John Cumming is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at River City Mortgage, Total Quality Logistics, and Fresh Prints, among others. 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 systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Robert Jordan is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 1991. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios across multiple investment platforms.

John Whedon is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2009 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Paulos Ghebre Ab is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at several companies, including Third Generation Restoration LLC and Humboldt Cannabis Farms. He volunteers with Humboldt Seed Company, assisting with seed sales and event setups. 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 across diversified mutual funds, ETFs, and ETPs.

Brian Kroger is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through positions including Investment Consultant, Relationship Manager, Investment Solutions Representative, and Customer Service Advocate. His approach focuses on understanding the unique financial situations of individuals and families to co-create tailored financial plans aimed at achieving their goals. Brian emphasizes collaboration, trust-building, and proactive engagement in his client relationships. Outside of his professional work, Brian enjoys cooking and baking, participating in family activities, exploring culinary interests as a foodie, playing golf, kayaking, and traveling.

Kayla Wolf is a financial advisor with Edward Jones in Morrow, OH, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 10 years of industry experience, having previously worked at Charles Schwab & Co., Inc. and Fidelity Brokerage Services, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Lauren Schafer is a financial advisor at Morgan Stanley in Cincinnati, OH, with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2019, following roles at Fidelity Brokerage Services, Graybar Electric Company, Amazon, and Eastern Kentucky University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Brian Smith is a financial advisor with Charles Schwab in Cincinnati, OH, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Charles Schwab since 2004 and affiliated with Charles Schwab Bank, SSB since 2018. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary and discretionary investment options with centralized custody and operational support, serving a large client base across multiple programs.

Jay Tilton is a financial advisor with MassMutual Investors Services in Cincinnati, OH, holding a Series 63 designation and 22 years of industry experience. He has worked at ML Investors Services since 2004 and MassMutual Life Insurance Company since 2003. Outside of his advisory role, Tilton serves as a high school golf tournament starter and assistant manager and is the head golf coach at a local high school. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, and charitable organizations. The firm uses collaborative, software-supported planning processes and provides specialized programs including estate-settlement and employer-sponsored planning.

Ronald Cross is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 credentials and 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Dawn Eldridge is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked for six years at Butler County Education Service Center. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Andrew Seta is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 designations with five years of industry experience. His prior roles include positions at Northwestern Mutual and a year of service in the United States House of Representatives. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering comprehensive financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools.

Aaron Till is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing for a total of 18 years in two separate periods, most recently since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Douglas Galloway is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving affluent families of success and complexity since 2012. Douglas provides advice and guidance to executives, small business owners, and families, aligning clients' investments with their life goals through personalized planning processes. His professional career spans 13 years, including experience from small start-ups to international business and wealth management. Douglas employs risk management strategies to help clients pursue their financial objectives. His client focus areas include corporate benefits, education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, small business strategies, individual and corporate investment strategy, and retirement income. Douglas holds a Bachelor's Degree from the University of Kentucky, an MBA from the Williams College of Business at Xavier University, and is a Personal Investment Advisor (PIA). He also participates in community activities, volunteering with organizations locally. His personal interests include boating, camping, cooking, fishing, gardening, hiking, hunting, reading, skiing, and traveling.

Michael George is a ChFC® credentialed financial advisor with 44 years of industry experience. He has been with Osaic since 2025, following a 44-year career at Lincoln Financial Advisors Corporation. In addition to his advisory role, he owns and operates an insurance brokerage, Tri-State Financial Group, offering disability, fixed annuities, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through various platforms, utilizing asset-allocation tools and third-party managers to construct portfolios across a range of investment types.

Michael Scovic is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2018, following an 11-year tenure at UBS Financial Services Inc. Based in Cincinnati, OH, he is currently associated with Morgan Stanley Private Bank, N.A. alongside his advisory role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client decision-making.

Jennifer Stanley is a financial advisor with Edward Jones in Lebanon, OH, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of more than 23,700 advisors nationwide.

Jaden Warner is a financial advisor at Equitable Advisors in Cincinnati, OH, holding a Series 66 designation. He began his advisory career in 2026 and has prior experience working in various roles, including positions at Abigail Robinson and Hamilton Public Schools. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs, utilizing a range of third-party and proprietary solutions delivered through its network of Investment Adviser Representatives.

Keevin Davis serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2010. He joined Fidelity in 2004 and has held various positions including Investment Consultant, Proactive Representative, and Investment Representative. Throughout his tenure, he has focused on engaging clients in detailed discussions about their concerns, investment objectives, and family goals to develop tailored financial strategies. Davis emphasizes the importance of building long-lasting relationships with clients by understanding their individual needs and leveraging planning tools and innovative products. His approach centers on creating customized strategies to address specific client requirements. Outside of his professional responsibilities, Keevin Davis enjoys family activities, food, football, golf, and outdoor adventures.

Mollie Marot is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2019. Prior to her current role, she worked for three years at the Children's Home of Cincinnati. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services through a variety of portfolio management styles and affiliated research.