Kelly Holterhoff is a financial advisor at Merrill with a Series 66 designation. She has been with Merrill since 2025 and previously worked for 12 years with the Cincinnati Opera. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Belg is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. His prior work includes positions at Chapel Electric Company and several grocery market chains. Fidelity’s Strategic Advisers LLC offers 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 that include mutual funds, ETFs, and ETPs.

Jaden Dahm is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill and Bank of America, Dahm worked at Rally Rd and Flyer Enterprises and has experience at the University of Dayton. 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, pension plans, corporations, and charitable organizations.

Ben Osborne is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served in various positions at Fidelity Investments, including Investment Consultant from 2022 to 2023, and multiple levels of Workplace Planning Consultant from 2020 to 2022. Before joining Fidelity, Ben worked as a Mortgage Loan Officer at Sibcy Cline Mortgage Services from 2018 to 2020. In his current role, Ben partners with clients and their families to understand their unique personal and financial situations. He collaborates with them to create and implement comprehensive and personalized financial plans aligned with their values and goals, aiming to provide financial peace of mind. Outside of his professional responsibilities, Ben engages in family activities, fitness, golf, outdoor adventures, spending time with pets, and traveling.

Leonard Weinstein is a financial advisor with Fidelity Investments in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has held various roles within Fidelity since 1998, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently at Fidelity Investments. Outside of his advisory work, he serves as an officer overseeing bookkeeping for a wedding venue and acts as a referee for polo matches. 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’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and advisory services for a diverse client base.

Shelli Davenport is a financial advisor at UBS Financial Services in Cincinnati, OH, with 28 years of industry experience. She holds the Series 66 designation and has worked at UBS Financial Services for a total of 22 years, with a three-year tenure at Wells Fargo Clearing in between. Outside of her advisory role, she is a commissioned notary public for the state of Ohio. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies through its network of financial advisors.

Todd Hammond is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities including Strategic Advisers, Fidelity Brokerage Services, and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a range of clients, including retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios created from mutual funds, ETFs, and ETPs using systematic methods and long-term asset allocation benchmarks.

Simon Lawson is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Fidelity. His prior work includes roles at Bartlett Wealth Management and Fidelity Brokerage Services LLC. Lawson also volunteers as a financial planner with The Foundation for Financial Planning, providing virtual client support quarterly. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Sean Mcfarland is a financial advisor with Fidelity Investments in Cincinnati, OH, holding Series 63 and Series 66 credentials and six years of industry experience. His work history includes roles at Fidelity and Northern Kentucky University, among others. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing and advising on portfolios.

Austin Kramer is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role at Fidelity Investments, he was affiliated with Fidelity Brokerage Services, LLC for nine years and worked in education roles at Education At Work and Northern Kentucky University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Brandon Staggs 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 2019 and Mutual of America Securities LLC prior to that. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Derek Kramer is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked across several Fidelity divisions since 2014, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC serves a diverse client base ranging from retail investors to institutional clients, offering discretionary and non-discretionary portfolio management and advisory services. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, incorporating advanced methodologies such as AI and systematic asset allocation.

Bryson Stanley is currently an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He began his tenure at Fidelity Investments in 2024 as a Customer Relationship Advocate and was subsequently promoted through several positions, including Investment Solutions Representative I and II, before achieving his current title. Before joining Fidelity Investments, Bryson gained experience as a Financial Planning Intern at Northwestern Mutual from 2023 to 2024. His professional focus centers on co-creating comprehensive financial plans that incorporate mindful planning and disciplined investment strategies. He aims to assist clients in making confident financial decisions that contribute to their peace of mind. Outside of his professional endeavors, Bryson enjoys engaging in family activities, fitness, football, and movies.

Sumer Odom 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 at organizations including Northkey Community Care and Fairs Custom Meat Processing. His work history also includes involvement with YMCA camps and a distilling company. 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 diversified portfolios across mutual funds, ETFs, and ETPs.

Chad Sinchek is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2020, progressing through various roles including Investment Solutions Representative 1, 2, and 3, and Customer Relationship Advocate. His work focuses on holistic financial planning, collaborating with clients to pursue their personal and financial goals. Chad holds insurance licenses in Arkansas and California. His experience spans multiple aspects of investment solutions and customer relationship management within the financial services industry.

Michael Durkin is a CFP® credentialed financial advisor with 44 years of industry experience. He has been with Cambridge Investment Research Advisors, Inc. since 2009 and previously operated Durkin Financial, LLC. In addition to his advisory role, he has worked as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services through a variety of platforms and proprietary model strategies.

Eric Deaton is a financial advisor at Edward Jones in Covington, KY, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Patrick Stebbins is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes roles at Fidelity Investments and Northwestern Mutual, as well as entrepreneurial involvement with Libby's Southern Comfort and Velvet Smoke BBQ. 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 employs a systematic, research-driven investment process and offers services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

Adam Luckhardt is a Financial Consultant at Fidelity Investments, a role he has held since 2014. He has been with Fidelity Investments since 2004, progressing through various positions including Portfolio Specialist, Client Management, Lifetime Solutions Representative, Retirement Solutions Representative, Senior Investment Representative, Investment Representative, and Financial Representative. Adam holds insurance licenses in Arkansas and California. He works closely with clients to understand their goals, objectives, values, and financial needs, collaborating to build plans designed to be resilient through any market condition. Outside of his professional work, Adam enjoys outdoor activities such as camping, hiking, gardening, and soccer, and values spending time with his family.

Zarian Hunter Cure is an Investment Solutions Representative III at Fidelity Investments. In this role, Zarian collaborates with clients to develop goal-focused financial plans that adapt to their evolving needs. He emphasizes building enduring relationships based on trust and collaboration. Zarian's experience in the financial services industry includes progressive positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2024, advancing through three levels of Investment Solutions Representative from 2025 to the present. Prior to joining Fidelity, he was a Financial Representative at Northwestern Mutual from 2023 to 2024. He holds a California Insurance License. Outside of his professional work, Zarian enjoys bowling, fitness, football, social events with friends, and outdoor adventures.