Adam Boerger is a financial advisor with Wells Fargo Advisors based in Elsmere, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory role, Boerger has been involved in local softball organizations as an umpire and treasurer. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and tools, providing planning services across multiple specialized areas for clients who meet certain net-worth criteria.

Alexis Lindsay is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, Alexis held various roles, including positions at Clarity Retail Services and Amazon. Strategic Advisers LLC, a Fidelity Investments company, serves retail and institutional investors with discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and acts as a registered commodity pool operator with roles in multiple registered investment companies and fund-of-funds.

Michelle Redden is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and over 14 years of industry experience. She has worked with Fidelity Brokerage Services LLC since 2017 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, utilizing algorithmic methodologies and long-term asset allocation benchmarks.

Katie Andrews is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including L.M. Kohn & Company, Northstar Financial Services, Fidelity Brokerage Services, and Bank of America. Based in Cincinnati, OH, Andrews has been with Merrill since 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Colin Stewart is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at PNC Financial Services and Pyramid Consulting Group Inc. He has also worked in multiple capacities related to the University of Dayton and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on blending proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Kenneth Apking is a financial advisor with Cetera in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2008. Outside of his advisory role, he works as an insurance agent selling health, life, annuity, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing more than $256 billion in assets.

Alexander Wyszkowski is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Amazon and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Allen Lesaint is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jack Baglien-Allender is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. Jack has progressed through various roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2021, then serving as a High Net Worth Service Associate from 2022 to 2023. He advanced to Investment Solutions Representative I in 2023, followed by Investment Solutions Representative II from 2024 to 2026, before attaining his current position in 2026.

Cameron Walton is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Charles Schwab, Voya Financial Advisors, and MassMutual Chicago. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios, including fund-of-funds and model portfolios, and holds distinctive roles such as commodity pool operator registration and advisory responsibilities for multiple registered investment companies.

Carl McClurg Jr. is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and has also operated as a self-employed financial professional since 2009. Outside of his advisory role, McClurg serves on the board of Iron Sharpens Iron Community Care, where he assists with event planning for community projects, and contributes as a member, author, educator, podcast host, and speaker for the National Association of Certified Financial Fiduciaries. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing proprietary models and access to third-party strategists across multiple platform arrangements.

Steven Ninichuck is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2007. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as a registered commodity pool operator with notable involvement in model portfolio development and proxy voting oversight.

Charles Clark is a Series 66-licensed financial advisor with Fidelity in Covington, KY, and has two years of industry experience. His prior roles include positions at KeyBank, Fifth Third Bank, and Alpha Technologies (Freedom Mortgage). He works with 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 manage portfolios across various investment vehicles and serves as an advisor to multiple registered investment companies.

Bradley Fillnow is the Director, Executive Services Officer at Fidelity Investments, a position he has held since 2018. In this role, he provides strategic financial guidance to senior level executives regarding their executive compensation plans and serves as a one-on-one point of contact for broader Fidelity services. His career at Fidelity Investments spans over a decade, beginning as a Relationship Manager from 2012 to 2014, then as Client Service Manager from 2014 to 2016, followed by a return to the Relationship Manager role from 2016 to 2018 before assuming his current position. This progression reflects his experience in client relationship management and executive financial services. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Michael Clowery is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior work includes roles at Total Quality Logistics, LLC, before joining Fidelity Brokerage Services in 2017. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Daniel Leugers is a financial advisor with Raymond James & Associates in Covington, KY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Rachel King is a financial advisor with Robert W. Baird & Co., Inc. in Ft Wright, KY. She holds a Series 66 designation and has nine years of industry experience, having been with Baird since 2015. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jalese Stone is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Her prior work includes roles at DHL Express, Combined Public Communications, Speedway LLC, Physassist Scribes Inc, and the University of Louisville. Outside of her financial career, she is employed as a food delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios and model strategies.

Krystle Atkins is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been working in wealth management since 2014 and joined Merrill as a Financial Advisor in 2019. Krystle serves affluent families across the United States, focusing on areas such as college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, tax minimization, and retirement income. Krystle holds both a Bachelor's and a Master's degree from The Ohio State University and holds the Personal Investment Advisor (PIA) designation. She develops customized financial strategies tailored to each client's risk parameters, timing, cash flow needs, values, and objectives. Her approach involves understanding the complexities of wealth and striving to be a trusted resource for building, managing, and preserving clients' wealth. Outside of her professional role, Krystle is active in community organizations such as Master Provisions, where she serves as a board member, and volunteers with St. Elizabeth Foundation. She is a wife, mother to twin daughters, a bonus mom to four boys, and a dog owner. She enjoys activities including golfing, interior decorating, music, reading, running, softball, traveling, watching movies, and writing.

Owen Workman is a financial advisor with Fidelity in Covington, KY, holding Series 66 and Series 63 licenses and bringing two years of industry experience. Prior to joining Fidelity, he held roles at State Farm VP Management Corp and Allison Hornback Insurance Agency among other positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios across mutual funds, ETFs, and ETPs.