Richard Tapke III is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Robert W. Baird & Co. since 2015. Tapke serves as Treasurer and Board Member of the Matthew Mangine Jr Foundation and is an Investment Committee Member at Deaconess Associations Incorporated. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both internal research and strategic partnerships to support client advice.

Ruth Mcroy is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 22 years of industry experience. She has held roles at Primerica Advisors since 2004 and is also involved with several other companies, including Hamilton Vaultronics and Advanced Fiber Optic Services Inc. Outside of her advisory work, she receives compensation for referrals of home security and automation products through Primerica-affiliated firms. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as wrap-fee solutions rather than institutional plan management.

Michael Kessling is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 40 years of industry experience, having worked at Mass Mutual Investors Services since 1985 and with Massachusetts Mutual Life Insurance Company since 1982. In addition to his advisory role, he is involved as an owner and agent in The Kessling Financial Group, which offers life, group life, group health, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including wrap and money-manager options and conducts educational seminars.

Benjamin Little is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 license and nine years of industry experience. Prior to joining Raymond James in 2024, he worked for Edward Jones for seven years and LEONI Wiring Systems for five years. Outside of his advisory role, he manages an agricultural business, Son of Little Farms, and operates a support company, Red Bird Wealth Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs risk profiling and modeling tools to support client goals, with specialized municipal and public-finance services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Christine Engelkamp is a financial advisor with Raymond James Financial, holding a Series 63 designation and 14 years of industry experience. She worked at Edward Jones for 21 years before joining Raymond James Financial Services Advisors in 2021. Engelkamp is also an associate at Wilks Wealth Planning, where she supports branch operations. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to help illustrate potential investment outcomes.

Darrin Mcaninch is a CFP® with 33 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. Prior to this, he spent over three decades with Lincoln Financial Advisors Corporation. He is a board member of his local homeowners association, where he assists in selecting service providers and addressing resident issues. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach is model-based, focusing on asset allocation, portfolio optimization, and risk management, with a notable scale and complex affiliate network.

Edward Freese is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several Fidelity entities since 2001, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Prior to that, he spent a year at Fisher Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, often employing affiliated or unaffiliated sub-advisers to manage portfolios systematically.

Rae Isaacs is a financial advisor with Robert W. Baird & Co. based in Ft Wright, KY, holding a Series 66 designation and having 26 years of industry experience. Isaacs has been with Robert W. Baird & Co. since 2007. Isaacs is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services using a range of strategies, including traditional and non-traditional investments, with options for discretionary management and overlays.

Dennis Sweeney is a financial advisor with LPL Financial in Cincinnati, Ohio, holding a Series 63 designation and bringing 56 years of industry experience. He has been with LPL Financial since 2000 and has operated Dennis J. Sweeney Co. since 1970. Outside of advisory services, he is also an independent insurance agent with Sweeney & Associates. 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 a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology tools while overseeing more than $819 billion in discretionary assets.

Thomas Walsh is a CFA® charterholder affiliated with Cambridge Investment Research Advisors in Cincinnati, OH, with 38 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2011 and previously spent six years at Tower Square Securities. Outside of his advisory work, Walsh is president of Walsh Asset Management, an independent insurance agency, and serves as a trustee and board member of the Hyde Park Golf and Country Club. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals. The firm offers discretionary and non-discretionary management across multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Meghan Snouffer is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she partners with clients and their Private Wealth Management Advisors to build strong relationships and develop personalized financial plans that align with clients' goals, situations, and family dynamics. Meghan has been with Fidelity Investments since 2015, progressing through various roles including Client Service Associate, Relationship Manager, and Planning Consultant before assuming her current position in 2023. This experience has provided her with a comprehensive understanding of wealth management and client service. Further details about Meghan's education, credentials, personal interests, or community involvement have not been provided.

Antonio Robinson is a financial advisor with J.P. Morgan Securities based in Cincinnati, OH, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Fifth Third Bank, and various companies outside the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured program emphasizing written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Thomas Buchheit is a CFP® and ChFC® with 39 years of industry experience. He currently works at Osaic Wealth, joining the firm in 2024 after 37 years at Fortis Investors, Inc. / Woodbury Financial Services, Inc. Outside of his advisory role, he is a partner at CIC Agency Inc., which sells and manages property insurance, and serves as a counsel member for Saint Thomas More Parish. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation, portfolio optimization, and supports discretionary and advisor-managed strategies through a multi-advisor platform.

Rachel Auxier is a financial advisor with Fidelity in Cincinnati, Ohio, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has been with Fidelity Investments since 2006, including seven years at Fidelity Personal and Workplace Advisors prior to her current role starting in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Megan Sarnecki is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at various divisions within Fidelity since 2016. Additionally, she has been affiliated with Ferris State University since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jill Salzarulo is a Wealth Management Planning Consultant at Fidelity Investments, specializing in supporting high net worth clients. She has held various roles within Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, Stock Plan Consultant, Stock Plan Associate, and Customer Relationship Advocate. This progression reflects her comprehensive experience in client relationship management and financial planning within the wealth management sector. Her professional journey at Fidelity Investments has equipped her with expertise in financial planning and client services tailored to meet the needs of high net worth individuals. Outside of her work, Jill has interests in art, the beach, social events with friends, movies, theater, and yoga.

Vance Copenhaver is a financial advisor with LPL Enterprise LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked for Pruco Securities, LLC and Prudential Insurance Company of America for 20 years. Outside of his advisory role, he is involved in horse training on a farm in Batavia, OH. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. Their investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and they offer financial planning, access to third-party asset managers, and participation in a wrap fee program.

Aran Coughlan is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work history includes roles at Malone Workforce Solutions, Invicta Stores LLC, Turbodebt LLC, and earlier tenure at Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm combines proprietary research with quantitative and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs while overseeing affiliated and unaffiliated sub-advisers.

Anthony Cook Jr. is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Cartridge Brewing and Trinity Pension Consultants. Outside of advising, he has experience as an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Ryan Grote is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Cambridge since 2017 and previously held roles at INVEST Financial Corp, Whitehall Financial Services, Kms Financial Services, and Fidelity. Grote is also involved in managing his own business entity, Grote Accumulation Strategy. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various platform options and proprietary model strategies while supporting both discretionary and non-discretionary management approaches.