Michael Murphy is a Series 66-licensed financial advisor with Ameriprise in Cincinnati, Ohio, and has six years of industry experience. Prior to joining Ameriprise in 2018, he worked at General Cable Corporation and the University of Cincinnati. He is also an associate financial advisor at Heick, Hester, Smith & Associates LLC, a private wealth advisory practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, tailored recommendation reports.

Adam Boerger is a financial advisor with Wells Fargo Advisors based in Elsmere, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory role, Boerger has been involved in local softball organizations as an umpire and treasurer. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and tools, providing planning services across multiple specialized areas for clients who meet certain net-worth criteria.

Allen Lesaint is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Zachary Bailey is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including WesBanco Securities, First Financial Bank, Civista Bank, and The Huntington Investment Company. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

James Wilson is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Silver Oak Securities and Avantax Advisory Services. Outside of his advisory role, he is the managing member of a CPA firm providing accounting and tax services, and he is involved in efforts to pass a backyard chicken ordinance in Lakeside Park, KY on behalf of his family. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse investment program options, allowing advisors to implement various portfolio strategies under discretionary and non-discretionary authorities.

Jacqueline Le Voir is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked at Edward Jones for 18 years and operates LeVoir Wealth Management, LLC, a support company through which she conducts her financial planning activities. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting.

Emily Cecil is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 credential and previously worked at Fidelity Investments for six years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and a broad array of affiliated financial services.

Thomas Palmer II is a financial advisor with LPL Financial in Lawrenceburg, IN, holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and currently serves as Vice President and Relationship Manager at Civista Bank. Outside of his advisory role, Palmer is the owner of Silberhorn Health LLC, a non-investment-related business. 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 discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Michael Ferris is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Personal and Workplace Advisors since 2018, Fidelity Investments Life Insurance Co. since 2006, and Strategic Advisors, Inc. since 2004. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages oversight and advisory roles with a focus on systematic methodologies and long-term asset allocation.

Duane Froelicher is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and has been affiliated with Cambridge Investment Research, Inc. since 2004. In addition to his advisory work, he is an independent insurance agent and serves as president of Walden Advisors. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment implementation options through multiple custody and platform arrangements, combining proprietary and third-party strategies tailored to client objectives.

William Carter Jr. is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Carole Cottingham is a financial advisor at Edward Jones with six years of industry experience, holding a Series 66 credential. She previously worked at Edward Jones from 2005 to 2022 and returned in 2022. Outside of her advisory role, she serves as a board member of the Ripley County Community Foundation and teaches yoga weekly. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices.

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.

Scott Brooks is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 1996 to 2020. Brooks owns and operates an LLC that provides support services and payroll administration for his Ameriprise practice. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary retirement income recommendations, primarily for clients maintaining assets in Ameriprise Managed Accounts.

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.

Francis Gabriel Amador is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held roles at Unum and Boyne Resorts, and has experience in educational settings including multiple schools and a university. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and annual advice utilizing proprietary research and third-party data.

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.