William Moehring is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials with four years of industry experience. His prior work experience includes roles at DoorDash, Inc., Kings Island, and Chipotle. Outside of his advisory role, he works as an independent contractor for DoorDash, handling food delivery with flexible hours. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also manages model portfolios and holds distinctive registrations and advisory roles within the institutional investment space.

Jeffrey Zeigler is a CFP®-certified financial advisor with 30 years of industry experience. He has worked at Wells Fargo Clearing since 2023 and previously spent 27 years at The Huntington Investment Company. He is based in Cincinnati, OH. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Hampton is a financial advisor at UBS Financial Services in Cincinnati, OH, with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Craig Callery is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 63 designation and 31 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he coaches freshman boys basketball at Holy Cross High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 client plans.

Jason Steeber is a Financial Advisor with Merrill Lynch Wealth Management, working in coordination with Bank of America, N.A. He focuses on helping clients develop long-term financial strategies tailored to their individual goals, time horizons, and risk tolerance. His advisory services include investment management, education planning, retirement planning, and collaboration with other professional advisors on trust and estate planning services when appropriate. Jason's expertise extends to wealth transfer strategies, credit and lending solutions, cash management, and 401(k) plan advisory services for business owners. He emphasizes a collaborative and evolving approach to meet clients' changing financial needs. His client focus areas include College Education Planning, Personal Retirement Planning, Small Business Strategies, and Individual and Corporate Investment Strategy. He holds a Bachelors Degree from Morehead State University and holds the Personal Investment Advisor (PIA) designation. Jason is involved with professional organizations including BNI Cincinnati and Pi Kappa Phi Alumni. In the community, he participates with the Clermont Chamber of Commerce and Special Olympics. He resides in Union Township with his girlfriend Jen and enjoys exploring the outdoors, golfing, and following Cleveland sports.

Shiri Ayalon is a CFP® with 17 years of industry experience, currently advising at Ameriprise in Cincinnati, OH. Her career includes roles at Ameriprise Financial Services Inc., Spectrum Financial Solutions, Inc., U.S. Bancorp Investments, Inc., and U.S. Bank. She serves on the boards of several local organizations, including WCET and the Ohio Lesbian Archives, and holds finance-related leadership positions with the Great Cincinnati Weavers Guild. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions.

Michael Metzger is a financial advisor at Osaic Wealth, Inc. based in Cincinnati, OH, holding a Series 66 designation with 14 years of industry experience. He previously worked for Lincoln Financial Advisors for 17 years before joining Osaic in 2025. Outside of his advisory role, Metzger is a notary public and also serves as an insurance agent offering fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes, offering both discretionary and non-discretionary account management along with access to third-party managed solutions.

Kirsten Comment is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Fifth Third Bank, OJM Group, and Xavier University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with affiliated brokerage and investment management services.

Kenward Stone is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors and Investacorp Advisory Services. He has also operated Stone Financial Retirement Planning since 1991, advising clients on portfolios of ETFs and life insurance needs. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes asset-allocation tools and third-party platforms to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Michael Vassar is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he worked at Bartlett Wealth Management and Charles Schwab. Outside of his advisory role, he is involved in a family ice cream startup as a member and manager for estate purposes. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, and institutions. The group offers tailored financial planning and portfolio management services, utilizing a variety of investment strategies and overlays to meet client goals and risk tolerances.

Geoffrey Ringle is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Cambridge since 2017 and also serves as a firefighter and paramedic for the City of Cincinnati Fire Department. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management approaches and proprietary and third-party strategies.

Jared Gorman is a financial advisor with Stifel in Cincinnati, OH, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Clearing and Fidelity Brokerage Services LLC. Outside of finance, he has experience in hospitality and small business operations. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and fee-based advisory services. The firm uses a proprietary investment strategy methodology and provides services that include financial planning, model allocations, and municipal-market activities.

Samuel Burchenal is a financial advisor at UBS Financial Services in Cincinnati, OH, with eight years of industry experience. He has been with UBS since 2017 following a period focused on full-time education at the University of Cincinnati. Burchenal holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Joshua Finley is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Fidelity Investments and Georgetown College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jeremy Bricking is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, his work history includes positions at Amazon, UPS, Chipotle, and Mac's Pizza Pub. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary advisory services, develops model portfolios, and serves multiple registered investment companies with oversight and governance protocols.

James Phillips is a financial advisor with Wells Fargo Clearing in Cincinnati, Ohio. He holds Series 63 and Series 65 credentials and has 29 years of industry experience, including over 17 years with Wells Fargo-affiliated firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Michael Combs is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with LPL Financial since 2015. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Karley Leist is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Fildeity Investments, Daniels Textile Rental, Rue21, and Northwest High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration with the CFTC as a commodity pool operator, advisory roles to registered investment companies, and the use of algorithmic methods and AI in research.

Kyle Kubera is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2016. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Carol Parry is a financial advisor with Primerica Advisors in Milford, OH, holding 15 years of industry experience. She has worked with PFS Investments, Inc. since 2011 and Primerica Financial Services since 2010. In addition to advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,935 advisors and $15.5 billion in assets under management.