Elizabeth Moore is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she serves on the board and several committees of the Cincinnati Squash Academy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering tailored financial planning and advisory programs to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved planning tools in its financial planning services.

Evan Milz is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2014, progressing through various roles including Planning Consultant, Workplace Planning Associate, Investment Solutions Representative, High Net Worth Associate, and Client Relationship Advocate. In his current role, Evan partners with clients to understand their comprehensive financial objectives and develops customized plans to meet their unique and evolving needs. His approach emphasizes building strong relationships with families based on trust, reliability, and competency. Outside of his professional work, Evan has interests in camping, hiking, military service, parenthood, and soccer.

KC Galbraith is a Financial Consultant at Fidelity Investments, where they have been serving since 2024. They have held multiple roles within Fidelity Investments since 2021, including Benefits & Planning Consultant and Workplace Consultant III. Prior to Fidelity, KC worked as an Investment Officer and Financial Advisor at Huntington National Bank from 2019 to 2021, Senior Financial Specialist at PNC from 2016 to 2019, and Financial Advisor at Edward Jones from 2014 to 2016. As a Certified Financial Planner(r), KC focuses on Investment Strategy, Retirement Planning, Income Protection, and Family Legacy Considerations. They emphasize a thoughtful, goal-oriented approach to connect with clients and develop long-lasting personal relationships to guide their financial futures. KC holds insurance licenses in Arkansas and California. Outside of their professional work, KC enjoys activities such as spending time at the beach, fitness, golf, and traveling.

Scott Hacker is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2004. Outside of finance, he is active as a guitarist performing at music events in Cincinnati. 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Diane Deck is a financial advisor at UBS Financial Services with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Amanda Beckerich is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services and Fidelity Investments since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves in advisory roles for registered investment companies and offers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

David Salada is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Fidelity, he was self-employed from 2022 to 2025 and worked at The Sparrow Agency from 2010 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is registered as a commodity pool operator and serves as an adviser to multiple registered investment companies and fund-of-funds.

James Grace is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves in advisory roles uncommon among large institutional peers.

John Maddrill IV is a CFP® with 31 years of experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2022. His prior roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is the owner of Happy 2 Brewing Company in Cincinnati. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a variety of investment solutions through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies.

Theodore Siffel is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2004. Outside of his advisory role, he manages staff and office operations through TMTS, LLC, and owns Copper Path Financial Advisors, LLC, which supports his Ameriprise business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Stephen Kaimer is a financial advisor with Primerica Advisors in Cincinnati, OH, holding 14 years of industry experience. His career includes roles at Anthem BCBS, The UPS Store, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory work, he is involved in non-investment activities such as referrals for home security and automation products and holds a partnership in KDP Properties, LLC, which owns land used for recreational purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Timothy Chon is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and nine years of industry experience. His career includes roles at Edward Jones and LM Kohn, with prior experience at Cintas. Outside of advisory work, he assists with payroll and benefits administration for Instill, LLC, an entity supporting a franchise business. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Jostworth is a financial advisor with Ameriprise in Crestview Hills, KY, holding a Series 66 designation and six years of industry experience. He previously worked at THOR Investment Management Inc. for five years before joining Ameriprise. Outside of his advisory role, he serves as an assistant freshmen football coach at Archbishop McNicholas High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning through a collaborative, non-discretionary process using proprietary research and third-party data.

Julie Tapke is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2015. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a board member of the Julie Learning Center in Park Hills, KY. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pension plans, corporations, and charitable organizations. The group offers customized consulting and portfolio management services incorporating both traditional and non-traditional investment strategies.

James Smith is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Great American Insurance Group. Smith serves as a non-compensated board member for Smith-Feike-Minton, Inc., an independent insurance agency owned by his family. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by a select group of Wealth Advisors.

Robert Jerger is a financial advisor with LPL Financial in West Chester, Ohio, holding Series 65 and Series 63 credentials and 28 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved with independent insurance businesses focused on life, disability, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Bradley Hohlbein is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Fifth Third Bank for two years. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Erin Mullen is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity Brokerage Services, FIDELITY Personal and Workplace Advisors, and Fidelity Investments since 2016. Prior to her tenure at Fidelity, she worked briefly at pep promotions and Rodan + Fields. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across a diverse investable universe.

Alex Templin is a financial advisor at Stifel with two years of industry experience. He holds the Series 66 designation and previously worked at Ameritas Advisory Services, Ameritas Investment Company, Premier Planning Group, DLAK Wealth Advisors, and Wells Fargo Advisors. Outside of Stifel, he is associated with Premier Planning Group, LLC, where he manages processes for investment business including processing, tracking, and client reviews. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kirk Carr is a Planning Consultant at Fidelity Investments, where he has been contributing since 2010. Prior to this role, he worked as a Private Client Group Associate at Fidelity Investments from 2005 to 2010. In his professional capacity, Kirk focuses on establishing trusted relationships with families and households to support their financial success throughout retirement or other financial objectives. Kirk holds insurance licenses in Arkansas and California, which complement his expertise in financial planning. Outside of his professional work, he pursues personal interests including comedy, concerts, cooking and baking, hiking, outdoor adventures, and skiing.