Jeffrey Meier is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Bank of America, Merrill, Edward Jones, and TD Ameritrade. He also serves as an independent contractor financial advisor at J. Owens Wealth Planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting aligned with client goals.

Jeffrey Alford is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 1999, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Kaitlyn Meyer is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked in law enforcement with the Northern Kentucky University Police Department and was employed at the Cincinnati Art Museum. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios.

Michael Evans is a financial advisor at Fidelity with Series 66 credentials and three years of industry experience. He previously worked with Heavenly Monitoring and Back2Back Ministries. He advises through Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Susana Duffy is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2021. Prior to her advisory role, she held positions at UC Health, Solar Tint, IKEA, and College Hill Coffee. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and maintains a formal advisory role to multiple registered investment companies.

Alexander Mentzer is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he collaborates with Wealth Management Advisors and their clients to develop financial plans aimed at achieving their financial goals. He has been with Fidelity Investments since 2016, initially working in Managed Account Operations from 2016 to 2018, then as a Managed Account Support Specialist from 2018 to 2022, before assuming his current position in 2022. His experience spans various aspects of wealth management support and planning. Outside of his professional responsibilities, Alexander has interests in food, puzzles, and yoga.

Andre Cook Jr. is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior roles include positions at Washington University in Saint Louis and Algonquin Country Club. Outside of his advisory work, he also performs grocery shopping and delivery services for Instacart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering a range of portfolio and fund advisory services that utilize proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction.

Todd Hater is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been part of Fidelity Investments since 1997, including roles at Fidelity Personal and Workplace Advisors. 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 combines proprietary research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using a systematic, long-term asset allocation approach.

Nathan Phu is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to that, he held roles at TSC Apparel, Zid Zid, Aroma, and Ruby Tuesday. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on using proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and its use of AI and algorithmic methods in portfolio management.

Michael Luft is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role at Fidelity, he worked for the Nassau County School Board for 15 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and oversees affiliated sub-advisers in its investment process.

Susan Sparr is a CFP®-credentialed financial advisor with 44 years of industry experience, currently practicing at Mass Mutual Investors Services since 2017. She previously worked at MetLife Resources for 11 years and has a background that includes roles at Mass Mutual Life Insurance Company. MassMutual Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers, providing ongoing financial planning, asset management, and educational seminars through structured, collaborative engagements.

Kaitlin Schaengold is a Series 66-licensed financial advisor with Ameriprise in Cincinnati, OH, and has seven years of industry experience. She has been with Ameriprise and its affiliate since 2010. Schaengold serves on the Board of Directors of Solomon Professional Services, LLC, where she is also an Associate Financial Advisor involved in financial planning and client service. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional advisor.

Sean Plagens is a financial advisor at Fidelity with one year of industry experience. He previously worked for nine years at Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and has a formal advisory role with multiple registered investment companies.

James Conway Jr. is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves on nonprofit boards including the Cincinnati Playhouse in the Park and the 2444 Madison Road Condominium Owners Association. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, retirement plans, and insurance products through its network of investment adviser representatives.

Mary Rich Nugent is a financial advisor at Fidelity with 8 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Drs. Levin & Fetner. 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’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios based on long-term asset allocation benchmarks.

Phillip Schwegmann is a financial advisor at Cetera with 40 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and L.M. Kohn & Company. He is based in Cincinnati, OH. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Jeffrey Ziegler is a CFA® charterholder with 31 years of industry experience. He has been with Fidelity Investments since 2012, including seven years at Fidelity Personal and Workplace Advisors. Prior to that, he spent eight years at Cleararc Capital, Inc. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Mckenzie Leigh is a financial advisor with Fidelity and holds Series 66 and Series 63 licenses. She began her advisory career in 2025 and has prior experience working in education and retail sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage model portfolios, and it serves multiple registered investment companies with a distinctive use of algorithmic methods and formal governance procedures.

Tyler Dever is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2024. He collaborates with clients to understand their financial goals and develops personalized plans for their financial futures. Tyler has progressed through multiple roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2021, then advancing through Investment Solutions Representative I and II positions before his current role. He holds an Arkansas Insurance License, which supports his work in financial planning and investment solutions. Outside of his professional career, Tyler enjoys spending time on family activities, fitness, outdoor adventures, caring for pets, and traveling.

Sabrina Menkhaus is a financial advisor with Robert Baird & Co. based in Fort Wright, KY. She holds a Series 66 designation and has one year of industry experience. Prior to joining Baird, she worked at We Can Code IT and held positions in counseling and academic settings. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research involving artificial intelligence.