Louis Vennefron is a financial advisor with Thrivent Investment Management in Florence, KY, holding a Series 66 designation and two years of industry experience. Prior to his current role, he was self-employed for three years and has worked at companies including BI Worldwide and Amazon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning without discretionary trading authority. The firm offers a consolidated billing option combining planning and managed-account services while maintaining them as separate engagements.

Adam Bandenburg is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked with MML Investors Services, LLC, MassMutual Life Insurance Co, and other firms. Outside of advising, he has been involved with several local businesses and organizations, including University of Cincinnati and Mio's Pizzeria Pub. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and has a municipal advisor affiliation that supports its public finance operations.

George Makris is a financial advisor with Osaic based in Cincinnati, OH, holding Series 63 and Series 66 licenses and over 41 years of industry experience. He has served as president of Makris Financial Group since 1991 and has worked at Royal Alliance Associates and Signator Investors. Outside of advising, he holds a voluntary board member position for a condominium association and operates a sole proprietorship selling life insurance. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with asset allocation, portfolio optimization, and a variety of programs such as Unified Managed Accounts and third-party manager options.

Patricia King is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory role, she owns and operates Patty Bakes Cookie Co, a bakery specializing in custom-decorated sugar cookies for events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and is notable for its extensive retail advisor network and additional capabilities such as trust services and securities-based lending.

Michael St. John is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, its role as a commodity pool operator, and its advisory services to registered investment companies.

Michael Matus is a financial advisor with Ameriprise in Hebron, KY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Charles Wimsatt is a financial advisor with Cetera who holds a Series 66 designation and has 28 years of industry experience. He has been associated with Cetera and its related entities since 2019 and previously worked at Summit Financial Group and Summit Brokerage Services. In addition to his advisory role, he serves as president of Renaissance Capital Management, Inc., where he is involved in management and administration, and participates in a tax preparation business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers, supporting various program structures and custodial relationships.

Brian Bushman is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 18 years before joining Ameriprise in 2023. Outside of his advisory role, he owns Bushman Financial LLC, through which he manages his Ameriprise business. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.