Timothy Griffith is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a range of entities, including registered investment companies, and utilizes systematic methodologies and oversight controls in portfolio management.

Karen Keuper is a CFP® and holds a Series 66 license, with two years of industry experience. She has worked at Robert W. Baird & Co. since 2022, following five years at Stock Yards Bank & Trust and five years at BB&T. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other 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.

Alexander Tomblin is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Heyman Talent, where he was involved in acting, as well as positions at Union Savings Bank, Merrill, and Homeside Financial LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and model portfolios built from mutual funds, ETFs, and ETPs.

Paul Smith is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 66 designation and has been with Merrill since 1998. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Jacob Gilreath is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at the University of Cincinnati and Northern Kentucky University. Outside of finance, Gilreath has experience working in the food service industry with companies such as Snappy Tomato Pizza and Skyline Chili. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Randie Hagelman is a Senior Financial Advisor at Merrill Lynch Wealth Management and leads The Hagelman Group. She has over 20 years of experience in the banking and wealth management industry, providing personalized financial planning services to both personal and business clients. Her approach focuses on understanding each client's unique goals and resources to develop individualized strategies. Randie assists clients in managing concentrated stock positions and navigating significant life transitions such as retirement, education funding, inheritance, and business sales. She offers expertise in tax management strategies, 401k and small business retirement plans, and works closely with attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy planning. Her team also supports executives, physicians, attorneys, and other professionals with protection strategies including disability, long-term care, and life insurance. Randie earned her Associate's Degree from Thomas More College and holds the Personal Investment Advisor (PIA) designation. She serves on the Board of Trustees for the Clovernook Center for the Blind & Visually Impaired and participates in a committee for the Life Learning Center, reflecting her commitment to community involvement.

William Powers is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Avantax and Securities America, and he has long-standing involvement with his own accounting and insurance businesses. Powers also serves as an insurance agent with the Catholic Order of Foresters. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of advisors, managing over $256 billion in assets.

Michael Kessling is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding a Series 63 designation and possessing 12 years of industry experience. He has been with MML Investors Services since 2014 and with Mass Mutual since 2007. Outside of advisory work, he is involved in several business ventures including life and health insurance sales and real estate investments. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, with a focus on collaborative, goal-oriented financial planning.

Brian Bushman is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 18 years before joining Ameriprise in 2023. Outside of his advisory role, he owns Bushman Financial LLC, through which he manages his Ameriprise business. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

John Allen II is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Keith Sams is a financial advisor with Robert Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Robert Baird & Co. since 1999. Outside of his advisory role, he performs as a piano player and singer in a cover band called Model Behavior. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management practice serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage services. They tailor advice to client goals and risk tolerances, utilizing a range of investment strategies including traditional and non-traditional allocations.

Laticia Little is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and eight years of industry experience. Her work history includes roles at Citizens Bank, First Financial Bank, and Primerica Financial Services. Outside of financial advising, she has experience as a delivery driver for DoorDash. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and offers a range of portfolio approaches supported by BNY Mellon Advisors and Pershing.

Tricia Dorcheff is a financial advisor at Stifel with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2016, following a brief tenure at UBS Financial Services Inc. Dorcheff is also a commissioned notary public in the state of Ohio. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and model allocations intended to support client decision-making.

Luke Heidrich is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executive clients to ensure they have a comprehensive understanding of the multiple benefits provided by their employer and integrates these benefits into their overall wealth plans. Heidrich has been with Fidelity Investments since 2006, progressing through various roles including Customer Service Associate I and III Retirement, Retirement Solutions Representative, and multiple consultant positions in Workplace Planning and Guidance before assuming his current position in 2021. This extensive experience has provided him with a solid foundation in retirement solutions and workplace planning. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Elaina Stuard is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding a Series 66 designation and 35 years of industry experience. She has been with Robert W. Baird & Co. since 2002. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and complex investment strategies.

Rodney Torbush is a Certified Financial Planner® with 11 years of industry experience, currently serving as an advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Ft Thomas, KY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, operating under a fiduciary standard.

Kyle Schweitzer is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2006, including Fidelity Brokerage Services 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Kenneth Kaup is a financial advisor with Primerica Advisors in Springdale, OH, holding a Series 63 designation and 22 years of industry experience. He has been with Primerica Advisors since 2003 and is also involved with Torchlight Financial Group, OHSAA, and Spinnaker Coatings. His work includes sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, providing a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Adam Higgins is a financial advisor at Stifel with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services LLC before joining Stifel Nicolaus & Co Inc. Higgins serves as Vice President of the Young Professional Board at Cancer Family Care and is involved with the St. James Athletic Club as a trustee and marketing/sponsorship coordinator. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

David Osterbrock is a CFP® with 21 years of industry experience and currently serves as a financial advisor at LPL Financial. His prior roles include positions at US Bancorp Investments, Waddell & Reed, and various insurance carriers. He has also been involved with the Riverfront East Condo Owners Association and the Behringer Crawford Museum. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and multiple investment strategies.