Laura Davitt is a financial advisor with LPL Financial based in Cincinnati, OH. She holds the CFP® designation and has 28 years of industry experience. Her prior work includes roles at Niehaus Financial Services, Commonwealth Financial Network, and Securities America Advisors. Outside of her advisory work, she is involved in tax preparation through Niehaus Tax 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. The firm offers advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Leo Broerman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 24 years of industry experience. His career includes 11 years at LPL Financial prior to joining Cambridge Investment Research Advisors in 2015. He is also involved with Focus Wealth Management as an Investment Adviser Representative. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers services through multiple platforms, proprietary model strategies, and access to third-party advisers.

Timothy Mark is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 2013, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also engages in fund advisory and management services, including roles as a commodity pool operator and advisor to multiple registered investment companies.

Jarred Smith is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is a part owner of a food truck business and a horse racing venture in Cincinnati. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through advisory and brokerage services. The firm offers a range of financial planning and portfolio management options, including access to model portfolios, third-party subadvisors, and institutional platforms.

Davis Mc Nichol is a financial advisor with Mass Mutual Investors Services in Erlanger, KY, holding CFP® and ChFC® designations and eight years of industry experience. His career includes roles at Mass Mutual Life Insurance Company and MML Investors Services, LLC since 2018. Outside of advising, he is involved in home healthcare for special needs clients and conducts employee education sessions on personal finance topics such as budgeting. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning using analytic tools and provides event-driven planning programs, including divorce and estate-settlement services.

Matthew Roth is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 63 designation and 31 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2015 and operates his own CPA firm, Matthew P. Roth & Co., CPAs, since 2002. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services through multiple platforms, offering both discretionary and non-discretionary management options along with proprietary model strategies.

Tom Skeen is an Investment Solutions Representative III at Fidelity Investments, where he collaborates with clients to develop personalized plans aimed at achieving their financial goals. He has held this position since 2021. Prior to his current role, Tom worked as an External Wholesaler at Touchstone Advisors Inc. from 2019 to 2021 and served as a Financial Advisor at Edward Jones from 2018 to 2019. His professional experience spans client advisory and investment solutions. Outside of his professional work, Tom enjoys attending concerts and participating in family activities. His personal interests also include football, golf, parenthood, and soccer.

Quinn Webb is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. Their career includes roles at Fidelity Brokerage Services LLC since 2017, Successful Family Resources, and the State of Indiana. Webb is based in Lawrenceburg, Indiana. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it also serves as an advisor to multiple registered investment companies and fund-of-funds.

Bradley Shipe is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Brayden Rouse is a Series 66 licensed financial advisor with LPL Financial in Harrison, Ohio. He has professional experience beginning in 2025, with previous roles at Discount Den, Capital Concepts, and Pizza Uncommon. He is also affiliated with Purdue University. 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 range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced operational tools and a large network of over 22,800 advisors.

Michael Durkin is a CFP® credentialed financial advisor with 44 years of industry experience. He has been with Cambridge Investment Research Advisors, Inc. since 2009 and previously operated Durkin Financial, LLC. In addition to his advisory role, he has worked as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services through a variety of platforms and proprietary model strategies.

Samuel Dinn is a financial advisor at OSAIC with 28 years of industry experience. He holds the Series 66 designation and previously worked at Securities America Advisors, Inc. and Brecek & Young Advisors, Inc. Outside of his advisory work, he is a part owner of Queen City Capital Management and maintains an ownership interest in Brecek & Young Financial Services, which offers fixed annuity and long-term care insurance products. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of programs such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting.

Todd Reed is a CFP® and PFS™ professional with 26 years of industry experience, currently affiliated with Cetera. His career includes roles at Avantax Advisory Services and Midland Insurance, among others. He serves as a volunteer trustee for St. Elizabeth Healthcare Foundation and Florence Christian Church, and is a board member of the National Benevolent Association. Reed also manages and hires employees for his accounting and tax preparation business, RBF Services Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Michael Long is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 28 years of industry experience. He has worked at firms including Avantax and 1ST Global Advisors, and is also the managing partner of Long, Schaefer & Company, Inc., a CPA firm. Outside of financial services, he is involved in the breeding, care, and sale of meat goats through Long Gone Farming. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment platforms and third-party managers, operating a multi-manager platform with over $256 billion in assets under management.

Ryan Nelson Jr. is a financial advisor at Merrill with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at PFS Investments Inc. and has held various roles outside the financial services industry, including positions at Door Dash and Primerica Financial Services. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Roger Roeding is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2004, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and it provides model portfolios to intermediary platforms while maintaining oversight through sub-advisers and governance procedures.

John Witt is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He has worked at Avantax Advisory Services and Long, Schaefer & Company Inc., where he also serves in accounting and wealth management support roles. Witt has experience providing tax and business planning services as well as assisting with retirement plan administration. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Zachary Mollaun is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at the Lawrenceburg Community Center, Spooky Nook Sports, and the City of Lawrenceburg. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Craig Kantz is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services, LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

John Wieman Jr. is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994 and has owned Wieman International Network, Ltd. since 2017. In addition to advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery investment strategies and partners with third-party asset managers and custodians to provide diversified portfolio management.