Jason Murray is a financial advisor with Edward Jones in Cincinnati, OH, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Kenneth Blanton is a financial advisor with Equitable Advisors holding a Series 66 designation and based in Cincinnati, OH. He has a varied work history including roles at Lowe’s Home Improvement, Valco Melton, and ownership of Plant Ur Flag LLC. He has no prior experience in the financial advisory industry. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Jeffrey Meier is a financial advisor with Raymond James Financial Services Advisors, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Bank of America, Merrill, LPL Financial, and Edward Jones. Outside his primary role, he serves as an independent contractor financial advisor for J. Owens Wealth Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Jeffrey Alford is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations. Alford has been with Fidelity Investments and its affiliated entities since 1999, including roles at Fidelity Personal and Workplace Advisors since 2018. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Patrick Davis is a Financial Advisor with Merrill Lynch Wealth Management, leveraging over 25 years of experience in sales and finance within the Aerospace industry. Prior to his current role, he served as an aerospace executive and is also an Army veteran, experience that informs his approach to simplifying complex financial decisions for busy executives. His areas of expertise include corporate benefits, corporate executive services, executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, philanthropic planning, and portfolio management services. Patrick and his team use a structured three-step process involving financial assessment, strategic planning, and execution to help clients manage assets, reduce tax exposure, and pursue their financial goals. Patrick holds a Bachelor's Degree from the United States Military Academy and an MBA from the University of Kentucky. He possesses the Personal Investment Advisor (PIA) designation. Outside of his professional work, he is involved with organizations such as Folds of Honor and Unbroken Spirit, and enjoys outdoor activities including biking, golfing, running marathons, skiing, surfing, swimming, and spending time with his family.

Kaitlyn Meyer is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked in law enforcement with the Northern Kentucky University Police Department and was employed at the Cincinnati Art Museum. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios.

Michael Evans is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at Heavenly Monitoring and Back2Back Ministries. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and the integration of AI-driven research in its investment process.

Kacie Mccool is a Series 66-licensed financial advisor with UBS Financial Services in Cincinnati, OH, where she has worked since 2016. She has nine years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Susana Duffy is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2021. Prior to her advisory role, she held positions at UC Health, Solar Tint, IKEA, and College Hill Coffee. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and maintains a formal advisory role to multiple registered investment companies.

Alexander Mentzer is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he collaborates with Wealth Management Advisors and their clients to develop financial plans aimed at achieving their financial goals. He has been with Fidelity Investments since 2016, initially working in Managed Account Operations from 2016 to 2018, then as a Managed Account Support Specialist from 2018 to 2022, before assuming his current position in 2022. His experience spans various aspects of wealth management support and planning. Outside of his professional responsibilities, Alexander has interests in food, puzzles, and yoga.

Scott Hiles is a CFP® and holds a Series 66 license, with 10 years of industry experience. He has worked at UBS Financial Services Inc. since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers services such as fiduciary financial planning, principal trading, and proprietary research.

Michael Cure is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. 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 employs a structured planning process using firm‑approved tools and economic modeling.

Andre Cook Jr. is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior roles include positions at Washington University in Saint Louis and Algonquin Country Club. Outside of his advisory work, he also performs grocery shopping and delivery services for Instacart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering a range of portfolio and fund advisory services that utilize proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction.

Brad Vitucci is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2019. Prior to joining Morgan Stanley, he held roles at Scripps, Raymond James & Associates, and Sinclair Broadcast Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Todd Hater is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Fidelity Investments and its related entities since 1997. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, providing model portfolios composed of mutual funds, ETFs, and ETPs.

Brian Pangburn is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, Pangburn is the chairman of the board for a foster care and adoption services organization and serves as treasurer for a local community development council; he is also an active guitarist in various bands. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and market outcome modeling as part of its investment approach.

James Rodd is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding a Series 63 designation and 40 years of industry experience. He has been with MML Investors Services since 2017 and has also worked with Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he is the owner of Clearview Financial Partners, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative planning engagements using advanced analytical tools and delivers written recommendations focused on investment categories and strategies.

Nathan Phu is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes positions at TSC Apparel, Zid Zid, Aroma, and Ruby Tuesday. Nathan has been with Fidelity since 2018 in various capacities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of 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 and its formal advisory role to multiple registered investment companies.

Michael Luft is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role at Fidelity, he worked for the Nassau County School Board for 15 years. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and oversees affiliated sub-advisers in its investment process.

Susan Sparr is a CFP®-credentialed financial advisor with 44 years of industry experience, currently practicing at Mass Mutual Investors Services since 2017. She previously worked at MetLife Resources for 11 years and has a background that includes roles at Mass Mutual Life Insurance Company. MassMutual Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers, providing ongoing financial planning, asset management, and educational seminars through structured, collaborative engagements.