Sarah Pickens is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior roles include positions at THOR Wealth Management and various organizations during her academic tenure at the University of Cincinnati. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Anthony Watson is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Watson serves on the board of directors for AMEX Investment Corp, engages in land development partnerships, and participates in charitable fund distribution through the Abrams Family Foundation. 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, integrating proprietary research and model-based asset allocations to tailor investment plans.

John Wieman Jr. is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994 and has owned Wieman International Network, Ltd. since 2017. In addition to advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery investment strategies and partners with third-party asset managers and custodians to provide diversified portfolio management.

Cassie Kirn is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has worked across multiple divisions of Fidelity since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios grounded in systematic methodologies.

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 21 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Outside of his advisory role, he is involved in rental property management as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

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.

John Casey is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2026, he worked at The Huntington Investment Company and Huntington National Bank from 2018 to 2025, and spent six years at Salient Capital Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

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.

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.