Collin Mc Aninch is a financial advisor at OSAIC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for eight years. His background also includes roles at the University of Cincinnati, Ms. Classics Car Wash, and Turpin High School. OSAIC serves a wide range of retail and institutional clients through a large network of advisors and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and manages accounts with diverse investment options on both discretionary and non-discretionary bases.

Yianni Makris is a financial advisor with OSAIC in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He worked at Signator Investors, Inc. for two years before joining OSAIC in 2018. Outside of his advisory role, Makris collects and trades sports cards and serves as a voluntary board member for his homeowners association. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of financial advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to build portfolios across multiple asset classes.

George Schmidt is a financial advisor with Robert Baird & Co. in Ft Wright, KY, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Robert Baird & Co. since 1997. Outside of his advisory role, Schmidt is an owner of a rental property. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies. The firm also offers municipal advisory and public finance services alongside its investment banking and trust capabilities.

Todd Wolff is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Brett Bryant is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation. He has been with Equitable Advisors since 2025, with prior experience at firms including Millson Walker Financial Group, Spectrum, Catalyst and Rational, and Jackson Hewitt. Equitable Advisors serves a wide range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, with a delivery model that includes LPL-sponsored programs and endorsed TAMPs.

Sean Lacey is a Planning Consultant at Fidelity Investments, where he partners with Financial Consultants to assist clients in understanding their finances and developing strategies aligned with their goals and values. He has been with Fidelity since 2021, initially serving as a Customer Relationship Advocate before becoming a Workplace Planning Consultant in 2022. In his role, Sean focuses on collaborating with financial professionals to provide comprehensive planning services tailored to client needs. His experience spans client relationship management and financial consultation within the Fidelity environment. Outside of his professional duties, Sean has personal interests that include movies, music, reading, and traveling.

David Spence is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has worked with Fidelity Brokerage Services LLC since 2014. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, including retail and institutional investors, charitable funds, and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis in creating model portfolios from mutual funds, ETFs, and ETPs, and it also uses systematic methodologies and algorithmic portfolio construction.

Jordan Johnson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2025, Jordan worked at Diversified Capital Management and engaged in various roles including pet care as a dog walker. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

Michael Games is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Sei Investments and Ross Sinclaire and Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning services, and investment management options that include both discretionary and non-discretionary approaches.

William Harper is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified charitable funds, and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from mutual funds, ETFs, and ETPs.

Beth Hodges is a financial advisor at OSAIC with 23 years of industry experience. She holds a Series 63 designation and has worked at Securities America Advisors and SECURITIES AMERICA, Inc. prior to joining OSAIC. Hodges is a passive owner of Queen City Capital Management, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides an integrated range of brokerage and investment advisory services supported by multiple advisory platforms and third-party money managers.

Collin Wrona is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked in the hospitality sector at Moerlein Lager House, Bravo Cucina Italiana, and Delaware North. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and deliver model portfolios to intermediary platforms.

Justin Lehkamp is a financial advisor with LPL Financial in Cincinnati, OH, holding the Series 66 and Series 63 designations and seven years of industry experience. His career includes roles at Fidelity Personal and Workplace Advisors, Avantax Investment Services, and Skylight Financial Group. Outside of finance, he has experience working in catering and at a swim club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Logan Taylor is a financial advisor with Fidelity and holds a Series 66 designation. He has one year of industry experience and has previously worked at U.S. Bank, Spectrum, and Freedom Mortgage among other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers a range of advisory and fund management services.

Robert Herbert is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has worked with Fidelity Brokerage Services and Fidelity Investments since 2007. Outside of his advisory role, Herbert serves as a preaching minister for Christian Churches, Churches of Christ in Milford, Ohio. 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 research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products, including model portfolios for intermediary platforms.

Heather Jackson is a financial advisor with Fidelity, holding a Series 66 designation and 13 years of industry experience. She has been with Fidelity Investments and its affiliated entities since 2012. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad investable universe.

Brian Breitenstein is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at First Financial Bank, WesBanco, United Bank & Capital Trust, and Citizens Bank of Northern Kentucky. He holds the Series 66 designation. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Nick Wesselman is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he serves as the primary point of contact for families. In this role, he provides a high level of service and works with the Private Wealth Management Team to help clients and their families grow and protect their wealth, make sound investment decisions, and simplify their financial lives. Nick has progressed through several roles at Fidelity Investments, including Wealth Management Planning Consultant from 2021 to 2022, Managed Account Support Specialist from 2019 to 2021, and positions in Help Desk and Client Services from 2015 to 2019. This experience has provided him with a comprehensive understanding of wealth management and client support. Outside of his professional responsibilities, Nick enjoys board games, camping, golf, motorcycles, pets, and skiing.

Ryan Shouse is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Quinn Tracey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Quinn’s prior work history includes roles at various organizations such as DoorDash, FedEx, and the University of Kentucky. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.