Joseph Quigley is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2008 and Fidelity Investments Institutional Services Company, Inc. since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Jerry Moody is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, Moody worked at Fidelity Brokerage Services LLC and has experience outside finance at Morton's Steak House and Medpace. He also works part-time as a bartender at GlendAlehouse Brewery in Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Robert Thomasson III is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior work experience in diverse fields including financial therapy clinics and the Kentucky Cooperative Extension Service. Outside of his advisory role, he has been involved with Thomasson Landscape for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios through systematic methodologies.

Howard Mcewen Jr. is a CFA® charterholder with 32 years of industry experience. He has been with OSAIC since 2018, following roles at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of advisory work, he serves as Vice President of the Estate Planning Council of Northern Kentucky and has authored books and written freelance, receiving residual income from past work. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with a notable scale supported by a complex affiliate network and private-equity ownership.

David Sehlhorst is a Financial Consultant at Fidelity Investments, where he collaborates with clients to help them achieve their financial goals through tailored planning and ongoing support. He has been with Fidelity Investments since 2018, holding various roles including Investment Solutions Representative and Fixed Income Specialist, which have contributed to his comprehensive understanding of investment strategies and client relationship management. David holds insurance licenses in Arkansas and California, supporting his ability to provide a range of financial services. Outside of his professional work, he engages in family activities and enjoys fitness, golf, hiking, and traveling.

Samantha Mccomas is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Fifth Third Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Cynthia Stahr is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Fifth Third Securities and Fifth Third Bank, contributing a total of ten years to the Fifth Third organization. UBS Financial Services serves individual, corporate, and institutional clients through a wide range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates proprietary capital market assumptions and research to tailor financial plans and employs institutional trading capabilities alongside wealth management services.

Justin Maldonado is Vice President and Wealth Planner at Fidelity Investments. In this role, he focuses on building sustained relationships with clients and their families, aiming to understand their priorities and goals. He collaborates with clients to develop comprehensive wealth plans tailored to their personal definitions of success. Justin joined Fidelity Investments in 2013 and has held multiple positions within the company, including Director of Executive Services Officer, Benefits and Planning Consultant for Executive Services, Fixed Income Specialist, Senior Stock Plan Executive Services Specialist, and Stock Plan Consultant. This progression reflects his extensive experience in wealth planning and financial services. He holds an AR Insurance License.

Mark Keiser is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for ten years at Beacon Orthopaedics and Sports Medicine. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

Jeremy Homer is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Investments since 2015. Outside of advising, he is the sole proprietor of The Dragon Hoard, a business selling tabletop gaming access and operating booths at conventions. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management.

William Jones is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Benjamin Benson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles outside the financial industry, such as at Provest and Planet Fitness Midwest. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

Steven Knapp is a financial advisor with Ameriprise in Burlington, KY, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Hensler is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials, with 19 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Cincinnati, OH. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

John Carnes is a financial advisor at Morgan Stanley with 20 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he worked at Citigroup Global Markets from 2006 to 2009. Outside of his advisory work, he is a partner at Prestwicke Partners, LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.

Marc Laureano is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at multiple firms, including PNC Investments and Capital Analysts, and has been with Cambridge Investment Research Advisors since 2022. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms and custodians.

Kristi Mcclure is a financial advisor at Morgan Stanley in Cincinnati, OH, with 32 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 33 years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individual 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 employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Bradley Edwards is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at Stepaniak Collections for seven years. Outside of advising, he works as an independent contractor driver for Uber. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Trevor Hammonds is a Financial Advisor and a member of The Clinkenbeard Group at Merrill Lynch Wealth Management. In his role, he works with families to simplify, organize, and efficiently manage their wealth through personalized financial strategies. He collaborates with clients to ensure their financial plans align with their goals and provides access to a broad range of resources including general investing, retirement planning, and small business solutions. Trevor holds a Bachelor's Degree from the University of Kentucky and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach centers on providing clarity and conviction to his clients' financial planning, aiming to meet their specific needs through ongoing advice and guidance.

Thomas Howell is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2005. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.