Scot Herrmann is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His career includes roles across Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Outside of his advisory work, he is involved as a race announcer for live sporting events and serves as a business partner providing strategic consultation for a retail bike shop. Strategic Advisers LLC, a Fidelity Investments company where he works, offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative and algorithmic portfolio construction.

Philip Ochs IV is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with UBS Financial Services since 2004. Outside of his primary role, he advises on investments for the Christy A Ochs Rev Trust. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Jared Noble is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. Before joining Fidelity, he worked at Standard Textile, Superior Staffing, and IGS Energy. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Erik Shifflett is a CFP® professional with 25 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC from 2001 to 2003. Outside of his advisory role, he serves as a trustee for a friend and co-worker. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a broad range of brokerage and advisory solutions.

Maggie Ellis is a financial advisor at UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining UBS, she worked for Duke Energy from 2022 to 2024 and spent eight years in education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad set of financial solutions.

Jeff Reuter is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with Wealth Management Advisors to provide personalized support and service to clients. He joined Fidelity in 2015 and has held various roles within the company, including Workplace Planning Consultant II, Workplace Planning Consultant I, Investment Solutions Representative, and Customer Service Representative. Throughout his tenure at Fidelity, Jeff has gained experience in wealth management planning and workplace consulting. He focuses on delivering a high-touch experience to clients by supporting advisors in meeting their clients' financial needs. Outside of his professional role, Jeff has interests in camping, cars, gardening, hiking, photography, and skiing.

Natasa Mitchell is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Investments and its affiliated entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

John Metcalfe IV is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2018. Prior to UBS, he was affiliated with Touchstone Securities and IFS Financial Services from 2014 to 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Timothy Jolley is a financial advisor at Fidelity with a Series 66 credential. He has been with Fidelity since 2022 and has prior experience in various roles outside the financial industry, including positions at United Parcel Service and FedEx Ground. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Nicholas Riordan is a financial advisor at The Evelo|Singer|Sullivan|Bruegge Group, a part of Merrill Lynch Wealth Management, joining the team in 2024. He brings over two decades of experience in corporate finance, asset management, and strategic planning to assist clients in achieving their financial goals. Before his current role, Nicholas served as a Business Development Officer and Senior Wealth Advisor at Fort Washington, a subsidiary of Western & Southern Financial Group, where he was responsible for managing endowments, foundations, and nonprofits. He also held positions as a global finance leader at Procter & Gamble and worked with KPMG leading advisory client engagements focused on mergers and acquisitions, accounting and tax issues, and process optimization. In his current work, he leads business development initiatives targeting entrepreneurs and business owners with complex investment and financial planning needs and serves as the team's director of philanthropy, providing tailored investment advice to endowments and foundations. Nicholas holds an MBA from the Carl H. Lindner College of Business at the University of Cincinnati and a BS in Economics and Accounting from the Farmer School of Business at Miami University. He is a Certified Public Accountant licensed in Ohio and a Personal Investment Advisor (PIA). Outside of his professional pursuits, Nicholas serves on the board of the School of Creative and Performing Arts (SCPA) as Vice Chairman and has previously held board roles with Cancer Family Care, Starfire Council, American Diabetes Association (Cincinnati Chapter), and Cincinnati Children's Hospital Corporate Leadership Council. He has also been involved in leadership roles for multiple United Way campaigns. His personal interests include fitness, spending time outdoors, and family.

David Staverman is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with various Fidelity entities since 2012, including Fidelity Personal and Workplace Advisors from 2018 to 2025. 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 employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages both discretionary and non-discretionary advisory mandates.

Gunnar Wall is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history that includes roles at First Financial Bank and the United States Naval Academy. Outside of finance, he has been involved with Elder High School in multiple capacities for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs, with an emphasis on long-term asset allocation.

Paul Roetenberger is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he serves as a trustee providing investment advice and monitoring, and participates in the finance committee of a local nonprofit church and school, reviewing their financial statements and budgets. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning and investment consulting through multiple programs, and is notable for its municipal advisory services and broad affiliate ecosystem.

Brady Mcdonough is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2019, following five years at PNC Bank. 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 to manage model portfolios across various mutual funds, ETFs, and ETPs.

Douglas Kisker is a financial advisor with Ameriprise in Crestview Hills, KY, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory work, he owns River Hills Consulting Services, LLC, a consulting firm focused on staff, payroll, and leased real estate management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice based on a collaborative, non-discretionary process.

Tim Dippold is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner in BTEC Realty LLC, a real estate partnership. Morgan Stanley Wealth Management (MSWM) provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a wide range of investment and financial solutions, including estate planning and access to private funds and other specialized investment strategies.

David Nguyen is a Financial Consultant at Fidelity Investments, where he has worked since 2020 in various roles leading up to his current position. He has held titles including Financial Consultant I, Investment Management Consultant II, Investment Management Consultant I, Investment Solutions Representative, and Customer Relationship Advocate. David's experience spans multiple areas within financial consulting and investment management at Fidelity. He is licensed to provide insurance services in Arkansas and California, holding the respective insurance licenses. He emphasizes the importance of trustworthy and smart collaboration with clients and adheres strictly to Fidelity's standards of putting clients' interests first. David values working closely with clients and their families to develop tailored financial plans that evolve over time.

Simarjeet Klair is a Financial Advisor with Merrill Lynch Wealth Management, focusing on providing personalized investment strategies tailored to clients' individual goals. She works closely with clients to understand their priorities and develop approaches for pursuing financial objectives, including general investing, retirement planning, and saving for unforeseen events. Simarjeet also offers access to banking and lending services through Bank of America to support comprehensive financial needs. She holds the Personal Investment Advisor (PIA) designation and has completed the Accredited Certificate Program from the University of Cincinnati. Simarjeet emphasizes ongoing dialogue with clients to address their questions and adjust strategies as their needs evolve.

Theryn Aragon is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been affiliated with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, combining fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and formal advisory roles to multiple registered investment companies.

Corey Jordan is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Wells Fargo Clearing. Outside of his advisory role, he is involved in managing two investment-related LLCs and serves as a trustee for a related 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various financial needs and integrates advisory services with other financial products and referral channels.