Sabrina Menkhaus is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation. Prior to joining Baird, she worked in various roles including at We Can Code IT and Ohio State University. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, combining internal research and technology to support client advice.

Richard Evensen is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work history includes roles at various companies such as Cengage and Charter Communications. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Matthew Edmiston is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 registrations and over 23 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, he owns a business entity, Matthew Edmiston LLC, and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, using various portfolio management strategies and platform arrangements tailored to client objectives.

Ty Houston is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Hanover for five years and had roles at St. Charles Community and various schools. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Devin Loechtenfeldt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Ohio National and Kroger Co, as well as positions related to education at the University of Cincinnati and Elder High School. 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 uses a combined approach of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Julius Peluola is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant at the same firm from 2021 to 2024 and as a Workplace Planning Consultant from 2020 to 2021. Before joining Fidelity Investments, Julius was an Agency Owner at Shelter Insurance from 2019 to 2020. He holds the designations of CFP® Professional and CFA Charterholder, and he possesses insurance licenses in Arkansas and California. Julius focuses on creating customized financial plans by understanding clients' unique needs and providing clear, practical guidance. Outside of his professional work, Julius has interests in fitness, hiking, running, traveling, and exploring food.

Kevin Hagerty is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Cambridge since 2012. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers comprehensive financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Joseph Goetzinger is a financial advisor with RBC Capital Markets in Cincinnati, OH, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for eight years. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charities through tailored investment strategies and various advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, brokerage services, and access to in-house and third-party investment managers.

Steven Claar is a Private Wealth Advisor at Merrill Private Wealth Management. He partners with The Evelo|Singer|Sullivan Group, a nationally recognized private wealth management team, where he directs economic and market research, portfolio management, trading, and due diligence across asset classes and investment funds. Steven works closely with affluent families to advise them on financial strategies aimed at pursuing their long-term wealth goals. Since joining The Evelo|Singer|Sullivan Group in 2007, Steven has chaired the team's Investment Policy Committee, which sets strategic asset and style allocations within the guidelines of each client's personal wealth management plan. His areas of focus include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Steven graduated Summa Cum Laude with a B.S.B.A. concentrating in Finance from Xavier University. He holds the Chartered Financial Analyst (CFA) designation and is active in the CFA Society of Cincinnati. Outside of his professional work, Steven enjoys chess, fishing, football, golfing, hiking, running, and spending time with his family.

Kevin Tierney is a financial advisor at Raymond James & Associates with 28 years of industry experience. He has been with Raymond James & Associates since 2013. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting for a broad client base, including individuals, pension plans, corporations, and government entities, with specialized capabilities in municipal and public finance.

Kimberly Fielman is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and bringing 24 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocation and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Michael Lindow is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley, he worked at W&S Brokerage Services, Inc. and W&S Life. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Josiah Stuhmer is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His background includes roles at Asbury University, Hope Pathways LLC, Georgetown College, Transformations LLC, and Joseph's Chapel United Methodist Church. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Justin Wells is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Fidelity Investments since 2021, as well as earlier positions outside the financial sector. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Benjamin Locker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Northwestern Mutual, FedEx, and Twitch Entertainment, as well as a four-year period at Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary 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 is noted for its use of advanced technologies such as AI and systematic methodologies in its investment process.

Zach Lyons is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to develop financial plans tailored to their individual needs and objectives. He has held this role since 2025. Prior to his current position, Zach worked as a Relationship Manager at Fidelity Investments from 2024 to 2025, and as a Financial Representative at Fidelity Investments from 2022 to 2024. He began his financial services career as a Financial Representative at Western & Southern from 2021 to 2022 and previously worked as a Teller at Kemba Credit Union, Inc from 2019 to 2020. Outside of his professional work, Zach has interests in baseball, cooking and baking, fitness, football, golf, and movies.

Jonathan Billing is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 designations. Outside of his advisory role, he is the director of Appleseed LLC, a company he founded to brand and trademark handmade pallet furniture. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios drawn from mutual funds, ETFs, and ETPs.

James Mcpherson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked in several roles within the brewing industry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Matthew Duggan is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at Emac Lighting for five years and Dewey's Pizza for thirteen years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios constructed through proprietary fundamental research and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction, advisory roles to multiple registered investment companies, and formal governance procedures.

Madison Axtell Stegman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her work history includes multiple roles at Fidelity Investments since 2022, as well as positions in education at Saint Agnes School and Mount Saint Joseph University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.