Andrew Acuna is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Deloitte & Touche and held various roles at companies including Kroger and Fifth Third Bank. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of investment adviser representatives, utilizing both proprietary and third-party solutions.

Jenny Falhaber is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegated sub-advisers, and a formal advisory role for multiple funds.

Jhoanna Barnes is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, 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, and offers services such as discretionary portfolio management and model portfolio delivery.

Benjamin Gehrke is a financial advisor with Ameriprise in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for six years before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation and oversight to deliver tailored retirement advice, primarily focusing on assets held in Ameriprise Managed Accounts.

Erin Czanik is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at National Exemplar Restaurant. 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 manage portfolios comprising mutual funds, ETFs, and ETPs.

Karen Glover is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 18 years of industry experience. She has been with Primerica Advisors since 2007 and concurrently works with Volta Tax Center. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a wrap-fee structure with an operational model that includes independent due diligence and delegated trading responsibilities.

Matthew Burfield is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2013, as well as at Merrill from 2012 to 2013. Outside of his advisory role, he works as an independent contractor delivering food orders for DoorDash. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios drawn from mutual funds, ETFs, and ETPs.

Michael Amos is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. He specializes in assisting executives in navigating and making informed decisions about their benefits. Michael emphasizes listening to clients to understand their individual needs, goals, and values, working to simplify complex financial topics. Michael has extensive experience at Fidelity Investments, having served in multiple roles since 2007. His positions have included Benefits and Planning Consultant for Executive Services, Help Desk staff for Workplace Planning & Advice, Workplace Planning Consultant II, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. He holds a California Insurance License. Outside of his professional duties, Michael enjoys baseball, beach activities, family activities, football, and golf.

Yigit Yilmazer is a Private Wealth Management Investment Management Consultant at Fidelity Investments, where he has served since 2025. In this role, he collaborates with clients and their Wealth Management Advisors to develop, implement, and monitor investment strategies tailored to clients' long-term objectives. He has extensive experience within Fidelity Investments, having held various roles since 2013. His previous positions include Investment Management Consultant in Portfolio Advisory Services (2016-2025), Retirement Solutions Representative (2015-2016), Investment Solutions Representative (2014-2015), and Financial Representative (2013-2014). This progression reflects his comprehensive background in investment management and retirement solutions.

Philip Schambach is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he works as part of a collaborative team dedicated to helping clients navigate important financial situations and coordinate resources across various planning disciplines. His focus is on building lasting relationships, providing ongoing support, and helping clients stay on track as their financial needs evolve. Philip has progressively advanced within Fidelity Investments, gaining experience in multiple positions including Wealth Management Service Specialist II, Wealth Management Service Specialist I, High Net Worth Service Specialist, and Customer Relationship Advocate. This progression reflects his comprehensive knowledge of wealth management services and client relationship management. Outside of his professional work, Philip has interests in comedy, family activities, football, and golf.

Mason Loth is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has worked at R.W. Baird since 2020, following a brief tenure at Hilliard Lyons. Outside of his advisory role, he is employed as a high school basketball official by the Ohio High School Athletic Association. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Christina Tumbleson is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and nine years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2024. Outside of her advisory role, she operates Empyrean Notarization LLC, providing notary services to the public. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Justine Cordner is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at GreenSky for nine years. 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. The firm manages a range of accounts including discretionary portfolios, fund advisory, and model portfolios, with oversight of affiliated and unaffiliated sub-advisers.

David Berube is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies with formal advisory and governance roles.

Scott Cengia is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds the Series 66 designation and has been with UBS since 2005. Outside of his advisory role, he manages YRCP LLC, an entity established for trademark protection of an app. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.

Emily Morris is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, previously working at UBS Financial Services, Inc. for six 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephanie Lemma is a financial advisor at Charles Schwab with 20 years of industry experience. She has been with Charles Schwab since 2010 and holds a Series 66 designation. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides centralized custody, brokerage, and advisory services.

David Butler is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials and has a work history that includes positions at Amazon, Kohl's, and the University of Kentucky. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves diverse clients, including registered investment companies and charitable funds, and is noted for its use of systematic methodologies and formal advisory roles within Fidelity’s institutional platform.

Linnell Sullivan is a financial advisor with Merrill in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with Merrill since 2002 and with Bank of America, N.A. since 2009. Outside of his advisory role, he serves as a committee member for the YWCA of Greater Cincinnati, contributing to their investment and finance committees. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jon Scott is a Certified Financial Planner (CFP®) with 37 years of industry experience. He has worked at UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings and uses proprietary research and model-based asset allocations to tailor financial plans.