Levi Berg is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates closely with clients to understand their values and goals, using this insight to develop personalized financial plans tailored to their specific situations and concerns. Levi has gained comprehensive experience through various roles at Fidelity Investments since 2022, including Investment Solutions Representative I, II, and III, as well as Electronic Channel Specialist. He holds an Arkansas Insurance License, supporting his professional qualifications. Outside of his professional work, Levi enjoys baseball, board games, family activities, spending time at the lake, and reading.

Alexandra Christman is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Her prior work experience includes roles at Buffalo Wild Wings and Lowe's. She completed her education at Robert Morris University. 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 a range of clients including individuals and institutions.

Laura Walker is a financial advisor with UBS Financial Services in Cincinnati, OH. She holds Series 63 and Series 66 licenses and has 11 years of industry experience, including four years at Fidelity Brokerage Services prior to joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Rachael House is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked within various Fidelity divisions since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction into its investment process, and serves in advisory roles uncommon among large institutional peers.

Leah Poat is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including work at Target and involvement with the Paducah Symphony Orchestra. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Carol Rodgers Rivir is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and over 28 years of industry experience. Her prior work includes roles at AXA Advisors, Valic Financial Advisors, Chase Investment Services Corp., Banc One Securities Corporation, and Merrill. She is also an employee of Huff Realty, a non-investment related business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models and third-party managers, providing services that include mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Daniel Hect is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 licenses and five years of industry experience. His background includes roles with Primerica Financial Services and police departments in Sabina and Hartford. Outside of finance, he is an author of a book on martial arts and law enforcement and serves on the advisory board of Transcontinental University. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and select corporate and charitable clients. The firm manages approximately $15.5 billion in assets across nearly 3,700 advisors and utilizes model-driven investment strategies supported by third-party asset managers.

Michael Lewis is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with Fidelity Brokerage Services, LLC since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Maresa Tambling is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2015 and Fidelity Investments since 2025. Strategic Advisers LLC, a Fidelity Investments company where she is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and employs systematic methodologies and long-term asset allocation benchmarks.

Beckham Wyrick III is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2005. Outside of his advisory role, he operates an accounting, bookkeeping, and payroll services business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing multiple custody platforms, proprietary and third-party model strategies, and both discretionary and non-discretionary investment approaches.

Joshua Gries is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at FedEx Ground and self-employment ventures before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Jiaqian Zhou is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, Zhou worked at Churchill Mortgage Corp and NVR Mortgage Finance Inc. for a combined eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients including retail and institutional investors, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers advisory support to registered investment companies and designs model portfolios using a blend of mutual funds, ETFs, and ETPs.

Dennis West is a Certified Financial Planner® with 32 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Fidelity from 2003 to 2010. West is also a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives, offering a range of financial planning and investment management solutions.

David Wood is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2003 and 2004, respectively. In addition to his advisory role, he sells health insurance and health plans to small businesses and individuals. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Maxwell Kosman is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including Clark Capital Wealth Management and The Rosselot Financial Group. Kosman serves as a board member and volunteer for the Cincinnati Rugby Football Club. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and platform arrangements.

Seth Knudsen is a financial advisor with Raymond James Financial Services Advisors, Inc. in Loveland, Ohio, holding a Series 66 designation and over 19 years of industry experience. He previously worked at Edward Jones for 16 years and is currently the CEO of Knudsen Wealth Planning. Outside of his advisory work, Knudsen is a partner in KelJac CAC, a business entity established for potential real estate activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting through a large advisor network, with specialized offerings in municipal finance and SIMPLE IRA Employer Advisory services.

Michael Mckay is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 66 credential and has been with UBS since 2005. Mckay is involved with the United Way of Greater Cincinnati’s Tocqueville Society, a charitable organization. UBS Financial Services Inc. 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 utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Matthew Sherlock is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 1997. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Luke Basil is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Miami University, Hantz Financial, and HydroClean LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, oversight of sub-advisers, and formal advisory roles to multiple registered investment companies.

Jacob Mccoy is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Citibank and Abigail Street. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s investment process combines fundamental research with quantitative analysis and systematic portfolio construction, managing model portfolios using mutual funds, ETFs, and ETPs.