Kyle Mclaughlin is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Rachel Hupprich Anderson is a financial advisor at Fidelity with eight years of industry experience. She has worked at Fidelity Investments and FIDELITY Brokerage Services LLC since 2017, and previously at Legacy Investment Services from 2015 to 2017. She holds Series 63 and Series 66 licenses. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles as a commodity pool operator, advisor to multiple registered investment companies, and its use of algorithmic methods and AI in research.

Kara Hohnecker is a Wealth Management Senior Relationship Manager at Fidelity Investments. She has been with Fidelity since 2014, progressing through various roles including Wealth Management Planning Consultant, Benefits and Planning Consultant, and Relationship Manager positions across Investor Centers and Portfolio Advisory Services. Her career at Fidelity demonstrates a consistent focus on client relationship management and wealth planning. In her current role, Kara emphasizes a collaborative approach with clients, aiming to work as a team to ensure that client objectives are central to the planning process. She is organized and committed to delivering work that instills confidence in the financial plans developed with her clients. Outside of her professional responsibilities, Kara has personal interests that include pets, reading, and traveling.

Ryan Whitford is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and joined UBS in 2023. Outside of his advisory role, Whitford participates in community theatre and has performed in the summer musical "Jersey Boys" with Cincinnati Landmark Productions. 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 employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Christopher Pennington is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the governing board of the Burlington Spring Horse Show, an annual event that supports local charities, where he has been asked to take on the role of Treasurer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and banking services.

Tejay Evans serves as Vice President and Financial Consultant at Fidelity Investments, a position held since 1998. He is a Certified Financial Planner(r) and holds the Chartered Financial Analyst (CFA(r)) charter. In his role, he supports clients with wealth strategies and financial planning, including investment strategy, retirement planning, income protection, and facilitating family conversations. Evans partners with clients to create comprehensive financial plans tailored to their goals, needs, and preferences. He holds insurance licenses in Arkansas and California.

Brandon Vornhagen is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and six years of industry experience. He has previously worked at Morgan Stanley Private Bank, MassMutual Life Insurance Co., and Western Southern Life. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Jennifer Alloway is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2014 and at Fidelity Investments since 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jantine Harsveld Van Der Veen is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Thomas More University, SBM Offshore, and Utrecht University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Matthew Dodds is Resident Director at Merrill Lynch Wealth Management, serving as the business manager for The Evelo/Singer/Sullivan Group. He oversees the operations segment of the team, managing staff and internal control systems, preparing management reports and reviews, and ensuring compliance with industry regulations. His role supports the team’s focus on corporate executives, entrepreneurs, and ultra-high-net-worth families by streamlining operations and compliance functions. Matthew began his career with Merrill Lynch in 2000 and joined The Evelo/Singer/Sullivan Group in 2016. He holds a Bachelor of Business Administration degree with a concentration in Finance from the University of Cincinnati. He also holds the Personal Investment Advisor (PIA) designation. Outside of work, Matthew enjoys golfing, hiking, traveling, and spending time with his wife and two daughters.

Jeffrey Huss is a financial advisor with Fidelity, holding Series 63, Series 65, and Series 66 credentials and 14 years of industry experience. He has been associated with Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Fidelity’s affiliate, Strategic Advisers LLC, offers 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across various investment vehicles.

Roman Gomez Sauceda is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2017, as well as brief tenures at PNC Financial Services Group and Western and Southern. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios.

Carla Hellmann is a financial advisor with Mass Mutual Investors Services in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her career includes roles at METLIFE Securities Inc and Massachusetts Mutual Life Insurance Company. She is also an independent insurance agent specializing in Medicare-related products, dental and group disability income, and life/accident/health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes ongoing, collaborative planning relationships using firm-approved analytical tools and offers specialized planning programs including estate settlement and divorce planning.

Kelly McMahon is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at Fidelity Investments since 2020 and previously held roles at Raymond James Financial Services and Park National Bank of Southwest Ohio & Northern Kentucky. McMahon also has experience with the United Way of Greater Cincinnati. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Nancy Harrill is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2015, serving in various roles including Planning Consultant from 2020 to 2024, Relationship Manager from 2018 to 2020, and Financial Representative from 2015 to 2018. With 10 years of experience, Nancy focuses on investment strategies, retirement income, tax, and estate planning considerations. She adopts an educational approach aimed at simplifying financial concepts and collaborating with clients to prioritize their most important financial decisions.

Jesse Mullins is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network for 16 years and UBS Financial Services for 6 years. Mullins also operates a separate business entity for tax and investment purposes. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jordan Tuss is a Series 66 licensed financial advisor at Fidelity with three years of industry experience. He has held various roles including consulting for small businesses and serving as a paid lead volunteer for community events in Cincinnati. Prior to Fidelity, his background includes diverse engagements in community organizations and creative ventures. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients through a process that blends fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolios, with a focus on systematic methodologies and oversight of sub-advisers.

Haley Kohl is a financial advisor with Fidelity Investments based in Covington, KY. She holds Series 63 and Series 66 credentials and has four years of industry experience. Prior to joining Fidelity, she worked at Beechmont Toyota and has a side hobby painting nails under the name High Fashion Nails by Hales. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

David Lau is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. He has worked at several firms, including Avantax Advisory Services, Hicks & Mann Wealth Management, and Western & Southern Financial Group. Outside of his advisory role, he assists at Hicks & Mann Wealth Management as a Wealth Operations Assistant, supporting client follow-ups, market research, and tax return preparation. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Brandon Maegley is a financial advisor at Fidelity with 12 years of industry experience. He has held various roles within Fidelity since 2012, including positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He holds Series 63 and Series 66 designations. 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 across a broad investable universe. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios for intermediary platforms.