Alison Cantor is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she is involved in several ventures, including Pixie Lane, a children's clothing business, and JewFolk Cincinnati, where she contributes as a writer. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using firm-approved tools and offers both retail and institutional investment solutions.

Jeffrey Staley II is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he serves as an adjunct finance instructor and an advisory board member for the Department of Economics and Finance at Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Ryan Marquis is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served in various capacities at Fidelity Investments including Planning Consultant from 2023 to 2024, Work Place Planning Consultant from 2019 to 2023, Retirements Planner from 2018 to 2019, and Customer Relationship Advocate from 2017 to 2018. His career at Fidelity has been marked by a focus on financial planning aligned with clients' goals and values. Ryan holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial services. He emphasizes building personalized financial plans that adapt to clients' changing life circumstances, aiming to bring confidence and clarity to their decision-making. Outside of his professional work, Ryan has interests in beach activities, cooking and baking, food, golf, outdoor adventures, and traveling.

Samuel Riber is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2019. Prior to his financial services career, he worked at Tide University Laundry and Camargo Country Club. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm operates within Bank of America’s broader corporate platform, enabling access to a wide range of products and services.

Brennan Hehman is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2021. Prior to joining Fidelity, he worked at Cience and The Dynamic Catholic Institute. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, providing investment management and advisory services through a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios built from mutual funds, ETFs, and ETPs, and has notable roles in commodity pool operations, advisory services to registered investment companies, and the use of AI in its research methodologies.

Brian Kremer is a Planning Consultant at Fidelity Investments, where he has worked since 2023. In his role, he partners closely with clients to co-create personalized financial plans that align with their individual goals and values. He collaborates with his team to develop strategies tailored to each client's unique situation. Brian's experience at Fidelity Investments has focused on workplace planning, helping clients navigate their financial planning needs. Outside of his professional responsibilities, Brian enjoys attending concerts, engaging in family activities, participating in social events with friends, and traveling. He also has an interest in soccer and values his role as a parent.

David Lange is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with 27 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, and Merrill. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning solutions.

Michael Grefer is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including fund-of-funds and model portfolios.

Yazan Khatib is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. He has worked at UBS since 2021 and previously was with Nationwide Investment Services Corporation. 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 leverages proprietary research and capital market assumptions to tailor investment strategies.

Jordan Burger is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and nine years of industry experience. His career includes roles at PNC Investments and PNC Bank prior to joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients with 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, employing proprietary research and model-based allocations to tailor client strategies.

Dan Gonzalez is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their financial goals and objectives. He collaborates with clients to develop strategic road maps tailored to their needs, aiming to promote financial health and wellness across generations. Dan's professional experience includes roles as a Financial Consultant at Fidelity Investments since 2024, Planning Consultant from 2022 to 2023, and ISR from 2019 to 2021. Prior to joining Fidelity, he served as a Financial Consultant at Hilliard Lyons from 2017 to 2019 and was Regional Vice President at Touchstone Investments from 2008 to 2016. He holds insurance licenses in Arkansas and California. Outside of his professional work, Dan enjoys family activities, exploring food, football, soccer, spending time with friends at social events, and caring for pets.

David Trendler Jr. is a financial advisor with Raymond James Financial in Florence, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James since 2010. Trendler serves as Treasurer and Officer on the board of the Over-the-Rhine Museum, where he manages financial reporting and tax filings. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supported by extensive research and a broad affiliate network.

Jeffrey Rodd is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services, where he has worked since 2017, and has prior experience with MetLife Securities. Outside of his advisory role, he is the owner of Clearview Financial Partners, LLC. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning to deliver written recommendations.

Brian Edwards is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Diplomat Specialty Pharmacy and Cincinnati Children's Medical Center. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Nathaniel Wright is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity, a position he has held since 2024. In this role, he partners with clients and their Wealth Management Advisors to align investment strategies with clients' financial goals. Nathaniel has been with Fidelity Investments since 2008, progressing through various roles including Service and Trading, Investment Solutions Representative, Retirement Solutions Representative, and Investment Management Consultant. His extensive experience spans over a decade in investment management and consulting within Fidelity. No information about Nathaniel's education, credentials, personal interests, or community involvement was provided.

Marshal Luning is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services since 2016 and Fidelity Investments since 2025. Outside of his advisory role, he is an assistant volleyball coach at Elevation Volleyball Club in Mason, Ohio. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage funds.

Alexander Hall is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020. Outside of finance, he has worked as an independent contractor delivering Amazon Fresh and same-day Amazon.com orders. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

John Sutton is a financial advisor with Thrivent Investment Management in Cincinnati, OH, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Thrivent, he worked at Fifth Third Securities and Fifth Third Bank, and he has been involved with local churches and a counseling service. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through Financial Advisors, focusing on comprehensive, goal-based planning without offering discretionary trading authority or institutional portfolio management.

Sarah Moghari is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She holds the designation of Personal Investment Advisor (PIA) and provides a range of services including general investing, retirement planning, and financial preparation for unforeseen circumstances.\n\nSarah earned both her Bachelor's Degree and Master of Business Administration (MBA) from John Carroll University. She communicates professionally in English, Farsi, and Spanish.\n\nIn her role, Sarah focuses on understanding clients' personal priorities and works collaboratively to develop financial strategies tailored to their unique goals. She emphasizes transparency and simplicity in financial planning to help clients navigate the complexities of investing.

Timothy Settles is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments in various roles since 2006, with additional experience at W&S Brokerage Services, Western Southern Life, and Total Quality Logistics. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work and fund management. The firm uses a combination of proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.