Christopher Price is a financial advisor with Fidelity Investments, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company where he practices, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and its use of AI and systematic methodologies in investment management.

Brian Shea is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work history includes roles at United Parcel Service, Terlau Financial, and Amazon. Outside of his advisory role, he instructs youth baseball players with At The Yard Baseball Club in Florence, Kentucky. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment vehicles.

Kevin Shepherd is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a partner in Jet Connection LLC, a limited partnership involved in the ownership and usage of a private jet. 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 provides access to proprietary research and capital markets operations.

Tina Brougham is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2004. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Nicholas Griffin is a financial advisor with Fidelity Investments and holds the Series 66 designation. He has been with Fidelity since 2025 and has prior experience in various roles outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and plays a formal advisory role to multiple registered investment companies and fund-of-funds.

Zachary Peterson is a financial advisor with Fidelity in Covington, KY, holding a Series 66 designation and one year of industry experience. His career includes roles at Fidelity Investments and Thermo Fisher Scientific. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator, advises multiple registered investment companies, and utilizes AI and systematic methodologies in its investment process.

Deanna Collins is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 63 designation and 26 years of industry experience. She has been with UBS since 1996. 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

Patrick Roberson is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. Raymond James serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Zoe Kooiman is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to entering the financial sector, she worked at Taco Bell for six years. Fidelity’s affiliate, 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 model portfolios and fund advisory services.

Scott Hill is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Merrill from 1999 to 2003. Outside of his advisory role, Hill serves as an instructor volunteer for the American Red Cross. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Joseph Fowler is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 22 years. In addition to his advisory role, he is licensed to offer accident, health, disability, and traditional life insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering various managed portfolio options and third-party money manager programs.

Gregory Rogers is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Virginia Air Distributors, The Ohio State University, and Vanderhorst Consulting Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis. The firm constructs model portfolios using systematic methodologies and serves as an advisor to multiple registered investment companies and fund-of-funds.

Brice Gilman is a Planning Consultant at Fidelity Investments, where he works with clients and a Wealth Management team to assist with both short and long term financial goals. He focuses on building relationships with clients and supporting them throughout the entire financial planning process as a reliable point of contact. From 2024 to 2026, Brice served as a Workplace Planning Consultant at Fidelity Investments, bringing a passion for financial planning to his role. His areas of expertise include financial goal pursuit and client relationship management. Outside of his professional responsibilities, Brice's personal interests include baseball, camping, fishing, football, and golf.

Crystal Griggs is a financial advisor with Ameriprise in Crestview Hills, KY, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked with Ameriprise since 2015, including a brief period at Amazon in 2017. Outside of advising, she is involved in childcare as an infant teacher at a local daycare. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Elizabeth Galvin is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2007. Outside of her advisory work, she serves on the board of directors for the Children's Theatre of Cincinnati, where she assists in advising staff and organizing fundraising activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad set of capital markets services.

Saiprakash Goli is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bank of America, George + Company Investment Bank, UBS, and Integrus Partners. He also has experience working in community settings, including the Glenview Park District and Northwestern University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Lyndsey Taylor is a CFP® professional with 15 years of industry experience, currently serving at Fidelity. She has worked across various Fidelity entities since 2010, including Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles with multiple registered investment companies and its use of AI and systematic methodologies in portfolio management.

Kimberly Peck is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Merrill for five years and at Vineyard Vines for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

John Kline is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 66 designation and seven years of industry experience. His prior firms include Money Concepts Capital Corp and Cambridge Investment Research, Inc. He is also president of Advanced Financial Solutions Group, which provides tax services, and Azure Advisory, a financial coaching firm. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Brian Ricci is a financial advisor at Fidelity with 20 years of industry experience. He has held roles within various Fidelity entities since 2012 and previously worked at TD Ameritrade and Edward Jones. Ricci holds Series 63 and Series 66 licenses. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.