Jesse Mullins is a financial advisor with LPL Financial in Cincinnati, Ohio. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wells Fargo Advisors Financial Network LLC for 16 years and UBS Financial Services for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutional clients. 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 investment strategies and technological tools.

Michael Smith is a financial advisor with Robert W. Baird & Co. in Anderson Township, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2007. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a broad range of clients, including individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a variety of investment strategies and management approaches to meet client goals and risk tolerances.

Richard Gianni Jr. is a financial advisor at Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Equitable Advisors since 2000, including its predecessor AXA Advisors. Outside of advisory work, he is a partner and investor in YOGA ALIVE LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Michael Selm is the Regional Director of Executive Services at Fidelity Investments, a position he has held since 2025. In this role, he supports a team of Benefits & Planning Consultants and Executive Planning Consultants focused on helping clients align their financial goals with personalized benefit strategies. Michael has extensive experience at Fidelity Investments, having served in several leadership roles including Team Leader of Advisory Services from 2021 to 2025, Team Leader of Fixed Income from 2019 to 2021, and Team Leader of Client Services from 2015 to 2019. His work centers on providing strategic insight and collaborative leadership to promote financial well-being for clients at every stage of life.

John Barnes is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. He has been with MML Investors Services, Inc. since 2001 and associated with MassMutual since 2000. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning processes to deliver tailored financial recommendations without discretionary authority.

Karin Ruth is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Prior to entering the financial sector, she worked for five years at Hattori Hanzo Shears and spent eighteen years at JJ's Hair Salon. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using a collaborative approach that emphasizes client goals and firm-approved analytical tools.

Clinton Kersting is a Series 66-licensed financial advisor with Equitable Advisors in Cincinnati, OH, where he has worked since 2006. He has 20 years of industry experience, including 14 years with Axa Advisors, LLC. Outside of his advisory work, he is the founder and president of Triplecrown Wealth Management LLC and serves as a board member of Pregnancy Center West in Cincinnati. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of internal and third-party advisory models and investment solutions.

Susan Stone is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity in various capacities since 2013, including positions as Financial Consultant, Relationship Manager, Central Relationship Manager, Investment Solutions Representative, High Opportunities Brokerage Representative, 401k Service Representative, and Proactive Sales Representative. Prior to joining Fidelity, Susan was a Registered Representative at Scudder, Stevens, and Clark from 1990 to 1996. With over two decades of experience in the financial industry, Susan partners with her clients to help them make educated decisions within their financial plans. She emphasizes the importance of purposeful planning and utilizes Fidelity's technology to collaborate on personalized retirement and investment plans tailored to clients' needs. Outside of her professional role, Susan has interests in concerts, fitness, gardening, kayaking, music, and pets.

Samuel Mayne is a financial advisor at RBC Capital Markets in Cincinnati, OH, holding a Series 66 designation with six years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC, Polson Higgs Wealth Management, and Blackridge Asset Management, LLC. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients, offering various advisory programs that include portfolio management, financial planning, and brokerage services. The firm employs tailored investment strategies supported by both in-house and third-party managers, complemented by RBC’s extensive capital-markets capabilities.

Benjamin Romer is a financial advisor with Equitable Advisors who holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Kensington Wealth Partners and 49 Degrees, as well as work at Mercer County Elks Golf Course. He also spent four years at Bowling Green State University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, offering both proprietary and third-party investment solutions.

Donna Bryant is a financial advisor at OSAIC based in Cincinnati, OH, holding Series 63 and Series 65 licenses with 24 years of industry experience. She previously worked at Signator Investors, Inc. and has operated her own CPA tax preparation and consulting sole proprietorship since 1994. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing a range of brokerage and advisory services focused on model-based asset allocation and portfolio optimization.

Justin Reynolds is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Bank of America, Fifth Third Securities, and Fifth Third Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Mark Mrochek is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities, LLC, and Voya Financial Advisors, Inc. based in Cincinnati, OH. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participates in a wrap program, while also facilitating insurance product sales and affiliated trust services.

Dana Cox is a financial advisor at Equitable Advisors with 28 years of industry experience. He has held roles at Equitable Advisors since 2007, following a year at J.J.B. Hilliard, W.L. Lyons, LLC. Cox holds Series 63 and Series 65 licenses. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a range of advisory models, including third-party TAMPs and discretionary portfolio management, and offers ERISA fiduciary services to qualified plans through credentialed representatives.

Steve Molloy is a Wealth Management Senior Relationship Manager at Fidelity Investments. He works exclusively with Fidelity's most affluent self-directed investors and their families, focusing on delivering personalized service and support tailored to each family's unique needs and preferences. When comprehensive planning is needed, he coordinates discussions with Wealth Management Advisors and other specialized planning professionals. Steve has been with Fidelity Investments since 2012, holding roles including Private Client Group Representative from 2012 to 2017, Wealth Management Planning Consultant from 2017 to 2021, and his current position since 2021.

David Pryor is a financial advisor with Edward Jones in Milford, OH, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining Edward Jones in 2020, he worked at several firms including The Huntington Investment Company and Cetera. Outside of his advisory role, he serves as a Village Council Member in Batavia, OH, and is a Worship Director at East River Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with an SEC-registered advisory program and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including managed accounts and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

James Herrick is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He has held various roles within Fidelity since 2015, including Benefits Planning Consultant, Portfolio Specialist, Workplace Planning Consultant, and High Net Worth Associate. His work focuses on collaboration, education, and personalization to create holistic and flexible planning experiences. He aims to help individuals and their families progress toward their goals by co-creating plans tailored to their unique life journeys. Outside of his professional responsibilities, James has interests in fitness, food, outdoor adventures, parenthood, and traveling.

Mark Allen is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked with Strategic Advisers since 2003 and has been with Fidelity Personal and Workplace Advisors and Fidelity Investments in various capacities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios across multiple platforms.

Matthew Mann is a CFP® certificant affiliated with Cetera, bringing 14 years of industry experience. He has held roles with Avantax Advisory Services and Avantax Insurance Agency, and he is a partner at Hicks & Mann, an accounting and tax preparation firm. He is also a part-owner and accountant for The Goat Bar & Grill LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a large network of independent advisors. The firm offers a multi-manager platform with various investment and portfolio management options, managing over $256 billion in assets.

Erin Kaplan is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in roles at Xerox Business Solutions, Xometry, and several entrepreneurial ventures including Erin Cowan Designs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.