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.

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.

Samuel Adams is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His career includes roles at Fidelity Brokerage Services, Fidelity Investments Institutional Operating Company, and prior experience in education and local business. Outside of finance, he is a sole proprietor affiliate streamer on Twitch Interactive, managing his own streaming schedule. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across multiple asset classes and fund structures.

Nancy Del Grosso is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Morgan Stanley and its affiliated entities since 2009 and was previously with Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and firm-approved tools to develop tailored financial plans, while generally acting in an advisory capacity for those plans.

Paul Vonluehrte is a financial advisor at Merrill in Cincinnati, OH, with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. since 2018, Merrill since 2017, and the Fund Evaluation Group from 2014 to 2017. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm integrates into Bank of America’s wider platform, providing access to a range of investment products and services.

Kevin Crowell is a Financial Consultant at Fidelity Investments. He assists clients in developing their financial plans by helping them make sound investment decisions and simplifying their financial lives. Kevin has held multiple roles within Fidelity Investments since 2012, including positions such as Financial Consultant, Investment Solutions Representative, Workplace Planning Consultant, and Retirement Solutions Representative. His extensive experience within the firm reflects a broad understanding of financial consulting and investment solutions. He holds insurance licenses in Arkansas and California.

Patrick Burke is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Avantax Advisory Services and H.D. Vest Investment Services. Outside of his advisory work, Burke has authored publications since 2012 and serves on the boards of multiple for-profit companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and advanced technologies.

Jonathan Hembree is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2007. Outside of his advisory role, he provides travel advisory services through Fora Travel. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role as a commodity pool operator, advisor to multiple registered investment companies, and use of algorithmic methods and AI in its investment processes.

Paul Kelley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His career includes roles at Fidelity Investments and prior positions in both fitness and brokerage services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a diverse range of mutual funds, ETFs, and ETPs.

Jessica Meyer is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has worked at Fidelity since 2022. Prior to her career in finance, she was employed at LongHorn Steakhouse for seven years. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using a range of mutual funds, ETFs, and ETPs.

Joe Wulfeck is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2024. He has progressed through various roles within Fidelity, including Investment Solutions Representative II from 2022 to 2024 and Investment Solutions Representative I from 2021 to 2022. Prior to joining Fidelity, Joe gained experience at several financial institutions, including Huntington National Bank as a Branch Relationship Banker III - Investment Representative from 2016 to 2021, US Bancorp Investments as a Branch Manager - Registered Representative from 2015 to 2016, Fifth Third Securities as a Licensed Personal Banker - Registered Representative from 2011 to 2015, and JP Morgan Chase Securities as a Licensed Banker - Registered Representative from 2007 to 2011. Joe holds insurance licenses in Arkansas and California. Outside of his professional career, he has personal interests in cars, comedy, motorcycles, and pets.

Rachel Allgeier is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 credentials and five years of industry experience. Her work history includes multiple roles at Miami University and positions in retail and insurance prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Bennie Falls is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments, Veritude, Amazon, and the State of Kentucky. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Kenneth Sykes 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 Financial Services and PFS Investments Inc. for 15 years and previously worked in executive transportation for four years. Outside of advising, he is involved in the sale of home security, automation, and loan products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers and provides trade execution and custody through third-party partners.

Christopher Davis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held roles at ADM Archer Daniels Midland and was involved in food delivery services as an independent contractor. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, employing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Martin Wilhelmy is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2018. Outside of his advisory role, Wilhelmy serves on investment and finance committees for local organizations, including Ohio Valley Voices and Old St. Mary’s Church, and is a trustee for The Good Shepherd Catholic Montessori School. He is also a partial owner of a local boxing gym and participates in political activities as a precinct executive for the Hamilton County Republican Party. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven, modern portfolio theory-based approach and serves as an ERISA fiduciary, with options for both discretionary and non-discretionary plan services.

Abigail Kaufman is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2018. Prior to her career in finance, she was employed at Nordstrom from 2014 to 2018. Fidelity’s Strategic Advisers LLC 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 discretionary and non-discretionary portfolios.

Samuel Rees is a financial advisor at Fidelity with one year of industry experience. He previously worked at Fifth Third Bank for six years and has held various roles since 2012. Fidelity’s Strategic Advisers LLC 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 manage portfolios comprising mutual funds, ETFs, and ETPs.