Ernest Corvi is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has been with Fidelity Investments in various roles since 2008, including Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional investors, as well as registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that employ systematic methodologies and long-term asset allocation benchmarks.

Geoffrey Ziegler is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2016 to 2019. Outside of his financial advisory role, he serves as a finance committee member for St. John the Baptist Parish in Cincinnati, focusing on budgeting and parish growth. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Molly Grimm is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at Ameriprise Financial Services and Independent Financial Partners. She serves on the Board of Directors for the National Association of Stock Plan Professionals Ohio Chapter as Secretary and is an advisory board member for the Butler County Ohio Special Olympics. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options including model portfolios and third-party asset management, supported by a large network of advisors and various technology tools.

Aubrey Herman is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation alongside a centralized consulting team to support its retirement-income planning approach.

David Luckhardt is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been associated with various Fidelity entities since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, managed fund-of-funds structures, and its role in developing model portfolios for Fidelity Institutional Wealth Advisor.

Matthew Selker is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Selker serves on the investment committee of the Cincinnati Public Library's board. Morgan Stanley Wealth Management offers advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Joshua Boltz is a Financial Consultant at Fidelity Investments, a role he has held since 2004. He works with clients from diverse personal and professional backgrounds to develop financial plans tailored to their individual goals and circumstances. Joshua's approach focuses on understanding each client's objectives, concerns, and preferences to create cost-efficient and effective financial strategies that adapt over time. He holds insurance licenses in Arkansas and California, enabling him to provide services that include insurance planning as part of his comprehensive financial consulting. Joshua's expertise is supported by his extensive experience at Fidelity Investments, where he leverages the company's broad range of offerings to assist clients through various life changes and wealth transfer scenarios.

Patrick Allen is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he held several positions within Fidelity, including Financial Consultant 1, Planning Consultant, and Workplace Planning Consultant, demonstrating a progressive career in financial consulting since 2021. Before joining Fidelity, Patrick worked as an Internal Auditor at Fifth Third Bank from 2017 to 2018. He is a Certified Financial Planner® and focuses on investment strategy, retirement planning, income protection, and facilitating family conversations about financial goals. Patrick holds insurance licenses in Arkansas and California, supporting his work in providing comprehensive financial advice. Outside of his professional life, Patrick enjoys activities such as board games, exploring food, socializing with friends, gardening, outdoor adventures, and parenthood.

Donna Bryant is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 24 years of industry experience. Prior to joining OSAIC in 2018, she worked at Signator Investors, Inc. and has operated her own tax preparation and consulting sole proprietorship since 1994. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

Sean Stewart Jr. is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held positions at Cooper's Hawk Winery & Restaurants, Dewey's Pizza, and Target Corporation. Fidelity's Strategic Advisers LLC, where he works, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Christopher Weber is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Empower and Medical Solutions, as well as previous periods at Fidelity Investments. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic portfolio construction and is notable for its registration as a commodity pool operator and involvement in advisory roles for multiple registered investment companies.

Jacob Ford is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His career includes service in the U.S. Air Force from 2011 to 2018 and roles at Fidelity Investments since 2020. Prior to his financial career, he worked briefly with U.S. Customs and Border Protection and in locksmith services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Johnathan Beach is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity, he held roles at Total Quality Logistics, Great American Insurance, and other firms. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Charles Cooper is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 20 years of industry experience. He previously worked at MetLife Securities from 2010 to 2017 and has been with Mass Mutual entities since 2016. Outside of his financial career, Cooper performs as a lyric tenor at various venues. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning without discretionary investment authority.

Justin Reynolds is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Bank of America, Fifth Third Securities, and Fifth Third Bank. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Andrew Cottrell is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he works as part of the Cottrell & Klaus Group. He focuses on serving corporate executives and business owners by providing a comprehensive suite of services designed to address personal and corporate financial needs. His expertise includes managing wealth for clients with concentrated assets, including those receiving restricted stock, options, profit sharing, and private business ownership interests. Andrew holds the Certified Exit Planning Advisor (CEPA) and Certified Private Wealth Advisor (CPWA) designations, reflecting his credentialing in exit and succession planning for private business owners as well as wealth management for high-net-worth individuals. He also holds the Personal Investment Advisor (PIA) designation. Andrew earned his bachelor's degree from Butler University. He is engaged in his community through involvement with the Butler University Alumni - Cincinnati Chapter, Mason Youth Football, and OneCity For Recovery. He resides in Mason, Ohio, with his wife Paige and their four children. His personal interests include football, hiking, swimming, traveling, and spending time with his family.

Mark Mrochek is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities, LLC, and Voya Financial Advisors, Inc. based in Cincinnati, OH. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participates in a wrap program, while also facilitating insurance product sales and affiliated trust services.

Dana Cox is a financial advisor at Equitable Advisors with 28 years of industry experience. He has held roles at Equitable Advisors since 2007, following a year at J.J.B. Hilliard, W.L. Lyons, LLC. Cox holds Series 63 and Series 65 licenses. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a range of advisory models, including third-party TAMPs and discretionary portfolio management, and offers ERISA fiduciary services to qualified plans through credentialed representatives.

Kevin Rigney is an Executive Planning Consultant at Fidelity Investments in the Executive Services department. In his role, he collaborates closely with clients to create personalized and holistic financial plans that focus on transparency, empathy, and building long-term relationships to ensure clients feel informed and supported. Kevin has been with Fidelity Investments since 2021, progressing through roles including Workplace & Planning Consultant III and Benefits & Planning Consultant prior to his current position. He holds an Arkansas Insurance License, supporting his capabilities in providing comprehensive financial planning services. Outside of his professional work, Kevin's personal interests include boating, fitness, golf, music, parenthood, and soccer.

Steve Molloy is a Wealth Management Senior Relationship Manager at Fidelity Investments. He works exclusively with Fidelity's most affluent self-directed investors and their families, focusing on delivering personalized service and support tailored to each family's unique needs and preferences. When comprehensive planning is needed, he coordinates discussions with Wealth Management Advisors and other specialized planning professionals. Steve has been with Fidelity Investments since 2012, holding roles including Private Client Group Representative from 2012 to 2017, Wealth Management Planning Consultant from 2017 to 2021, and his current position since 2021.