Dean Johns is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial in Cincinnati, OH. His prior experience includes roles at Concentric Wealth Management, Avantax Advisory Services, 9258 Wealth Management, and John D. Dovich & Associates, LLC. Johns is also involved with Concentric Wealth Management as a DBA for his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

Kenneth Rinehart is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the boards of two nonprofit organizations supporting adults with intellectual and developmental disabilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of financial planning, portfolio management, and capital markets functions. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Thomas Bryan is a financial advisor at Fidelity with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2018. Prior to joining Fidelity, he was involved with F648 Consulting for four years and briefly with the Greater Cincinnati Northern Kentucky Apartment Association. 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 registered commodity pool operator status, advisory roles to multiple registered investment companies, and use of advanced technologies including AI and algorithmic methods.

Matthew Salzer is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 license and has prior experience with Principal Financial Group and Anthem, Inc. Outside of advisory roles, he has worked as a freelance insurance agent and has experience in the insurance and diagnostic sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, using systematic methodologies, and incorporating advanced technologies such as AI and large language models in its research.

Ray Ramicone is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity in various roles since 2010. Outside of his advisory work, he is a limited partner and operating manager at Anthony Bella Holdings, LLC, where he manages bookkeeping activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios utilizing mutual funds, ETFs, and ETPs, and serves as a registered commodity pool operator with formal advisory roles for multiple registered investment companies.

Raymond Stacy is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 28 years of experience in the financial industry, he partners with clients to develop personalized financial strategies that align with their values, goals, and risk tolerance. His approach emphasizes thoughtful listening and a long-term perspective to help individuals and families achieve clarity and confidence in their financial lives. Raymond utilizes a holistic planning process that draws on Merrill’s investment capabilities and local estate planning resources. He regularly reviews clients’ progress and adjusts strategies to remain consistent with their evolving needs. A Northern Kentucky native, Raymond holds a Bachelor of Business Administration in Finance from the University of Kentucky and serves on the UK Alumni Board. Outside of his professional role, Raymond is active in his community and engages in personal interests including photography, skiing, swimming, and traveling.

Joy Steinmetz is a financial advisor with Fidelity Investments in Cincinnati, OH, holding a Series 66 designation. She has one year of industry experience and previously held positions in diverse fields including education and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, employing a process that blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and serves both retail and institutional investors, including registered investment companies.

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, bringing over 25 years of experience in sales and finance within the Aerospace industry. He joined Merrill Lynch in March 2020 and leads a team that specializes in helping clients, particularly corporate executives, manage their wealth and achieve their financial goals. His expertise includes corporate benefits, executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, philanthropic planning, and portfolio management services. Patrick's professional approach focuses on simplifying complex financial decisions and creating personalized strategies that consider each client's unique circumstances and goals. Patrick holds a Bachelor's Degree from the United States Military Academy and a Master of Business Administration (MBA) from the University of Kentucky. He is a Personal Investment Advisor (PIA) and supports community organizations including Folds of Honor and Unbroken Spirit. Outside of his professional work, Patrick enjoys 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.