David Salada is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Fidelity, he was self-employed from 2022 to 2025 and worked at The Sparrow Agency from 2010 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is registered as a commodity pool operator and serves as an adviser to multiple registered investment companies and fund-of-funds.

James Grace is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves in advisory roles uncommon among large institutional peers.

John Maddrill IV is a CFP® with 31 years of experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2022. His prior roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is the owner of Happy 2 Brewing Company in Cincinnati. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a variety of investment solutions through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies.

Theodore Siffel is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2004. Outside of his advisory role, he manages staff and office operations through TMTS, LLC, and owns Copper Path Financial Advisors, LLC, which supports his Ameriprise business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Stephen Kaimer is a financial advisor with Primerica Advisors in Cincinnati, OH, holding 14 years of industry experience. His career includes roles at Anthem BCBS, The UPS Store, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory work, he is involved in non-investment activities such as referrals for home security and automation products and holds a partnership in KDP Properties, LLC, which owns land used for recreational purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Timothy Chon is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and nine years of industry experience. His career includes roles at Edward Jones and LM Kohn, with prior experience at Cintas. Outside of advisory work, he assists with payroll and benefits administration for Instill, LLC, an entity supporting a franchise business. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Jostworth is a financial advisor with Ameriprise in Crestview Hills, KY, holding a Series 66 designation and six years of industry experience. He previously worked at THOR Investment Management Inc. for five years before joining Ameriprise. Outside of his advisory role, he serves as an assistant freshmen football coach at Archbishop McNicholas High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning through a collaborative, non-discretionary process using proprietary research and third-party data.

Julie Tapke is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2015. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a board member of the Julie Learning Center in Park Hills, KY. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pension plans, corporations, and charitable organizations. The group offers customized consulting and portfolio management services incorporating both traditional and non-traditional investment strategies.

Bradley Hohlbein is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Fifth Third Bank for two years. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Erin Mullen is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity Brokerage Services, FIDELITY Personal and Workplace Advisors, and Fidelity Investments since 2016. Prior to her tenure at Fidelity, she worked briefly at pep promotions and Rodan + Fields. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across a diverse investable universe.

Alex Templin is a financial advisor at Stifel with two years of industry experience. He holds the Series 66 designation and previously worked at Ameritas Advisory Services, Ameritas Investment Company, Premier Planning Group, DLAK Wealth Advisors, and Wells Fargo Advisors. Outside of Stifel, he is associated with Premier Planning Group, LLC, where he manages processes for investment business including processing, tracking, and client reviews. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kirk Carr is a Planning Consultant at Fidelity Investments, where he has been contributing since 2010. Prior to this role, he worked as a Private Client Group Associate at Fidelity Investments from 2005 to 2010. In his professional capacity, Kirk focuses on establishing trusted relationships with families and households to support their financial success throughout retirement or other financial objectives. Kirk holds insurance licenses in Arkansas and California, which complement his expertise in financial planning. Outside of his professional work, he pursues personal interests including comedy, concerts, cooking and baking, hiking, outdoor adventures, and skiing.

George Nofel is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has held various roles within Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it manages oversight and conflict-of-interest considerations through delegated sub-advisers and governance procedures.

Joseph Redding is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity since 2012, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a variety of clients including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Jonathan Stocking is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. Prior to that, he held positions at Northwestern Mutual and other firms in various roles. Jonathan is part of Strategic Advisers LLC, a Fidelity company that offers investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it maintains distinctive regulatory registrations and advisory roles within the institutional investment space.

Jackson Street is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity in 2023, he held roles at several companies including RMH Franchise Holdings, First Round Draft, Flynn Restaurant Group, and Miami University’s Farmer School of Business. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a role in managing model portfolios and multi-manager funds.

Morgan Rains is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Ernst & Young LLP, Guardian Savings Bank, and various companies in the retail and service sectors. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios built from mutual funds, ETFs, and ETPs.

Tarha Young is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 credentials. Young has been with Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Fidelity’s affiliate, 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Christopher Pieper is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Fort Mitchell, Kentucky office. He focuses on offering a comprehensive approach to managing wealth that begins with understanding clients’ financial situations, families, and priorities. Christopher helps develop customized wealth management strategies that adapt to changing needs and market conditions. He provides access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America to support clients’ diverse financial requirements. With over 20 years of experience, Christopher has worked primarily with families and small businesses in the Greater Cincinnati and Northern Kentucky areas, as well as clients across the country. His areas of expertise include divorce transition planning, education planning, family wealth management, legacy planning, retirement income, portfolio management, and investment consulting for defined contribution plans, among others. Christopher holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher graduated from Xavier University with a bachelor's degree in 1990. In addition to his professional work, he is involved in his community as a golf coach at Covington Catholic High School. His personal interests include baseball, golfing, and watching movies.

Ryan Scherder is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various divisions within Fidelity since 2005. Outside of his advisory work, he creates and sells art. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.