Andrew Finn is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at Lerner, Sampson, and Rothfuss, Kroger, CVS, and Home City Ice. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Matthew Wissman is a financial advisor with Ameriprise in Hamilton, Ohio, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Wissman serves on the Badin High School Investment Committee and operates his own financial planning business, BFM & Associates, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

John Schutte is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2008. In this role, he partners with clients to develop, design, and implement financial plans aimed at achieving their long-term financial goals. He has expertise in investment strategy, retirement planning, income production, and family conversations related to estate planning considerations. Prior to his current position, John worked as a Financial Representative at Fidelity Investments from 2004 to 2008, and as an Account Specialist at Union Central Life from 1998 to 2004. He holds insurance licenses in Arkansas and California.

Jacob Smith is a Series 66–licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he held positions at Northern Kentucky University and Owensboro Municipal Utilities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures, and employs systematic methodologies with oversight controls and a focus on long-term asset allocation.

Travis Vance is a financial advisor with Primerica Advisors in Springdale, OH, holding seven years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2018 and has been involved with Fairfield Local Schools since 2008. Outside of his advisory role, he tutors through Wyzant and is engaged in sports betting as a personal business activity. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select discretionary separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure while maintaining oversight of its model offerings.

Marc Gallenstein is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing a comprehensive approach to wealth management, tailoring financial strategies to align with clients’ individual financial situations, investment preferences, and risk tolerance. Marc offers clients access to investment insights from Merrill and banking services from Bank of America to address various aspects of their financial lives. His areas of focus include college education planning, divorce transition planning, employee benefits and financial health, legacy planning, personal retirement planning, tax minimization, and retirement income. Marc holds a Bachelor's Degree from Ohio University and has earned the Personal Investment Advisor (PIA) designation. He is committed to delivering personalized financial strategies designed to help clients pursue their long-term goals through a one-on-one collaborative approach. Beyond his professional responsibilities, Marc participates in community service through volunteering with organizations such as Matthew 25 Ministries. In his personal time, Marc enjoys activities such as baseball, basketball, fishing, football, golfing, music, running, traveling, watching movies, and spending time with his family.

Emerson Knowles is a financial advisor with Merrill, holding Series 63 and Series 65 designations and over 46 years of industry experience. Since 2010, he has been associated with Merrill Lynch and Bank of America. Outside of his advisory work, he serves as a speaker and trainer for FI360 – Center for Fiduciary Studies, helping boards and trustees understand their roles, and is an advisory board member for the Rotary Club of Saddlebrooke Foundation, which supports educational grants for underserved students. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Annie Yeung is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2015, progressing through roles including Financial Representative, Investment Solutions Representative, Private Client Relationship Manager, and Planning Consultant before assuming her current position in 2023. Her experience spans various aspects of financial planning and client relationship management. She holds insurance licenses in Arkansas and California. Annie applies her education and thorough process, alongside Fidelity's resources, to collaborate with clients and their families in creating tailored financial plans. Outside of her professional work, Annie enjoys activities such as going to the beach, camping, playing soccer, traveling, volunteering, and practicing yoga.

William Metz is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Thomas Holocher is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as president and board member of the Cincinnati chapter of the Exit Planning Institute, organizing educational content for professional advisors and business owners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

John Hall Jr. is a Series 66-registered financial advisor with Fidelity, based in Covington, KY, and has nine years of industry experience. He has held roles at Fidelity Brokerage Services LLC since 2015 and at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, management of multiple registered investment companies, and integration of AI in its research processes.

Fergus Culleton is a Series 66-licensed financial advisor with three years of industry experience, currently with Fidelity Investments. He previously worked at Fifth Third Bank for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, as well as its advisory roles to registered investment companies and fund-of-funds.

Chase Lauck is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023, following a four-year tenure at Fifth Third Bank. Strategic Advisers LLC, a Fidelity Investments company, 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, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Elizabeth Armitage is the Resident Director at Merrill Wealth Management and serves as a Managing Director and Wealth Management Advisor. She has been with Merrill since 1983 and holds multiple FINRA registrations including Series 7, 66, 9, and 10. Elizabeth holds certifications such as CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). She advises clients in areas including retirement planning, wealth structuring, retirement benefit consulting, and is also a licensed insurance agent. Elizabeth earned her bachelor's degree from Smith College and graduated from Mariemont High School. She manages the implementation of proprietary financial strategies developed with her retired partner and focuses on corporate executive services, equity compensation services, defined benefit and contribution plans, managing new wealth, personal retirement planning, portfolio management, socially responsible investing, women and wealth, and retirement income. Outside of her professional work, Elizabeth volunteers for the Junior League of Cincinnati, Indian Hill Schools, and Playhouse in the Park. She enjoys tennis, hiking, reading, traveling, and spending time with her family.

Erin Dale is a financial advisor at Merrill with eight years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining Merrill in 2018, she worked at Fidelity Brokerage Services and held roles outside the financial industry at Sephora and Cedar Fair. 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 with model-based and discretionary investment strategies developed by internal and third-party managers.

Kathryn Slaughter is an Investment Solutions Representative III at Fidelity Investments, a position she has held since 2024. She has progressed through several roles within Fidelity, including Investment Solutions Representative II and I, High Net Worth Service Associate, and Customer Relationship Advocate, demonstrating a continuous commitment to the firm and its clients. Kathryn holds insurance licenses in Arkansas and California, supporting her ability to provide comprehensive financial services. She emphasizes co-creating financial roadmaps with her clients, focusing on understanding each client's unique story and fostering a collaborative and respectful environment. Outside of her professional work, Kathryn enjoys a variety of outdoor and cultural activities such as camping, cooking and baking, hiking, kayaking, and visiting museums.

Jacob Etler is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Rockefeller Financial LLC and Fifth Third Bank. Outside of his advisory role, he serves as a football coach at Beechwood High School. Robert W. Baird & Co.’s DDK Group, where Etler is part of the team, provides wealth management services to individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management solutions, utilizing both in-house and third-party managers across a range of investment strategies.

Ross Morand is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill since 2013. Outside of his advisory role, he is the owner of Shamrocks, LLC, a for-profit entity with limited responsibilities. Merrill, together 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 offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Andrea Piovesan is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and seven years of industry experience. She has worked with PFS Investments Inc. since 2018 and Primerica Financial Services since 2017. Outside of her advisory role, she is involved with Amazon Flex. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Maxwell Mischkulnig is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior experience includes roles at W&S Brokerage Services and WESTERN SOUTHERN Life. Outside of finance, he has worked with a lawn care business. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research and analytics from Wells Fargo Investment Institute.