Jasmine Linebarger is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has seven years of industry experience. Her career includes roles at Fidelity Brokerage Services, DriveTime LLC, and Mapleknoll Retirement Village. Outside of her advisory work, she co-owns a real estate business and operates an online retail company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Louis Moore is a CFP® and ChFC® professional with 44 years of industry experience. He has worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. In addition to his advisory role, Moore owns WealthStrong Financial LLC, through which he markets and sells fixed insurance products including disability, long-term care, and traditional life insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by various managed account programs and third-party money manager options.

Autumn Moore is a financial advisor with Thrivent Investment Management in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at PHP Agency and OneMain Financial. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority or institutional portfolio management.

Marco Nocero is a financial advisor with Morgan Stanley in Union, KY, holding Series 63 and Series 65 licenses and 10 years of industry experience. He previously worked at Charles Schwab and Fidelity Brokerage Services LLC before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based financial planning process supported by its Global Investment Committee’s return estimates.

Amanda Cipriani is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2019. Her prior roles include positions at TalentSource, FB LLC, and Weltman, Weinberg & Reis Co., LPA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios for intermediary platforms.

Vance Copenhaver is a financial advisor with LPL Enterprise LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked for Pruco Securities, LLC and Prudential Insurance Company of America for 20 years. Outside of his advisory role, he is involved in horse training on a farm in Batavia, OH. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. Their investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and they offer financial planning, access to third-party asset managers, and participation in a wrap fee program.

Nathaniel Johnson is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2011 in various roles. He has held his current position since 2020, bringing extensive experience from previous roles including Financial Consultant, Portfolio Specialist, and Client Management Representative. His professional background includes a tenure at the Federal Home Loan Bank in Cincinnati as a Treasury Support Representative from 2008 to 2010. Nathaniel holds insurance licenses in Arkansas and California. Outside of his professional life, Nathaniel has interests in beach activities, cars, comedy, family activities, fitness, and motorcycles.

Aran Coughlan is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work history includes roles at Malone Workforce Solutions, Invicta Stores LLC, Turbodebt LLC, and earlier tenure at Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm combines proprietary research with quantitative and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs while overseeing affiliated and unaffiliated sub-advisers.

James Fleager is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Sprint and held a longstanding role at the Camargo Club in Cincinnati, Ohio, where he currently serves as assistant manager while maintaining responsibilities as a bartender and closing manager. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a combined approach of fundamental research, quantitative analysis, and systematic portfolio construction with proprietary model portfolios.

Beth Diacono is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2017, following three years at Bank of America Home Loans. Based in Cincinnati, OH, she focuses on serving clients through Merrill’s managed account services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Cook Jr. is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Cartridge Brewing and Trinity Pension Consultants. Outside of advising, he has experience as an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Lucas Bray is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes multiple roles at Fidelity Investments and four years with Great American Insurance Group and Great American Advisors, Inc. He also has prior experience at the University of Cincinnati and The Christ Hospital Health Network. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on systematic methodologies and long-term asset allocation.

Emily Butler is a CFP® and Series 66-registered advisor with Ameriprise, based in Crestview Hills, KY. She has experience working at Ameriprise since 2026, following roles at Fifth Third Bank and The Lawrence Firm. Butler also managed Kid Kovers LLC for sixteen years. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.

Brian Schwalbach is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads The Carris Schwalbach Group, focusing on delivering personalized wealth management strategies tailored to each client's unique financial situation and goals. Brian emphasizes a deep understanding of clients' current wealth and future aspirations to design, implement, and review customized strategies that aim to help clients pursue financial objectives without compromising their lifestyle or taking unnecessary investment risks. Brian holds a Bachelor's Degree from Northern Kentucky University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of client focus include education planning, family wealth management, legacy planning, personal retirement planning, LGBT wealth planning, and services for endowments, foundations, non-profits, and defined benefit plans. In addition to his professional work, Brian participates actively in his community, including involvement with the Fort Thomas Education Foundation and Fort Thomas Junior Football. He is also a member of the Touchdown Club of Fort Thomas. Outside of work, Brian enjoys spending time with his family, and his personal interests include baseball, basketball, boating, cooking, football, music, and softball.

Judith Richards is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2006, previously working at Banc One Securities and KeyBanc Capital Markets. She is based in Cincinnati, OH. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations, incorporating ESG eligibility frameworks and leveraging broader derivatives and commodities capabilities.

David Ostmann is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Johnson Investment Counsel and JPMorgan Chase. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Listerman is a financial advisor with Wells Fargo Clearing in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Wells Fargo, he worked at Fidelity Investments and has experience in healthcare and education sectors. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Amanda Lindsey is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Her prior roles include positions at Hamilton County Job & Family Services, Crosscountry Mortgage, and State Farm. She has also been involved in hospitality and nonprofit work, including at Barnsburg Tavern and Sisters of Notre Dame. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Trevor Iles is a Financial Consultant at Fidelity Investments, bringing over 20 years of experience in the financial services industry. Throughout his career at Fidelity, he has held various roles including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, Fixed Income Specialist, Investments Representative, and Financial Representative. Prior to joining Fidelity, he worked as a Representative at American Express Financial Advisors. Trevor is a CFP4 professional who collaborates closely with clients to review their financial plans and develop personalized strategies aimed at improving financial outcomes. He holds insurance licenses in Arkansas and California. Outside of his professional work, Trevor enjoys gardening and outdoor adventures.

Ryan Grote is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Cambridge since 2017 and previously held roles at INVEST Financial Corp, Whitehall Financial Services, Kms Financial Services, and Fidelity. Grote is also involved in managing his own business entity, Grote Accumulation Strategy. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various platform options and proprietary model strategies while supporting both discretionary and non-discretionary management approaches.