Adam Kunsman is a financial advisor at Edward Jones in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. He previously worked at Fifth Third Bancorp for ten years before joining Edward Jones. Outside of his advisory role, he is a 25% investor in a property management business, Trauth Property Group, based in Crescent Springs, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm supports its offerings with a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Elizabeth Dreyer is a financial advisor at Morgan Stanley in Cincinnati, OH, with seven years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018, and previously at Atlas Healthcare Solutions and Ohio National Financial Services. Outside of her advisory role, she leads monthly educational divorce workshops for the Boone County area through a local nonprofit. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a wide range of investment services.

Joshua Ashley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at CitiBank for eight years and has experience in higher education at Thomas More University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Samuel Goulet is a financial advisor at Fidelity with eight years of industry experience. He holds Series 66 and Series 63 designations and has worked at Fidelity Brokerage Services LLC since 2018. Prior to that, he spent ten years at The Home Depot. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles to registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies to intermediary platforms.

Derek Henry is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments and prior positions in the automotive retail sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and implements systematic methodologies including AI in its investment approach.

Amy Bender is a financial advisor at UBS Financial Services in Cincinnati, OH, with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2016. Outside of her advisory role, she manages a residential rental property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of related financial products and research.

William Moehring is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials with four years of industry experience. His prior work experience includes roles at DoorDash, Inc., Kings Island, and Chipotle. Outside of his advisory role, he works as an independent contractor for DoorDash, handling food delivery with flexible hours. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also manages model portfolios and holds distinctive registrations and advisory roles within the institutional investment space.

Jeffrey Zeigler is a CFP®-certified financial advisor with 30 years of industry experience. He has worked at Wells Fargo Clearing since 2023 and previously spent 27 years at The Huntington Investment Company. He is based in Cincinnati, OH. 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 manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Hampton is a financial advisor at UBS Financial Services in Cincinnati, OH, with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Craig Callery is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 63 designation and 31 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he coaches freshman boys basketball at Holy Cross High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Jason Steeber is a Financial Advisor with Merrill Lynch Wealth Management, working in coordination with Bank of America, N.A. He focuses on helping clients develop long-term financial strategies tailored to their individual goals, time horizons, and risk tolerance. His advisory services include investment management, education planning, retirement planning, and collaboration with other professional advisors on trust and estate planning services when appropriate. Jason's expertise extends to wealth transfer strategies, credit and lending solutions, cash management, and 401(k) plan advisory services for business owners. He emphasizes a collaborative and evolving approach to meet clients' changing financial needs. His client focus areas include College Education Planning, Personal Retirement Planning, Small Business Strategies, and Individual and Corporate Investment Strategy. He holds a Bachelors Degree from Morehead State University and holds the Personal Investment Advisor (PIA) designation. Jason is involved with professional organizations including BNI Cincinnati and Pi Kappa Phi Alumni. In the community, he participates with the Clermont Chamber of Commerce and Special Olympics. He resides in Union Township with his girlfriend Jen and enjoys exploring the outdoors, golfing, and following Cleveland sports.

Shiri Ayalon is a CFP® with 17 years of industry experience, currently advising at Ameriprise in Cincinnati, OH. Her career includes roles at Ameriprise Financial Services Inc., Spectrum Financial Solutions, Inc., U.S. Bancorp Investments, Inc., and U.S. Bank. She serves on the boards of several local organizations, including WCET and the Ohio Lesbian Archives, and holds finance-related leadership positions with the Great Cincinnati Weavers Guild. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions.

Michael Metzger is a financial advisor at OSAIC with 14 years of industry experience. He previously worked for 17 years at Lincoln Financial Advisors. In addition to his advisory role, he is a notary public and offers fixed insurance products including annuities and life insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm’s investment approach combines firm-provided asset-allocation tools and third-party managed accounts, offering portfolios with stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kirsten Comment is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Fifth Third Bank, OJM Group, and Xavier University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with affiliated brokerage and investment management services.

Michael Vassar is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he worked at Bartlett Wealth Management and Charles Schwab. Outside of his advisory role, he is involved in a family ice cream startup as a member and manager for estate purposes. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, and institutions. The group offers tailored financial planning and portfolio management services, utilizing a variety of investment strategies and overlays to meet client goals and risk tolerances.

Geoffrey Ringle is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Cambridge since 2017 and also serves as a firefighter and paramedic for the City of Cincinnati Fire Department. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management approaches and proprietary and third-party strategies.

Jared Gorman is a financial advisor with Stifel in Cincinnati, OH, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Clearing and Fidelity Brokerage Services LLC. Outside of finance, he has experience in hospitality and small business operations. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and fee-based advisory services. The firm uses a proprietary investment strategy methodology and provides services that include financial planning, model allocations, and municipal-market activities.

Samuel Burchenal is a financial advisor at UBS Financial Services in Cincinnati, OH, with eight years of industry experience. He has been with UBS since 2017 following a period focused on full-time education at the University of Cincinnati. Burchenal holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Joshua Finley is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His work history includes positions at Fidelity Investments and prior roles in education and retail. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction and serves as a registered commodity pool operator with advisory roles in multiple registered investment companies.

Jeremy Bricking is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations. His prior work experience includes roles at Amazon, UPS, Chipotle, and Mac's Pizza Pub. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.