Diane Gaal is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Robert W. Baird & Co. since 2002 with additional experience at Morgan Stanley from 2004 to 2007. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

J Hammond is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Hammond also owns Hammond Day Investment Group LLC, an investment-related business based in Cincinnati, OH. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Patrick Cahill is a financial advisor at Osaic with 29 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Securities America Advisors, LPL Financial, Morgan Stanley, Citigroup Global Markets, and Merrill. Outside of advising, he is involved in insurance sales through a separate business activity. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by multiple custodial and program arrangements and a mix of proprietary and third-party investment strategies.

Brandon Maxwell is a financial advisor at Robert Baird & Co. with three years of industry experience. He has worked at Baird since 2022 and previously spent eight years at Luxottica. Maxwell holds the Series 66 designation. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Ethan Nyman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Before joining Fidelity, he held positions at Best Buy, the Cincinnati Reds, Costco, and 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment products.

Tyler Zmich is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients and their families to develop personalized financial plans that reflect their goals and objectives, aiming to navigate the complexities of their financial situations. Prior to his current position, Tyler worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025. Tyler's approach involves collaborating closely with clients to co-create financial strategies tailored to their unique needs. Outside of his professional responsibilities, he has interests in baseball, football, golf, skiing, swimming, and traveling.

Tracey Brooks is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 66 credentials and 20 years of industry experience. She previously worked at Ameritas Investment Corp, Capital Choice Financial Services, and Fifth Third Securities. Brooks is also active in delivering presentations related to investment topics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services with a mix of proprietary research models, third-party subadvisors, and customized strategies.

Krista Runyon currently serves as the Regional Director of Wealth Management at Fidelity Investments, a role she has held since 2023. In this position, she partners with a team of Wealth Management Planning Consultants, focusing on coaching and developing them to meet client needs. Her professional experience at Fidelity Investments spans several roles, including Fixed Income Team Leader (2022-2023), Investment Solutions Team Leader (2020-2022), Investment Solutions Representative (2018-2020), and Financial Representative (2016-2018). This progression reflects her involvement in various aspects of wealth management and investment solutions. No information regarding her education, credentials, personal interests, or community involvement was provided.

Brandon Barlow is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has worked within various divisions of Fidelity since 2012, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and utilizes systematic methodologies and AI-driven research tools.

Robin Mcconn is a CFP® with 27 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 2019. Prior to this, Mcconn spent over two decades at Hilliard Lyons. Mcconn 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 provides customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

David Eickman is a financial advisor with Thrivent Investment Management in Cincinnati, OH, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and written recommendations across a broad range of planning topics, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Matthew Robinson is Vice President and Branch Leader at Fidelity Investments, where he oversees a team of financial professionals dedicated to assisting clients in achieving their personal and family financial goals. He emphasizes understanding individual client outcomes to develop tailored financial strategies. Matthew has built his career entirely at Fidelity Investments, holding various roles since 2006, including Assistant Branch Leader, Team Leader and Financial Consultant, Regional Planning Consultant, and Manager of Investment Solutions. His experience spans leadership, investment solutions, and client service. Outside of work, Matthew's personal interests include family activities, fitness, football, golf, and parenthood.

Matthew Hoekzema is a Series 66-registered financial advisor with Edward Jones, where he has worked since 2014. He has 12 years of industry experience. Outside of advising, he serves as president of Zema Properties LLC, a property management business in Loveland, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

John Cumming is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at River City Mortgage, Total Quality Logistics, and Fresh Prints, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Robert Jordan is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 1991. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios across multiple investment platforms.

Paulos Ghebre Ab is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he was involved in several business ventures, including Third Generation Restoration LLC and Home Harvest PG LLC. He volunteers with Humboldt Seed Company, assisting with seed sales and event support. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment products.

Brian Kroger is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through positions including Investment Consultant, Relationship Manager, Investment Solutions Representative, and Customer Service Advocate. His approach focuses on understanding the unique financial situations of individuals and families to co-create tailored financial plans aimed at achieving their goals. Brian emphasizes collaboration, trust-building, and proactive engagement in his client relationships. Outside of his professional work, Brian enjoys cooking and baking, participating in family activities, exploring culinary interests as a foodie, playing golf, kayaking, and traveling.

Jay Tilton is a financial advisor with MassMutual Investors Services in Cincinnati, OH, holding a Series 63 designation and 22 years of industry experience. He has worked at ML Investors Services since 2004 and MassMutual Life Insurance Company since 2003. Outside of his advisory role, Tilton serves as a high school golf tournament starter and assistant manager and is the head golf coach at a local high school. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, and charitable organizations. The firm uses collaborative, software-supported planning processes and provides specialized programs including estate-settlement and employer-sponsored planning.

Brandi Kohlsmith is a Series 66-licensed financial advisor with Raymond James Financial in Fort Thomas, KY, bringing four years of industry experience. Prior to joining Raymond James, she worked at Edward Jones for 20 years. Outside of her advisory role, she is also involved as an associate at Bisbe Capital, providing administrative support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting using advanced analytical tools and supports a wide advisor network with specialized municipal and public finance capabilities.

Jaden Warner is a financial advisor at Equitable Advisors in Cincinnati, OH, holding a Series 66 designation. He began his advisory career in 2026 and has prior experience working in various roles, including positions at Abigail Robinson and Hamilton Public Schools. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs, utilizing a range of third-party and proprietary solutions delivered through its network of Investment Adviser Representatives.