Justin Bradley is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His prior positions include roles at Citibank and GreenSky. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves multiple registered investment companies and constructs model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Matthew Hartig is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked in various roles within Fidelity, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he sells items on eBay. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm serves retail and institutional investors and utilizes systematic methodologies and oversight controls to manage multi-manager and fund-of-funds structures.

Joseph Miller is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and 29 years of industry experience. His prior work includes roles at The Huntington Investment Company, U.S. Bancorp Investments, Inc., and Banc One Securities Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and supported by proprietary research and algorithmic tools.

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 with Morgan Stanley in Cincinnati, Ohio, holding a Series 66 designation and eight years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2018 and previously held roles at Atlas Healthcare Solutions and Ohio National Financial Services. Outside of her advisory work, she leads monthly educational divorce workshops for the Boone County area through the nonprofit Second Saturday. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include estate planning strategies and access to diverse investment offerings.

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.

Samuel Goulet is a financial advisor at Fidelity with Series 66 and Series 63 designations and eight years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and previously spent ten years at The Home Depot. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, with additional oversight through delegated management and conflict-of-interest evaluations.

Derek Henry is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments and prior positions in the automotive retail sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and implements systematic methodologies including AI in its investment approach.

Amy Bender is a financial advisor at UBS Financial Services in Cincinnati, OH, with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2016. Outside of her advisory role, she manages a residential rental property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of related financial products and research.

William Moehring is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials with four years of industry experience. His prior work experience includes roles at DoorDash, Inc., Kings Island, and Chipotle. Outside of his advisory role, he works as an independent contractor for DoorDash, handling food delivery with flexible hours. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also manages model portfolios and holds distinctive registrations and advisory roles within the institutional investment space.

Michael Vassar is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he worked at Bartlett Wealth Management and Charles Schwab. Outside of his advisory role, he is involved in a family ice cream startup as a member and manager for estate purposes. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, and institutions. The group offers tailored financial planning and portfolio management services, utilizing a variety of investment strategies and overlays to meet client goals and risk tolerances.

Geoffrey Ringle is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge Investment Research Advisors since 2017. Prior to his current role, he was employed by Fidelity and INVEST Financial Corp. Outside of finance, Mr. Ringle serves as a firefighter and paramedic with the City of Cincinnati Fire Department. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple account platforms.

Jared Gorman is a financial advisor with Stifel in Cincinnati, OH, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Clearing and Fidelity Brokerage Services LLC. Outside of finance, he has experience in hospitality and small business operations. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and fee-based advisory services. The firm uses a proprietary investment strategy methodology and provides services that include financial planning, model allocations, and municipal-market activities.

Joshua Finley is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Fidelity Investments and Georgetown College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Michael Combs is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Karley Leist is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 and Series 63 designations. Her prior work includes roles at Fildeity Investments, Daniels Textile Rental, and Rue21. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, with notable use of AI and systematic methodologies.

Kyle Kubera is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various Fidelity entities since 2016, including Fidelity Brokerage Service, LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Carol Parry is a financial advisor with Primerica Advisors in Milford, OH, holding 15 years of industry experience. She has worked with PFS Investments, Inc. since 2011 and Primerica Financial Services since 2010. In addition to advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,935 advisors and $15.5 billion in assets under management.

Erin Timmerding is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 1995 and joined Merrill in 2016. Erin is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Retirement Planning Counselor™ designee, and holds the Personal Investment Advisor designation. She earned a Bachelor of Arts degree from Miami University and a Master of Business Administration from Xavier University. With over 30 years of experience, Erin works with individuals, families, and business owners to identify their priorities and create financial strategies aligned with their goals, values, and vision for the future. Her areas of focus include college education planning, retirement income, managing new wealth, small business strategies, socially responsible and ESG investing, and women and wealth. Erin emphasizes building client relationships based on trust, transparency, and meaningful conversations to provide guidance during retirement planning, life transitions, and legacy preparation. Outside of her professional work, Erin is involved with organizations such as Blessed Sacrament School and Church, St. Xavier High School, and St. Ursula Academy. She dedicates time to faith, family, service, and meaningful relationships, which influence both her personal life and the way she serves her clients. Her personal interests include golfing, reading, spending time with family, and yoga.

Allison Doll is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and bringing 17 years of industry experience. She has worked at Merrill since 2008 and at Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.