Brian Lillis is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Ameriprise and its related entities since 1992. Outside of his advisory role, he owns Brian P Lillis and Associates LLC, where he manages his Ameriprise business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.

Thomas Frietch is a financial advisor with Fidelity, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, having worked at various Fidelity entities since 2007. Fidelity's Strategic Advisers LLC serves a diverse client base, including retail and institutional investors, through investment management and advisory services that integrate fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its registration as a commodity pool operator, and its advisory role to multiple registered investment companies.

Mihail Blair is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments, he held roles in various sectors including hospitality and retail, notably working as a bartender at Killer Queen. 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 systematic investment process that combines fundamental research with quantitative analysis and model portfolios constructed from mutual funds, ETFs, and ETPs.

Jennie Bueter is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market modeling techniques.

Michael Tolle is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at The Huntington Investment Company, Fifth Third Securities, and Natcity Investments. Outside of his advisory work, he serves as a minister in Cincinnati, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Justin Schultz is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2016. Outside of his advisory role, he is an officer of Leave It Blank LLC, a Kentucky-based limited liability company involved in property maintenance. 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 manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Morgan Claspill is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, Claspill worked at InvestCloud and held roles in education and other industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers services including discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive capabilities such as registration as a commodity pool operator and use of AI-driven research methods.

Claudia May is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she worked in various roles including at Shady Nook Care Center and the University of Cincinnati. Fidelity’s Strategic Advisers LLC serves retail and institutional clients through investment management and advisory services, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Austin Powell is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressively advanced within the company since 2019, beginning as a Workplace Planning Associate and moving through various planning consultant roles before his current appointment. As a Certified Financial Planner (CFP®) Professional, Austin specializes in comprehensive financial planning services including retirement planning, income planning, tax-efficient investing, and estate planning considerations. He emphasizes building trust and understanding client goals to foster long-term relationships. Austin holds insurance licenses in Arkansas and California.

Matthew Henn is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he was involved with Henn Plumbing Inc and held various roles associated with the University of Kentucky. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment platforms.

Megan Brooks is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Outside of her advisory role, she is a distributor for Senegence, a make-up sales business, which she uses primarily for a personal product discount. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model-based investment solutions.

Matthew Nachazel is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles within Fidelity since 2015. His current position is with Fidelity Investments, following earlier roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Matthew works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees a range of advisory and management services.

Bradley Simonson is a financial advisor with Fidelity Investments in Covington, KY, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at LendKey Technologies and Delaware North, as well as work with Education at Work and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory mandates, supported by a formal governance framework and the use of AI tools in its investment process.

Anthony Bosch is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2000. 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. The firm is noted for its advisory roles to multiple registered investment companies and its use of algorithmic methods and AI in research.

Joshua Wentz is a financial advisor with LPL Financial in Cincinnati, OH, holding a CFP® designation and securities licenses Series 66 and Series 63. He has six years of industry experience, including prior roles at Avantax Advisory Services, Northwestern Mutual, and Keller Williams Realty Services. He is also associated with Concentric Wealth Management, a DBA for his LPL business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice and account management through a large network of investment adviser representatives.

James Healy is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors and its predecessor, AXA Advisors, since 2016. Based in Cincinnati, OH, Healy’s background is focused on financial planning and advisory services within a well-established national firm. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party model portfolios and advisory platforms.

Jarred Baker is a financial advisor with Fidelity, holding a Series 66 credential and four years of industry experience. He has been with Fidelity since 2021 and previously worked at Amazon and in the automotive industry. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products, including model portfolios and multi-manager fund structures.

Justin Baute is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and PNC Wealth Management. He is associated with 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios.

James Bickers is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles in both the financial sector and the hospitality industry, with prior positions at Northern Kentucky University, Thunderdome Restaurant Group, Pazzos Pizza Pub and Bar None, and The Local Taco. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jacob Kohls is a financial advisor with Fidelity in Covington, KY, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he was involved with JPK Savings LLC, a retail and e-commerce business, where he remains the owner though it is currently inactive. 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 develop model portfolios using mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and operates with oversight controls addressing conflicts of interest.