Nick Neely is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has worked with Fidelity Investments since 2022, with previous roles including Investment Solutions Representative from 2023 to 2025 and Customer Relationship Advocate from 2022 to 2023. Nick is a CERTIFIED FINANCIAL PLANNER® professional specializing in retirement planning and investment strategies. He collaborates with clients to develop personalized investment plans tailored to their financial goals. Outside of his professional work, Nick has interests in boating, camping, golf, and music, and is an instrumentalist.

Troy Greeley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides investment advice and financial guidance to families and business owners, leveraging over two decades of experience. Troy focuses on a variety of client needs, including college education planning, divorce transition planning, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, and retirement income. He holds a Bachelor's Degree from the University of Toledo and an MBA from the University of Nevada - Reno. Troy has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows the Merrill tradition of community involvement and volunteers with local organizations. Outside of work, Troy enjoys adventure sports, basketball, biking, boating, running, scuba diving, skiing, soccer, and spending time with his family.

Michael Cornwell serves as Vice President and Branch Leader at Fidelity Investments, a role he has held since 2022. In his leadership position, he focuses on recruiting, hiring, and retaining financial professionals who prioritize understanding their clients' current and future needs to collaboratively develop financial plans aimed at meeting those objectives. His professional experience spans over two decades in the financial services industry, including roles such as Producing Branch Manager at TD Ameritrade and Scottrade, and Managing Director, Senior Team Manager, and Team Manager at Charles Schwab. Throughout his career, he has gained extensive experience in branch management and financial planning leadership. Outside of his professional responsibilities, Michael has interests in baseball, fitness, football, traveling, and volunteering.

Taylor Skees is currently serving as Vice President and Financial Consultant at Fidelity Investments. In this role, Taylor works closely with clients and their families to develop and monitor financial plans aimed at achieving their financial and lifestyle goals. Taylor has been with Fidelity Investments since 2014, progressing through roles including Director, Retirement Planner and Retirement Solutions Representative. With over 14 years of experience in the financial industry, Taylor has a background that includes positions as a Registered Representative at both Allstate Financial and Western & Southern Financial Group prior to joining Fidelity. This experience has contributed to a comprehensive understanding of retirement planning and financial consulting. Taylor's approach centers on building long-term relationships with clients and utilizing Fidelity's resources to support their financial objectives.

Glenn Weisner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1989, focusing on family wealth management strategies, portfolio management services, and retirement income. Glenn emphasizes personalized wealth management approaches tailored to clients’ long-term goals, supporting them with investment insights from Merrill and banking and lending solutions from Bank of America. Glenn holds a Bachelor's Degree and an MBA in Finance, both from the University of Toledo. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is committed to educating clients to help them make informed, non-emotional financial decisions, viewing himself more as an educator than a salesperson. In addition to his professional work, Glenn is engaged in community service, volunteering with local organizations. His personal interests include fishing, spending time with his family, and traveling.

James Happ is the Senior Resident Director and Wealth Management Advisor leading the Happ Adam Darah Group at Merrill. In this role, he directs the team’s vision with a focus on client transparency, industry knowledge, and setting high standards for client experience. Since joining Merrill in July 1994, James has applied insights from his Wall Street and regional experiences to deliver financial guidance tailored to a wide range of client needs. His expertise covers college education planning, family wealth management, legacy planning, retirement income strategies, philanthropic planning, and portfolio management services, among other areas. James holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation and is also a Personal Investment Advisor (PIA). He earned a bachelor's degree from the University of Dayton and is bilingual in English and Spanish. Outside of his professional duties, James serves on several community and educational boards, including St. John's Jesuit High School and Academy Foundation Board, the Ursuline Foundation Board, and the Dana Open Executive Committee. He participates in community events such as the 2022 American Heart Association Heart Walk. James enjoys a variety of personal interests including basketball, cooking, gardening, golfing, photography, and spending time with his family.