Kory Keough is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 10 years of industry experience. He has been affiliated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Gina Crowley is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 2007 and holds the Series 63 and Series 65 designations. Outside of her advisory work, she assists in managing and developing an online and storefront business and serves on the board of a nonprofit organization providing inpatient treatment for women with addiction. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans to clients’ goals and risk tolerances.

Richard Corman is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 49 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm supports its advisors with proprietary research, model-based asset allocations, and a fiduciary approach to fee-based financial planning.

Jack Poirier is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Asplundh Tree Expert, Fairway Mortgage, and Liberty University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, utilizing systematic methodologies and oversight to address potential conflicts of interest.

Cregory Storer is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across various Fidelity entities since 1998. His current roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios and offers specialized advisory functions such as fund management and model portfolio delivery.

Matthew Ohlhaut is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to understand their financial goals and co-create personalized plans tailored to individual situations, needs, and investment approaches. Matthew has been with Fidelity Investments since 2021, progressing through roles including Soar Program Associate, Financial Representative, and Relationship Manager before assuming his current position in 2026. His career path demonstrates experience in client relationship management and financial planning within the investment industry. Outside of his professional work, Matthew has interests in baseball, comedy, and golf.

Samuel Clarke is a Series 66 licensed financial advisor with STIFEL, based in Blue Ash, OH, and has two years of industry experience. Prior to joining STIFEL, he worked at Fidelity Investments for two years. STIFEL serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jonathan Yellman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His work history includes multiple roles at Fidelity Investments since 2020, as well as prior experience in audiovisual services and academic positions. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and oversees its sub-advisers with established governance procedures.

Braden Martini is a Private Wealth Advisor with The Evelo|Singer|Sullivan|Bruegge Group at Merrill Private Wealth Management, a nationally recognized team serving public company executives, private business owners, and ultra high net worth families. In this role, he advises senior corporate executives on 10b5-1 trading plans, hedging, monetization, and the future selling or gifting of positions, while analyzing tax and regulatory implications. Braden’s expertise includes executive and equity compensation, family wealth management, legacy planning, liquidity management, and philanthropic planning. Braden joined The Evelo|Singer|Sullivan|Bruegge Group in 2005 as an intern through the co-op program at the University of Cincinnati and progressed through roles including Investment Analyst, Assistant Vice President and Private Wealth Analyst – Investments, and Wealth Management Advisor. He earned his CERTIFIED FINANCIAL PLANNER® certification in 2017, marking a significant professional milestone. His experience also includes leading the team’s Investment Policy Committee, portfolio review process, and implementing specialized trading strategies. He was promoted to Vice President in 2019, First Vice President in 2021, Senior Vice President in 2022, and advanced to Private Wealth Advisor in September 2022 after completing a rigorous accreditation process. Braden holds an MBA with a concentration in Finance from the Williams College of Business at Xavier University and a bachelor’s degree in Finance, Accounting, and International Business from the Carl H. Lindner Honors-PLUS Program at the University of Cincinnati. He is a member of the Goering Center for Family and Private Business. Active in the Cincinnati community, Braden supports programs focused on education and community health, including involvement with the American Heart Association’s Cincinnati Affiliate and the Freestore Foodbank. His personal interests include baseball, basketball, football, golfing, reading, running marathons, and spending time with his family.

Brian Schnur is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2010. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

James Mackay is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at JP Morgan Chase Bank and J.P. Morgan Private Bank, as well as running a landscaping and lawncare business. 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. As part of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Andrew Rightmyer is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at ColdIron Event Rentals and Outback Steakhouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund consulting, and model portfolios, and is noted for its use of algorithmic methods and its role advising registered investment companies.

Zachary Perry is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior work includes roles at Divisions Inc, Vendorpass (Paycor), Northwestern Mutual, and Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios. The firm is noted for its regulatory registrations, advisory roles with multiple registered investment companies, and its use of AI and systematic methodologies in portfolio management.

Michael Kristian is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. He has worked at Primerica Financial Services since 2000 and PFS Investments Inc. since 2001, alongside a position at Menards, Inc. since 2010. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based and separately managed account strategies primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Michael Sheehan is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Merrill in 2019, he worked at Horter Investment Management and Fidelity Brokerage Services. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jenna Brown is a financial advisor at Fidelity with three years of industry experience. She holds the Series 63 and Series 66 designations. Prior to her current role, she worked at Turning Point Events, Beck Consulting, Fawn Candy, the University of Cincinnati, and Robinson Cleaners. Fidelity, through its subsidiary Strategic Advisers LLC, provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages various registered investment companies and fund-of-funds.

Michelle Lasita is a financial advisor at Fidelity with 18 years of industry experience. She has held various roles within Fidelity since 2011, including positions at Fidelity Personal and Workplace Advisors. Outside of her advisory work, she is a co-owner of a Biggby Coffee franchise in Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies, utilizing systematic methodologies and oversight controls.

Kenneth Goldhoff is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as co-chair of the Allocations Committee for the Jewish Federation of Cincinnati. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and access to institutional trading capabilities alongside wealth management.

Richard Tapke III is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Robert W. Baird & Co. since 2015. Tapke serves as Treasurer and Board Member of the Matthew Mangine Jr Foundation and is an Investment Committee Member at Deaconess Associations Incorporated. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both internal research and strategic partnerships to support client advice.

Alexander Steckl is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2010. 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 integrates proprietary research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.