Afetsi Aidam is a financial advisor with Charles Schwab in Cincinnati, OH, holding a Series 63 designation and possessing 21 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2007. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Tyler Hardtke is a CFP® with nine years of industry experience. He is currently with Charles Schwab, where he has worked since 2021, and previously was with Fidelity Investments from 2017 to 2021. Outside of his advisory roles, he has experience with Beat the Streets-Cleveland and ran a business called Thirsty Parrot from 2015 to 2017. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab operates a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Joyce Luke is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Wells Fargo Clearing Services, Ultimus Fund Distributors, Ultimus Fund Solutions, The Standard, and J.P. Morgan Asset Management. UBS Financial Services 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, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Brandon Miller is a CFP® professional with 17 years of experience in the financial services industry. He is currently an advisor at Ameriprise and has held previous roles at The Huntington Investment Company and Fifth Third Securities. Ameriprise Financial Services is a diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jonathan Allen is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services, U.S. Bancorp Investments, and US Bank. Outside of Ameriprise, he serves as an Associate Financial Advisor at BFM & Associates, advising clients on financial planning and investment strategies. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and emphasizes the use of proprietary funds and algorithmic automation in its approach.

Joy Pascoe is a financial advisor with UBS Financial Services, holding a Series 66 designation and 18 years of industry experience. She previously worked at Morgan Stanley and Citigroup Global Markets before joining UBS in 2013. Outside of her advisory role, she is the proprietor of Cedar Ridge Farm Stand, a business that produces and sells handmade lavender and home products. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad platform of capital markets and lending services.

John Schaffstein is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds the Series 66 designation and has worked at Baird since 2020. Before joining Baird, he held roles at Amazon, Eco Tan, and the University of Dayton. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing internal research and a variety of separately managed account strategies.

George Greenert is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including The Huntington Investment Company, Key Investment Services, and PNC Investments. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Daniel Damore is a financial advisor with Ameriprise in Westchester, Ohio, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked primarily with Ameriprise and its affiliated entities since 2007, with brief roles at Key Investment Services, LLC. Outside of his advisory role, he is involved in ownership and management of investment-related businesses including Alan Loop Holdings, LLC and Walsh Legacy LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through a structured Recommendation Report and ongoing advice, supported by proprietary research and algorithmic tools.

Eugene Peters is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 1993. Outside of his advisory role, he prepares tax returns and supervises interns and staff at Hartlaub CPA Advisory Group. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Michael Broughton is a Series 66-licensed financial advisor with Ameriprise, where he has worked since 2000, including six years at the current firm entity. He has 26 years of industry experience. Outside of his advisory role, he is an owner and board member of BFM & Associates, LLC, a financial planning practice he operates with partners. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports, supported by a centralized retirement-income consulting team.

Walter Roderer III is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 10 years of experience in the financial services industry, providing expertise in areas such as college education planning, family wealth management strategies, executive compensation, employee financial health, retirement income, and portfolio management services. Walter holds a Bachelor's Degree in Business Administration from The Ohio State University. He holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is involved in his local church and spends time pursuing personal interests such as baseball, cooking, football, golfing, music, reading, running marathons, skiing, spending time with his family, and yoga.

Candace Walker is a financial advisor at UBS Financial Services with 21 years of experience in the industry. She holds a Series 66 designation and has been with UBS since 2005. UBS Financial Services Inc. 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 and provides a wide range of capital markets and research resources.

James Markley is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He works with clients to develop dynamic financial plans tailored to their individual goals. Prior to this, he served as an Investment Consultant and a Financial Representative at Fidelity Investments from 2022 to 2025. Before joining Fidelity, he worked as a Financial Advisor at Raymond James from 2019 to 2022. James brings experience in financial planning and investment consulting to his current position. He applies his professional background to assist clients in achieving confidence in their financial decisions. Outside of his professional life, James is a husband and father of three, which informs his understanding of the complexities involved in creating financial plans for families. In his personal time, James enjoys attending concerts, participating in football, gardening, playing tennis, going to the theater, and volunteering.

William Hawkins is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked in broadcasting at Hearst Television and also has a background in education at Clemson University and Moeller High School. He holds a Series 66 designation. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes using proprietary research and third-party data to deliver tailored recommendations within a defined investment universe influenced by affiliated products.

Mark Burton is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Wells Fargo Clearing and Prudential Equity Group. Burton serves on the Board of Directors of the Kiwanis Club of Dayton and participates in investment-related committees at Be Hope Church and United Theological Seminary. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware strategies through its Premier Retirement Income service.

Jeremy Woolridge is a financial advisor with Ameriprise in West Chester, Ohio, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2008. Woolridge is also involved outside the investment industry with BFM & Associates, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Alexandros Pericleous is a financial advisor with Ameriprise in Lebanon, Ohio, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2020, following roles at Wright State University and Sinclair College. Outside of his advisory work, he is involved with Randin LLC in a client service capacity. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brandy Risheill is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she teaches a course on Financial Strategies for Successful Retirement at the University of Dayton and instructs on the Financial Aspects of Divorce and Estate Settlements at the Christian Life Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering fee-based financial planning, portfolio management, and access to proprietary research.

Thomas Zazycki is a financial advisor with Ameriprise in Mason, Ohio, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1996. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.