Nancy Harrill is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2015, serving in various roles including Planning Consultant from 2020 to 2024, Relationship Manager from 2018 to 2020, and Financial Representative from 2015 to 2018. With 10 years of experience, Nancy focuses on investment strategies, retirement income, tax, and estate planning considerations. She adopts an educational approach aimed at simplifying financial concepts and collaborating with clients to prioritize their most important financial decisions.

Jesse Mullins is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network for 16 years and UBS Financial Services for 6 years. Mullins also operates a separate business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jason Jones is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and over 21 years of industry experience. His prior roles include positions at J.J.B. Hilliard, W.L. Lyons, LLC, and PNC Wealth Management. Outside of his advisory work, he has been an Uber driver and is a notary public in the state of Ohio; he also engages in tax preparation and has begun authoring content. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocations and approaches.

Larson Graham is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Wyoming, Ohio. He is a member of the Guggenheim Group team in Cincinnati, Ohio, which manages client balances exceeding $520 million and operates in 33 states. Larson focuses on providing wealth management services to individuals and families with investable assets of $250,000 or more. Larson's expertise includes college education planning, personal retirement planning, and retirement income strategies. He holds a Bachelor's Degree from Duquesne University's AJ Palumbo School of Business, graduating in 2016. Prior to his financial services career, Larson played professional football with teams including the Atlanta Falcons, Pittsburgh Steelers, and the Birmingham Iron in the AAF. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Larson resides with his wife Olivia, daughter Ruby, and their boxer Georgia. He is involved in the Wyoming Youth Football Association and enjoys activities such as baseball, fishing, football, hiking, hunting, traveling, and woodworking.

Jordan Tuss is a Series 66 licensed financial advisor at Fidelity with three years of industry experience. He has held various roles including consulting for small businesses and serving as a paid lead volunteer for community events in Cincinnati. Prior to Fidelity, his background includes diverse engagements in community organizations and creative ventures. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients through a process that blends fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolios, with a focus on systematic methodologies and oversight of sub-advisers.

Haley Kohl is a financial advisor with Fidelity Investments based in Covington, KY. She holds Series 63 and Series 66 credentials and has four years of industry experience. Prior to joining Fidelity, she worked at Beechmont Toyota and has a side hobby painting nails under the name High Fashion Nails by Hales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

David Lau is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. He has worked at several firms, including Avantax Advisory Services, Hicks & Mann Wealth Management, and Western & Southern Financial Group. Outside of his advisory role, he assists at Hicks & Mann Wealth Management as a Wealth Operations Assistant, supporting client follow-ups, market research, and tax return preparation. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

David Baller is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as treasurer and finance committee member for Dayton Crayons to Classrooms, a nonprofit supporting teachers by collecting school supplies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm leverages research and analytics to evaluate investment options and offers a comprehensive range of financial products and services.

Brandon Maegley is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been associated with various Fidelity entities since 2012, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios drawn from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Patti Bruns is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she partners with the team to provide support and guidance, assisting with planning and servicing needs. Patti has been with Fidelity Investments since 2017, gaining experience through various roles including Managed Account Support Specialist, High Net Worth Service Associate, and Customer Relationship Advocate. This progression reflects her growing expertise in wealth management and client service within the firm.

Andrew Brauer is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has been with Fidelity Investments in various capacities since 2010, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions to intermediary platforms.

Daniel Brown is a financial advisor with LPL Financial in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and having 24 years of industry experience. His prior roles include positions at JP Morgan Securities, U.S. Bancorp Investments, PNC Wealth Management, and Natcity Investments. Outside of his advisory work, he is associated with Brownstone Financial, an investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging IARs who implement diverse investment strategies and utilize advanced operational tools.

James Getter is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his role at Wells Fargo, he has ownership interests in two wealth management firms based in Cincinnati. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu through a large network of advisors, using proprietary research and tools to develop tailored recommendations across various financial planning needs.

Howard Kaplan is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Stifel Nicolaus & Co., Inc. for 17 years. Kaplan serves on the finance and investment committees of the Greater Cincinnati Foundation and Wise Temple, where he holds executive roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a non-discretionary approach tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Nicholas Grimm is a financial advisor at Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses with 20 years of industry experience. He previously worked at Fifth Third Securities for nine years before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Kerianne Cummings is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has a background that includes work in travel nursing and the hospitality industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Mary Schuler is a financial advisor at UBS Financial Services with 33 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she serves as a caretaker for her disabled husband and is involved with the Center for Independent Living Options, a nonprofit providing financial assistance for personal care attendants. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Elijah Thomer is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been associated with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

Thomas Grindstaff is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Investments and Fidelity Investments Institutional Services Company, Inc. since 1996. 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 proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI in constructing model portfolios.

Stephanie Fisher is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior roles include positions at W&S Brokerage Services, Western and Southern Life, Burlington, and Gregory S Young Co LPA. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and maintains oversight through affiliated or unaffiliated sub-advisers.