Christopher Pennington is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and bringing 12 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as an officer and treasurer for the Burlington Spring Horse Show, an annual event supporting local charities with an equestrian focus. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans using proprietary research and model-based asset allocations.

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.

Mary Buquo is a financial advisor at UBS Financial Services with 38 years of industry experience. She holds the Series 63 and Series 65 designations and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets solutions.

Ryan Coffey is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. His background includes roles at UBS Financial Services since 2019 and prior experience with Alvarez & Marsal. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and delivering advisory work based on proprietary research and model-based asset allocations.

Brandon Vornhagen is a financial advisor at RBC Capital Markets with five years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Morgan Stanley Private Bank, MassMutual Life Insurance Co, and Western Southern Life. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment resources.

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.

Peter Bouley is a Senior Financial Advisor and senior partner with The OHB Group at Merrill Lynch Wealth Management. He oversees investment strategy implementation, analysis, intergenerational planning, and options strategies management. He is primarily responsible for creating and managing investment allocations, trading and execution, tax loss harvesting for clients, and serves as the team's liaison to the Chief Investment Officer. With over 25 years of experience, Peter works closely with individuals and families who have attained financial success, assisting them in preserving, transferring, and stewarding their wealth effectively. After spending significant time understanding client needs and objectives, he determines appropriate levels of risk based on time horizons, preferences, expectations, and market conditions. His approach to building and managing investment portfolios includes keeping up with relevant investment and trade news and meeting with investment analysts and researchers to understand market conditions. Originally from Fairport, New York, Peter holds a Bachelor's Degree from the University of Dayton. He is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is married to Jenny, and they have four children. In his free time, Peter enjoys golfing, spending time with his family, engaging in outdoor activities, and reading.

Michael Braun is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-based, tailored investment strategies.

Jantine Harsveld Van Der Veen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes positions at Thomas More University, SBM Offshore, and Utrecht University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and fund advisory services.

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 with LPL Financial in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2025, he spent 16 years with Wells Fargo Advisors Financial Network LLC. He is also involved in a personal business entity, Jesse Mullins LLC, used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, planning services, and model portfolios, utilizing research from its own team and third-party subadvisors to support diversified investment strategies.

Larson Graham is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Wyoming, Ohio. He is a member of the Guggenheim Group team in Cincinnati, Ohio, which manages client balances exceeding $520 million and operates in 33 states. Larson focuses on providing wealth management services to individuals and families with investable assets of $250,000 or more. Larson's expertise includes college education planning, personal retirement planning, and retirement income strategies. He holds a Bachelor's Degree from Duquesne University's AJ Palumbo School of Business, graduating in 2016. Prior to his financial services career, Larson played professional football with teams including the Atlanta Falcons, Pittsburgh Steelers, and the Birmingham Iron in the AAF. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Larson resides with his wife Olivia, daughter Ruby, and their boxer Georgia. He is involved in the Wyoming Youth Football Association and enjoys activities such as baseball, fishing, football, hiking, hunting, traveling, and woodworking.

Jordan Tuss is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has held various roles since 2017, including consulting for small businesses and serving as a paid lead volunteer for community events in Cincinnati. Prior to joining Fidelity, his background includes work in creative direction and community involvement. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund consultancy, and model portfolio delivery across a range of investment vehicles.

Haley Kohl is a financial advisor at Fidelity Investments with four years of industry experience. She holds the Series 63 and Series 66 credentials. Prior to her work in finance, she was employed at Beechmont Toyota for two years. Outside of her advisory role, she pursues nail painting as a side hobby. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

David Lau is a financial advisor at Cetera with a Series 66 designation and experience that includes roles at Hicks & Mann Wealth Management LLC and Western & Southern Financial Group. He has assisted advisors with client follow-up, market research, and tax preparation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutions. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and program platforms.