Thomas Hurley is a Private Wealth Advisor at Merrill Private Wealth Management, where he partners with The Evelo|Singer|Sullivan Group. He provides customized, long-term investment advice primarily to C-suite and senior-level executives, focusing on managing investment portfolios and advising on concentrated stock positions to address inherent risks and opportunities. Since joining Merrill in 2009, Tom has worked with affluent individuals and families to design wealth strategies that align with clients' long-term objectives, risk management, and wealth preservation goals. He assists business owners and senior corporate executives in navigating concentrated equity positions through strategies such as pre-liquidity event planning, succession plans for private companies, and hedging or sales strategies for public companies. Additionally, as a member of the group's investment committee, he contributes to setting strategic asset and style allocations within client wealth management plans. Tom holds a bachelor's degree with honors from Princeton University and an M.S. in Taxation from the University of Cincinnati. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Originally from Cincinnati, he is engaged in the community by serving on the board of CISE and the investment committee of Ohio Valley Voices. His personal interests include basketball, football, golfing, spending time with family, and traveling.

Shayne Clephane Jr. is a financial advisor at Merrill based in Cincinnati, OH, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Merrill in 2026, he worked at Fidelity Investments from 2023 to 2025. He is also involved with Media Influence LLC, a business he has been associated with since 2022. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and organizations.

Steven G. Trimble is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at UBS since 2014. Outside of his advisory role, he serves on the Board of Directors for Ruah Woods, where he contributes to developing religious education programs for Catholic schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and institutional trading capabilities with wealth management services.

Eric Schaller is a financial advisor at Merrill in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. He has worked at Merrill and Bank of America, N.A., as well as Fidelity Investments and Comcast earlier in his career. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Samuel Adams is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Education at Work and Northern Kentucky University. Outside of his advisory work, he is an affiliate streamer on Twitch Interactive, where he operates independently. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across model portfolios.

Nancy Del Grosso is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Morgan Stanley and its affiliated entities since 2009 and was previously with Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and firm-approved tools to develop tailored financial plans, while generally acting in an advisory capacity for those plans.

Paul Vonluehrte is a financial advisor at Merrill with Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Merrill since 2017 and also has experience with Bank of America, N.A., and the Fund Evaluation Group. Based in Cincinnati, OH, he has been involved in various roles within these firms. Merrill, along 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 plans, corporations, and charitable organizations.

Oliver Just is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He has prior work experience at PFS Investments Inc. and Primerica Financial Services. He is based in Fort Wright, KY. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates through a large network of advisors who deliver model-based investment recommendations, utilizing a range of strategic and tactical models supported by third-party asset managers.

Kevin Crowell is a Financial Consultant at Fidelity Investments. He assists clients in developing their financial plans by helping them make sound investment decisions and simplifying their financial lives. Kevin has held multiple roles within Fidelity Investments since 2012, including positions such as Financial Consultant, Investment Solutions Representative, Workplace Planning Consultant, and Retirement Solutions Representative. His extensive experience within the firm reflects a broad understanding of financial consulting and investment solutions. He holds insurance licenses in Arkansas and California.

Patrick Burke is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Avantax Advisory Services and H.D. Vest Investment Services. Outside of his advisory work, Burke has authored publications since 2012 and serves on the boards of multiple for-profit companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and advanced technologies.

Jonathan Hembree is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2007. Outside of his advisory role, he provides travel advisory services through Fora Travel. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role as a commodity pool operator, advisor to multiple registered investment companies, and use of algorithmic methods and AI in its investment processes.

Clinton Louiso is a CFP® professional with 22 years of industry experience, currently serving as an advisor at LPL Financial. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Team BeachBody. He also operated Nicole Lynn Photography for eight years. 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 advisors. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Paul Kelley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His career includes roles at Fidelity Investments and prior positions in both fitness and brokerage services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a diverse range of mutual funds, ETFs, and ETPs.

Jessica Meyer is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has worked at Fidelity since 2022. Prior to her career in finance, she was employed at LongHorn Steakhouse for seven years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using a range of mutual funds, ETFs, and ETPs.

Joe Wulfeck is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2024. He has progressed through various roles within Fidelity, including Investment Solutions Representative II from 2022 to 2024 and Investment Solutions Representative I from 2021 to 2022. Prior to joining Fidelity, Joe gained experience at several financial institutions, including Huntington National Bank as a Branch Relationship Banker III - Investment Representative from 2016 to 2021, US Bancorp Investments as a Branch Manager - Registered Representative from 2015 to 2016, Fifth Third Securities as a Licensed Personal Banker - Registered Representative from 2011 to 2015, and JP Morgan Chase Securities as a Licensed Banker - Registered Representative from 2007 to 2011. Joe holds insurance licenses in Arkansas and California. Outside of his professional career, he has personal interests in cars, comedy, motorcycles, and pets.

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.

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.