Tricia Jones is a Series 66 licensed financial advisor with Merrill, based in Fort Mitchell, KY, and has three years of industry experience. She previously worked at Wells Fargo Advisors for five years and Morgan Stanley for one year. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dean Nardi is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His work history includes roles at Fidelity Investments and prior experience outside the financial sector, including positions at DoorDash, Inc. and Bibibop Asian Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Matthew Turner is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity in 2023, he worked at FedEx Ground, Whitaker Bank, and Sherwin-Williams. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs.

Joseph Schaeper currently serves as Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their goals, objectives, values, and financial needs, working collaboratively to develop plans that clients and their families can rely on through various market conditions. Joseph has extensive experience within Fidelity Investments, having held multiple positions since 2012 including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, HNW Service Associate, and Premium Service Representative. He holds insurance licenses in Arkansas and California. Outside of his professional work, Joseph has interests in family activities, food, football, golf, parenthood, and traveling.

Laurel Markley is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and 43 years of industry experience. She has worked at several firms, including Ameriprise Financial Services, Fifth Third Securities, and Banc One Securities Corporation. Outside of her advisory work, she is a managing partner in a small business venture. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Brett Pettit is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. His prior work includes positions at Frost Bank and roles in education and government, including service in the U.S. Congress and at Vanderbilt University. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a variety of strategies and investment approaches to meet client goals and risk tolerances.

Joseph Stark IV is a financial advisor at Morgan Stanley in Cincinnati, OH, with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Brokerage Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including corporate financial planning agreements.

Dawn Skaggs is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages multiple registered investment companies and fund-of-funds and employs algorithmic methods and AI in its research.

Thomas Prichard is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked at D'Artagnan Capital Fund and Northwestern Mutual, among other roles in various industries. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Adam Bookbinder is a financial advisor at Fidelity with Series 66 and Series 63 designations and five years of industry experience. He previously worked at Edelman Financial Engines for six years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, overseeing multi-manager and fund-of-funds strategies while utilizing systematic methodologies and long-term asset allocation benchmarks.

Johannes Duckeck is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. Prior to his current role, he was involved in entrepreneurial ventures including operating Deeper Roots Coffee and working in the beverage and hospitality sectors. 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 employs a blend of fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Luke Thelen is a Planning Consultant at Fidelity Investments' National Investor Center, where he supports clients in working toward their financial goals. He has been with Fidelity since 2022, progressing through roles from Planning Associate to his current position. His expertise is built on experience gained through increasing responsibilities as Workplace Planning Consultant I, II, and III from 2023 to 2026. He holds insurance licenses in Arkansas and California. In his personal time, Luke enjoys fitness, food, football, golf, movies, and traveling.

Jonathan Ligon is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2016 and Fidelity Investments since 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides advisory services with oversight controls and conflict-of-interest evaluations.

Dominic Palmisano Jr. is a financial advisor at UBS Financial Services with 12 years of industry experience. He has been with UBS since 2013 and holds a 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 utilizes proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Scott Gumble is a CFP® professional with 13 years of industry experience, currently advising at LPL Financial since 2021. His prior roles include positions at BNI Covington, Aaron Seyfried, and Waddell & Reed. Outside of his advisory work, he is the founder of NKY ATM's and serves as an education coordinator for a local networking group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party strategies across various platforms.

Noah Smith is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. His background includes roles at Fidelity Investments and various other positions prior to entering the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Erin Robbins is a financial advisor at Fidelity with 23 years of industry experience and holds a Series 66 designation. She has worked at Fidelity and its affiliated entities since 2015 and previously spent 12 years at 1st Global Advisors Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing fund-of-funds, delivering model portfolios, and employing AI and systematic methods in its investment process.

Oleg Peleshok is an Investment Solutions Representative III at Fidelity Investments. In this role, he partners with clients to understand their short and long-term financial goals and helps them explore investment strategies that align with their priorities. He focuses on simplifying complex financial topics to assist clients in making confident decisions about their investments. Oleg has progressed through several positions at Fidelity Investments, beginning as a Customer Relationship Advocate in 2024, then advancing through the Investment Solutions Representative levels I and II before reaching his current role. His experience centers on working closely with clients to provide tailored investment guidance. Outside of his professional responsibilities, Oleg enjoys fishing, music, tennis, and traveling.

Jack Buffington is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 10 years of industry experience. His career includes roles at Fidelity Brokerage Service, LLC since 2016 and Fidelity Personal and Workplace Advisors from 2018 to 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

James Turner is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at U.S. Bank and Upward Mobile LLC, as well as experience at Northern Kentucky University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing a range of investment products including model portfolios, fund advisory, and consulting services.