Andrew Jostworth is a financial advisor with Ameriprise in Crestview Hills, KY, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise, he worked at THOR Investment Management Inc. for five years. Outside of his advisory role, he serves as an assistant freshmen football coach at Archbishop McNicholas High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Julie Tapke is a CFP®-designated financial advisor with Robert W. Baird & Co. in Cincinnati, Ohio, with 21 years of industry experience. She has been with Robert W. Baird since 2015. Outside of her advisory role, she serves on the board of the Julie Learning Center, a nonprofit organization. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies along with tax management and direct indexing.

Daniel Berssenbruegge is a financial advisor at Ameriprise with 14 years of industry experience. He has previously worked at The Huntington Investment Company, Cambridge Investment Research, and PNC Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Robert Jerger is a financial advisor at LPL Financial with 28 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Simply Money Advisors from 2004 to 2006. Jerger is also involved in independent insurance business activities related to life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Bradley Hohlbein is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Fifth Third Bank for two years. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Erin Mullen is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Alex Templin is a financial advisor at Stifel with two years of industry experience. He holds the Series 66 designation and previously worked at Ameritas Advisory Services, Ameritas Investment Company, Premier Planning Group, DLAK Wealth Advisors, and Wells Fargo Advisors. Outside of Stifel, he is associated with Premier Planning Group, LLC, where he manages processes for investment business including processing, tracking, and client reviews. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kirk Carr is a Planning Consultant at Fidelity Investments, where he has been contributing since 2010. Prior to this role, he worked as a Private Client Group Associate at Fidelity Investments from 2005 to 2010. In his professional capacity, Kirk focuses on establishing trusted relationships with families and households to support their financial success throughout retirement or other financial objectives. Kirk holds insurance licenses in Arkansas and California, which complement his expertise in financial planning. Outside of his professional work, he pursues personal interests including comedy, concerts, cooking and baking, hiking, outdoor adventures, and skiing.

George Nofel is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Fidelity Brokerage Services LLC since 2014 and Fidelity Personal and Workplace Advisors from 2018 to 2025. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Joseph Redding is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked at Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction and is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Jonathan Stocking is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. Prior to that, he held positions at Northwestern Mutual and other firms in various roles. Jonathan is part of Strategic Advisers LLC, a Fidelity company that offers investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it maintains distinctive regulatory registrations and advisory roles within the institutional investment space.

Scott Noelcke is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity and its affiliated firms since 2004, including roles at Bartlett & Co and Legg Mason Wood Walker earlier in his career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios using a systematic methodology with oversight of affiliated and unaffiliated sub-advisers.

Jackson Street is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity in 2023, he held roles at several companies including RMH Franchise Holdings, First Round Draft, Flynn Restaurant Group, and Miami University’s Farmer School of Business. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a role in managing model portfolios and multi-manager funds.

Morgan Rains is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles in diverse fields including banking, accounting, and food service. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research tools.

Tarha Young is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 credentials. Young has been with Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Fidelity’s affiliate, 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Robert Hackman is a financial advisor with LPL Financial in Cincinnati, Ohio, holding a Series 63 designation and 44 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation from 2007 to 2009. Outside of his advisory role, he is involved in a non-variable insurance business through Hackman Financial Group. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Gregory Stacy is a financial advisor with MassMutual Investors Services in Cincinnati, OH, holding a Series 63 designation and 38 years of industry experience. He has worked at MassMutual since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools for goal analysis and delivers written recommendations as part of annual, collaborative planning relationships.

Ryan Scherder is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2005. Outside of his advisory role, Scherder creates and sells art. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages a diverse range of portfolios and serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Michael Andrews is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1999 and focuses on developing financial strategies tailored to the risk tolerance, time horizon, and liquidity needs of high-net-worth individuals, their families, and businesses. His approach is consultative and objective, aiming to assist clients in meeting both their short- and long-term financial goals through a variety of solutions including investments, retirement planning, estate planning services, and philanthropy. Michael holds several professional credentials including the CERTIFIED FINANCIAL PLANNER® (CFP) certification earned in 2005, the Chartered Retirement Planning Counselor™ (CRPC) designation, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's degree from Auburn University and his high school diploma from St Xavier High School. A significant part of his practice addresses retirement income strategies, especially following life transitions such as the loss of a spouse, divorce, retirement, inheritance, or sale of a business. Outside of his professional work, Michael enjoys cooking, fishing, golfing, and hiking.

Jacob Heck is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2018. Prior to his financial services career, he was involved with Christian Moerlein Brewing Company and worked in education. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of proprietary research and quantitative analysis, with distinctive capabilities in algorithmic portfolio construction and advisory roles for registered investment companies.