James Conway Jr. is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves on multiple nonprofit boards in Cincinnati, including the Cincinnati Playhouse in the Park and the NAIFA Cincinnati Chapter. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management arrangements, and insurance products, delivering investment advice primarily through its network of investment adviser representatives.

Mary Rich Nugent is a financial advisor at Fidelity with 8 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Drs. Levin & Fetner. 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’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios based on long-term asset allocation benchmarks.

Phillip Schwegmann is a financial advisor at Cetera with 40 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and L.M. Kohn & Company. He is based in Cincinnati, OH. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Jeffrey Ziegler is a CFA® charterholder with 30 years of industry experience. He is currently with Fidelity, where he has worked since 2012 across various divisions including Fidelity Personal and Workplace Advisors. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Alissa Vietz is a financial advisor at Ameriprise in Cincinnati, OH, holding a Series 66 designation with three years of industry experience. She has been with Ameriprise since 2022 and was self-employed for ten years prior. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized written recommendations. The firm serves a broad client base and delivers advisory, brokerage, and insurance solutions through affiliated companies.

Michael Head is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Securities Corporation for 12 years. Outside of his advisory role, he owns and operates an insurance agency offering health insurance, group benefits, disability insurance, fixed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing across a range of investment vehicles.

Catherine Weddell is a Series 66 licensed financial advisor with two years of industry experience. She is currently with Fidelity Investments and previously worked at Ross and Matthews, PC, and Northwestern Mutual Advisor. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Tyler Dever is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2024. He collaborates with clients to understand their financial goals and develops personalized plans for their financial futures. Tyler has progressed through multiple roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2021, then advancing through Investment Solutions Representative I and II positions before his current role. He holds an Arkansas Insurance License, which supports his work in financial planning and investment solutions. Outside of his professional career, Tyler enjoys spending time on family activities, fitness, outdoor adventures, caring for pets, and traveling.

Sabrina Menkhaus is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation. Prior to joining Baird, she worked in various roles including at We Can Code IT and Ohio State University. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, combining internal research and technology to support client advice.

Richard Evensen is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work history includes roles at various companies such as Cengage and Charter Communications. 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 to manage portfolios including mutual funds, ETFs, and ETPs.

Benjamin Zaring is a Series 66-licensed financial advisor with Morgan Stanley in Cincinnati, OH, and has 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements with employers.

Matthew Edmiston is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 registrations and over 23 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, he owns a business entity, Matthew Edmiston LLC, and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, using various portfolio management strategies and platform arrangements tailored to client objectives.

Makenzie Hoiney is a Financial Advisor with Merrill Lynch Wealth Management. She has been in the finance industry since 2015 and joined the River Hills Group team in June 2018. In her role, Makenzie works with individuals and families to help them develop plans aimed at achieving their short- and long-term financial goals. Makenzie holds a Bachelor's degree in Psychology from Miami University, having previously attended Clemson University for two years. She has earned the Chartered Retirement Planning Counselor (CRPC) designation, enhancing her expertise in retirement planning and wealth management. Her client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. A native of Cincinnati, Makenzie resides on the city's West Side with her husband, Matt, and their three children. Outside of her professional responsibilities, she enjoys cooking, spending time with her family, traveling, and cheering on the Cincinnati Bengals.

Ryan Holtman is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Hivery and Kroger. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported retirement income recommendations.

Ty Houston is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Hanover for five years and had roles at St. Charles Community and various schools. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Devin Loechtenfeldt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Ohio National and Kroger Co, as well as positions related to education at the University of Cincinnati and Elder High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combined approach of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Julius Peluola is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant at the same firm from 2021 to 2024 and as a Workplace Planning Consultant from 2020 to 2021. Before joining Fidelity Investments, Julius was an Agency Owner at Shelter Insurance from 2019 to 2020. He holds the designations of CFP® Professional and CFA Charterholder, and he possesses insurance licenses in Arkansas and California. Julius focuses on creating customized financial plans by understanding clients' unique needs and providing clear, practical guidance. Outside of his professional work, Julius has interests in fitness, hiking, running, traveling, and exploring food.

Carol Constable is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than many peers, including insurance-related vehicles and bank deposit sweep options.

Kevin Hagerty is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Cambridge since 2012. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers comprehensive financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

John Lawrence IV is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 credential and 12 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Lawrence serves on the Board of Directors for the Taft Museum of Art, where he is involved in resource development and strategic initiatives. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and capital market analysis.