Robert Schaefer Jr. is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including 21 years at Fifth Third Securities prior to joining Cambridge in 2021. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

Adam Trent is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has been with Fidelity and its affiliated entities in various roles since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to registered investment companies and model portfolio platforms.

Matt Best is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He has held several roles within Fidelity Investments since 2021, including Financial Consultant I, Regional Center Planning Consultant - Premium, and Investment Solutions Representative. Matt provides counsel and support for personal financial decisions, focusing on retirement planning, investment strategy, income planning, tax-efficient investing, and family conversations. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matt is interested in family activities, social events, hiking, outdoor adventures, traveling, and volunteering.

Ryan Gartrell is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he gained experience in various capacities within Fidelity Investments, including Financial Consultant I, Investment Solutions Representative III, Investment Consultant, and Central Relationship Manager from 2020 to 2025. Before joining Fidelity, Ryan served as Vice President Employee Benefits Advisor at Fifth Third from 2019 to 2020 and worked as an Analyst at OPOC.us from 2013 to 2019. Ryan holds insurance licenses for both Arkansas and California. He focuses on understanding clients' priorities to collaboratively develop tailored financial plans that are straightforward and sustainable. His approach centers on working closely with clients to build plans that align with their individual needs and goals.

Michael Mcqueeney is an advisor at Fidelity with Series 63 and Series 66 credentials. He has one year of industry experience and previously worked at Amazon for six years. 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 portfolios. The firm uses proprietary research combined with quantitative and algorithmic methods to construct portfolios and serves in advisory roles for multiple registered investment companies.

Richard Combs II is a financial advisor with Edward Jones in Crestview Hills, KY, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is involved in property ownership to support family housing needs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Robert Hageman is a financial advisor at Edward Jones in Fort Mitchell, KY, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is the owner of an LLC that holds a building in Fort Mitchell. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by over 23,700 financial advisors nationwide.

Kevin Walsh is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with LPL Financial and has previously worked at Niehaus Financial Services, Commonwealth Financial Network, and Securities America Advisors. In addition to his advisory work, he is involved in tax preparation through Niehaus Tax Services, LLC. 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 and investment management solutions delivered through a large network of advisors using both proprietary and third-party strategies.

Reece Tate is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked in roles at Madewell and Delhi Fitness Club, and has a background that includes education and management at Town and Country Pools. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Tiffany Weigle is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2010. Outside of her advisory role, she teaches private and group yoga classes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Christy Commerton is a financial advisor at Edward Jones in Crestview Hills, KY, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, she worked for Southern Glazer's Wine and Spirits for 16 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers various managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management and a large network of financial advisors.

Stephen Horn is a financial advisor with Ameriprise in Newport, KY, holding a Series 66 designation and 22 years of industry experience. Prior to joining Ameriprise in 2023, he worked at Cetera Advisors LLC for 11 years and Christopher Financial Group for 19 years, where he also owns and operates a financial planning and investment practice. He is a co-owner of Copper Path Financial Advisors, LLC, which supports his Ameriprise business. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm uses a centralized team to produce detailed recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies within a distinctive investment framework.

Samantha Roberts is a financial advisor at UBS Financial Services in Cincinnati, OH, with three years of industry experience. She previously worked at Union Savings Bank and U.S. Bank. Outside of her advisory role, she spends time supporting a family apiary business by handling communications and media. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and offers proprietary research and various capital markets services.

Jeremy Chapman is a Planning Consultant at Fidelity Investments, where he works with clients to develop personalized financial plans that align with their individual lives and values. He joined Fidelity Investments in 2020 as a Workplace Planning Consultant and transitioned to his current role in 2024. Jeremy holds insurance licenses in Arkansas and California. His work focuses on helping individuals and families understand financial strategies and make informed decisions to build financial confidence. Outside of his professional role, Jeremy enjoys cars, family activities, golf, hiking, outdoor adventures, and traveling.

William Lyon is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In this role, he collaborates with clients and their Wealth Management Advisors to develop, execute, and oversee customized investment strategies aimed at achieving long-term financial goals. He has been with Fidelity Investments since 2016, progressing through roles including Workplace Planning and Advice, and various levels of Investment Management Consultant positions. His experience encompasses investment consulting and wealth management advisory. William holds the CERTIFIED FINANCIAL PLANNER™ designation. Outside of his professional work, he has interests in concerts, cooking and baking, family activities, football, and traveling.

Emily Fox is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and previously worked at GreenSky Credit and Northern Kentucky University. Outside of her advisory work, she operates a small business making and selling tie-dye apparel. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across retail and institutional clients.

David Goodman is a Planning Consultant at Fidelity Investments, where he collaborates with families and individuals to develop plans focused on long-term investment and retirement objectives. He emphasizes building trust and delivering client services through lasting relationships. He has been with Fidelity Investments since 2019, initially serving as a Stock Plan Consultant, then as an Executive Services Specialist from 2020 to 2024, before becoming a Planning Consultant in 2024. He holds insurance licenses in Arkansas and California. Outside of his professional work, David enjoys baseball, camping, family activities, football, golf, and skiing.

Michael Burkhardt is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods, AI in research, and its role advising multiple registered investment companies.

James Hider is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 26 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he co-teaches a security analysis class at the University of Cincinnati. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client investment strategies.

Collin Schaeffer is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked within various Fidelity affiliates since 2016. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and provides advisory services with systematic methodologies and long-term asset allocation benchmarks.