Connor De Haven is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Merrill, Bank of America, The Vanguard Group, and Charles Schwab. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Andrew Williams is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at J.P. Morgan Securities from 2012 to 2023 and Miami Valley Christian Academy in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Nicholas Robben is a financial advisor at LPL Financial based in Cincinnati, OH. He holds the Series 66 designation and has recently begun his career in the industry. His prior experience includes roles in education and small business operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Alan Schauer is a CFP® and ChFC® certified financial advisor with 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008, following prior roles at LPL Financial, ValMark Advisers, and Ken Byers & Associates. In addition to his advisory work, Schauer operates as an independent insurance agent and serves occasionally as a notary public. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Alphonse Bautista is a financial advisor with Wells Fargo Clearing based in Cincinnati, OH. He holds the Series 63 and Series 65 designations and has 32 years of industry experience. Prior to joining Wells Fargo in 2025, he spent 21 years at PNC Investments. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mary Brandenburg is a Series 66-credentialed financial advisor with two years of industry experience, currently with Morgan Stanley in Cincinnati, OH. Her career includes roles at firms such as Bronson Stacy, Elizabeth Herzog, and Northwestern Mutual. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and proprietary tools, with an emphasis on advisory services rather than individual security recommendations.

Matt Kline is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Investment Management for 23 years. Outside of his advisory role, he is a partial owner of Blue Buck, LLC, which operates Elk Creek Hunt Club & Resort, a sporting clays, lodging, and events facility in Kentucky. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, notably insurance-related products and bank deposit sweep programs.

Billy Volk is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 2010, serving in various roles including Investment Consultant, Retirement Solutions Representative, and Investment Sales Representative. Prior to joining Fidelity, he worked as a Client Service Associate at Citi Smith Barney and Citigroup from 2006 to 2010. In his role, Billy focuses on building lifetime relationships with families to understand their short and long-term financial visions. He partners with clients to identify potential obstacles and develop plans to address them. His professional experience spans investment consulting, retirement solutions, and client service. Outside of his professional career, Billy enjoys family activities, exploring food, and football.

Neil Mayo is a financial advisor at Edward Jones in Cincinnati, OH, with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, his work background includes roles at Multisource Home Electronics, TW Metals, LLC., G&W Products Inc., and Riverfront Steel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bethany Beebe is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022, with prior experience at Craig Capital Corporation. Outside of her advisory role, she is involved in insurance sales through KAFL Insurance Resources. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it offers specialized municipal finance and SIMPLE IRA advisory services.

George Beddie Jr. is a financial advisor with Ameriprise in Southgate, KY, holding a Series 63 designation and over 56 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1988. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, delivering recommendations through a centralized consulting team in partnership with client advisors.

Gregory Stewart is a financial advisor with Primerica Advisors in Springdale, OH, holding a Series 63 designation and over 22 years of industry experience. He has been with Primerica Advisors since 2003 and is also involved with Torchlight Financial Group. Outside of advisory work, he has experience with sales related to home loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers for its investment models.

Brian Torbeck is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor with UBS Financial Services in Cincinnati, Ohio. He has five years of industry experience, including prior roles at Madison Wealth Management and PNC Financial Services. Outside of his advisory work, he is involved in managing a residential rental property. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management offerings and operates across multiple capital markets functions.

Drake Hafer is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at The Huntington Investment Company, Wells Fargo Clearing, Bank of America, and Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that includes written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Coleman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 1993. He holds a business degree from the University of Kentucky and is a qualified Personal Investment Advisor (PIA). Robert’s expertise includes risk assessment, portfolio management, and strategic planning. He provides traditional financial advice and guidance and manages personalized or defined investment strategies on a discretionary basis. These strategies may include individual stocks and bonds, model portfolios, and third-party investment options. Robert is married and has two children.

Robert Patton Jr. is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Ameriprise in 2026, he spent over three decades at The Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on tax-aware withdrawal strategies and dependable income sources.

John Dimauro is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 66 designation and 12 years of industry experience. Prior to joining Cambridge Investment Research in 2018, he worked at Robert W. Baird & Co. for four years. Outside of his advisory role, he is a member of a musical band called The Ukulele Brothers and owns a retail sales business named Wags Bags. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Emily Cattran is a Planning Consultant at Fidelity Investments, where she supports advisors in addressing clients' financial planning and investment needs. She focuses on fostering strong client relationships and ensuring a personalized experience tailored to each client's financial journey. Emily's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, where she worked from 2021 to 2024. Prior to that, she was a Practice Coordinator at Lincoln Financial Advisors from 2017 to 2021. Outside of her professional life, Emily enjoys fitness, social events with friends, and outdoor adventures.

Sheri Lucas is a financial advisor at Raymond James Financial with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Raymond James Financial and its services since 1995. In addition to her advisory role, she is involved with JW-CIN., Inc., where she subleases office space to an equity research managing director. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through an affiliated municipal advisor.

Gregory Faust is a financial advisor at Edward Jones in Blue Ash, OH, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Maritz Travel from 2014 to 2018. He is also a limited partner in a family limited partnership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.