Brandon Maegley is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been associated with various Fidelity entities since 2012, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios drawn from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

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 with Fidelity, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has been with Fidelity Investments in various capacities since 2010, including roles at Fidelity Personal and Workplace Advisors since 2018. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions to intermediary platforms.

James Getter is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his role at Wells Fargo, he has ownership interests in two wealth management firms based in Cincinnati. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu through a large network of advisors, using proprietary research and tools to develop tailored recommendations across various financial planning needs.

Howard Kaplan is a financial advisor with Raymond James Financial in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. Prior to joining Raymond James in 2022, he worked at Stifel Nicolaus & Co., Inc. for 17 years. He serves on the finance and investment committees of nonprofit organizations including the Greater Cincinnati Foundation and Wise Temple, where he also holds executive board roles. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and supports a range of institutional and municipal clients through its broad affiliate network and specialized consulting programs.

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 a Series 66 designation and two years of industry experience. Prior to entering the financial industry, she worked in travel nursing and operated a cafe. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

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 the Series 63 and Series 65 designations and has been associated with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

Thomas Grindstaff is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 1996. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research tools, and its roles as commodity pool operator and advisor to multiple registered investment companies.

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.

Drew Burke is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Consultant I from 2024 to 2025, Investment Solutions Representative III from 2023 to 2024, and Workplace Planning Consultant from 2022 to 2023, all within Fidelity Investments. Before joining Fidelity, Drew was a Financial Center Manager at Bank of America from 2020 to 2022. He holds insurance licenses in Arkansas and California, which support his work in financial consulting and planning. Drew partners with clients to understand their financial goals and to develop customized financial plans tailored to their unique needs. Outside of his professional career, Drew has personal interests that include concerts, fitness, movies, music, puzzles, and soccer.

Thomas Taylor is a financial advisor with Ameriprise in Loveland, Ohio, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining Ameriprise in 2020, he worked at PNC Investments for 13 years. He also manages investments as a bank branch employee at Heritage Bank. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations.

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 with Fidelity who holds Series 63 and Series 66 licenses and has 14 years of industry experience. He has been associated with various Fidelity entities, including Fidelity Brokerage Services LLC since 2011 and Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company where he is currently based, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop its model portfolios and has distinctive features such as CFTC registration and a formal advisory role to multiple registered investment companies.

Christopher Flores is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and was previously with Lincoln Financial Advisors Corp for 15 years. Outside of his advisory role, Flores serves as a board member and volunteer for Green Umbrella in Cincinnati and is the treasurer for the Clifton Area Neighborhood School Parent Teacher Organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides customizable investment solutions through multiple platforms and combines proprietary and third-party strategies to meet client objectives.

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.

Katherine Clay is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, she worked at Refined Social Events and has been involved with nonprofit organizations including the American Red Cross and New Vista. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Richard Gianni Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Equitable Advisors since 2000, following a twenty-year tenure at AXA Advisors, LLC. Outside of his advisory role, he is a partner and investor in a local yoga business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing various program sponsors and endorsed third-party managers to provide advisory and brokerage solutions.