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 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary management along with model portfolios that utilize mutual funds, ETFs, and ETPs.

John Metcalfe IV is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with UBS since 2018, following prior roles at Touchstone Securities and IFS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning, discretionary portfolio management, and a variety of capital markets services.

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 with The Evelo|Singer|Sullivan|Bruegge Group, 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, serving individuals, entrepreneurs, and business owners with complex financial needs. Prior to his current role, Nicholas was a Business Development Officer and Senior Wealth Advisor at Fort Washington, a subsidiary of Western & Southern Financial Group, where he focused on endowments, foundations, and nonprofits. His earlier career includes over 20 years as a global finance leader at Procter & Gamble and work at KPMG leading advisory client engagements in mergers and acquisitions, accounting, tax issues, and process optimization. Nicholas holds an MBA from the Carl H. Lindner College of Business at the University of Cincinnati and a Bachelor of Science in Economics and Accounting from the Farmer School of Business at Miami University. He is a Certified Public Accountant licensed in Ohio and serves as the director of philanthropy for his team, providing tailored investment advice for endowments and foundations. He is actively involved in the community, serving on the boards of Cancer Family Care and the School of Creative and Performing Arts (SCPA) as Vice Chairman. Nicholas has previously served on boards for Starfire Council, the American Diabetes Association (Cincinnati Chapter), and Cincinnati Children’s Hospital Corporate Leadership Council, and has contributed leadership in over 15 United Way campaigns.

David Staverman is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with various divisions of Fidelity since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of AI and systematic methodologies in portfolio management.

Gunnar Wall is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. He has worked at Fidelity Investments since 2024 and previously at First Financial Bank. Outside of finance, he has been involved with Elder High School for several years and has experience in various roles including operations at Chad's Drive Thru and Rueve Landscape Company. Fidelity’s Strategic Advisers LLC provides 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, and is noted for its roles in commodity pool operations and advisory services to registered investment companies.

Paul Roetenberger is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory role, he serves as a trustee providing investment advice and monitoring and is a member of the finance committee for St Bernadette, where he assists in reviewing financial statements and budgets for the church and school. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations primarily through non-discretionary advisory relationships and also delivers institutional consulting and public finance services.

Brady Mcdonough is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2023, with prior experience at Fidelity Brokerage Services and PNC Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative and algorithmic portfolio construction, including the use of model portfolios built from mutual funds, ETFs, and ETPs.

Douglas Kisker is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns River Hills Consulting Services, LLC, a firm involved in staff, payroll, and leased real estate management. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

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 with Wells Fargo Advisors in Elsmere, KY, holding Series 63 and Series 65 designations and having 31 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he has ownership interests in investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product offerings through a network of financial advisors.

Dallas Gibson is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual, he was with Northwestern Mutual from 2021 to 2023. Outside of his advisory role, he is involved in insurance brokerage focusing on life, disability, long-term care, Medicare supplement, fixed annuities, and health insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing technology such as Monte Carlo simulations and automated asset-allocation tools to support client goals.

Wesley Tootle is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. He has been with Fidelity Brokerage Services since 2018 and joined Fidelity Investments in 2025. Prior to his financial services career, he worked at Sycamore Community Schools for six years. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves a broad client base with both discretionary and non-discretionary advisory services.

Michael Collins is a financial advisor at Fidelity with Series 63 and Series 66 credentials. He has one year of industry experience and previously held positions at KeyBank, PNC Bank, Lincoln Financial Group, and other organizations. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it provides model portfolios through intermediary platforms.

Andrew Jarc is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Vonderhaar Jarc group. He joined Merrill in April 2014 and brings experience from previous roles in New York and Columbus. Andrew's work focuses on business development and financial strategy design, serving families, business owners, and executives through various life transitions. Andrew holds both the CERTIFIED FINANCIAL PLANNER® and Certified Private Wealth Advisor® (CPWA®) designations, among other professional credentials. He graduated from The Ohio State University's Fisher College of Business with a degree in Business Administration, specializing in Investment Finance. Residing in Ft. Thomas, Andrew, his wife Alex, and their three daughters are involved locally with organizations including People Working Cooperatively and May We Help. Outside of work, Andrew spends time with his family and engages in interests such as golfing, reading, and traveling.