Michael Anastasia is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, he held roles in insurance, logistics, and retail sectors, including positions at Matic Insurance and Federal Express. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Robert Meade III is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Fidelity Investments since 2021 and previously held roles at TD Ameritrade and UBS Wealth Management. Outside of finance, his early work experience includes positions at Chipotle and Panera Bread. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including multi-manager and fund-of-funds structures.

Donald Semler is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 66 and Series 63 credentials and 12 years of industry experience. Prior to joining UBS in 2017, he worked at Fidelity Brokerage Services LLC from 2014 to 2017. Outside of his advisory role, Semler has been involved in website hosting and development through Vinson Massif Holdings LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, offering a range of financial planning, portfolio management, and capital markets solutions.

Jess Bennion is an Investment Solutions Representative III at Fidelity Investments. In this role, Jess collaborates with senior Financial Consultants to build trusted relationships and provide guidance that helps clients work toward their financial goals. Jess focuses on assisting individuals and families with important financial decisions and planning aligned with their objectives. Jess's experience at Fidelity Investments includes progressive roles from Customer Relationship Advocate starting in 2023, through Investment Solutions Representative I and II, leading up to the current position as Investment Solutions Representative III. This progression reflects a commitment to developing expertise in investment solutions and client advisory services. Outside of professional duties, Jess has interests in art, cooking and baking, social events with friends, golf, soccer, and traveling.

Patrick Dolle is a financial advisor with J.P. Morgan Securities in Cincinnati, Ohio, holding Series 66, Series 63, and Series 65 credentials and 17 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019, and previously at PNC Bank from 2011 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jonathan Litmer is a financial advisor at Ameriprise with 13 years of industry experience. He has worked at Ameriprise since 2018, following six years at FIDELITY Brokerage Services LLC. Outside of his advisory role, he pursues woodworking as a hobby and intends to sell items he makes in the future. Ameriprise serves clients approaching or in retirement, offering retirement-income planning with a focus on clients meeting specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Cencula is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads The Cencula Group, a team of investment professionals who combine their industry knowledge with the global resources of Merrill to provide comprehensive wealth management services. Andrew focuses on coordinating the financial affairs of individuals and families across the country, with an emphasis on retirement planning. With over 35 years of collective experience in financial services, Andrew and his team provide education to clients about available financial options and strategies. His approach includes asset allocation and portfolio diversification as risk mitigation strategies, aiming to simplify clients' financial lives by managing asset management, banking, lending, and planning needs. Andrew frequently presents seminars on topics such as caregiving, preparing for retirement, impact investing, and wealth management for same-sex couples. Andrew holds a Bachelor's Degree from the University of Wisconsin and holds the Personal Investment Advisor (PIA) designation. He is involved in community organizations including the Human Rights Campaign, Adopt-A-Class, and Green Umbrella. Outside of his professional work, Andrew enjoys camping, football, golfing, hiking, music, reading, rock climbing, spending time with family, tennis, and traveling.

Robert Walker is a financial advisor with Equitable Advisors, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, Inc., Questar Asset Management, and Questar Capital Corporation. Outside of advising, he is involved in tax preparation as a co-owner of a local business and serves as Vice President of Millson/Walker Investments, Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Nicholas Pollitt is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work experience includes roles at DHL Express, United Parcel Service, and Kroger. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its formal advisory role to multiple registered investment companies and use of algorithmic methods and AI in research.

Jonathan Harrison is a Financial Consultant at Fidelity Investments, where he currently applies his expertise to develop customized financial plans and strategies tailored to each client's unique preferences and values. He has been with Fidelity Investments since 2011, progressing through roles including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, Fixed Income Specialist, and Private Client Group Relationship Manager. With over a decade of experience in the financial industry, Jonathan specializes in retirement planning, investment strategies, principal and income protection, and estate planning considerations. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jonathan enjoys camping, family activities, gardening, playing musical instruments, and outdoor adventures.

Anna Jordan is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Dollar General and Victoria's Secret. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.

Nathan Monks is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at The Procter & Gamble Company for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Alec Hemmelgarn is a financial advisor with J.P. Morgan Securities in Cincinnati, OH. He holds a Series 66 designation and has five years of industry experience. His work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Wells Fargo Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates ESG criteria in its investment recommendations.

Robert Anning II is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Anning serves on the boards of Convalescent Hospital and Spring Grove Cemetery and Arboretum. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending services.

Jake Balsley is a financial advisor with Fidelity and holds a Series 66 designation. He has one year of industry experience, with prior roles including positions at Rockefeller Capital Management and The E.W. Scripps Company. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios as well as fund advisory services.

Samuel Mershon is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Service LLC since 2017. Prior to joining Fidelity, he worked in brokerage and paving services and was employed at Northern Kentucky University. Samuel 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Michael Hyzdu is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, he serves as Vice Chair for Junior Achievement of Central Ohio and holds advisory roles with several Catholic community organizations, including the St. Thomas More Newman Center and Saint Paul's Outreach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management.

Patrick Ward is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Money Concepts Capital Corp and runs Ward Financial. Outside of his advisory roles, Ward is involved with Benefit Planning Inc., where he conducts seminars, and Milner Financial, which focuses on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research, model portfolios, and various management approaches.

Bill Crawford IV is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JP Morgan Chase Bank and Edward Jones. Outside of finance, he is involved in a musical instrument rental business, Aurora Tone Solutions, which he owns and operates. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a variety of model portfolios and research resources.

Chelsea Rentschler is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she focuses on developing strategies that enhance engagement between clients and their advisors. Her work involves partnering with teams to build strong relationships with clients and their families to pursue both short- and long-term financial planning goals tailored to individual needs. Chelsea has over 10 years of experience in the financial services industry. Prior to her current role, she held several positions at Fidelity Investments, including Service Support Specialist (2020-2022), Executive Services Associate (2015-2019), Retirement Benefits Coordinator (2012-2015), Defined Benefits Specialist (2012), and Defined Contributions Specialist (2011-2012). She also worked as a Client Service Associate at UBS Financial Services, Inc. from 2019 to 2020.