David Kathman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping successful business owners and executives grow and preserve their wealth to support their personal and family goals. David's expertise encompasses areas such as divorce transition planning, education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and tax minimization. With over 30 years of experience as a CPA and business owner, David brings a depth of understanding to his financial advisory role. He begins his process with in-depth discovery to identify each client's unique needs and goals, then creates tailored investment strategies that align with their vision and risk tolerance. While he does not provide tax or accounting advice in his role at Merrill nor use his CPA license, his holistic approach ensures clients feel financially secure and confident in their plans. David holds a Bachelor's Degree from Northern Kentucky University and the Personal Investment Advisor (PIA) designation. A native of Northern Kentucky, he resides there with his wife Maria and their three college-age children. He is active in his community and has served on the Boards of Directors for The Family Nurturing Center, St Agnes Athletic Boosters, Covington Catholic Boosters, and Elliot Feltner - No Limits for Spinal Cord Injuries, where he is involved in various leadership roles.

Richard Kohl is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Raymond James, Kohl worked at Fidelity Investments and has held roles in the hospitality industry. He is also associated with Bisbe Capital in a support role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored non-discretionary planning and uses analytical tools to support client goals, with specialized programs in municipal finance and employer SIMPLE IRA advisory services.

Nathan Engel is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Nathan is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products, including model portfolios and fund advisory services.

Evan Purkiss is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 31 years of industry experience. He has worked at various Fidelity entities since 2004, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe, while overseeing affiliated and unaffiliated sub-advisers.

Christopher Kleman is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Yellow Cardinal Advisory and Raymond James Financial 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 including mutual funds, ETFs, and ETPs.

Craig Ogburn is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he spent ten years at Cengage Learning. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and IRS-qualified Charitable Gift Funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages oversight and allocation to address conflicts of interest.

Michael Secker is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2015. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Bryce Bussell is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior roles include positions at Team Holland (FirstWatch), ARGI Financial Group, and several other organizations across various sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios delivered through intermediary platforms.

Matthew Brothers is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 1999, with a one-year gap in employment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary fundamental research combined with quantitative analysis and systematic methodologies.

Jay Bowman is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2005 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Alex Mullins is an Investment Solutions Representative III at Fidelity Investments. In this role, Alex works with clients to understand their short- and long-term financial goals and helps develop tailored financial plans. Collaborating with senior Financial Consultants, Alex aims to build strong client relationships and provide reliable and trustworthy support. Alex's experience at Fidelity spans several roles, starting as a Customer Relationship Advocate in 2024, progressing through Investment Solutions Representative I and II positions, and currently serving as Investment Solutions Representative III. This progression reflects a developing expertise in investment solutions and client service within the organization. Outside of work, Alex enjoys activities such as hiking, kayaking, traveling, participating in social events, spending time with pets, and exploring food.

Peter Thomas is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 16 years of industry experience. He has worked with various Fidelity entities since 2008, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of advanced technology such as AI in its investment process.

Colin Campbell is a Financial Consultant at Fidelity Investments, where he partners with families to identify and pursue their financial goals through disciplined, all-weather strategies. He follows a structured three-step process that begins with understanding clients and their investment objectives, followed by creating and implementing a tailored financial plan, and finally monitoring and adjusting the plan as needed. Colin has been with Fidelity Investments since 2010, holding various roles including Senior Portfolio Specialist, Client Management Representative, Premium High Net Worth Representative, and Customer Service Representative. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Colin engages in family activities and enjoys fishing, food, gardening, golf, and parenthood.

Benjamin Ledford is a financial advisor at Ameriprise in Covington, KY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at the University of Kentucky, Connetic Ventures, Amazon, United Parcel Service, and Larry A. Ryle High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides comprehensive retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Lyons is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work experience includes roles at GE Appliances and Value City Furniture. 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 model portfolios across mutual funds, ETFs, and ETPs.

Mackenzie Bennett is a Series 66-licensed financial advisor with Raymond James Financial in Cincinnati, Ohio, and has eight years of industry experience. He has served in the U.S. Navy since 2013, including active military duty and continuing service from 2019 to the present. Bennett is involved in business development for Cornerstone Retirement Advisor, Inc., and serves as an insurance agent selling fixed, index, life, and Medicare-related products. He also participates in the finance and investment committee of the International Order of Odd Fellows, Dekalb Lodge #12. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a municipal advisor affiliation.

Elizabeth Woeste is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 designation and has worked in various capacities within Fidelity, including Fidelity Brokerage Services, LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, with oversight controls and evaluation of share classes to manage conflicts of interest.

Christopher Cornett is a financial advisor with Fidelity and holds a Series 66 designation. He has three years of industry experience, including roles at Fidelity Investments and prior work with organizations such as D1 Training and Designed.co. Cornett also spent time with the Fellowship of Christian Athletes and Vineyard Christian Church. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles to multiple registered investment companies.

Drew Elliott is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. In this role, he assists clients in understanding their employer-provided benefits and aims to maximize the value of their relationship with Fidelity. Drew focuses on helping clients develop plans that support their short-term and long-term financial goals. He has been with Fidelity Investments since 2019, progressing through various roles including Workplace Planning Associate, Workplace Planning Consultant I, II, and III, before assuming his current position in 2024. This experience has contributed to his expertise in workplace benefits and financial planning. No additional information about his education, credentials, personal interests, or community involvement was provided.

Amanda Prior is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2020. Prior’s prior experience includes roles at Keating, Muething, & Klekamp, PLL, Pandora Jewelry, and Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.