Patrick Henry is a financial advisor with Fidelity in Covington, KY. He holds Series 63 and Series 66 credentials and has two years of industry experience. His prior work includes roles at DMN8 Partners and Smith & Nephew. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and delivering model portfolios to intermediary platforms.

David Kopser is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1999. Outside of his advisory role, he is involved with a family partnership focused on farming and livestock. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Andrew Church is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has worked at various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, through discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on systematic methodologies and long-term asset allocation.

Theodore Berry is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with multiple Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory role to registered investment companies, use of algorithmic methods and AI in research, and established governance procedures.

Shannon Purkiss is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, Shannon was involved with Tavern Restaurant Group and Better Bodies Fitness, and operates a marketing business called GearUpMarketing. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, featuring systematic portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves multiple registered investment companies and emphasizes structured oversight and governance in its advisory role.

Nathan Young is a Series 66-credentialed financial advisor with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Cincinnati, OH. His prior experience includes roles at Somerville & Co and various positions outside the financial industry. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

John O'Connor is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a position he has held since 2016. He has a background in financial consulting and wealth management, with prior roles including Investment Advisor at BB&T from 2015 to 2016, Wealth Management Advisor at TIAA-CREF from 2014 to 2015, and Financial Consultant at Fidelity Investments from 2010 to 2014. Throughout his career, John has focused on helping clients understand their financial road maps by considering what is most important to them.

Antonella Hudson is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. Her career includes prior roles at Merrill and Fidelity Investments. She participates in community service through the Junior League of Cincinnati. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, integrating institutional trading capabilities with wealth management services.

Spencer Person is a financial advisor with Fidelity Investments in Covington, KY, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at firms including FFB Inc and Black Bull Capital Partners, and he has a background that includes coaching high school soccer. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a research-driven investment process that combines fundamental analysis, quantitative methods, and algorithmic portfolio construction.

John Fradin is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments in 2026, he worked at Amazon.com, Raising Cane's, and Starbucks Coffee Company. Strategic Advisers LLC, a Fidelity Investments company where he is based, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across mutual funds, ETFs, and ETPs.

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 Series 66 and Series 63 designations and has worked with various Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, charitable funds, and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Mike Fischer is a financial advisor at Fidelity with 20 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses and has been with various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

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 Financial Services, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 with LPL Financial. She has held roles at multiple firms including Concentric Wealth Management and Avantax Advisory Services. In addition to her advisory work, she operates a Medicare sales business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by proprietary and third-party research and technology.