Stephen Grote is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Grote also owns Professional Investment Consulting LLC, a related investment business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Brian Delany is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. Outside of his advisory work, he serves as a board member for the Lincoln W. Pavey Educational Foundation, supporting educational and leadership development for members of the Sigma Chi Fraternity at the University of Cincinnati. Morgan Stanley Wealth Management delivers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies.

Karen Breed is a financial advisor with UBS Financial Services in Cincinnati, OH, holding CFP®, Series 65, and Series 66 credentials and 27 years of industry experience. She has been with UBS Financial Services since 2009. Outside of her advisory role, she serves as president of the Sycamore Bridge Homeowners Association in Loveland, OH. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors.

Michael Mccluskey III is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 17 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management, offering research-driven, model-based asset allocations tailored to client goals.

Kristina Gilley is a CFP®-certified financial advisor with 12 years of industry experience, currently associated with Raymond James Financial in Cincinnati, OH. She has worked with Aspire Wealth Planning since 2021 and has been part of Raymond James Financial Services Advisors Inc. since 2016. In addition to her advisory roles, she is involved with JW-CIN, Inc. as an investment planner and client service associate. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual and institutional clients, employing analytical tools to tailor advice to client goals. The firm supports a wide network of advisors and provides specialized services including municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Andrew Epplen is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to navigate company benefits, equity compensation, and wealth planning, emphasizing building trust and strong client relationships. Andrew has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Workplace Planning Consultant before assuming his current position in 2024. This experience has provided him with a comprehensive understanding of workplace and investment planning. Outside of his professional work, Andrew has interests in baseball, concerts, food, football, social events with friends, and hiking.

Amanda Granger is a financial advisor at Fidelity with seven years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2017. Her prior work experience includes roles at Groupon Inc and Liberty University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with notable use of algorithmic methods and AI in its research.

John Fahrmeier is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

Justin Bradley is a Series 66 credentialed financial advisor with four years of industry experience. He has worked at Fidelity Investments since 2021 and previously held positions at Citibank, TQL, GreenSky, and Mubea. Bradley is based in Covington, KY. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Matthew Mersman is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Robinhood Financial, LLC, Charles Schwab, and the Ries Team of Keller Williams. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Matthew Hartig is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked in various roles within Fidelity, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he sells items on eBay. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm serves retail and institutional investors and utilizes systematic methodologies and oversight controls to manage multi-manager and fund-of-funds structures.

Joseph Miller is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and 29 years of industry experience. His prior work includes roles at The Huntington Investment Company, U.S. Bancorp Investments, Inc., and Banc One Securities Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and supported by proprietary research and algorithmic tools.

Nicholas Haussman is a financial advisor with Ameriprise Financial Services LLC in Cincinnati, OH, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Ameriprise since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service targeting clients with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and algorithmic tools to generate tailored retirement income plans, primarily for clients maintaining assets within Ameriprise-managed accounts.

Ian Wilt is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 63 designation and over 43 years of industry experience. He worked at UBS Financial Services from 2008 to 2018 before joining Morgan Stanley and its Private Bank in 2018. Outside of his advisory role, Wilt serves as a board member of the Villas at Woodcutter Condominium Association. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning and a range of investment services supported by firm-approved tools and structured processes.

Erin Purcell is a financial advisor at UBS Financial Services with 13 years of industry experience. Her prior roles include positions at Morgan Stanley, U.S. Bancorp Investments, and Wells Fargo Clearing. She holds Series 63 and Series 66 credentials and is based in Cincinnati, OH. UBS Financial Services 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 financial plans to client goals and risk tolerances.

Tyler Pelletier is a Financial Advisor at Merrill Lynch Wealth Management, specializing in assisting individuals and families with comprehensive financial planning, including retirement planning, wealth growth, and major financial decisions. He adopts a personalized, relationship-driven approach, focusing on listening to clients to tailor strategies based on their unique goals and priorities. His expertise encompasses areas such as education planning, family wealth management, legacy planning, liquidity management, and tax minimization. A lifelong resident of Northern Kentucky, Tyler graduated from Covington Catholic High School and earned a bachelor's degree with a double major in Marketing and Finance from the University of Louisville. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), enabling him to combine analytical skills with clear communication in guiding his clients. Outside of his professional role, Tyler enjoys outdoor activities like fly fishing, boating, wake surfing, camping, and traveling. He is also involved in community organizations such as the Freestore Food Bank and Habitat For Humanity.

Adam Kunsman is a financial advisor at Edward Jones in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. He previously worked at Fifth Third Bancorp for ten years before joining Edward Jones. Outside of his advisory role, he is a 25% investor in a property management business, Trauth Property Group, based in Crescent Springs, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm supports its offerings with a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Elizabeth Dreyer is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding a Series 66 designation and eight years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2018 and previously held roles at Atlas Healthcare Solutions and Ohio National Financial Services. Outside of her advisory work, she leads monthly educational divorce workshops for the Boone County area through the nonprofit Second Saturday. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include estate planning strategies and access to diverse investment offerings.

Joshua Ashley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at CitiBank for eight years and has experience in higher education at Thomas More University. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Samuel Goulet is a financial advisor at Fidelity with Series 63 and Series 66 designations and eight years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and previously spent ten years at The Home Depot. 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 employs a systematic investment process that integrates proprietary research with quantitative analysis and algorithmic portfolio construction, and it is noted for its use of AI-driven methods and formal advisory roles to multiple registered investment companies.