Stephen Eadicicco is a financial advisor at Edward Jones with one year of industry experience. He previously worked for 12 years at 84.51. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Kaitlin Schaengold is a Series 66-licensed financial advisor with Ameriprise in Cincinnati, OH, and has seven years of industry experience. She has been with Ameriprise and its affiliate since 2010. Schaengold serves on the Board of Directors of Solomon Professional Services, LLC, where she is also an Associate Financial Advisor involved in financial planning and client service. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional advisor.

Todd Haacke is a financial advisor with Stifel based in Blue Ash, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Citigroup Global Markets. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ralph Teppe is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Securities America Advisors, NEXT Financial Group, SII Investments, and FSC Securities Corporation. Teppe also operates Teppe Financial Service, a DBA linked to his LPL business. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

Michele Behling is a CFP®-certified financial advisor with Stifel, located in Blue Ash, OH, and has 16 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Morgan Stanley and Citigroup Global Markets. Outside of advisory work, she owns and designs products for an online clothing and home goods business called CheleAllaModa. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and wrap programs. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Shandrika Bryant is a financial advisor with Primerica Advisors in Springdale, OH, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been associated with Primerica Advisors since 1998 and Primerica Financial Services since 1997. Outside of her advisory role, she manages bookkeeping services through a self-employed business and has involvement in non-investment related sales and loan product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies managed by third parties and supports a range of tactical and strategic portfolio options, with a focus on advisory services delivered by a large network of financial advisors.

Philip Murphy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000 and is also associated with Torchlight Financial Group. In addition to advisory services, he is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers, supported by discretionary separately managed accounts and trade execution services.

Michael Redelman is a financial advisor with Charles Schwab in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Charles Schwab since 2006 and Charles Schwab Bank, SSB since 2014. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational oversight.

Kerrie Lydell is a financial advisor at Edward Jones with over 21 years of experience in the industry. She holds a Series 66 designation and is based in West Chester, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,000 financial advisors, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrew Van Erp is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at Ameritas Investment Company and Carillon Investments. Outside of his advisory work, he is involved in independent insurance sales and provides consulting services in insurance and benefits through several business entities. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms and custodians, supports discretionary and non-discretionary management, and develops proprietary model strategies under the Founders Gate Capital brand.

Kevin Steel is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to implement, monitor, and maintain financial plans. His approach ensures that these plans support clients' goals and adapt to changing market conditions and personal circumstances. Kevin's career at Fidelity Investments began in 2006 as a Premium Services Representative. Over the years, he has held several roles including Financial Representative, Private Client Specialist, Investment Consultant, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2019. This progression reflects his extensive experience within Fidelity and expertise in financial planning and client relationship management.

Ryan Szymanski is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at The Huntington Investment Company, Fifth Third Bank, and JPMorgan Securities LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lane Padgett is a CFP® with eight years of experience in the financial services industry. He is currently with Charles Schwab and Co., Inc., having worked there since 2022, following prior roles at TD Ameritrade, Citi Bank, Fidelity Brokerage Services, and other firms. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and integrates brokerage, custody, and advisory services within a centralized operational structure.

Christopher Stiver is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at LPL Financial since 2013 and previously spent five years at Ameriprise. Outside of his advisory role, he is involved with Huck Venture, an online seller of apparel and accessories. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services and supports its network of advisors with research, technology, and institutional platforms.

Amanda Michael is a financial advisor at LPL Enterprise with Series 66 credentials. She has one year of industry experience. Outside of her advisory role, she has held positions in the hospitality sector, including at Montgomery Inn Boathouse. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment approaches with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust and lending services.

Michelle Reynolds is a financial advisor at Primerica Advisors in Cincinnati, OH, holding Series 65 and Series 63 licenses with seven years of industry experience. Prior to joining Primerica in 2019, she worked at Burke, INC for three years and spent over two decades at Cengage. She is currently involved with the West Chester Liberty Chamber Alliance. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm employs model-based strategies developed by third-party asset managers and supports account custody and trade execution through established partners.

Jacob Bohanan is a financial advisor with Primerica Advisors in Springdale, Ohio, holding a Series 63 designation and four years of industry experience. His work history includes roles at Torchlight Financial Group, PFS Investments Inc, Primerica Financial Services, and The Christ Hospital. He also serves in the United States Air Force, where he has been active for ten years. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Anne Beavan is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 63 designation and 17 years of industry experience. She has been with Ameriprise and its related entities since 2009. Outside of her advisory role, she is employed through BFM & Associates, LLC, a franchise of Ameriprise Financial Services. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax efficiency and income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Heather Michael is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and 39 years of industry experience. She previously worked at Pruco Securities, LLC for 33 years and has been affiliated with Prudential Insurance Company of America for 35 years. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Robyn Urig is a financial advisor with Primerica Advisors in Springdale, OH, holding a Series 63 designation and nine years of industry experience. She has worked with multiple firms including Torchlight Financial Group and PFS Investments Inc. Outside of investment advising, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management services primarily through its Lifetime Investment Program, which offers model-driven strategies and separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of model offerings.