Trenton Rogers is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. Before joining Cambridge, he worked in various roles including freelance landscaping and positions in business interiors and recreation services. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management and utilizes multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Mark Massaro is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of his advisory role, Massaro owned Massaro & Associates, LLC, a legal entity formed for Primerica business purposes, and has been involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Cristina Waugh is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. She holds the Series 66 designation and has worked with Cambridge Investment Research Advisors since 2022. Outside of her advisory role, she is an independent agent involved in Medicare sales and insurance. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Paul Ganim is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He previously worked at Fidelity Investments for 18 years before joining Cambridge in 2017. Outside of his advisory role, Ganim is involved in a brewing company as a passive investor. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services through multiple platforms. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management alongside proprietary model strategies.

Patrick Ryan is Vice President Private Wealth Management Advisor at Fidelity Investments. He has held various roles at Fidelity since 2008, progressing from Defined Contribution Representative I to his current position. Patrick has served wealthy clients and their families for nearly two decades, focusing on developing client relationships and comprehensive financial plans. As a Certified Financial Planner™ Professional, Patrick collaborates with clients and their families to grow, preserve, and distribute wealth according to their unique financial goals. His expertise includes wealth management and financial planning tailored for high-net-worth individuals. Outside of his professional work, Patrick's personal interests include family activities, food, football, golf, parenthood, and traveling.

Patrick Ward is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Money Concepts Capital Corp for 11 years and has operated Ward Financial since 2005. Outside of his advisory work, he is involved with Benefit Planning Inc., conducting seminars and related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using various strategies and operational support tools.

Bill Crawford IV is a financial advisor with LPL Financial based in Cincinnati, Ohio, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JP Morgan Chase Bank, Edward Jones, and Aon. Outside of finance, he is involved as the owner and partner of Aurora Tone Solutions, a company focused on renting musical instruments and equipment. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Peter Swenty II is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at Kestra Advisory, Morgan Stanley, Chase Investment Services, Natcity Investments, and Fidelity. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

John Kline is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 66 designation and seven years of industry experience. His prior firms include Money Concepts Capital Corp and Cambridge Investment Research, Inc. He is also president of Advanced Financial Solutions Group, which provides tax services, and Azure Advisory, a financial coaching firm. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Andrew Acuna is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Deloitte & Touche and held various roles at companies including Kroger and Fifth Third Bank. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of investment adviser representatives, utilizing both proprietary and third-party solutions.

Michael Amos is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. He specializes in assisting executives in navigating and making informed decisions about their benefits. Michael emphasizes listening to clients to understand their individual needs, goals, and values, working to simplify complex financial topics. Michael has extensive experience at Fidelity Investments, having served in multiple roles since 2007. His positions have included Benefits and Planning Consultant for Executive Services, Help Desk staff for Workplace Planning & Advice, Workplace Planning Consultant II, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. He holds a California Insurance License. Outside of his professional duties, Michael enjoys baseball, beach activities, family activities, football, and golf.

Mason Loth is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has worked at R.W. Baird since 2020, following a brief tenure at Hilliard Lyons. Outside of his advisory role, he is employed as a high school basketball official by the Ohio High School Athletic Association. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

David Berube is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies with formal advisory and governance roles.

Gene Shaw is a financial advisor with Cetera in Cincinnati, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Cetera since 2005 and also operates a solo law practice specializing in estate planning, probate, small business, and some tax work. In addition, he sells health insurance and serves as an estate administrator. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Jeff Hodgeman is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he supports Non-Profit and For-Profit business account relationships within Personal Investing (PI) by utilizing the Private Wealth Management service model. His work focuses on educating clients about investment options and products to help them make informed and prudent decisions. Prior to his current position, Jeff served as a Wealth Management Regional Planning Consultant at Fidelity Investments from 2022 to 2026. He brings experience in wealth management and client relationship support within the investment services sector. Outside of his professional responsibilities, Jeff has interests in football, gardening, golf, and outdoor adventures.

Jeffrey Cobb is the Vice President, Wealth Planner at Fidelity Investments, where he has been employed since 2015. In his current role, he partners with clients to understand and organize their comprehensive financial goals, creating customized plans aligned with their values and priorities. He emphasizes forming strong relationships based on integrity, reliability, and collaboration. Jeffrey has held various positions at Fidelity Investments, including Financial Consultant, Investment Management Consultant, Workplace Planning Consultant III and II, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. This progression reflects his extensive experience in financial planning and investment management. Outside of his professional responsibilities, Jeffrey enjoys golf, running, spending time with his pets, and parenthood.

Bobby Bergman is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In his role, he focuses on holistic planning and managing client relationships, working collaboratively to develop strategies that align with clients' personal and financial goals. Bobby has extensive experience within Fidelity Investments, having served in various capacities including SPS Executive Services Specialist, SPS Stock Plan Consultant, Small Business Retirements Specialist, and Equity Trader since 2018. Prior to joining Fidelity, he worked as a Client Relationship Manager at Lifetime Financial Growth and as a Financial Representative at Western and Southern Financial Group. Outside of his professional career, Bobby enjoys baseball, football, golf, hiking, and spending time with his pets.

Denis Hartman is a financial advisor at Robert Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 designations with 37 years of industry experience. He has been with Robert Baird & Co. since 1998. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Joseph Voight is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Baird in 2022, he worked at More Than Money Investment Group LLC and Connect Search LLC. Outside of finance, he was involved with Ziegler Winery from 2020 to 2022. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, leveraging internal research, manager selection, and a combination of discretionary and model-based strategies.

Todd Yawit is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds a Series 63 designation and has been with Cambridge since 2009. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.