Summer Shkoukani is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Merrill in 2023, she worked at Fifth Third Securities and served on the Boone County Board of Education. Outside of her advisory role, she is involved in managing family rental properties and owns a parking lot business. 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 strategies for a range of individual and institutional investors.

Drew Louden is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Louvino and TUC Dock. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research combined with quantitative analysis and algorithmic methods.

Mike Gerbus is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He collaborates with clients to understand their comprehensive financial goals and develops personalized financial roadmaps tailored to the needs and priorities of families. He has been with Fidelity Investments since 2020, progressing through roles including Investment Consultant, Workplace Planning Consultant III, II, and I. This progression highlights his experience in financial and workplace planning. Mike's personal interests include boating, fitness, football, outdoor adventures, running, and skiing.

Brent Love is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at GoGoMeds Pharmacy, Promevo, Double Helix, Cengage, and Citi. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Alan Green is a financial advisor with Fidelity in Covington, KY, holding a Series 66 designation and one year of industry experience. His prior work includes roles in transportation and entertainment management, and he currently works as a commercial driver in logistics alongside his advisory duties. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction.

T'cheka Davis is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been affiliated with various Fidelity entities since 2004 and currently serves clients through Fidelity Personal and Workplace Advisors and Fidelity Investments. She works for Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including managed portfolios and fund advisory. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction techniques and serves as an advisor to multiple registered investment companies.

Joseph Quigley is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2008 and Fidelity Investments Institutional Services Company, Inc. since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Jerry Moody is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, Moody worked at Fidelity Brokerage Services LLC and has experience outside finance at Morton's Steak House and Medpace. He also works part-time as a bartender at GlendAlehouse Brewery in Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Chris Brewer is a Certified Financial Planner (CFP®) with 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. Brewer also has a long-standing role at Blue Ash College dating back to 2007. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors.

Robert Thomasson III is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior work experience in diverse fields including financial therapy clinics and the Kentucky Cooperative Extension Service. Outside of his advisory role, he has been involved with Thomasson Landscape for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios through systematic methodologies.

Howard Mcewen Jr. is a CFA® charterholder with 32 years of industry experience, currently serving as a financial advisor at Osaic since 2018. Prior to that, he worked at Signator Investors, Inc. for two years. Outside of his advisory role, he is vice president of the Estate Planning Council of Northern Kentucky, a professional association that facilitates collaboration and education among estate planning professionals, where he helps coordinate speakers for events. Osaic Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and advisory services supported by advanced asset-allocation tools and offers access to third-party money managers and unified managed accounts.

David Sehlhorst is a Financial Consultant at Fidelity Investments, where he collaborates with clients to help them achieve their financial goals through tailored planning and ongoing support. He has been with Fidelity Investments since 2018, holding various roles including Investment Solutions Representative and Fixed Income Specialist, which have contributed to his comprehensive understanding of investment strategies and client relationship management. David holds insurance licenses in Arkansas and California, supporting his ability to provide a range of financial services. Outside of his professional work, he engages in family activities and enjoys fitness, golf, hiking, and traveling.

Samantha Mccomas is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Her career includes roles at Fidelity Brokerage Services, Fifth Third Securities, and Fifth Third Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversee multiple registered investment companies and fund-of-funds.

Cynthia Stahr is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Fifth Third Securities and Fifth Third Bank, contributing a total of ten years to the Fifth Third organization. UBS Financial Services serves individual, corporate, and institutional clients through a wide range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates proprietary capital market assumptions and research to tailor financial plans and employs institutional trading capabilities alongside wealth management services.

Justin Maldonado is Vice President and Wealth Planner at Fidelity Investments. In this role, he focuses on building sustained relationships with clients and their families, aiming to understand their priorities and goals. He collaborates with clients to develop comprehensive wealth plans tailored to their personal definitions of success. Justin joined Fidelity Investments in 2013 and has held multiple positions within the company, including Director of Executive Services Officer, Benefits and Planning Consultant for Executive Services, Fixed Income Specialist, Senior Stock Plan Executive Services Specialist, and Stock Plan Consultant. This progression reflects his extensive experience in wealth planning and financial services. He holds an AR Insurance License.

Mark Keiser is a financial advisor at Fidelity with a Series 66 designation and over eight years of experience. His prior work includes roles at Beacon Orthopaedics and Sports Medicine and the Kansas City Royals Baseball Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jeremy Homer is a financial advisor with Fidelity Investments based in Covington, KY, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has been with Fidelity since 2015 and operates a side business selling tabletop gaming access at conventions. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across a diverse range of investment vehicles.

William Jones is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2009. Based in Cincinnati, OH, he provides advisory services through a leading global financial institution. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services to deliver tailored investment solutions.

Benjamin Benson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles outside the financial industry, such as at Provest and Planet Fitness Midwest. 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, managing model portfolios across mutual funds, ETFs, and ETPs.

Michael Hensler is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management through both advisory and brokerage channels.