Duane Froelicher is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and previously worked at Osaic FA, Inc. He is also an independent insurance agent and serves as president of Walden Advisors. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

William Carter Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2008. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager funds, model portfolios, and other investment products.

Melvin Goss Jr. is a financial advisor with LPL Enterprise, holding the Series 63 and Series 66 designations and bringing 30 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Silver Oak Securities, Inc., and Certified Retirement Resources, Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, corporations, and charitable entities through a network of investment adviser representatives. The firm’s model-driven investment approach incorporates third-party asset managers and discretionary authority for certain portfolios, alongside affiliated trust custody, insurance, and lending services.

Anna Makris is a financial professional at OSAIC with eight years of industry experience. She holds a Series 66 designation and previously worked at Signator Investors Inc. Outside of her advisory role, she operates a clothing consignment business via an online platform. OSAIC Wealth serves a broad range of retail and institutional clients with a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, providing customizable strategies and access to multiple custodial and third-party platforms.

Thomas Rennegarbe is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Fifth Third Securities for eight years before joining LPL Financial in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Durr is a financial advisor with J.P. Morgan Securities in Florence, KY, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior work includes roles at Citigroup Global Markets, A.G.P./Alliance Global Partners, and Home Depot. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative due diligence and may incorporate an ESG eligibility framework.

Robert Schaefer Jr. is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including 21 years at Fifth Third Securities prior to joining Cambridge in 2021. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

Kevin Walsh is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with LPL Financial and has previously worked at Niehaus Financial Services, Commonwealth Financial Network, and Securities America Advisors. In addition to his advisory work, he is involved in tax preparation through Niehaus Tax Services, LLC. 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 financial planning and investment management solutions delivered through a large network of advisors using both proprietary and third-party strategies.

Paxton Thompson is a Series 66-registered financial advisor with Edward Jones in Aurora, IN, with approximately two years of industry experience including multiple tenures at Edward Jones and a brief period at Protective Life. He previously worked at Pearls and had a gap in employment from 2014 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a large network of advisors and branch offices nationwide.

Paul Webster Jr. is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation, Osaic FS, Inc., and Waddell & Reed. Outside of his advisory role, he owns a racehorse and works assembling automobile steering systems. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation, portfolio optimization, and a range of managed account strategies.

Jason Calvert is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2009 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Megean Caldwell is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Cetera and has previously worked at Summit Financial Group and Summit Brokerage Services Inc. Caldwell is also a registered representative for Renaissance Capital Management, where she has been involved since 2012. Additionally, she holds a role as an insurance agent selling life, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a large network of advisors and supports multiple program structures with discretionary and non-discretionary management options.

Jason Eaves is a financial advisor with LPL Financial in Aurora, Indiana, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cetera and Cetera Advisors LLC from 2018 to 2025. He has also served with the City of Monroe Fire Department since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions supported by extensive research and technology platforms.

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.