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 three years of industry experience. Prior to joining Fidelity, he worked in various roles including at Health Carousel Travel Network and Zenith Logistics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios constructed from mutual funds, ETFs, and ETPs.

Maggie Edwards is a financial advisor at Equitable Advisors with two years of industry experience. She holds the Series 66 designation and is based in Cincinnati, OH. Prior to joining Equitable Advisors, her work experience includes roles at Cincinnati Sports Club and Just Candy, among others. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a variety of advisor models through third-party asset managers and sponsored advisory programs.

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.

Richie Butler is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2026. He has progressed through several roles within the company, beginning as a Customer Relationship Advocate in 2020 and advancing through positions including Premium Services for High Net Worth clients and multiple levels of Investment Solutions Representative. In his current role, Richie focuses on collaborating with clients to develop tailored investment strategies that align with their individual goals. His approach emphasizes co-creating plans to meet unique financial objectives. Outside of his professional responsibilities, Richie enjoys baseball, family activities, golf, music, and outdoor adventures.

Kelly King is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Kelly supports a Private Wealth Management (PWM) Advisor in co-creating plans that assist clients and their families in growing and protecting their wealth, making informed investment decisions, and simplifying their financial lives. Kelly has been with Fidelity Investments since 2008, gaining experience in various roles including Private Wealth Management Planning Consultant since 2019, Private Wealth Management Operations Associate from 2015 to 2019, Private Client Group Service Associate from 2010 to 2015, and Service and Trading Associate from 2008 to 2010.

Jon Fedor is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank since 2015, previously spending six years at Citigroup Global Markets. Based in Cincinnati, OH, he has been affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and proprietary modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Bradley Herald is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 2006. He serves as Treasurer for Summit Church of Christ in Cold Spring, Kentucky, overseeing general financial matters for the organization. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, managing a range of portfolios including multi-manager and fund-of-funds structures.

Meredith Hemmer is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. She has five years of industry experience, including roles at Tradebe Environmental Services and Auburn University prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm integrates fundamental research with quantitative and algorithmic approaches to construct model portfolios using mutual funds, ETFs, and ETPs.

John Bishop is a Financial Consultant at Fidelity Investments, where he currently partners with clients to develop personalized financial plans that reflect their individual goals and values. He works collaboratively with his team to deliver tailored financial strategies. John has been with Fidelity Investments since 2018, gaining experience in various roles including Investment Consultant, Workplace Planning Consultant at multiple levels, Health Savings Account Specialist III, and Defined Contributions Representative. His professional background encompasses a broad range of financial and investment consulting expertise. In his personal time, John enjoys fitness, football, and traveling.

Christopher Grote is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Equitable Advisors and R.W. Baird. Fidelity’s affiliate, Strategic Advisers LLC, 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 create model portfolios using mutual funds, ETFs, and ETPs.

Jacqueline Hurwitz is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Karla Heck is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. She has been affiliated with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Millard Ledford is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he managed the Ledford Family Farm and held an executive leadership role at Rock Solid Roofing, where he was involved in sales. Outside of his advisory work, he has experience as a sole proprietor in agriculture and as a partner in a roofing and exterior company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across funds, ETFs, and ETPs.

Joshua Goewey is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Maggie Kays is a financial advisor at Equitable Advisors with two years of industry experience. She holds a Series 66 designation and has worked in educational and sales roles at organizations including Kenton County School District, Mary Kay Cosmetics, and Oak Hills Local School District. Kays serves as a board member and lay leader for Florence Christian Church and is a council member at Ryland Heights Elementary School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers services through a network of Investment Adviser Representatives and leverages third-party program sponsors and asset managers for many advisory models.

Jake Ernst is a Planning Consultant at Fidelity Investments, where he supports a broader wealth management team. He focuses on understanding clients' needs by exploring their goals, concerns, retirement timelines, legacy planning, and investment preferences. Jake emphasizes building confidence through trusted relationships in addition to creating effective financial strategies. He has been with Fidelity Investments since 2022, initially serving as a Workplace Planning Consultant before his current role as a Planning Consultant starting in 2026. Jake holds insurance licenses in Arkansas and California.

Zachary Sech is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor client strategies.