Josh Schneider is a Planning Consultant at Fidelity Investments, where he supports advisors in helping clients and their families create personalized financial plans. He has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Workplace Planning Consultant before assuming his current position in 2024. Throughout his tenure, Josh has developed experience in various aspects of financial planning and client relationship management. His work focuses on assisting advisors to deliver tailored financial strategies to meet the unique needs of clients. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Richard Haeufle is a financial advisor with Ameriprise in Cincinnati, OH, holding the CFP® designation and Series 63 and 66 licenses. He has 21 years of industry experience, including prior roles at Fidelity Personal and Workplace Advisors and Horter Investment Management. Outside of his advisory work, he holds a seasonal position as Caddie Superintendent and outside services team member at Maketewah Country Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by internal research and algorithmic tools.

Amy Burgraff is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling in its financial planning process.

Nathan Key is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Securities Corporation for 11 years. In addition to his advisory role, he serves as president of KMK Financial Group, where he offers various insurance products including accident and health, disability, and life insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios across a range of asset classes.

Celestina Curiel Robb is a financial advisor with LPL Enterprise in Cincinnati, OH, holding a Series 63 designation and bringing 33 years of industry experience. She previously worked with The Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales through an integrated platform.

Mark Sutton is a CFP® with 33 years of experience in the financial services industry. He has been with Ameriprise since 1992 and currently operates out of Cincinnati, OH. Outside of his advisory role, he owns and consults for MBS Management, LLC. Ameriprise provides retirement-income planning services designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Thomas Vennemeyer is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Northwestern Mutual Wealth Management Company and related entities. Outside of finance, his prior roles include involvement with Yellow Brick Ventures LLC and the Ohio Premier Volleyball Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Jamie Hardtke is a financial advisor at Fidelity with 14 years of industry experience. They hold Series 63 and Series 66 licenses and have been with Fidelity and its affiliates since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating management to sub-advisers while maintaining oversight.

Anthony Duggan is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. He is currently based in Cincinnati, OH. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly and through Corporate Financial Planning agreements.

Amber Thoerner is a financial advisor at Robert W. Baird & Co. in Cincinnati, OH, with 10 years of industry experience and a Series 66 designation. She has been with Robert W. Baird since 2015. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Joe Mangiafico Jr. is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in selling and servicing health insurance through a separate business activity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through a platform that integrates advisory programs with brokerage and insurance product sales.

Bryan Barker is a Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity for 19 years, working in various roles including Investment Consultant and Financial Representative before his current appointment. Bryan's work focuses on helping clients and families pursue their financial goals. Throughout his tenure at Fidelity, Bryan has developed a professional approach centered on dedication and integrity, emphasizing client-focused service. His experience spans multiple facets of financial consulting and investment advising within the organization. Outside of his professional duties, Bryan has interests in golf, outdoor adventures, and traveling.

Chad Clemons is a financial advisor at Edward Jones in Fairfield, OH, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm manages approximately $1.01 trillion in assets and has a nationwide network of over 23,700 advisors and 15,100 branch offices.

Robert Schaefer Jr. is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH. He holds the Series 63 and Series 65 designations and has 25 years of industry experience, including 21 years at Fifth Third Securities. He is also active as an insurance agent and operates under the trade name Focus Wealth Management. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, featuring multiple custody and platform arrangements and proprietary as well as third-party model-based strategies.

John Fidder is a financial advisor with Ameriprise, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise and its predecessor firms since 1996. Outside of his advisory role, Fidder serves as Vice President on the Board of Directors for The Sanctuary of Liberty Township Home Owners Association. Ameriprise offers 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 tailored, non-discretionary recommendations through a centralized consulting team.

Robert Hageman is a financial advisor at Edward Jones in Fort Mitchell, KY, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Touchstone Merchandise Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services through a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Stephen Horn is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Advisors LLC and Christopher Financial Group, where he also owns and operates a financial planning and investment practice. He is co-owner of Copper Path Financial Advisors, LLC, a business that supports his Ameriprise activities. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized, non-discretionary recommendations delivered through a centralized consulting team.

Samantha Roberts is a financial advisor at UBS Financial Services in Cincinnati, OH, with three years of industry experience. She previously worked at Union Savings Bank and U.S. Bank. Outside of her advisory role, she spends time supporting a family apiary business by handling communications and media. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and offers proprietary research and various capital markets services.

James Hider is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 26 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he co-teaches a security analysis class at the University of Cincinnati. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client investment strategies.

Gage Hemmelgarn is a CFP®-designated financial advisor with Edward Jones, based in West Chester, OH, and has 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he serves as president of NALAM Properties LLC, a real estate business based in Cincinnati, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.