Timothy Foster is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and six years of industry experience. He previously worked at Fifth Third Bank for five years before joining MML Investors Services and Mass Mutual Life Insurance Company in 2020. Outside of his advisory work, he co-owns and co-hosts a sports review podcast called Average Joes Football with Mike & Tim. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships and utilizes firm-approved software tools to analyze client goals and deliver written recommendations.

Matthew Taggart is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has progressed through various positions within Fidelity, including Financial Consultant 1 (2024-2025), Investment Solutions Representative 3 (2023-2024), Investment Solutions Representative 2 (2023), Investment Solutions Representative (2022-2023), and Electronic Channel Support Specialist (2020-2022). In his current role, Matthew collaborates with clients to understand their financial goals and how these relate to their overall personal plans. This approach enables him to help clients build financial plans tailored to their unique short- and long-term objectives. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matthew has interests in cars, comedy, cooking and baking, fishing, football, and movies.

Taylor Hafling is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also notable for its use of algorithmic methods and AI in research, its roles with registered investment companies and fund-of-funds, and its provision of model portfolios to intermediary platforms.

Lucas Wise is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments, Impact Group, Amazon, and several other companies. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including funds of funds and model portfolios.

Michele Schumacher is a financial advisor at OSAIC with 28 years of industry experience. She holds the Series 66 designation and has worked at OSAIC since 2024, following 15 years with Securities America Advisors, Inc. She is also involved in life insurance sales through Brecek & Young Financial Services, focusing on reviewing client portfolios to recommend insurance protections. OSAIC serves a wide range of clients, including individual and institutional investors, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and third-party managed account solutions.

Jeremy Sweet is a Planning Consultant at Fidelity Investments, where he works collaboratively with clients to develop customized financial plans tailored to their unique needs. He focuses on building comprehensive plans, identifying strategies for improvement, and maintaining open communication with clients. Jeremy has been with Fidelity Investments since 2021, advancing through roles including Customer Relationship Advocate, High Net Worth Service Associate, Investment Solutions Representative, and currently as a Planning Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jeremy is engaged in various personal interests including social events, outdoor adventures, parenthood, pets, and soccer.

Jenna Knipper is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been with Fidelity since 2015, progressing through various roles including Investment Management Consultant, Client Management Representative, Workplace Planning Consultant, Stock Plan Consultant, High Net Worth Representative, and Financial Representative. Her experience encompasses benefits and planning consultation, investment management, client management, workplace planning, stock plan consulting, and serving high net worth clients. Jenna focuses on helping clients build financial plans to work toward their goals and maximize the tools and resources Fidelity offers. Since joining Fidelity in 2015, Jenna has developed expertise across multiple facets of financial services within the company. She is committed to assisting clients in utilizing their relationship with Fidelity effectively to support their financial objectives.

Stuart Jackson IV is a financial advisor at Edward Jones in Fort Mitchell, KY, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he served six years with the Kentucky State Police. He is also the president of Better Business Builders, a referral group based in Northern Kentucky. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Kristen Mangus is a Series 66–licensed financial advisor at Equitable Advisors with one year of industry experience. She previously worked at WM for ten years and has held roles outside of finance, including positions at California Golf Course and Body Alive. She is also a power of attorney for her mother. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party managers.

Ryan Stallkamp is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Fidelity Investments for ten years before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nathaniel Bitonte is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held various positions outside the financial industry, including roles at Scioto Country Club and Schellman. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Tyler Dombroski is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Stack Construction Technologies, the Cincinnati Reds, Crowe LLP, and several service and delivery companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to serve its clients.

Andrew Ford Jr. is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Bank of America and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and AI-driven research in its investment approach.

Michael Cahill is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors. Outside of finance, he is a golf professional providing golf instruction. Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to diverse clients, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including those for registered investment companies.

Brittany Sparks Weber is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments, she worked for Greater Cincinnati Veterinary Specialists for eight years and had a one-year involvement with Furry and Fabulous. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as an adviser to registered investment companies and employs systematic methodologies, including AI and algorithmic tools, in its investment process.

Thomas Hurley is a Private Wealth Advisor at Merrill Private Wealth Management, where he partners with The Evelo|Singer|Sullivan Group. He provides customized, long-term investment advice primarily to C-suite and senior-level executives, focusing on managing investment portfolios and advising on concentrated stock positions to address inherent risks and opportunities. Since joining Merrill in 2009, Tom has worked with affluent individuals and families to design wealth strategies that align with clients' long-term objectives, risk management, and wealth preservation goals. He assists business owners and senior corporate executives in navigating concentrated equity positions through strategies such as pre-liquidity event planning, succession plans for private companies, and hedging or sales strategies for public companies. Additionally, as a member of the group's investment committee, he contributes to setting strategic asset and style allocations within client wealth management plans. Tom holds a bachelor's degree with honors from Princeton University and an M.S. in Taxation from the University of Cincinnati. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Originally from Cincinnati, he is engaged in the community by serving on the board of CISE and the investment committee of Ohio Valley Voices. His personal interests include basketball, football, golfing, spending time with family, and traveling.

Steven G. Trimble is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at UBS since 2014. Outside of his advisory role, he serves on the Board of Directors for Ruah Woods, where he contributes to developing religious education programs for Catholic schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and institutional trading capabilities with wealth management services.

Samuel Adams is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Education at Work and Northern Kentucky University. Outside of his advisory work, he is an affiliate streamer on Twitch Interactive, where he operates independently. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across model portfolios.

Nancy Del Grosso is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 and Series 65 designations. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm employs a structured planning process using firm-approved tools and offers investment advisory services alongside broad retail and institutional solutions.

Paul Vonluehrte is a financial advisor at Merrill with Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Merrill since 2017 and also has experience with Bank of America, N.A., and the Fund Evaluation Group. Based in Cincinnati, OH, he has been involved in various roles within these firms. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.