David Spence is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has worked with Fidelity Brokerage Services LLC since 2014. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, including retail and institutional investors, charitable funds, and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis in creating model portfolios from mutual funds, ETFs, and ETPs, and it also uses systematic methodologies and algorithmic portfolio construction.

Jordan Johnson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2025, Jordan worked at Diversified Capital Management and engaged in various roles including pet care as a dog walker. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

Michael Games is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Sei Investments and Ross Sinclaire and Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning services, and investment management options that include both discretionary and non-discretionary approaches.

William Harper is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with various Fidelity entities since 2008, 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, IRS-qualified charitable funds, and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from mutual funds, ETFs, and ETPs.

Beth Hodges is a financial advisor at OSAIC with 23 years of industry experience. She holds a Series 63 designation and has worked at Securities America Advisors and SECURITIES AMERICA, Inc. prior to joining OSAIC. Hodges is a passive owner of Queen City Capital Management, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides an integrated range of brokerage and investment advisory services supported by multiple advisory platforms and third-party money managers.

Collin Wrona is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked in the hospitality sector at Moerlein Lager House, Bravo Cucina Italiana, and Delaware North. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and deliver model portfolios to intermediary platforms.

Justin Lehkamp is a financial advisor with LPL Financial in Cincinnati, OH, holding the Series 66 and Series 63 designations and seven years of industry experience. His career includes roles at Fidelity Personal and Workplace Advisors, Avantax Investment Services, and Skylight Financial Group. Outside of finance, he has experience working in catering and at a swim club. 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 investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Logan Taylor is a financial advisor with Fidelity and holds a Series 66 designation. He has one year of industry experience and has previously worked at U.S. Bank, Spectrum, and Freedom Mortgage among other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers a range of advisory and fund management services.

Robert Herbert is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has worked with Fidelity Brokerage Services and Fidelity Investments since 2007. Outside of his advisory role, Herbert serves as a preaching minister for Christian Churches, Churches of Christ in Milford, Ohio. 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 employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products, including model portfolios for intermediary platforms.

Heather Jackson is a financial advisor with Fidelity, holding a Series 66 designation and 13 years of industry experience. She has been with Fidelity Investments and its affiliated entities since 2012. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad investable universe.

Brian Breitenstein is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at First Financial Bank, WesBanco, United Bank & Capital Trust, and Citizens Bank of Northern Kentucky. He holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Nick Wesselman is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he serves as the primary point of contact for families. In this role, he provides a high level of service and works with the Private Wealth Management Team to help clients and their families grow and protect their wealth, make sound investment decisions, and simplify their financial lives. Nick has progressed through several roles at Fidelity Investments, including Wealth Management Planning Consultant from 2021 to 2022, Managed Account Support Specialist from 2019 to 2021, and positions in Help Desk and Client Services from 2015 to 2019. This experience has provided him with a comprehensive understanding of wealth management and client support. Outside of his professional responsibilities, Nick enjoys board games, camping, golf, motorcycles, pets, and skiing.

Ryan Shouse is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various divisions of Fidelity since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts.

Quinn Tracey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Quinn’s prior work history includes roles at various organizations such as DoorDash, FedEx, and the University of Kentucky. Fidelity’s Strategic Advisers LLC 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Brady Hunt is a financial advisor at Merrill holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at Bank of America, The North Face, and involvement with the Cincinnati Open. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Noah Franklin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held positions across several industries including logistics and wellness. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors through discretionary and non-discretionary advisory services, fund management, and model portfolio delivery.

Maggie Edwards is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and has prior work experience including roles at the Cincinnati Sports Club and Just Candy. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing both advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.

Sherri Thomas is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Thrivent and Jack Richeson & Company. Outside of finance, she is the sole proprietor of a fine art business, creating and selling artwork. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Tyler Cox is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at Safran Landing Systems Inc., Macy's Inc., Old State Properties, and The Kroger Co. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment process integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Levi Combs is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, he worked in various roles including as an independent contractor designing outdoor spaces for MyPatioDesign. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.