Ryan Dieringer is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services LLC since 2015, joining the broader Fidelity Investments team in 2025. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and serves in advisory roles uncommon among large institutional peers.

Jared Haught is a financial advisor at Fidelity with five years of industry experience and holds Series 63 and Series 66 licenses. He has spent his entire advisory career at Fidelity Investments since 2021. Outside of his advisory work, he is involved in tennis as an assistant tennis professional at Summit Hills Country Club and operates a sole proprietorship focused on racket stringing and teaching tennis lessons. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, managing model portfolios composed of mutual funds, ETFs, and ETPs, and serves as a registered investment company advisor with a focus on systematic methodologies and oversight controls.

Aryah Myrick is a financial advisor at Fidelity with a Series 66 designation and recent entry into the industry. Prior to joining Fidelity, Myrick held various roles including community involvement with Northern Kentucky Junior Volleyball. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of systematic methodologies and AI-driven research.

Kelsey Baker is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its related entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with notable involvement in commodity pool operations and AI-driven research methodologies.

Joel Handorf is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its Private Bank since 2009. Outside of his advisory role, he serves on the advisory board of Found Village, an organization focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Joseph Jennings is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Miami University and Stow-Munroe Falls High School. Fidelity’s Strategic Advisers LLC offers 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 portfolios across mutual funds, ETFs, and ETPs.

Eric Jaun is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining UBS in 2019, he worked briefly at Fidelity Brokerage Services and Huntington Bank. He also has experience with Cincinnati Reds Baseball Camps and Babson College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

James Stewart is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Mass Mutual Investors Services, MetLife Resources, and Banc One Securities Corporation. Stewart is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies under the Founders Gate Capital brand.

Christopher Guptill is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Northwestern Mutual and Fidelity Brokerage Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver diversified model portfolios across various platforms.

Jerri Wentz is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory role, she is involved as a partner in a construction and engineering business, Wentz Design LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

John Burke is a financial advisor with LPL Financial based in Cincinnati, OH. He holds a Series 65 designation and has over a decade of experience running Burke CPAs and Advisors, a firm focused on tax preparation and accounting services. He also serves as a notary in Cincinnati. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both proprietary research and third-party management strategies.

Brandi Campbell is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. She previously worked at Kingston of Miamisburg and held roles in healthcare-related organizations including Encore Rehabilitation and Kindred. Fidelity’s Strategic Advisers LLC offers 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 a diverse set of portfolios including mutual funds, ETFs, and model portfolios.

Rachel Tackett is a financial advisor with Fidelity who holds a Series 66 designation and has three years of industry experience. Her work history includes roles at Fidelity Investments and prior experience in real estate and hospitality. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Brian De Vault is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and three years of industry experience. He has worked at Commonwealth Financial Network and Hatfield & Becker Financial Services prior to joining Cambridge. In addition to his advisory role, he owns and operates DeVault Accounting Group, a tax preparation business, and Devault Enterprises, LLC, which provides lawn care services. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Gary Topper is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at various Fidelity entities since 2007. Outside of his advisory role, he is a licensed realtor in Ohio with Sibcy Cline Realtors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Nathan Welch currently serves as an Investment Solutions Representative III at Fidelity Investments. In this role, he focuses on providing investment guidance and developing tailored solutions for clients. Nathan's professional experience includes progressively responsible positions within Fidelity Investments since 2023, starting as a Customer Relationship Advocate and advancing to his current role. Prior to joining Fidelity, he worked as a Loan Officer Assistant at Victory Mortgage from 2020 to 2022. He emphasizes building strong client relationships through attentive listening and clear communication, aiming to help clients make informed financial decisions. Outside of his professional work, Nathan is interested in running and traveling.

Aaron Goldhoff is a financial advisor at UBS Financial Services with the Series 66 designation and two years of industry experience. He previously worked at C.H. Robinson for six years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and brokerage solutions.

Crystal Phillips is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fidelity in Newport, KY. She has been with Fidelity Brokerage Services, LLC since 2015 and with Fidelity Investments since 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Casey Marsh is a Certified Financial Planner® with 24 years of industry experience, currently serving clients at UBS Financial Services since 2021. Prior to UBS, he worked at Bank of America and Merrill from 2010 to 2021. He is based in Cincinnati, Ohio. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocation to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management, offering services that include portfolio management, financial planning, and capital markets activities.

Mary Caldwell is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at KeyBank from 2015 to 2021 before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.