Stephanie Jones is a financial advisor at Fidelity with 26 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. Her prior work includes over two decades at Fidelity Brokerage Services, Inc., as well as positions at Fifth Third Bank and Fifth Third Securities. 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. The firm also serves as an advisor to registered investment companies and employs systematic methodologies in constructing model portfolios from mutual funds, ETFs, and ETPs.

Matt Stricker is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. 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. The firm employs systematic methodologies across mutual funds, ETFs, and ETPs, and serves in formal advisory roles to multiple registered investment companies and fund-of-funds.

David Croft is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of experience in the investment industry. Prior to joining Fidelity, he spent nine years with DriveTime Car Sales LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role as a commodity pool operator, advisory services to registered investment companies and fund-of-funds, and its use of algorithmic methods and AI in research.

Aaron Talbert is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked with multiple divisions of Fidelity since 2015. Talbert also served in the Kentucky National Guard for ten years. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios and advisory solutions.

Ryan Wilham is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as a formal advisor to multiple registered investment companies and fund-of-funds.

Nathaniel Parkhouse is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he focuses on fostering a high-performance work culture by empowering associates and supporting clients in planning for long-term financial well-being. Beyond his leadership responsibilities, Nathaniel emphasizes encouraging team members to maximize their talents in service of client needs. Specific details concerning his professional background, education, credentials, or personal interests have not been provided.

Max Peretzky is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for five years before joining Raymond James in 2019. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Beverly Bolling is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. She has worked with PFS Investments and Primerica Financial Services since 2013 and 1996, respectively, and has served in various roles including public notary without client fees. Beverly is also involved with multiple community organizations such as The Bradford Nursing Home/Rehab and Olivia's Angels. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options under a tiered wrap-fee structure.

Jennifer Welsh is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliated entities since 2011. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, employing a combination of fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs. The firm also provides oversight and advisory services to registered investment companies and utilizes algorithmic methods and AI in its investment process.

Brendan Hosty is a financial advisor with Robert Baird & Co. in Cincinnati, OH, holding a Series 66 designation and 18 years of industry experience. He has worked at Robert Baird & Co. since 2019 and at J.J.B. Hilliard, W.L. Lyons, LLC since 2008. Outside of his advisory role, he serves as a board member and on the investment finance committee for Level Up Cincinnati. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays.

Kevin Graf is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He partners with high net worth individuals and families to guide financial decisions and help clients avoid common financial planning pitfalls. With nearly 15 years of experience in the financial industry, Kevin has developed a professional approach that emphasizes the importance of a consistent process to achieve repeatable results. Throughout his tenure at Fidelity, he has held various roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, High Net Worth Service Associate, and Financial Representative, demonstrating broad expertise in investment and client management. Kevin holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys activities such as camping, family activities, football, social events with friends, golf, and traveling.

Brian Howland is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves as Treasurer on the boards of the Finneytown Elementary PTA and the Finneytown Athletic Association. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions and employs a centralized team to deliver non-discretionary, research-driven retirement income recommendations.

William Lallathin is a financial advisor at Fidelity Investments with two years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Fidelity in 2024, he worked for Progressive Sales Solutions for eleven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Matthew Spaletto is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at WEAS Engineering and multiple positions in the service sector, alongside ongoing involvement at the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Blair Harrington is a CFP® with seven years of industry experience, currently affiliated with Wells Fargo Clearing. Prior to joining Wells Fargo, he worked at Raymond James & Associates, Rockefeller Financial, UBS Financial Services, and TPG Capital. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data to inform its investment approach.

Olivia Timmerding is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her background includes roles at Fidelity Investments and prior experience in logistics and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios through systematic methodologies.

Timothy Arnold is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. Outside his advisory role, Arnold is involved with TJ3AM, LLC, a legal entity formed for Primerica business purposes, and he also receives compensation for sales and referrals related to mortgage and home services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with trading and implementation delegated to BNY Mellon Advisors.

Jeff Morris is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He works with individuals and their families to identify, prioritize, and assess financial opportunities aligned with both short-term and long-term goals. Jeff emphasizes partnership with his clients to understand their preferences and assist them in achieving their financial objectives. Jeff has held various roles at Fidelity Investments since 2016, including Regional Center Planning Consultant - Premium, Investment Consultant, Retirement Planner, Investment Solutions Representative, and Customer Relationship Advocate. His experience spans multiple facets of financial consulting and planning. He holds insurance licenses in Arkansas and California.

Hannah Bertsch is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has previously worked at Securities America Advisors and Total Quality Logistics. Bertsch operates a financial advising business under a DBA within LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Andrew Krumpelman is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with multiple Fidelity entities since 2012, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.