Alexander Klawitter is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes positions at the United States Postal Service, Midwest Sports Tennis Outlet, and Quicken Loans. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and consulting. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and serves a range of entities including registered investment companies and an IRS-qualified Charitable Gift Fund.

Michael Cosimano is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services and Fidelity Investments since 2014. 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 employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to multiple funds and use of AI and algorithmic methods in portfolio management.

Alexander Burch is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019. His prior experience includes positions at DFAS, Lendkey Technologies, Panera Bread, and the University of Cincinnati. 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 an emphasis on long-term asset allocation.

Steven Lutz is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and 22 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, previously working at Citigroup Global Markets. Outside of his advisory role, he is involved as a sole proprietor in managing rental property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to model client outcomes.

Gail Zilka is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at PNC Capital Markets, Inc. for 17 years before joining Fidelity Brokerage Services LLC in 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Matthew Taggart is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has progressed through various positions within Fidelity, including Financial Consultant 1 (2024-2025), Investment Solutions Representative 3 (2023-2024), Investment Solutions Representative 2 (2023), Investment Solutions Representative (2022-2023), and Electronic Channel Support Specialist (2020-2022). In his current role, Matthew collaborates with clients to understand their financial goals and how these relate to their overall personal plans. This approach enables him to help clients build financial plans tailored to their unique short- and long-term objectives. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matthew has interests in cars, comedy, cooking and baking, fishing, football, and movies.

Taylor Hafling is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also notable for its use of algorithmic methods and AI in research, its roles with registered investment companies and fund-of-funds, and its provision of model portfolios to intermediary platforms.

Lucas Wise is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Amazon and Impact Group. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Michele Schumacher is a financial advisor at OSAIC with 28 years of industry experience. She holds the Series 66 designation and has worked at OSAIC since 2024, following 15 years with Securities America Advisors, Inc. She is also involved in life insurance sales through Brecek & Young Financial Services, focusing on reviewing client portfolios to recommend insurance protections. OSAIC serves a wide range of clients, including individual and institutional investors, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and third-party managed account solutions.

Jeremy Sweet is a Planning Consultant at Fidelity Investments, where he works collaboratively with clients to develop customized financial plans tailored to their unique needs. He focuses on building comprehensive plans, identifying strategies for improvement, and maintaining open communication with clients. Jeremy has been with Fidelity Investments since 2021, advancing through roles including Customer Relationship Advocate, High Net Worth Service Associate, Investment Solutions Representative, and currently as a Planning Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jeremy is engaged in various personal interests including social events, outdoor adventures, parenthood, pets, and soccer.

Jenna Knipper is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been with Fidelity since 2015, progressing through various roles including Investment Management Consultant, Client Management Representative, Workplace Planning Consultant, Stock Plan Consultant, High Net Worth Representative, and Financial Representative. Her experience encompasses benefits and planning consultation, investment management, client management, workplace planning, stock plan consulting, and serving high net worth clients. Jenna focuses on helping clients build financial plans to work toward their goals and maximize the tools and resources Fidelity offers. Since joining Fidelity in 2015, Jenna has developed expertise across multiple facets of financial services within the company. She is committed to assisting clients in utilizing their relationship with Fidelity effectively to support their financial objectives.

Stuart Jackson IV is a financial advisor at Edward Jones in Fort Mitchell, KY, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he served six years with the Kentucky State Police. He is also the president of Better Business Builders, a referral group based in Northern Kentucky. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Ryan Stallkamp is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Fidelity Investments for ten years before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nathaniel Bitonte is a financial advisor with Fidelity in Covington, KY, holding Series 66 and Series 63 licenses and having one year of industry experience. Prior to joining Fidelity in 2025, his work history includes roles outside the financial sector and employment at Scioto Country Club and Schellman. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Tyler Dombroski is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Stack Construction Technologies, the Cincinnati Reds, Crowe LLP, and several service and delivery companies. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to serve its clients.

Andrew Ford Jr. is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at Bank of America and Merrill. 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 is noted for its role in managing registered investment companies and delivering model portfolios using systematic methodologies.

Michael Cahill is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various divisions of Fidelity since 2006. Outside of his advisory role, Cahill is a golf professional providing golf instruction. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and maintains a distinctive presence through roles in commodity pool operations and advisory services to registered investment companies.

Brittany Sparks Weber is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, she worked for Greater Cincinnati Veterinary Specialists for eight years and operated a business called Furry and Fabulous for one year. Fidelity’s Strategic Advisers LLC, where she works, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to create and manage model portfolios.

Thomas Hurley is a Private Wealth Advisor at Merrill Private Wealth Management, where he partners with The Evelo|Singer|Sullivan Group. He provides customized, long-term investment advice primarily to C-suite and senior-level executives, focusing on managing investment portfolios and advising on concentrated stock positions to address inherent risks and opportunities. Since joining Merrill in 2009, Tom has worked with affluent individuals and families to design wealth strategies that align with clients' long-term objectives, risk management, and wealth preservation goals. He assists business owners and senior corporate executives in navigating concentrated equity positions through strategies such as pre-liquidity event planning, succession plans for private companies, and hedging or sales strategies for public companies. Additionally, as a member of the group's investment committee, he contributes to setting strategic asset and style allocations within client wealth management plans. Tom holds a bachelor's degree with honors from Princeton University and an M.S. in Taxation from the University of Cincinnati. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Originally from Cincinnati, he is engaged in the community by serving on the board of CISE and the investment committee of Ohio Valley Voices. His personal interests include basketball, football, golfing, spending time with family, and traveling.

Steven G. Trimble is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at UBS since 2014. Outside of his advisory role, he serves on the Board of Directors for Ruah Woods, where he contributes to developing religious education programs for Catholic schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and institutional trading capabilities with wealth management services.