Kevin Hyland is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in personal retirement planning, portfolio management services, and retirement income. He works closely with clients to understand their priorities and develop personalized financial strategies that align with their goals. Kevin holds a Bachelor's Degree from the University of Cincinnati, where he was also a member of the University of Cincinnati Football Team from 2011 to 2015 and is involved with the University of Cincinnati Football Letterman's Club. He maintains the Personal Investment Advisor (PIA) designation. Outside of his professional role, Kevin has interests in billiards, cooking, football, golfing, music, pickleball, running, yoga, watching movies, and spending time with his family.

Eric Schieman is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding a Series 66 designation and six years of industry experience. Prior to joining Baird in 2019, he worked at PricewaterhouseCoopers and held positions at Barleycorns and VonLeham. He serves on the board of directors for Rosedale Green, a memory care and rehabilitation facility. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services using a variety of strategies and managers, including both traditional and non-traditional investments.

Jennifer Kuhse is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 66 and Series 63 licenses and has been with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory roles with multiple registered investment companies.

Mike Fischer is a CFP®-certified financial advisor with 20 years of industry experience. He has worked at Fidelity in various capacities since 2006, including roles at Fidelity Personal and Workplace Advisors and currently at Fidelity Investments. He is affiliated with 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 deliver model portfolios and advisory services.

Paul Mccauley is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley since 2009 and is currently associated with Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Richard Lammering is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Scott Mercalde is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously at UBS Financial Services Inc for five years. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling techniques.

Joseph Riazzi is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Leahy Cimis Fauber team since 2024. He relocated to Cincinnati in 2020 after spending five years working in New York City for Global X ETFs. He holds a Bachelor's degree from the University of Dayton and has obtained the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Joseph's professional experience includes areas such as family wealth management strategies, services for endowments, foundations and non-profits, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Outside of his professional work, Joseph pursues interests in music, aviation, and golf.

George Kaufman is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 27 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a wide range of capital markets and advisory solutions.

Molly Myers is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at LPL Financial. Her prior experience includes roles at Avantax Advisory Services, Avantax Insurance Agency, Jeffrey D Stewart & Co., and operating her own Medicare sales business. She is also a notary public in Milford, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolio programs, utilizing technology and a broad platform to support over 22,800 advisors.

Keyan Skelton is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at JP Morgan Chase and Bridge Logistics, as well as work at Xavier University and Target Corporation. He is affiliated with 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 develop model portfolios across a broad range of investment vehicles.

Aaron Mcclellan is a CFP®-certified financial advisor at Fidelity with eight years of industry experience. He has been with Fidelity Brokerage Services LLC since 2016 and joined Fidelity Investments in 2025. Prior to his financial career, he was involved with P3 Car Rental LLC for one year. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Joseph Troy III is a financial advisor at Ameriprise with 20 years of industry experience and holds the Series 66 designation. He has been with Ameriprise and its affiliates since 2006. Outside of his advisory role, he manages River Hills Consulting Services LLC, which provides administrative services for a private wealth advisory practice within Ameriprise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and personalized recommendation reports.

Samuel Trotta is a Series 66-registered advisor at Fidelity with experience beginning in 2024. His prior work includes roles at W. W. Grainger, DoorDash Inc, and Miami University. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing investments through both in-house and sub-advisers.

Joseph Weaver is a financial advisor at UBS Financial Services with three years of industry experience. Before joining UBS in 2023, he worked for six years at Ernst & Young LLP. He holds a Series 66 designation and is based in Cincinnati, OH. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Ryan Mc Carthy is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Fifth Third Bank, Fifth Third Securities, Purshe Kaplan Sterling Investments, and 9258 Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services. The firm offers various investment programs and utilizes research tools and model portfolios, supported by a large network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

Jon Parker is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1995. He owns Jon D Parker & Associates, through which he manages his Ameriprise business. Ameriprise is an institutional firm serving clients primarily through its retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Colin Stahl is a CFP® and holds a Series 66 license, currently working at Fidelity with 10 years of industry experience. His prior roles include positions at TIAA, Fidelity Personal and Workplace Advisors, and Strategic Advisers, Inc. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Reuben Gamboa is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Fifth Third Bank and The Walt Disney Company. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its involvement with registered investment companies and its use of systematic methodologies and AI in portfolio management.

Jacob Abbs is a financial advisor at Fidelity with eight years of industry experience. He has held roles at Fidelity Brokerage Services LLC since 2017 and previously worked at GMI Insurance from 2015 to 2017. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role as a commodity pool operator, advisory services to registered investment companies, and use of AI in research.