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 28 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 1997. Fidelity’s Strategic Advisers LLC provides a broad range of investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports model portfolios across multiple platforms and serves in advisory roles to registered investment companies and fund-of-funds.

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.

Tracy Sullivan is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2022, progressing through various positions including Financial Consultant I, Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate. Prior to joining Fidelity Investments, she worked as a Financial Services Specialist at Apprisen from 2015 to 2017. Her professional focus includes Investment Strategy, Retirement Planning, Income Protection, and facilitating Family Conversations to guide clients toward meaningful financial goals. She holds insurance licenses in Arkansas and California, supporting her work in income protection and financial planning. Tracy aims to connect with clients through a thoughtful, goal-oriented approach, emphasizing the development of long-lasting personal relationships while providing specific direction for their financial futures.

Blaine Craig is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His work history includes roles outside the financial sector, including positions at Camfil USA and various service industry jobs, as well as academic involvement at the University of Cincinnati and Miami University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a diverse universe of mutual funds, ETFs, and ETPs.

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.

Christopher Atkinson is a Series 66-licensed financial advisor with Edward Jones in Loveland, Ohio, where he has worked since 2021. He has four years of industry experience and previously spent ten years with Carmel Clay Schools. Outside of his advisory role, Atkinson owns and consults for School Culture Matters, an educational leadership coaching business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers various managed solutions, separately managed accounts, and affiliated investment products under a fiduciary standard.

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.