Jordan Olson is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Western Southern Life, W&S Brokerage Services, Fifth Third Securities, and Fifth Third Bank. Fidelity’s Strategic Advisers LLC subsidiary provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees multiple registered investment companies and fund-of-funds.

Nolan Endres is a Financial Consultant at Fidelity Investments, where he collaborates with clients to understand their financial goals in the context of their broader personal plans. This approach enables him to develop financial plans tailored to the unique short- and long-term objectives of individuals and their families. He has held several roles within Fidelity Investments since 2020, progressing from Customer Relationship Advocate to High Net Worth Representative, and through various Investment Solutions Representative positions before his current role. Nolan holds insurance licenses in Arkansas and California. Outside of his professional work, Nolan has interests that include beach activities, boating, family activities, football, golf, and traveling.

Andrew Finn is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at Lerner, Sampson, and Rothfuss, Kroger, CVS, and Home City Ice. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

John Schutte is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2008. In this role, he partners with clients to develop, design, and implement financial plans aimed at achieving their long-term financial goals. He has expertise in investment strategy, retirement planning, income production, and family conversations related to estate planning considerations. Prior to his current position, John worked as a Financial Representative at Fidelity Investments from 2004 to 2008, and as an Account Specialist at Union Central Life from 1998 to 2004. He holds insurance licenses in Arkansas and California.

Jacob Smith is a Series 66–licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he held positions at Northern Kentucky University and Owensboro Municipal Utilities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures, and employs systematic methodologies with oversight controls and a focus on long-term asset allocation.

Mark Becker is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Commonwealth Financial Network and Lincoln Financial Distributors. He is also the owner of Becker Financial Services, Inc. and engages in fixed insurance sales. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Marc Gallenstein is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing a comprehensive approach to wealth management, tailoring financial strategies to align with clients’ individual financial situations, investment preferences, and risk tolerance. Marc offers clients access to investment insights from Merrill and banking services from Bank of America to address various aspects of their financial lives. His areas of focus include college education planning, divorce transition planning, employee benefits and financial health, legacy planning, personal retirement planning, tax minimization, and retirement income. Marc holds a Bachelor's Degree from Ohio University and has earned the Personal Investment Advisor (PIA) designation. He is committed to delivering personalized financial strategies designed to help clients pursue their long-term goals through a one-on-one collaborative approach. Beyond his professional responsibilities, Marc participates in community service through volunteering with organizations such as Matthew 25 Ministries. In his personal time, Marc enjoys activities such as baseball, basketball, fishing, football, golfing, music, running, traveling, watching movies, and spending time with his family.

Emerson Knowles is a financial advisor at Merrill with Series 63 and Series 65 credentials and 46 years of industry experience. He has worked at both Bank of America and Merrill Lynch since 2010. Outside of his advisory role, he serves as a speaker and trainer for FI360 - Center for Fiduciary Studies, helping boards and trustees understand their fiduciary roles, and is an advisory board member of the Rotary Club of Saddlebrooke Foundation, which provides educational grants to underserved students. Merrill delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, and institutional fiduciaries.

Annie Yeung is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2015, progressing through roles including Financial Representative, Investment Solutions Representative, Private Client Relationship Manager, and Planning Consultant before assuming her current position in 2023. Her experience spans various aspects of financial planning and client relationship management. She holds insurance licenses in Arkansas and California. Annie applies her education and thorough process, alongside Fidelity's resources, to collaborate with clients and their families in creating tailored financial plans. Outside of her professional work, Annie enjoys activities such as going to the beach, camping, playing soccer, traveling, volunteering, and practicing yoga.

William Metz is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.

Thomas Holocher is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as president and board member of the Cincinnati chapter of the Exit Planning Institute, organizing educational content for professional advisors and business owners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Kevin Reperowitz is a CFP® professional based in Cincinnati, OH, with 25 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and previously worked at LPL Financial, Independent Financial Partners, and IFP Securities. Outside of his advisory role, he is involved in ownership of a financial services company and an insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various platform arrangements and both proprietary and external investment strategies.

John Hall Jr. is a Series 66-registered financial advisor with Fidelity, based in Covington, KY, and has nine years of industry experience. He has held roles at Fidelity Brokerage Services LLC since 2015 and at Fidelity Personal and Workplace Advisors since 2018. 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 use of systematic methodologies, management of multiple registered investment companies, and integration of AI in its research processes.

Fergus Culleton is a Series 66-licensed financial advisor with three years of industry experience, currently with Fidelity Investments. He previously worked at Fifth Third Bank for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, as well as its advisory roles to registered investment companies and fund-of-funds.

Chase Lauck is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023, following a four-year tenure at Fifth Third Bank. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Jeffrey Hemsath is a financial advisor with LPL Financial in Independence, KY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Ameriprise Financial Services, LLC for six years and PNC Investments, LLC for four years. He is also a Managing Director and Financial Advisor at Heritage Bank Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research from multiple sources, and various technologies to support diversified investment strategies.

Elizabeth C. Armitage is a Managing Director and Resident Director at Merrill Wealth Management. She has been with Merrill since 1983 and holds multiple FINRA registrations including Series 7, 66, 9, and 10. She is a CERTIFIED FINANCIAL PLANNER™ awarded by the Certified Financial Planner Board of Standards, and also holds the Chartered Retirement Planning Counselor℠ designation from the College for Financial Planning Institutes Corp. Additionally, she is a licensed insurance agent. Elizabeth advises clients in areas such as Retirement Planning, Wealth Structuring, and Retirement Benefit Consulting. Her client focus includes Corporate Executive Services, Equity Compensation Services, Investment Consulting for Defined Contribution Plans, and Socially Responsible Investing. She earned her Bachelor of Arts degree from Smith College. Beyond her professional role, Elizabeth volunteers with organizations including the Junior League of Cincinnati, Indian Hill Schools, and Playhouse in the Park. She enjoys tennis, hiking, reading, photography, traveling, and spending time with her family.

Erin Dale is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2018. Her prior roles include positions at Fidelity Brokerage Services and Sephora. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Kathryn Slaughter is an Investment Solutions Representative III at Fidelity Investments, a position she has held since 2024. She has progressed through several roles within Fidelity, including Investment Solutions Representative II and I, High Net Worth Service Associate, and Customer Relationship Advocate, demonstrating a continuous commitment to the firm and its clients. Kathryn holds insurance licenses in Arkansas and California, supporting her ability to provide comprehensive financial services. She emphasizes co-creating financial roadmaps with her clients, focusing on understanding each client's unique story and fostering a collaborative and respectful environment. Outside of her professional work, Kathryn enjoys a variety of outdoor and cultural activities such as camping, cooking and baking, hiking, kayaking, and visiting museums.

Jacob Etler is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Rockefeller Financial LLC and Fifth Third Bank. Outside of his advisory role, he serves as a football coach at Beechwood High School. Robert W. Baird & Co.’s DDK Group, where Etler is part of the team, provides wealth management services to individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management solutions, utilizing both in-house and third-party managers across a range of investment strategies.