Scott Petranek is a CFP® with 36 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2015 and previously worked at LPL Financial and Fifth Third Securities. Outside of financial advising, he is also involved in photography through his business, Petranek Photography. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

James Smith is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and Great American Insurance Group. Smith serves as an unpaid board member for Smith-Feike-Minton, Inc., a family-owned independent insurance agency in Ohio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Mark MacFarlane is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he assists clients with benefits and wealth planning, collaborating with them to explore various planning and guidance strategies aimed at achieving their financial goals. Mark began his career with Fidelity Investments in 2019 as a Workplace Planning Associate, progressing to Benefits & Planning Consultant in Executive Services in 2023 before assuming his current position. His professional experience centers on client engagement and financial planning within the investment services sector. Mark emphasizes the importance of building trusted relationships with clients and adheres to high standards in service delivery.

Corissa Otten is a financial advisor at Edward Jones with 10 years of industry experience. She has held her current position since 2017 and previously worked at PL Marketing. Otten holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a national network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.

Daniel Mcdowell is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 66 and Series 63 credentials and has worked in various roles within Fidelity since 2013. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios. The firm serves a broad client base including registered investment companies and is notable for its use of algorithmic methods and AI in portfolio construction.

Mark Becker is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network, Lincoln Financial Distributors, and Edward Jones. Becker is also the owner of Becker Financial Services, Inc. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm supports both discretionary and non-discretionary management and provides access to a range of platforms, third-party advisers, and proprietary model strategies.

Kevin Reperowitz is a CFP® with 25 years of experience in the financial services industry. He is currently an advisor at Cambridge Investment Research Advisors and has previously worked at firms including LPL Financial and IFP Securities. Outside of his advisory role, he is the owner of Sage Financial Group and is involved in insurance and benefits services. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates a multi-billion dollar asset base through thousands of financial professionals and offers a variety of management platforms and proprietary model strategies.

Gregory Horn is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has worked at LPL Financial since 2013 and previously spent seven years with Valic Financial Advisors. Outside of his advisory role, he operates a sole proprietorship under Horn Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Von Gerds is a financial advisor with Equitable Advisors in Harrison, OH, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2003. Outside of his advisory work, he is a freelance writer for Cincinnati Magazine and a partner at Triplecrown Wealth Management, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a range of advisory models implemented through third-party managers and focuses on matching clients to appropriate programs based on risk tolerance and plan information.

Brittany Cecil is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Brokerage Services since 2015. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Robert Walker is a financial advisor with Equitable Advisors in Florence, KY, holding a Series 63 designation and 45 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, Inc., and Questar Asset Management. Outside his advisory work, he is co-owner of a tax preparation business and serves as Vice President of Millson/Walker Investments, Inc. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Adam Kunsman is a financial advisor at Edward Jones in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. He previously worked at Fifth Third Bancorp for ten years before joining Edward Jones. Outside of his advisory role, he is a 25% investor in a property management business, Trauth Property Group, based in Crescent Springs, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm supports its offerings with a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Steven Knapp is a financial advisor with Ameriprise in Burlington, KY, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Di Bari is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with Ameriprise Financial Services, LLC, having previously worked at PNC Investments for 15 years and Fifth Third Securities, Inc. for 5 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning, tax-aware withdrawal strategies, and Social Security claiming options for clients approaching or in retirement.

Barry Millson is a CFP® and ChFC® with 44 years of industry experience. He is currently with Equitable Advisors and has previously worked at OSAIC, Woodbury Financial Services, and Questar Asset Management/Capital Corporation. Outside of his advisory role, he serves as president of a local condominium association and co-owns a tax preparation business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm offers a range of investment programs delivered through a network of representatives, emphasizing tailored solutions with access to both proprietary and third-party managers.

Zachary Brown is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise Financial and SEI Wealth Management. Outside of advisory work, he has been involved with several local businesses, including operating a pizza franchise and engaging with recreational service ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment solutions for individuals, retirement plans, banks, and institutions, supported by proprietary research and technology tools.

Christa Knollman is a Certified Financial Planner® at Ameriprise Financial Services with 15 years of industry experience. She has been with Ameriprise since 2016 and also serves as Director of Advisor Development at Heick, Hester, Smith & Associates, where she coaches financial advisors on client acquisition and firm initiatives. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice through a collaboration between a centralized service team and the client’s financial advisor.

Sandra Davis Skeen is a financial advisor with LPL Financial in Harrison, OH, holding a Series 66 designation and over seven years of industry experience. She has worked with LPL Financial since 2018 and is also involved with Capital Concepts INC and Coldwell Banker West Shell, where she has a background in real estate as a realtor. Additionally, she owns and operates a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

Kevin Widener is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its predecessor entities since 1998 and holds a Series 63 designation. Outside of his advisory role, he participates in a health insurance program through Life X/Cigna that involves research-based policy participation. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset thresholds, offering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research-driven modeling with algorithmic automation to generate tailored retirement income recommendations, serving a broad client base through its wide range of advisory, brokerage, and insurance solutions.

John Schablein is a CFP® professional with 37 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His previous roles include positions at LPL Financial and Fifth Third Securities. Outside of his advisory work, he is involved in coaching high school basketball in Ohio. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.