Kevin Hagerty is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. His career includes roles at MSI Financial Services and Valic Financial Advisors before joining Cambridge in 2012. Outside of his advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

John Lawrence IV is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 credential and 12 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Lawrence serves on the Board of Directors for the Taft Museum of Art, where he is involved in resource development and strategic initiatives. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and capital market analysis.

Joseph Goetzinger is a financial advisor with RBC Capital Markets in Cincinnati, OH, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for eight years. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charities through tailored investment strategies and various advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, brokerage services, and access to in-house and third-party investment managers.

Jeanine Toney is a financial advisor at UBS Financial Services with 30 years of industry experience. She has been with UBS since 1995 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

Steven Claar is a Private Wealth Advisor at Merrill Private Wealth Management. He partners with The Evelo|Singer|Sullivan Group, a nationally recognized private wealth management team, where he directs economic and market research, portfolio management, trading, and due diligence across asset classes and investment funds. Steven works closely with affluent families to advise them on financial strategies aimed at pursuing their long-term wealth goals. Since joining The Evelo|Singer|Sullivan Group in 2007, Steven has chaired the team's Investment Policy Committee, which sets strategic asset and style allocations within the guidelines of each client's personal wealth management plan. His areas of focus include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Steven graduated Summa Cum Laude with a B.S.B.A. concentrating in Finance from Xavier University. He holds the Chartered Financial Analyst (CFA) designation and is active in the CFA Society of Cincinnati. Outside of his professional work, Steven enjoys chess, fishing, football, golfing, hiking, running, and spending time with his family.

Kevin Tierney is a financial advisor with Raymond James & Associates in Covington, KY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Kimberly Fielman is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and bringing 24 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocation and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Michael Lindow is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 credentials and one year of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2026, following prior roles in various industries including brokerage services and hospitality. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, focusing on tailored financial planning supported by firm-approved tools and data insights.

Josiah Stuhmer is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity in 2024, he was involved with multiple organizations including Hope Pathways LLC and Transformations LLC, and held positions at Asbury University and Georgetown College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios using proprietary research, quantitative analysis, and algorithmic methods. The firm serves a diverse client base with discretionary and non-discretionary services and holds roles uncommon among large peers, such as registration with the CFTC as a commodity pool operator.

Justin Wells is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Best Buy and Action Graphics. Wells is based in Covington, KY. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across a diverse range of investment vehicles.

Benjamin Locker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Northwestern Mutual, FedEx, and Twitch Entertainment, as well as a four-year period at Northern Kentucky University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of 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 is noted for its use of advanced technologies such as AI and systematic methodologies in its investment process.

Rosemary Foley is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning that utilizes structured discovery and firm-approved tools to model financial outcomes.

Zach Lyons is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to develop financial plans tailored to their individual needs and objectives. He has held this role since 2025. Prior to his current position, Zach worked as a Relationship Manager at Fidelity Investments from 2024 to 2025, and as a Financial Representative at Fidelity Investments from 2022 to 2024. He began his financial services career as a Financial Representative at Western & Southern from 2021 to 2022 and previously worked as a Teller at Kemba Credit Union, Inc from 2019 to 2020. Outside of his professional work, Zach has interests in baseball, cooking and baking, fitness, football, golf, and movies.

Jonathan Billing is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments, he worked in automotive and rental car industries as well as at Mansea Metal. He is also the director of Appleseed LLC, a small business he founded to brand and trademark handmade pallet furniture. 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 systematic investment process combining fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Ning Liao is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. She has worked at UBS Financial Services since 2021 and previously held roles at The Randolph Company and Ameriprise Financial Services. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management to provide a broad range of investment solutions.

James Mcpherson is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and two years of industry experience. Before joining Fidelity, he worked in the brewing industry with several breweries, including Rhinegeist Brewery and Wooly Pig Farm Brewery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, blending fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs. The firm serves retail and institutional clients, including registered investment companies and a Charitable Gift Fund, and utilizes systematic methodologies alongside oversight of affiliated and unaffiliated sub-advisers.

Matthew Duggan is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at Emac Lighting for five years and Dewey's Pizza for thirteen years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios constructed through proprietary fundamental research and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction, advisory roles to multiple registered investment companies, and formal governance procedures.

Madison Axtell Stegman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Stegman held roles at Saint Agnes School and 3 G's Inc. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on diversified portfolios.

Thomas Agonito is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and bringing two years of industry experience. His prior work includes roles at Brooksource, Compass Group USA, and Xavier University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a systematic investment approach that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Robert Anning is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and bringing 58 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Anning serves as a trustee for several nonprofit organizations, including the Anning Family Charitable Foundation, Cincinnati Children’s Hospital Medical Center, and Ronald McDonald House Charities, and holds a position with the Cincinnati Park Board. 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 allocation to tailor strategies to clients’ goals and risk tolerances. The firm operates with both wealth management and institutional trading capabilities, offering a broad spectrum of financial products and services.