Matt Stricker is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages and consults on a range of funds and model portfolios, employing systematic methods and oversight controls.

David Croft is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of experience in the investment industry. Prior to joining Fidelity, he spent nine years with DriveTime Car Sales LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role as a commodity pool operator, advisory services to registered investment companies and fund-of-funds, and its use of algorithmic methods and AI in research.

Aaron Talbert is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked with multiple divisions of Fidelity since 2015. Talbert also served in the Kentucky National Guard for ten years. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios and advisory solutions.

Ryan Wilham is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked in various roles across Fidelity Brokerage Services LLC since 2008, including seven years with Fidelity Personal and Workplace Advisors and his current role at Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies supported by AI and long-term asset allocation strategies.

Nathaniel Parkhouse is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he focuses on fostering a high-performance work culture by empowering associates and supporting clients in planning for long-term financial well-being. Beyond his leadership responsibilities, Nathaniel emphasizes encouraging team members to maximize their talents in service of client needs. Specific details concerning his professional background, education, credentials, or personal interests have not been provided.

Max Peretzky is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services and Robert Leshner and Associates. Outside of his advisory role, he is involved in a rental real estate venture with his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and public entities. The firm offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Beverly Bolling is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. She has worked with PFS Investments and Primerica Financial Services since 2013 and 1996, respectively, and has served in various roles including public notary without client fees. Beverly is also involved with multiple community organizations such as The Bradford Nursing Home/Rehab and Olivia's Angels. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options under a tiered wrap-fee structure.

Jennifer Welsh is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked within various divisions of Fidelity since 2011, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Brendan Hosty is a financial advisor with Robert Baird & Co. in Cincinnati, OH, holding a Series 66 designation and bringing 18 years of industry experience. Prior to joining Baird in 2019, he worked at J.J.B. Hilliard, W.L. Lyons, LLC for 11 years and briefly at Wells Fargo Clearing in 2008. He serves as a board member and on the investment finance committee of Level Up Cincinnati. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internally researched strategies and maintains distinctive municipal advisory services and strategic partnerships.

Kevin Graf is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He partners with high net worth individuals and families to guide financial decisions and help clients avoid common financial planning pitfalls. With nearly 15 years of experience in the financial industry, Kevin has developed a professional approach that emphasizes the importance of a consistent process to achieve repeatable results. Throughout his tenure at Fidelity, he has held various roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, High Net Worth Service Associate, and Financial Representative, demonstrating broad expertise in investment and client management. Kevin holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys activities such as camping, family activities, football, social events with friends, golf, and traveling.

Brian Howland is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves as Treasurer on the boards of the Finneytown Elementary PTA and the Finneytown Athletic Association. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions and employs a centralized team to deliver non-discretionary, research-driven retirement income recommendations.

William Lallathin is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Progressive Sales Solutions for 11 years and had a brief role at HR / Blair Tech. He is the sole proprietor of Progressive Sales Solutions, a communication skills provider, though he currently does not manage any projects there. 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’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Cary Mcdonald is a CFP® credentialed financial advisor with 11 years of experience, currently serving at Fisher Investments since 2015. Based in Loveland, OH, he holds a Series 63 license. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and implements tax-aware strategies alongside risk management tactics.

Matthew Spaletto is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and having one year of industry experience. His prior work includes positions at WEAS Engineering and several customer service roles. Matthew has also been involved with the University of Cincinnati since 2022. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and systematic portfolio construction. The firm is noted for its advisory role to registered investment companies and use of algorithmic methods and AI in its investment approach.

Blair Harrington is a CFP® with seven years of industry experience, currently affiliated with Wells Fargo Clearing. Prior to joining Wells Fargo, he worked at Raymond James & Associates, Rockefeller Financial, UBS Financial Services, and TPG Capital. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data to inform its investment approach.

Olivia Timmerding is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at IPS Logistix and Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with registered investment companies, use of systematic methodologies, and its role in delivering model portfolios to intermediary platforms.

Timothy Arnold is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. Outside his advisory role, Arnold is involved with TJ3AM, LLC, a legal entity formed for Primerica business purposes, and he also receives compensation for sales and referrals related to mortgage and home services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with trading and implementation delegated to BNY Mellon Advisors.

Jeff Morris is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He works with individuals and their families to identify, prioritize, and assess financial opportunities aligned with both short-term and long-term goals. Jeff emphasizes partnership with his clients to understand their preferences and assist them in achieving their financial objectives. Jeff has held various roles at Fidelity Investments since 2016, including Regional Center Planning Consultant - Premium, Investment Consultant, Retirement Planner, Investment Solutions Representative, and Customer Relationship Advocate. His experience spans multiple facets of financial consulting and planning. He holds insurance licenses in Arkansas and California.

Hannah Bertsch is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has previously worked at Securities America Advisors and Total Quality Logistics. Bertsch operates a financial advising business under a DBA within LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Andrew Krumpelman is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.