Jack Defevers is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Pruco Securities LLC, The Prudential Insurance Company of America, AXA-ADVISORS, LLC, and other firms. He is affiliated with 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 deliver model portfolios across a broad investable universe.

Garry Groh is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Strategic Advisers, Fidelity Brokerage Services, and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Emma McClure is a financial advisor at Morgan Stanley in Cincinnati, OH, with six years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2019. Prior to her advisory role, she worked at Macy’s and is also associated with the Cincinnati Bengals. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through a variety of platforms including corporate financial planning agreements.

Drew Fulton is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at Fidelity Investments and has a background that includes healthcare and therapy services as well as service in the United States Navy Reserves. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension plans, corporations, and charities. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, with a range of asset allocation and tax-aware options.

Jay Otto is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He previously worked at Ameriprise Financial Services from 2009 to 2026. Outside of his advisory work, Otto owns and operates a construction business, Otto and Walsh Construction, in Cincinnati, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm employs a range of portfolio management strategies and maintains both proprietary and third-party model solutions tailored to client objectives.

Clayton Mckinney is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services since 2017. Prior to his career in finance, he was involved with Dynamic Supply Chain Solutions, LLC, and he has served in the Kentucky Army National Guard since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving multiple registered investment companies and offering model portfolios through Fidelity Institutional Wealth Adviser.

Anthony Bollin is a Series 66-licensed financial advisor with UBS Financial Services in Cincinnati, OH, and has 21 years of industry experience. He has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through its diverse platform and research resources.

Eugene Peters is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 1993. Outside of his advisory role, he prepares tax returns and supervises interns and staff at Hartlaub CPA Advisory Group. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Mark Ledonne is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Aaron Dietz is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years and UBS Financial Services for 5 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions, providing a range of financial planning and investment management solutions.

Kasey Goulet is a Wealth Management Planning Consultant at Fidelity Investments, where she has been serving since 2019. In this role, she supports clients' planning needs as part of the private wealth management team and acts as a partner and resource for both planning and day-to-day financial requirements. Kasey has been with Fidelity Investments since 2016, starting as a Financial Representative before advancing to High Net Worth Representative from 2017 to 2019. Her experience includes providing tailored financial guidance and managing complex wealth management strategies for clients. Outside of her professional role, Kasey enjoys family activities and reading.

Dustin Rodgers is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop personalized financial plans tailored to their goals and preferences. He emphasizes building strong and lasting client relationships in his practice. He has been with Fidelity Investments since 2016, progressing through roles including Financial Services Representative, Stock Plan Associate, Stock Plan Consultant, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2024.

Michael Lataille is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes roles at Fidelity Investments since 2012, as well as prior positions at Edward Jones, TD Ameritrade, and PNC Wealth Management. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it holds distinctive roles such as registration with the CFTC as a commodity pool operator and advisory responsibilities to multiple registered investment companies.

Linda Litzler is a financial advisor with Cetera, holding a Series 63 designation and bringing 37 years of industry experience. She has worked with Cetera Advisors LLC since 2013 and has been involved with Litzler Financial Service Corporation since 1991, where she is the owner. Litzler serves as treasurer for the Cincinnati Employees Credit Union, assisting with the management of CD and loan rates for its members. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

Blair Marie Larson Edman is a financial advisor with UBS Financial Services in Cincinnati, OH, holding the Series 63 designation and bringing 11 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney, Merrill, and Oppenheimer. She serves as a trustee and co-trustee for investment-related trusts in West Chester, Ohio. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Elise Sinchek is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Fidelity Brokerage Services LLC since 2015, including seven years with Fidelity Personal and Workplace Advisors. Prior to Fidelity, she was with PNC Wealth Management from 2013 to 2015. 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. The firm offers discretionary and non-discretionary advisory services and is notable for its use of systematic methodologies and its registration as a commodity pool operator.

Michael Broughton is a Series 66-licensed financial advisor with Ameriprise, where he has worked since 2000, including six years at the current firm entity. He has 26 years of industry experience. Outside of his advisory role, he is an owner and board member of BFM & Associates, LLC, a financial planning practice he operates with partners. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports, supported by a centralized retirement-income consulting team.

Denise Cox is the Vice President and Branch Leader at Fidelity Investments, where she currently leads and supports a team of financial professionals dedicated to partnering with clients to provide tailored planning experiences. She has held this position since 2023. Prior to her current role, Denise served as Assistant Branch Leader at Fidelity Investments from 2021 to 2023, and as Team Leader for Workplace Planning and Advice from 2018 to 2021. Her experience also includes serving as a Senior Relationship Manager at Fidelity Investments from 2013 to 2018. Denise's professional background demonstrates her extensive experience in financial planning and client relationship management within Fidelity Investments. Outside of her professional role, she has personal interests in art, beach activities, cooking and baking, exploring food, and music.

William Matthews is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and is based in Covington, KY. Matthews has been with Fidelity Investments since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and a formal advisory role to multiple registered investment companies.

Suzanne Short is a financial advisor with Raymond James Financial in Cincinnati, OH, holding Series 63 and Series 66 designations and 25 years of industry experience. She has worked at Raymond James Financial Services and related entities since 2019 and previously spent 13 years at THE O.N. Equity Sales Company. Outside of advising, she serves as Director of Retail Brokerage and program manager for the RJ Brokerage division at Yellow Cardinal Brokerage Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance clients through a dedicated municipal advisor affiliation.