Rachel Allgeier is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 credentials and five years of industry experience. Her work history includes multiple roles at Miami University and positions in retail and insurance prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Bennie Falls is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments, Veritude, Amazon, and the State of Kentucky. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Kenneth Sykes is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 32 years of industry experience. He has been with Primerica Financial Services and PFS Investments Inc. for 15 years and previously worked in executive transportation for four years. Outside of advising, he is involved in the sale of home security, automation, and loan products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers and provides trade execution and custody through third-party partners.

Christopher Davis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held roles at ADM Archer Daniels Midland and was involved in food delivery services as an independent contractor. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, employing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Martin Wilhelmy is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2018. Outside of his advisory role, Wilhelmy serves on investment and finance committees for local organizations, including Ohio Valley Voices and Old St. Mary’s Church, and is a trustee for The Good Shepherd Catholic Montessori School. He is also a partial owner of a local boxing gym and participates in political activities as a precinct executive for the Hamilton County Republican Party. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven, modern portfolio theory-based approach and serves as an ERISA fiduciary, with options for both discretionary and non-discretionary plan services.

Abigail Kaufman is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2018. Prior to her career in finance, she was employed at Nordstrom from 2014 to 2018. Fidelity’s Strategic Advisers LLC 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 discretionary and non-discretionary portfolios.

Samuel Rees is a financial advisor at Fidelity with one year of industry experience. He previously worked at Fifth Third Bank for six years and has held various roles since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Emily Hogya is a financial advisor at UBS Financial Services in Cincinnati, OH, holding Series 65 and Series 63 licenses with two years of industry experience. She previously worked at Foster & Motley and FEG Investment Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Jonathon Fultz is a financial advisor at Fidelity with a Series 66 designation and six years at the firm. Prior to joining Fidelity in 2020, he worked at Kroger for five years. 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, and serves multiple registered investment companies as well as delivering model portfolios to intermediary platforms.

Ann Venable is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1997. Outside of finance, she teaches a weekly Zumba fitness class. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Kiley Byrne is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Byrne worked briefly at Honeybaked Ham and Cigna, and has served as a client service associate at Riverhills Consulting Services LLC. Byrne is also affiliated with Archbishop McNicholas High School. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written retirement income recommendations, supported by a centralized consulting team.

Bruce Brinkman is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity brokerage services since 2010. 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’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services alongside management and consulting.

Julia Heck is a financial advisor at Fidelity with Series 63 and Series 66 licenses. She has one year of industry experience and previously held roles at Flynn & Company CPA's and several other organizations. Fidelity’s Strategic Advisers LLC 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 manage model portfolios consisting of mutual funds, ETFs, and ETPs.

Crystal Mann is a financial advisor at Charles Schwab with 28 years of industry experience. She has held positions at Charles Schwab since 2018 and previously worked at TIAA and TIAA-CREF Individual and Institutional Services from 2007 to 2018. Mann holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base consisting mainly of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios, research, and a structured alternative-investment program.

Andrew Felger is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Merrill and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Stephanie Beck is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Release Restore Renew, where she was a Healing Touch Certified Practitioner supporting client health and wellbeing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Peter Fosco is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with Fidelity Brokerage Services since 2015 and with Fidelity Investments since 2025. Outside of his advisory work, Fosco works as a bartender for a catering company and performs as a freelance guitarist and publicist. Strategic Advisers LLC, a Fidelity Investments company where he is based, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Ian Bullis is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked in various roles including at Burke CPAs & Advisors and Concentric Wealth Management. Outside of finance, Bullis has experience in athletics administration and admissions at Earlham College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources.

David Kathman is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he assists business owners and executives in growing and preserving their wealth through personalized financial strategies. David emphasizes an in-depth discovery process to identify each client’s unique needs and goals, crafting investment strategies aligned with their vision and risk tolerance while providing ongoing adjustments to maintain financial confidence and security. Bringing over 30 years of experience as a CPA and business owner, David’s expertise spans areas including divorce transition planning, education planning, family wealth management, legacy planning, retirement planning, portfolio management, small business strategies, and tax minimization. He focuses on delivering a holistic approach to wealth management by leveraging Merrill’s broad financial expertise, research, and resources paired with a customer care model that aligns with his service philosophy. While David has a CPA background, he does not provide tax or accounting advice in his capacity as a financial advisor. David holds a Bachelor’s Degree from Northern Kentucky University and has the Personal Investment Advisor (PIA) designation. He is a Northern Kentucky native residing with his wife Maria and their three college-aged children. He is active in the community, having served on the boards of the Family Nurturing Center, Covington Catholic Boosters, and Elliot Feltner – No Limits for Spinal Cord Injuries, among other volunteer roles. Outside of work, David enjoys biking, boating, cooking, fishing, golfing, ice hockey, skiing, tennis, traveling, and spending time with his family.

John Vansteenkiste is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2020, with prior experience at Lifetime Financial Growth and Ohio University Aquatic Center. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products.