Nathan Phu is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to that, he held roles at TSC Apparel, Zid Zid, Aroma, and Ruby Tuesday. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on using proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and its use of AI and algorithmic methods in portfolio management.

Michael Luft is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role at Fidelity, he worked for the Nassau County School Board for 15 years. 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 model portfolios and oversees affiliated sub-advisers in its investment process.

Susan Sparr is a CFP®-credentialed financial advisor with 44 years of industry experience, currently practicing at Mass Mutual Investors Services since 2017. She previously worked at MetLife Resources for 11 years and has a background that includes roles at Mass Mutual Life Insurance Company. MassMutual Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers, providing ongoing financial planning, asset management, and educational seminars through structured, collaborative engagements.

Sean Plagens is a financial advisor at Fidelity with one year of industry experience. He previously worked for nine years at Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and has a formal advisory role with multiple registered investment companies.

Youngjin Jung is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in a contracting business owned by his spouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools including Global Investment Committee return estimates and Monte Carlo simulations.

Jessica Malcho is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 credentials and having 28 years of industry experience. She previously worked at Wells Fargo Clearing for nine years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

John Zuba is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. His current roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates firm-approved tools and modeling techniques, delivering advisory services without individual security recommendations as part of standalone planning.

James Conway Jr. is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves on nonprofit boards including the Cincinnati Playhouse in the Park and the 2444 Madison Road Condominium Owners Association. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, retirement plans, and insurance products through its network of investment adviser representatives.

Mary Rich Nugent is a financial advisor at Fidelity with 8 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Drs. Levin & Fetner. 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’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios based on long-term asset allocation benchmarks.

Phillip Schwegmann is a financial advisor at Cetera with 40 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and L.M. Kohn & Company. He is based in Cincinnati, OH. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Jeffrey Ziegler is a CFA® charterholder with 31 years of industry experience. He has been with Fidelity Investments since 2012, including seven years at Fidelity Personal and Workplace Advisors. Prior to that, he spent eight years at Cleararc Capital, Inc. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Alissa Vietz is a financial advisor at Ameriprise in Cincinnati, OH, holding a Series 66 designation with three years of industry experience. She has been with Ameriprise since 2022 and was self-employed for ten years prior. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized written recommendations. The firm serves a broad client base and delivers advisory, brokerage, and insurance solutions through affiliated companies.

Mckenzie Leigh is a financial advisor with Fidelity and holds Series 66 and Series 63 licenses. She began her advisory career in 2025 and has prior experience working in education and retail sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage model portfolios, and it serves multiple registered investment companies with a distinctive use of algorithmic methods and formal governance procedures.

Catherine Weddell is a Series 66 licensed financial advisor with two years of industry experience. She is currently with Fidelity Investments and previously worked at Ross and Matthews, PC, and Northwestern Mutual Advisor. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Tyler Dever is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2024. He collaborates with clients to understand their financial goals and develops personalized plans for their financial futures. Tyler has progressed through multiple roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2021, then advancing through Investment Solutions Representative I and II positions before his current role. He holds an Arkansas Insurance License, which supports his work in financial planning and investment solutions. Outside of his professional career, Tyler enjoys spending time on family activities, fitness, outdoor adventures, caring for pets, and traveling.

Sabrina Menkhaus is a financial advisor with Robert Baird & Co. based in Fort Wright, KY. She holds a Series 66 designation and has one year of industry experience. Prior to joining Baird, she worked at We Can Code IT and held positions in counseling and academic settings. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research involving artificial intelligence.

Richard Evensen is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and possessing two years of industry experience. Prior to joining Fidelity, he held various positions across multiple sectors including communications and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Benjamin Zaring is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and firm‑approved methodologies.

Matthew Edmiston is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Cambridge in 2015, he worked at LPL Financial and Fifth Third Securities. Outside of his advisory role, he is involved in independent insurance services and operates a business entity named Matthew Edmiston LLC. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Makenzie Hoiney is a Financial Advisor with Merrill Lynch Wealth Management. She has been in the finance industry since 2015 and joined the River Hills Group team in June 2018. In her role, Makenzie works with individuals and families to help them develop plans aimed at achieving their short- and long-term financial goals. Makenzie holds a Bachelor's degree in Psychology from Miami University, having previously attended Clemson University for two years. She has earned the Chartered Retirement Planning Counselor (CRPC) designation, enhancing her expertise in retirement planning and wealth management. Her client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. A native of Cincinnati, Makenzie resides on the city's West Side with her husband, Matt, and their three children. Outside of her professional responsibilities, she enjoys cooking, spending time with her family, traveling, and cheering on the Cincinnati Bengals.