Jamie Osborne is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His career includes roles at Ameritas Investment Corp. and CCF Investments, and he concurrently operates Osborne & Associates Financial Group, LLC. Outside of financial services, he is the owner of Osborne Homestead Services, LLC, a small farm business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various asset allocation approaches.

Vicky Mattison Leguillon is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has worked at LPL Financial since 2017 and previously held roles at Thurston Springer Miller Herd & Titak, Inc. and Private Client Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various operational and research tools.

Bruce Myers is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of advisory work, he also works as a Lyft driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities, utilizing a tiered wrap fee structure and various investment models.

Yvonne Wyckoff is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has been with Morgan Stanley and its predecessor firms since 2007, including Merrill from 2007 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

John Eiben is a financial advisor with Edward Jones in Milford, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of advisory work, he manages the upkeep and maintenance of the building housing his Edward Jones office. 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 and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Benjamin King is a CFP® with 21 years of industry experience currently serving at Wells Fargo Clearing since 2016, with earlier experience at Nuveen Fund Advisors from 2006 to 2008. He holds the Series 66 designation and is based in Cincinnati, OH. Wells Fargo Advisors is a national securities firm providing 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Sherry Hitch Thomas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Jason Reeves is a financial advisor with Charles Schwab based in Cincinnati, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Charles Schwab in various capacities since 2004, including roles at Charles Schwab bank and Charles Schwab Premier Bank. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by an integrated operational structure and centralized custody services.

Amanda Fessler is a financial advisor with Merrill in Cincinnati, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011 and Bank of America, N.A. since 2019. Outside of her advisory work, she serves as Chair of the Board of Directors for Kenzie's Closet, a charitable organization. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Judith Robb is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 66 designation and has been with Merrill since 1998. Merrill, along 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bethany Strunk is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and spent one year at Citigroup, Inc. prior to that. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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.

Margaret Vanluit is a financial advisor with Fidelity in Cincinnati, OH, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Roosters, Country Bow Brewing, and Texas Roadhouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Robin Freeman is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding CFP® and Series 63 designations and having 34 years of industry experience. He has worked at Cambridge Investment Research Advisors and related entities since 2007 and previously at Osaic FA, Inc. from 2000 to 2007. Outside of advising, Freeman is involved as an independent insurance agent and owns a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports a variety of management styles and platforms and manages a multi-billion dollar asset base.

George Haddad is a CFP®-credentialed financial advisor with over 31 years of industry experience. He is currently with Morgan Stanley in Cincinnati, Ohio, where he has worked since 2021. His prior experience includes roles at Bank of America and Merrill. Haddad serves on the Board of Executive Advisors for the Department of Finance at the Williams College of Business at Xavier University, providing advice and guidance to students and faculty. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Bradley Reis is a financial advisor at UBS Financial Services in Cincinnati, OH, holding a Series 66 designation with five years of industry experience. His prior experience includes five years at Fifth Third Bank before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources to tailor client strategies.

Peter Kariofiles is a Series 66–licensed financial advisor with UBS Financial Services in Cincinnati, Ohio, where he has worked for 10 years since 2016. Outside of his advisory role, he serves as the head coach of the Xavier University Men's Club Ice Hockey Team. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and wealth management services.

Megan Dalton is a financial advisor at LPL Financial with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with LPL Financial since 2009. In addition to her advisory role, Megan is a notary public. LPL Financial serves individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kevin Chapin is a financial advisor with Wells Fargo Clearing in Cincinnati, OH. He holds the CFP® and Series 66 designations and has seven years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Randstad US LLC and the University of Kentucky. He is a 50% owner of The Yellowstone Group, LLC, where he manages income and expenses related to the property. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brian Emery is a financial advisor with Ameriprise Financial Services in Cincinnati, Ohio. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. Prior to joining Ameriprise, he worked at Edward Jones from 2007 to 2015. Emery serves as president of the Cornell Office Park Board of Directors. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Shawn Simmons is a CFP®-certified financial advisor with 38 years of industry experience, currently at UBS Financial Services since 2008. Based in Cincinnati, OH, he holds Series 63 and Series 65 licenses. Outside of his advisory role, Simmons is a partner in Mountain-Time LLC, a business managing vacation property in Breckenridge, Colorado. 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, supported by proprietary research and a broad range of capital markets functions.