Kelly L. Wittich is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 25 years of industry experience. She has been with UBS since 2013. Wittich serves on the board of directors for ArtsWave, a nonprofit focused on promoting arts and culture in the region. She is also a member of the customer advisory board for PreOncology, a startup developing early cancer screening products. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations with institutional trading capabilities.

Mason Alexander is a CFP® with 25 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Inc., SECURITIES AMERICA, inc., and Securities Service Network spanning from 2006 to 2024. Outside of his advisory work, he volunteers at an anti-poverty center in Cincinnati, teaching classes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing advanced asset-allocation tools and multiple investment platforms to manage portfolios across various asset classes.

Stephanie Polen is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 credentials and 31 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007 and is also involved with the Clippard YMCA, where she has had a role since 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of financial planning and advisory services, utilizing structured discovery conversations and firm-approved planning tools to develop tailored plans.

Michael Taylor is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with LPL Financial in Cincinnati, OH, having joined the firm in 2025 after 16 years at Wells Fargo Advisors Financial Network LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by both discretionary and non-discretionary management and access to diverse model portfolios and research.

Jacob Sanford is a Financial Consultant currently working with Fidelity Investments. He has held several roles within the firm since 2018, progressing from Defined Contributions Representative to Planning Consultant. His professional experience includes positions as a Fixed Income Specialist, Workplace Planning Consultant, and Workplace Planning Associate. Jacob holds insurance licenses for Arkansas and California. His work approach emphasizes building genuine relationships to empower clients to take control of their financial future confidently. Outside of his professional career, Jacob engages in boating, military service, motorcycles, outdoor adventures, and parenthood.

Thomas Bresiger is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction in managing diversified portfolios and model solutions.

Doris Stamper is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 1991. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

Matthew Darpel is a financial advisor with Robert W. Baird & Co. Incorporated, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Independent Advisor Alliance, LPL Financial, and operated his own practice, Matthew L. Darpel P.S.C., for over two decades. In addition to his financial advisory work, he is also an attorney specializing in estate planning, probate, and elder law. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The group offers a range of financial planning and portfolio management services utilizing both manager-traded and model-traded strategies, supported by internal research and monitoring.

Robert Cappa is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Aransas County ISD and Wharton ISD. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolios, and is registered with the CFTC as a commodity pool operator.

Kimberly Martin is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and bringing 24 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 25 years before joining UBS in 2023. UBS Financial Services 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 investment plans.

Michael Rossini is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to develop and implement financial plans tailored to their specific goals and objectives. He has been with Fidelity Investments since 2023, progressing from Customer Relationship Advocate to Financial Representative before assuming his current role in 2025. In his capacity as an Investment Consultant, Michael focuses on navigating the complexities of clients' financial situations to provide personalized planning and support. Beyond his professional responsibilities, he has personal interests that include camping, hiking, exploring food, movies, music, and parenthood.

Chris Eibel is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and is based in Covington, KY. His work history includes roles at Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Jonas Vance is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked in various roles including organizing soccer training and events for Kings Hammer Soccer Club, where he continues as an independent contractor. He also serves as a director for the Founding Fathers Disc Golf Club and is affiliated with the Professional Disc Golf Association. 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 across mutual funds, ETFs, and ETPs.

John Fruin is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliates since 2005 and holds the Series 63 designation. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, focusing on clients with Ameriprise-managed accounts.

Margaret Brenner is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and previously worked for Stepleton Law, LLC / Stepleton Dugan LLC for twelve years. Outside of her advisory role, she is involved with Little Miami Brewing Company, a restaurant and bar in Milford, Ohio. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market scenario modeling.

David Epplen is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been affiliated with various Fidelity entities since 1996, including Fidelity Personal and Workplace Advisors and Fidelity Investments Institutional Services Company. Outside of his advisory work, he serves as a high school baseball umpire in Northern Kentucky. Fidelity’s Strategic Advisers LLC, where he operates, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Alexander Powell is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he spent 11 years at Creative Retirement Systems, Inc. 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 utilizing firm-approved tools and modeling techniques.

Mitchell Hofer is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2000, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs, and maintains formal advisory roles for multiple registered funds.

Donna Bostwick is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. In addition to her advisory role, she serves as a notary public in Miamisburg, Ohio. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options using diversification principles and modern portfolio theory.

Noah Helber is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked with Ringle, an online English learning platform, as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a wide investable universe, including mutual funds, ETFs, and ETPs.