Anna Makris is a financial advisor with OSAIC in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. Before joining OSAIC in 2018, she worked at Signator Investors Inc and was involved in the clothing business with Kotsovos Fine Apparel. Outside of finance, she sells consignment clothing items online through the Poshmark platform. OSAIC serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services supported by a variety of asset-allocation tools, investment platforms, and third-party managed-account solutions.

Thomas Rennegarbe is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities for eight years before joining LPL Financial in 2021. 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 model portfolios and research from LPL Research and third-party subadvisors.

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 work history includes roles at J.P. Morgan Securities since 2016 and JPMorgan Chase Bank. Prior to his financial services career, he was employed at Home Depot for six years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Robert Schaefer Jr. is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH. He holds the Series 63 and Series 65 designations and has 25 years of industry experience, including 21 years at Fifth Third Securities. He is also active as an insurance agent and operates under the trade name Focus Wealth Management. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, featuring multiple custody and platform arrangements and proprietary as well as third-party model-based 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 credentials and previously worked at Lincoln Financial Securities Corporation for 17 years. Outside of his advisory work, he owns a racehorse and is employed assembling automotive steering systems. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment platforms and employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across multiple asset classes.

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 served with the City of Monroe Fire Department since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from multiple sources.

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 one year of industry experience. He holds the Series 66 designation and has worked at several firms, including CurdCo Wealth Management and MML Investors Services, LLC. Outside of advising, he has experience in the transportation and hospitality sectors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm employs a tailored, non-discretionary advisory approach incorporating risk profiling and modeling tools, and it offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

George Makris is a financial advisor with OSAIC based in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. He has worked with Royal Alliance Associates, Signator Investors, and leads his own firm, Makris Financial Group, where he has been president since 1991. In addition to his advisory work, Makris serves as a voluntary board member of his condominium association in Clearwater Beach, Florida. OSAIC serves a wide range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managed account solutions.

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 Series 63 and Series 66 designations and has been with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative and algorithmic portfolio construction across a broad investable universe. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of algorithmic and AI-driven research methods.

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.

Luke Heidrich is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executive clients to ensure they have a comprehensive understanding of the multiple benefits provided by their employer and integrates these benefits into their overall wealth plans. Heidrich has been with Fidelity Investments since 2006, progressing through various roles including Customer Service Associate I and III Retirement, Retirement Solutions Representative, and multiple consultant positions in Workplace Planning and Guidance before assuming his current position in 2021. This extensive experience has provided him with a solid foundation in retirement solutions and workplace planning. No information regarding his education, credentials, personal interests, or community involvement has been provided.