Jonathan Coleman is a Series 66-licensed financial advisor with Equitable Advisors in Cincinnati, Ohio, and has five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked as a Caddie Master for four years. Equitable Advisors serves individual clients across wealth levels, as well as pension and profit-sharing plans, corporations, and nonprofits, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models, emphasizing client risk assessment and matching to appropriate investment programs.

Jordan Shteiwi is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, PNC, and other organizations. He was also employed at the University of Cincinnati for three years. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Woeste is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 designation and has worked in various capacities within Fidelity, including Fidelity Brokerage Services, LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, with oversight controls and evaluation of share classes to manage conflicts of interest.

Christopher Cornett is a financial advisor with Fidelity and holds a Series 66 designation. He has three years of industry experience, including roles at Fidelity Investments and prior work with organizations such as D1 Training and Designed.co. Cornett also spent time with the Fellowship of Christian Athletes and Vineyard Christian Church. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that 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 portfolios and serves in advisory roles to multiple registered investment companies.

Courtney Galinger is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several Fidelity affiliates and Chase Investment Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses proprietary research combined with quantitative and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Drew Elliott is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. In this role, he assists clients in understanding their employer-provided benefits and aims to maximize the value of their relationship with Fidelity. Drew focuses on helping clients develop plans that support their short-term and long-term financial goals. He has been with Fidelity Investments since 2019, progressing through various roles including Workplace Planning Associate, Workplace Planning Consultant I, II, and III, before assuming his current position in 2024. This experience has contributed to his expertise in workplace benefits and financial planning. No additional information about his education, credentials, personal interests, or community involvement was provided.

Amanda Prior is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2020. Prior’s prior experience includes roles at Keating, Muething, & Klekamp, PLL, Pandora Jewelry, and Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Kyle Scott is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Laz Parking and multiple positions in various companies across different sectors. He has experience outside finance at a golf club and as an educator at West Jefferson Middle/High School. Kyle Scott is affiliated 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on diverse investment portfolios.

David Heile is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2005, 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, as well as registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on managing model portfolios across various fund structures.

Skyler Benn is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held positions at Gap Inc., Unifi Aviation/Delta Global Services, and other firms. He has diverse work experience spanning aviation, retail, and financial services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Donovan Rainer is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities at Fidelity since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple investment companies, and use of algorithmic and AI-driven methods in its investment process.

Michael Jarrold Grapes is a CFP® professional affiliated with LPL Financial, based in Cincinnati, OH, with 27 years of industry experience. He has held roles at several firms including Securities America Advisors, Commonwealth Financial Network, and Niehaus Financial Services, and he also operates Niehaus Tax Services, LLC, where he provides tax preparation services. Grapes spends a small portion of his time involved in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.

William Whiteley is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at Key Investment Services, VALIC Financial Advisors, Bank of America, Merrill Lynch, and Fidelity Brokerage Services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning and consulting services.

Roger Trapp is a financial advisor at Fidelity with 27 years of industry experience. He has held various roles within the Fidelity organization since 1999, including positions at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Andrew Bardgett is a Wealth Management Planning Consultant at Fidelity Investments, where he is part of a team focused on delivering personalized service and building lifelong client relationships. He works with families to develop comprehensive wealth planning strategies aimed at growing, preserving, and transferring wealth. Andrew has been with Fidelity Investments since 2017, with experience spanning roles such as Financial Representative, High Net Worth Service Associate, Help Desk in Client Services, and currently, Wealth Management Planning Consultant. This progression reflects his continuous involvement in various aspects of wealth management and client service within the firm.

Matthew McManus is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at AXA Advisors LLC. Outside of his advisory role, McManus is the author of a book titled *Money Academy* and serves as Treasurer for the Hamilton County Police Association as well as Director of Finance for the Greater Cincinnati Police Museum. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services delivered through a network of Investment Adviser Representatives, utilizing both proprietary programs and third-party asset managers.

Brian Lillis is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Ameriprise and its related entities since 1992. Outside of his advisory role, he owns Brian P Lillis and Associates LLC, where he manages his Ameriprise business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.

Thomas Frietch is a financial advisor with Fidelity, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, having worked at various Fidelity entities since 2007. Fidelity's Strategic Advisers LLC serves a diverse client base, including retail and institutional investors, through investment management and advisory services that integrate fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its registration as a commodity pool operator, and its advisory role to multiple registered investment companies.

Mihail Blair is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments, he held roles in various sectors including hospitality and retail, notably working as a bartender at Killer Queen. 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 systematic investment process that combines fundamental research with quantitative analysis and model portfolios constructed from mutual funds, ETFs, and ETPs.

Jennie Bueter is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market modeling techniques.