Jeffrey Ziegler is a CFA® charterholder with 31 years of industry experience. He has been with Fidelity Investments since 2012, including seven years at Fidelity Personal and Workplace Advisors. Prior to that, he spent eight years at Cleararc Capital, Inc. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Alissa Vietz is a financial advisor at Ameriprise in Cincinnati, OH, holding a Series 66 designation with three years of industry experience. She has been with Ameriprise since 2022 and was self-employed for ten years prior. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized written recommendations. The firm serves a broad client base and delivers advisory, brokerage, and insurance solutions through affiliated companies.

Mckenzie Leigh is a financial advisor with Fidelity and holds Series 66 and Series 63 licenses. She began her advisory career in 2025 and has prior experience working in education and retail sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage model portfolios, and it serves multiple registered investment companies with a distinctive use of algorithmic methods and formal governance procedures.

Catherine Weddell is a Series 66 licensed financial advisor with two years of industry experience. She is currently with Fidelity Investments and previously worked at Ross and Matthews, PC, and Northwestern Mutual Advisor. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Tyler Dever is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2024. He collaborates with clients to understand their financial goals and develops personalized plans for their financial futures. Tyler has progressed through multiple roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2021, then advancing through Investment Solutions Representative I and II positions before his current role. He holds an Arkansas Insurance License, which supports his work in financial planning and investment solutions. Outside of his professional career, Tyler enjoys spending time on family activities, fitness, outdoor adventures, caring for pets, and traveling.

Sabrina Menkhaus is a financial advisor with Robert Baird & Co. based in Fort Wright, KY. She holds a Series 66 designation and has one year of industry experience. Prior to joining Baird, she worked at We Can Code IT and held positions in counseling and academic settings. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research involving artificial intelligence.

Richard Evensen is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and possessing two years of industry experience. Prior to joining Fidelity, he held various positions across multiple sectors including communications and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Benjamin Zaring is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and firm‑approved methodologies.

Matthew Edmiston is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Cambridge in 2015, he worked at LPL Financial and Fifth Third Securities. Outside of his advisory role, he is involved in independent insurance services and operates a business entity named Matthew Edmiston LLC. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Makenzie Hoiney is a Financial Advisor with Merrill Lynch Wealth Management. She has been in the finance industry since 2015 and joined the River Hills Group team in June 2018. In her role, Makenzie works with individuals and families to help them develop plans aimed at achieving their short- and long-term financial goals. Makenzie holds a Bachelor's degree in Psychology from Miami University, having previously attended Clemson University for two years. She has earned the Chartered Retirement Planning Counselor (CRPC) designation, enhancing her expertise in retirement planning and wealth management. Her client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. A native of Cincinnati, Makenzie resides on the city's West Side with her husband, Matt, and their three children. Outside of her professional responsibilities, she enjoys cooking, spending time with her family, traveling, and cheering on the Cincinnati Bengals.

Ryan Holtman is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Hivery and Kroger. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported retirement income recommendations.

Ty Houston is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Hanover and St. Charles Community. 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 employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary portfolio management along with fund advisory services.

Devin Loechtenfeldt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Ohio National and Kroger Co, as well as positions related to education at the University of Cincinnati and Elder High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combined approach of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Julius Peluola is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant at the same firm from 2021 to 2024 and as a Workplace Planning Consultant from 2020 to 2021. Before joining Fidelity Investments, Julius was an Agency Owner at Shelter Insurance from 2019 to 2020. He holds the designations of CFP® Professional and CFA Charterholder, and he possesses insurance licenses in Arkansas and California. Julius focuses on creating customized financial plans by understanding clients' unique needs and providing clear, practical guidance. Outside of his professional work, Julius has interests in fitness, hiking, running, traveling, and exploring food.

Carol Constable is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds the Series 63 designation and has worked with Wells Fargo Clearing since 2016. Prior to that, she was employed at A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and emphasizing diversification and modern portfolio theory.

Kevin Hagerty is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. His career includes roles at MSI Financial Services and Valic Financial Advisors before joining Cambridge in 2012. Outside of his advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

John Lawrence IV is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 credential and 12 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Lawrence serves on the Board of Directors for the Taft Museum of Art, where he is involved in resource development and strategic initiatives. 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, offering tailored financial planning and portfolio management supported by proprietary research and capital market analysis.

Joseph Goetzinger is a financial advisor with RBC Capital Markets in Cincinnati, OH, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for eight years. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charities through tailored investment strategies and various advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, brokerage services, and access to in-house and third-party investment managers.

Jeanine Toney is a financial advisor at UBS Financial Services with 30 years of industry experience. She has been with UBS since 1995 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

Steven Claar is a Private Wealth Advisor at Merrill Private Wealth Management. He partners with The Evelo|Singer|Sullivan Group, a nationally recognized private wealth management team, where he directs economic and market research, portfolio management, trading, and due diligence across asset classes and investment funds. Steven works closely with affluent families to advise them on financial strategies aimed at pursuing their long-term wealth goals. Since joining The Evelo|Singer|Sullivan Group in 2007, Steven has chaired the team's Investment Policy Committee, which sets strategic asset and style allocations within the guidelines of each client's personal wealth management plan. His areas of focus include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Steven graduated Summa Cum Laude with a B.S.B.A. concentrating in Finance from Xavier University. He holds the Chartered Financial Analyst (CFA) designation and is active in the CFA Society of Cincinnati. Outside of his professional work, Steven enjoys chess, fishing, football, golfing, hiking, running, and spending time with his family.