Eric Oatman is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 17 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven solutions.

Jordan Shteiwi is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to Merrill, he worked at Bank of America, PNC, Ross Inc, and held roles at the University of Cincinnati, Smoothie King, Meijer Stores, and Fairfield City School District. Merrill, in conjunction 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 a range of clients including individuals, high-net-worth clients, and institutions.

Roger Trapp is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been associated with various Fidelity entities since 1999, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Brian Lillis is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Ameriprise and its related entities since 1992. Outside of his advisory role, he owns Brian P Lillis and Associates LLC, where he manages his Ameriprise business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.

Anthony Bosch is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2000. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Yianni Makris is a financial advisor with OSAIC in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He worked at Signator Investors, Inc. for two years before joining OSAIC in 2018. Outside of his advisory role, Makris collects and trades sports cards and serves as a voluntary board member for his homeowners association. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of financial advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to build portfolios across multiple asset classes.

William Harper is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified charitable funds, and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from mutual funds, ETFs, and ETPs.

Lonny Barnett is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2018. He has eight years of experience in the financial industry and previously spent 18 years at Procter & Gamble. Barnett is active in several community and veteran organizations, including leadership roles with The American Legion and service on the Indiana War Memorials Commission. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory programs and affiliated financial products. The firm supports its clients with a large network of advisors and branch offices, offering discretionary and non-discretionary investment solutions under a fiduciary standard.

Michael Kramer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Pinnacle Advisory Group since 1986 and has been associated with Cetera and Cetera Wealth Services since 2013. Kramer serves as a board member of the Dearborn County Chamber of Commerce, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform with access to both affiliated and third-party managers.

Michael Murphy is a Series 66-licensed financial advisor with Ameriprise in Cincinnati, Ohio, and has six years of industry experience. Prior to joining Ameriprise in 2018, he worked at General Cable Corporation and the University of Cincinnati. He is also an associate financial advisor at Heick, Hester, Smith & Associates LLC, a private wealth advisory practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, tailored recommendation reports.

Adam Boerger is a financial advisor with Wells Fargo Advisors based in Elsmere, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory role, Boerger has been involved in local softball organizations as an umpire and treasurer. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and tools, providing planning services across multiple specialized areas for clients who meet certain net-worth criteria.

Allen Lesaint is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Zachary Bailey is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including WesBanco Securities, First Financial Bank, Civista Bank, and The Huntington Investment Company. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

James Wilson is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Silver Oak Securities and Avantax Advisory Services. Outside of his advisory role, he is the managing member of a CPA firm providing accounting and tax services, and he is involved in efforts to pass a backyard chicken ordinance in Lakeside Park, KY on behalf of his family. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse investment program options, allowing advisors to implement various portfolio strategies under discretionary and non-discretionary authorities.

Jacqueline Le Voir is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked at Edward Jones for 18 years and operates LeVoir Wealth Management, LLC, a support company through which she conducts her financial planning activities. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting.

Emily Cecil is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 credential and previously worked at Fidelity Investments for six years before joining Edward Jones. 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, supported by a nationwide network of over 23,000 financial advisors and a broad array of affiliated financial services.

Thomas Palmer II is a financial advisor with LPL Financial in Lawrenceburg, IN, holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and currently serves as Vice President and Relationship Manager at Civista Bank. Outside of his advisory role, Palmer is the owner of Silberhorn Health LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Michael Ferris is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Personal and Workplace Advisors since 2018, Fidelity Investments Life Insurance Co. since 2006, and Strategic Advisors, Inc. since 2004. 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages oversight and advisory roles with a focus on systematic methodologies and long-term asset allocation.

Duane Froelicher is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and has been affiliated with Cambridge Investment Research, Inc. since 2004. In addition to his advisory work, he is an independent insurance agent and serves as president of Walden Advisors. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment implementation options through multiple custody and platform arrangements, combining proprietary and third-party strategies tailored to client objectives.

William Carter Jr. is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2008. 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.