Edward Naberhaus is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm serves a wide range of clients and holds distinctive roles such as a commodity pool operator and advisor to multiple registered investment companies.

Jeff Partin is a Financial Consultant currently working at Fidelity Investments since 2022. He has been in the financial industry for 25 years, engaging with clients through partnership and meaningful conversations to address their concerns and collaborate on financial goals. Jeff prioritizes immersive discussions to maintain curiosity about his clients and keep their interests central. His professional experience includes roles such as Investment Management Consultant II at Fidelity Investments, Financial Advisor at ARGI, Wealth Management Advisor at TIAA CREF, Retirement Relationship Manager at Fidelity Investments, and several positions dating back to 2001 including Relationship Manager at Great American Insurance and Relationship Sales Specialist at Citigroup. Jeff holds insurance licenses in Arkansas and California. Outside of his professional career, Jeff's personal interests include boating, fitness, football, motorcycles, music, and traveling.

Kevin Radecki is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2005, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Kevin Fairchild is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has worked at Fidelity Investments and Morgan Stanley and has prior experience in various roles including at the University of Cincinnati and in political campaign work. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction with systematic methodologies and long-term asset allocation benchmarks.

Cristina Waugh is a Series 66 licensed advisor with Cambridge Investment Research Advisors in Cincinnati, OH, with four years of industry experience. Prior to her current role, she has been associated with Cambridge Investment Research Inc. and United Healthcare, where she also works as an independent Medicare sales agent. She has balanced her financial services career alongside being a stay-at-home parent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm employs a range of investment solutions through proprietary models and third-party strategists, with both discretionary and non-discretionary management tailored to client objectives.

Paul Ganim is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. Prior to joining Cambridge in 2017, he worked at Fidelity Investments for 18 years. Outside of his advisory role, he is a director of compliance and education at Interdependent Advisors LLC and is a passive investor in a local brewing company. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension plans, charities, trusts, and retirement-plan sponsors—offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm provides multiple investment implementation platforms, including proprietary models and access to third-party managers, with tailored discretionary and non-discretionary strategies.

Seth Willoughby is a CFP® with nine years of industry experience, currently serving as a financial advisor at Morgan Stanley in Cincinnati, OH. His prior experience includes roles at Bank of America and Merrill Lynch, as well as a position at Xavier University. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services through both direct and corporate financial planning agreements.

Donald Stewart II is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2004. Outside of his advisory role, Stewart is active as a spiritual teacher, coach, and musician, speaking and performing in churches across the United States, and he also delivers keynote speeches on emotional intelligence, time management, and communication. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, employing proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios.

Andrew Swallender is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, as well as at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery and firm-approved tools, emphasizing advisory services without individual security recommendations in standalone plans.

Alexander Crawford is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Edward Jones and various Fidelity affiliates. Crawford also has a decade of experience at Bishop Brossart High School. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage its model portfolios.

Meggie Murphy is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2023. In this position, she focuses on building trustworthy relationships with clients by understanding their priorities and delivering tailored wealth management solutions to help grow and preserve their assets. Meggie has been with Fidelity Investments since 2019, progressing through various roles including Wealth Management Service Specialist, High Net Worth Associate, and Customer Relations Advocate. This experience has provided her with a comprehensive understanding of wealth management services and client relations. Outside of her professional life, Meggie enjoys cooking and baking, gardening, music, social events with friends, parenthood, and scuba diving.

Taylor Hoffman is a financial advisor with UBS Financial Services in Cincinnati, Ohio. He holds a Series 66 designation and has 11 years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill, and UBS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

John Gould is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2015. Outside his advisory role, he is a partner in Gould Brothers, involved in real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by structured planning tools and a range of investment programs.

Robert Franer Jr. is a financial advisor at LPL Financial with 42 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 1997. He serves as a trustee for the Jo Ann Franer Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and institutional clients through a nationwide network. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Chris Saul is a financial advisor with Ameriprise in Loveland, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he is a co-owner of Saul Bros., LLC, a farm land business in Napoleon, OH. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver these recommendations, primarily focusing on assets managed within Ameriprise accounts.

Jacob Lindsey is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2018. His prior work includes brief roles outside finance with the Buffalo Bills and Alveo Health in 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes that incorporate market simulations and established investment estimates.

Douglas Vollette is a financial advisor with Fidelity who holds the Series 63 and Series 66 designations and has 30 years of industry experience. He has worked at various Fidelity entities since 1995, including Strategic Advisers, where he has been active since 2001. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with a distinctive focus on model portfolios and systematic asset allocation.

Hassnaa Ingram is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. She has worked at Fidelity Investments since 2021 and has been involved with the Islamic Association of Cincinnati and the Islamic Center of Northern Kentucky in prior roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and fund advisory mandates.

Brian Tewes is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Securities Corporation for 17 years. In addition to his role at OSAIC, he owns and operates Tewes Wealth Management, offering insurance products including disability insurance, annuities, and life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, providing brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs various asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

Joseph Wolke is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds a Series 66 license and is based in Wyoming, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a variety of investment strategies and fiduciary advisory services.