Trevor Hammonds is a Financial Advisor and a member of The Clinkenbeard Group at Merrill Lynch Wealth Management. In his role, he works with families to simplify, organize, and efficiently manage their wealth through personalized financial strategies. He collaborates with clients to ensure their financial plans align with their goals and provides access to a broad range of resources including general investing, retirement planning, and small business solutions. Trevor holds a Bachelor's Degree from the University of Kentucky and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach centers on providing clarity and conviction to his clients' financial planning, aiming to meet their specific needs through ongoing advice and guidance.

Thomas Howell is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2005. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Philip Ochs V is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has prior work experience at New York University and in the craft brewery sector, including roles at Streetside Brewery and Rhinegeist Brewery. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Karen Geisen is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with various Fidelity entities since 2007, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of her advisory work, she is the sole proprietor of Wreaths by Karen, a business selling handcrafted custom wreaths. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment offerings and deliver model portfolios.

Michael Brandy is a Series 66-licensed financial advisor with Equitable Advisors in Cincinnati, Ohio. He has two years of industry experience and previously worked at the University of Kentucky and Art Daniel's Pool Company. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs primarily through Investment Adviser Representatives and third-party managers.

Brent Gross is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Morgan Stanley. Gross also has experience as an owner and landlord of rental property. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a wide range of advisory and brokerage services.

Gavin Sustarich is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Kroger and held positions at Eagle Creek Country Club as well as at Grant County High School and Middle School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized retirement income service that provides tailored planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jaden Kopser is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with one year of industry experience. His prior roles include positions at the Federal Home Loan Bank of Cincinnati and Morgan Stanley Private Bank, N.A. He has also been involved with University of Kentucky Campus Recreation and Augean Stables. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools but does not provide individual security recommendations as part of standalone planning.

Phillip Brann is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. He is based in Cincinnati, OH. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process using structured discovery and firm-approved tools.

Jacob Mason is a Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management and retirement planning. He works closely with clients to develop strategies tailored to their short-, mid-, and long-term financial goals, providing support across general investing, retirement planning, and saving for unexpected events. Jacob also offers access to Bank of America specialists for additional financial services such as banking, credit, home financing, and small business solutions.\n\nWith expertise in areas including employee benefits planning, executive compensation, liquidity management, and tax minimization, Jacob assists clients in managing new wealth, personal retirement planning, and portfolio management. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Grand Valley State University.\n\nOutside of his professional work, Jacob enjoys baseball, fishing, football, and golfing.

Jeffery Perkins is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked at U.S. Bancorp Investments and Hd Vest Investment Services prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Brent Bradshaw is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity in various capacities since 2008. His current role is with Fidelity Investments, where he has worked since 2025. 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 manage model portfolios, with distinctive features including registration as a commodity pool operator and the use of AI in its research processes.

Ramiro Diaz Amado is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2026, he worked at Bankers Life and Wisconsin Financial Wealth Management and spent five years associated with the University of Wisconsin Green Bay. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, pension, corporate, and charitable clients using model-based and discretionary strategies developed by internal and third-party managers.

Tatjana Cumic is a financial advisor with Thrivent Investment Management in Cincinnati, OH, holding a Series 66 designation and bringing five years of industry experience. She has worked with Thrivent since 2020 and previously held roles at Express Employment Professionals and the University of Montenegro. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning across a range of topics without portfolio management for institutional clients. The firm combines goal-based analyses with a managed-account program under a consolidated billing option called “WealthPlan.”

Ben Haggerty is a Planning Consultant at Fidelity Investments, where he partners with clients to build effective financial plans, support wise investment decisions, and simplify their finances. He has been with Fidelity Investments since 2017, progressing through roles from Investment Solutions Representative to Central Relationship Manager, Relationship Manager, and currently Planning Consultant. Ben holds insurance licenses in Arkansas and California. Outside of work, he enjoys spending time with friends, engaging in social events, gardening, outdoor adventures, parenthood, caring for pets, and traveling.

Zack Barker is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2016 and has held various roles including Financial Representative, Investment Solutions Representative, Client Management Representative, Portfolio Specialist, and Investment Management Consultant III before his current position. Zack provides guidance in areas such as Retirement Planning, Investment Strategies, Tax Efficient Investing, and Income Planning. He holds insurance licenses in Arkansas and California. Outside of his professional work, Zack's personal interests include concerts, football, golf, music, and outdoor adventures.

Christopher Di Bari is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with Ameriprise Financial Services, LLC, having previously worked at PNC Investments for 15 years and Fifth Third Securities, Inc. for 5 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning, tax-aware withdrawal strategies, and Social Security claiming options for clients approaching or in retirement.

John Sorensen is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he has worked in retail at Rocky Mountain Chocolate Factory. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Jennifer Eberhard is a financial advisor at Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses with four years of industry experience. She previously worked at Fidelity Investments and operated Vincenzo's Ristorante for 17 years. Outside of her advisory role, she is involved in retail sales at Party Source, working in the wine department. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm includes a broad range of financial products in its offerings, including insurance-related vehicles and bank deposit sweep options.

Nolan Wallace is a financial advisor at Fidelity with 7 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Brokerage Services LLC and Carlisle and Bray Marine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary research and algorithmic portfolio construction. The firm offers a range of services from discretionary portfolio management to fund advisory and model portfolio delivery, with a notable focus on systematic methodologies and oversight controls.