementing customized strategies that include tax-efficient investing, detailed retirement planning, and personalized investment approaches. Since joining Fidelity Investments in 2023, Hunter has held various roles including Customer Relationship Advocate and Investment Solutions Representative I, II, and III, before becoming a Planning Consultant in 2026. His progression reflects his experience and commitment within the company. Hunter holds insurance licenses in Arkansas and California. No information about his education or personal interests was provided.

Scott Mcevoy is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he was involved with the Cincinnati Opera Association and the Young Professionals Choral Collective. Outside of finance, he performs and manages bookings as an independent contractor with The SunBurners LLC, a musical entertainment group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Lorelei Tumino is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based 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 financial plans.

Jonathan Henkel is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Ollies Bargain Outlet for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator and adviser to multiple registered investment companies.

Ashley Droppelman is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. Her prior work includes positions at IntelyCare, Brookwood Retirement Community, and Dayspring Skilled Nursing Facility. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of funds and model portfolios.

Connor Koop is a financial advisor at Fidelity with a Series 66 credential and industry experience beginning in 2024. His prior work includes roles at Fritz Baumgartner and Mark Greenblatt, among others. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Stuart Swift is a CFP®-designated financial advisor with nine years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously at UBS Financial Services, Inc. from 2017 to 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Robert Hodgson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he acts as a trustee managing accounts for a private investment-related trust. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations, with a notable focus on public finance and municipal work alongside its retail advisory services.

Hannah Sparkman is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. She has worked at Fidelity Investments since 2018 and previously held roles at MSU Housing and Watsons. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on systematic methodologies and long-term asset allocation.

Gregg Fogel is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and various insurance carriers, spanning over two decades. He also operates SGF Associates, LLC, an investment-related business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Robert Seetin is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has been with Fidelity Brokerage Services since 2013 and currently works with Fidelity Personal and Workplace Advisors. Outside of his advisory role, he assists with sports card sales related to his son’s collection. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, regulatory registrations, and advisory roles to multiple registered investment companies.

Cole Dehlinger is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Fidelity Investments since 2021, as well as positions at Tristate Parking, Towne Park, and 50 West Canoe and Kayak. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs, and it is noted for its use of algorithmic methods and a formal advisory role to multiple registered investment companies.

William Goheen is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63, 65, and 66 licenses with 23 years of industry experience. Prior to joining Cambridge in 2024, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC for over two decades. He is also involved as a coach in a sport, fitness, and gaming-related activity through a separate business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers multiple portfolio management solutions across various platforms and emphasizes both proprietary and third-party investment strategies.

Stacey Newberry is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and bringing 31 years of industry experience. She has worked with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced planning tools.