Jordan Tuss is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has held various roles at Fidelity Investments since 2023 and has engaged in consulting for small businesses as well as volunteer work supporting large-scale community events in Cincinnati. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

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.

David Baller is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo since 2016, following prior roles at UBS Financial Services and Securian Financial Services. Outside of his advisory work, Baller serves as treasurer and a finance committee member for Dayton Crayons to Classrooms, a nonprofit organization that collects and distributes school supplies to teachers in need. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to evaluate investment options within the custodian platform.

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.

Patti Bruns is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she partners with the team to provide support and guidance, assisting with planning and servicing needs. Patti has been with Fidelity Investments since 2017, gaining experience through various roles including Managed Account Support Specialist, High Net Worth Service Associate, and Customer Relationship Advocate. This progression reflects her growing expertise in wealth management and client service within the firm.

Andrew Brauer is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2010, including seven years with Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing registered investment companies, delivering model portfolios, and utilizing algorithmic methods and AI in its investment process.

James Getter is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also involved in wealth management through ownership in JCG Wealth Management LLC and EGG Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, utilizing in-depth research and planning tools to develop tailored recommendations across various specialized planning areas.

Howard Kaplan is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Stifel Nicolaus & Co., Inc. for 17 years. Kaplan serves on the finance and investment committees of the Greater Cincinnati Foundation and Wise Temple, where he holds executive roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a non-discretionary approach tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Nicholas Grimm is a financial advisor at Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses with 20 years of industry experience. He previously worked at Fifth Third Securities for nine years before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Kerianne Cummings is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has a background that includes work in travel nursing and the hospitality industry. 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 uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Mary Schuler is a financial advisor at UBS Financial Services with 33 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she serves as a caretaker for her disabled husband and is involved with the Center for Independent Living Options, a nonprofit providing financial assistance for personal care attendants. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Elijah Thomer is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked across several Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Thomas Grindstaff is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Investments and Fidelity Investments Institutional Services Company, Inc. since 1996. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI in constructing model portfolios.

Stephanie Fisher is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior roles include positions at W&S Brokerage Services, Western and Southern Life, Burlington, and Gregory S Young Co LPA. Fidelity’s Strategic Advisers LLC provides 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 from mutual funds, ETFs, and ETPs, and maintains oversight through affiliated or unaffiliated sub-advisers.

Kevin Bruegge is a Private Wealth Advisor and a principal partner with The Evelo | Singer | Sullivan | Bruegge Group. He has been with the team since 2002, serving affluent business owners with complex investment and wealth planning needs. Kevin takes a holistic approach to create customized portfolios that address each client family's personal wealth objectives and goals, focusing on aligning personal and business goals well before liquidity events. He is a Certified Exit Planning Advisor (CEPA®) and a Personal Investment Advisor (PIA). With over 20 years of experience, Kevin specializes in advising business owners on the decisions that precede and follow significant liquidity events. He helps clients maximize enterprise value, optimize after-tax outcomes, and transition their wealth with clarity and purpose. Kevin is known for his planning-first approach, working proactively with clients to position them to make informed decisions. His client focus areas include executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, women and wealth, sports & entertainment, tax minimization, and retirement income. Kevin graduated magna cum laude from Ohio University with a B.B.A. in Economics and Finance and holds an M.B.A. from Xavier University. He is actively involved in the community, serving on the advisory boards of The Salvation Army and the Cincinnati Parks Foundation.

Michael Smith is a financial advisor with Robert W. Baird & Co. in Anderson Township, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2007. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a broad range of clients, including individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a variety of investment strategies and management approaches to meet client goals and risk tolerances.

Peter Mcgrath is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Christopher Flores is a CFP®-designated financial advisor with 18 years of industry experience, currently with Cambridge Investment Research Advisors. Prior to joining Cambridge, he worked for Lincoln Financial Advisors Corp and Mass Mutual Investors Services. He serves as a board member and volunteer for Green Umbrella and as treasurer and volunteer for the Clifton Area Neighborhood School Parent Teacher Organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm utilizes multiple platforms and custodians, offers access to third-party advisers and sub-advisors, and manages proprietary model strategies under the Founders Gate Capital brand.

Brooke Robinson is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Brooke worked at Consolidated Boring Inc, VonLehman CPA & Advisory, and Envisage Wealth, an Ameriprise Franchise. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.