Roger Roeding is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2004, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and it provides model portfolios to intermediary platforms while maintaining oversight through sub-advisers and governance procedures.

Mark Wilkins is a Series 66-registered financial advisor with Thrivent Investment Management, based in West Chester, Ohio. He has 19 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he operates a sole proprietorship providing technology services and maintenance to small businesses on an ad-hoc basis. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option, while maintaining separate management of these services.

Robert Klein is a CFP® professional with 34 years of industry experience, currently advising at Robert Baird & Co. since 2019. He also has a longstanding affiliation with JJB Hilliard, W.L. Lyons, LLC dating back to 2012. Outside of his advisory work, Klein has served as a substitute teacher at Wise Temple Religious School for over 20 years and is a board member and investment committee member of the Jewish Federation of Cincinnati. Robert Baird & Co. operates through the DDK Group within its Private Wealth Management department, serving individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm employs a range of financial planning, discretionary portfolio management, and separately managed account strategies, supported by internal research and tools including the use of artificial intelligence.

Amanda Gulasy is a financial advisor with Ameriprise in West Chester, OH, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored recommendations through a centralized consulting team.

Josie Sauer is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation. She has been in the industry since 2023, with prior experience at Isaacs and Associates and Equitable Advisors, LLC. Before her financial advisory roles, she worked in education at The Seven Hills School and Concordia Lutheran High School. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services under various arrangements, including Corporate Financial Planning agreements.

John Witt is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He has worked at Avantax Advisory Services and Long, Schaefer & Company Inc., where he also serves in accounting and wealth management support roles. Witt has experience providing tax and business planning services as well as assisting with retirement plan administration. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Zachary Mollaun is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at the Lawrenceburg Community Center, Spooky Nook Sports, and the City of Lawrenceburg. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Craig Kantz is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services, LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Justin King is a financial advisor with Primerica Advisors, holding a Series 63 designation and 11 years of industry experience. He has worked with PFS Investments Inc. since 2013 and with Primerica Financial Services since 2009. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its advisory services.

Lisa Wolf is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 1997, including Strategic Advisers and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, registered investment companies, and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of portfolios, including model portfolios for intermediary platforms.

Beth Niemeyer is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with four years at the firm and a total of five years in the industry. Prior to joining Morgan Stanley in 2022, she has ten years of work experience outside the advisory field. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its service.

Anthony Watson is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at UBS since 2013 and previously spent time at KeyBanc Capital Markets Inc. Watson serves on the board of directors for AMEX Investment Corp., a real estate and land development company, and is involved with the Abrams Family Foundation in charitable fund distribution. 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 using proprietary research and model-based asset allocations.

John Wieman Jr. is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994 and has owned Wieman International Network, Ltd. since 2017. In addition to advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery investment strategies and partners with third-party asset managers and custodians to provide diversified portfolio management.

Alex Westerbeck is an Investment Consultant at Fidelity Investments, where he has been serving clients since 2025. In this role, he works closely with individuals and families to organize their financial priorities and develop personalized financial plans aimed at achieving their goals. Prior to this position, Alex was a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025. Alex's approach focuses on providing clear and thoughtful guidance to help clients navigate complex financial decisions and move forward with confidence. Outside of his professional work, he enjoys spending time with family, participating in fitness activities, playing golf, and traveling.

Steven Lutz is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Citigroup Global Markets and Legg Mason Wood Walker. Outside of his advisory work, he is involved as a sole proprietor in rental property ownership. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Timothy Foster is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and six years of industry experience. He previously worked at Fifth Third Bank for five years before joining MML Investors Services and Mass Mutual Life Insurance Company in 2020. Outside of his advisory work, he co-owns and co-hosts a sports review podcast called Average Joes Football with Mike & Tim. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships and utilizes firm-approved software tools to analyze client goals and deliver written recommendations.

Michele Schumacher is a financial advisor at OSAIC with 28 years of industry experience. She holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. and Brecek & Young Advisors, Inc. In addition to her advisory role, she has been involved in life insurance sales related to investment planning. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm operates a multi-advisor platform supporting various investment and retirement programs.

Stuart Jackson IV is a financial advisor at Edward Jones in Fort Mitchell, KY, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he served six years with the Kentucky State Police. He is also the president of Better Business Builders, a referral group based in Northern Kentucky. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jarred Hoctor is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. Prior to his current role, he worked in the automotive and retail sectors, including positions at Mercedes Benz of Cincinnati and Autozone. He also engages in sales of investment-related and home-related products through affiliated companies. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies managed by unaffiliated asset managers and supports accounts through custodial and trade execution services from BNY Mellon Advisors and Pershing.

Kristen Mangus is a Series 66–licensed financial advisor at Equitable Advisors with one year of industry experience. She previously worked at WM for ten years and has held roles outside of finance, including positions at California Golf Course and Body Alive. She is also a power of attorney for her mother. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party managers.