Denis Hartman is a financial advisor at Robert Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 designations with 37 years of industry experience. He has been with Robert Baird & Co. since 1998. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Joseph Voight is a financial advisor with Robert W. Baird & Co. based in Cincinnati, OH, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Baird in 2022, he worked with More Than Money Investment Group LLC and had roles in various organizations including Ziegler Winery. The DDK Group at Robert W. Baird serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. Baird employs a combination of manager-traded and model-traded SMA strategies, tax-management tools, and internal research, managing approximately $394 billion in regulatory assets as of December 31, 2025.

William Feltner is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Paycor for five years. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and oversees affiliated and unaffiliated sub-advisers.

Courtney Elfers is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and is based in Covington, KY. Elfers has been affiliated with Fidelity since 2004, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a process combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and is noted for its use of AI, its role as a commodity pool operator, and advisory services for multiple investment funds.

Corey Marty is a CFA® charterholder with 13 years of industry experience. He is currently with Raymond James & Associates and previously worked at RBC Capital Markets. Marty is based in Cincinnati, OH. Raymond James & Associates serves a broad client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis. The firm is notable for its municipal and public finance capabilities and offers integrated services through its extensive affiliate network.

Todd Yawit is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. He holds a Series 63 designation and is based in Cincinnati, OH. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing proprietary models, third-party managers, and multiple custody platforms to tailor strategies to client objectives.

Scott Davis is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and is based in Covington, KY. Davis has been with Fidelity Investments since 2004. Fidelity's Strategic Advisers LLC, where Davis works, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Cheo White is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 designations and possessing six years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, US Bancorp Investments, and PNC Bank. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Michael Buten is a Financial Consultant I at Fidelity Investments, where he has worked since 2013 in various roles. His current position reflects his ongoing commitment to partnering with families and individuals to develop long-term investment and retirement plans. Michael's experience includes roles such as Planning Consultant, Investment Management Consultant II, Workplace Planning Consultant, Investment Solutions Representative, and High Opportunity at Fidelity Investments. He holds an Arkansas Insurance License, supporting his work in financial consulting. Outside of his professional responsibilities, Michael enjoys family activities, fishing, fitness, gardening, golf, and outdoor adventures.

Tim Herrmann is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2007. In this role, he works to educate and empower clients to understand and select financial products and services that align with their wealth planning goals. Prior to his current position, Tim served as a Financial Representative at Fidelity Investments from 1996 to 2006. Tim holds insurance licenses in Arkansas and California. His extensive experience at Fidelity Investments spans over two decades, during which he has focused on supporting clients in their financial planning and investment decisions.

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.

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 Hartig is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various Fidelity affiliates since 2011. Outside of his advisory role, he also sells items on eBay as an independent online seller. 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 employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

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 at Morgan Stanley in Cincinnati, OH, with seven years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018, and previously at Atlas Healthcare Solutions and Ohio National Financial Services. Outside of her advisory role, she leads monthly educational divorce workshops for the Boone County area through a local nonprofit. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a wide range of investment services.

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.