Maggie Edwards is a financial advisor at Equitable Advisors with two years of industry experience. She holds the Series 66 designation and is based in Cincinnati, OH. Prior to joining Equitable Advisors, her work experience includes roles at Cincinnati Sports Club and Just Candy, among others. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a variety of advisor models through third-party asset managers and sponsored advisory programs.

Lee Stroop is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he partners with executives to assist them in navigating their executive benefit packages, equity compensation, and wealth planning. Lee provides holistic guidance to clients and their families to help them work toward their retirement and financial goals. He has been with Fidelity Investments since 2018, serving as a Retirement Brokerage Services professional until 2020, then as a Workplace Planning Consultant until 2023, before assuming his current position. Over the course of his career, Lee has developed specialized expertise in executive benefits and retirement planning. Outside of his professional work, Lee enjoys family activities, fishing, hiking, and kayaking.

John Bishop is a Financial Consultant at Fidelity Investments, where he currently partners with clients to develop personalized financial plans that reflect their individual goals and values. He works collaboratively with his team to deliver tailored financial strategies. John has been with Fidelity Investments since 2018, gaining experience in various roles including Investment Consultant, Workplace Planning Consultant at multiple levels, Health Savings Account Specialist III, and Defined Contributions Representative. His professional background encompasses a broad range of financial and investment consulting expertise. In his personal time, John enjoys fitness, football, and traveling.

Maggie Kays is a financial advisor at Equitable Advisors with two years of industry experience. She holds a Series 66 designation and has worked in educational and sales roles at organizations including Kenton County School District, Mary Kay Cosmetics, and Oak Hills Local School District. Kays serves as a board member and lay leader for Florence Christian Church and is a council member at Ryland Heights Elementary School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers services through a network of Investment Adviser Representatives and leverages third-party program sponsors and asset managers for many advisory models.

Jennifer Funk is a financial advisor with MassMutual Investors Services in Cincinnati, OH, holding Series 63 and Series 66 credentials and 29 years of industry experience. She has previously worked at MetLife Securities Inc and Massachusetts Mutual Life Insurance Company. She serves as Treasurer on the board of the Women's City Club in Cincinnati, reporting on the organization's financial stability. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides a range of programs including educational seminars and wrap accounts.

Elijah Liske is a financial advisor at Cetera with the PFS™ designation and one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and has over a decade of experience in accounting and tax services, including roles at Liske & Brunner CPAs, LLC, where he provides tax consulting, compliance, valuation, and CFO services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party investment managers across various program structures.

Richard Martin is a financial advisor at OSAIC with 28 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Securities America Advisors, Inc. and Brecek & Young Advisors, Inc. He also manages a life insurance business offered during client reviews when appropriate. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, providing both brokerage and advisory services through a multi-advisor platform with a model-based investment process and broad program offerings.

Charles Hamad is a financial advisor at LPL Financial with 37 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LPL Financial in 2023, he worked for over three decades at Securian Financial Services, Ascend Financial Services, and Minnesota Mutual Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.

Ava Krieger is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she worked for Lifetime Financial Group and has academic and teaching experience at Miami University and local schools. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of algorithmic methods and AI in research.

Gary Mitchell is a financial advisor with Raymond James Financial in Cincinnati, OH, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. He has been with Raymond James since 2009. Mitchell is also involved in managing a family real estate business that originated from his father’s estate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique advisory arrangements.

Matthew Thorne is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and 14 years of industry experience. He has worked with Equitable Advisors and its affiliates since 2009, including a tenure at Lincoln Investment. Outside of his advisory role, he is involved in hospitality ventures, owning The Bontany Bar and engaging with related businesses in Lebanon, OH. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and nonprofits, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs various advisory models, including third-party TAMPs and firm-offered programs, and offers ERISA fiduciary services to qualified plans.

Peter Henkel is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Pruco Securities. Henkel is also involved in a non-variable insurance agency based in Cincinnati, Ohio. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutions. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Victoria Lake is a Financial Consultant at Fidelity Investments, where she has been serving since 2025. In this role, she helps clients understand their financial picture and make informed decisions by providing straightforward analysis, personalized strategies, and guidance aimed at supporting their long-term goals. Victoria has accumulated a range of experience within Fidelity Investments, having served as a Planning Consultant from 2022 to 2025, a Relationship Manager from 2021 to 2022, and a Financial Representative from 2019 to 2021. This progression reflects her comprehensive expertise in financial consulting and client relationship management.

Saunie Darlington is a financial advisor with Fidelity Investments in Cincinnati, OH, holding a Series 66 license and 11 years of industry experience. She has worked at various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios. The firm also serves multiple registered investment companies and utilizes AI-based research tools and established governance procedures.

Robert Hill is a financial advisor at RBC Capital Markets with 18 years of industry experience. He has held prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Hill serves as a board member of the Clovernook Center for the Blind in Cincinnati, Ohio, where he contributes to business development, fundraising, and investment decisions. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Justin Cox is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. Before joining Equitable Advisors, he worked at Izzy's Inc. as a restaurant server and has held various roles including at proguides.com and the University of Cincinnati. Outside of finance, he has experience in the restaurant industry. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of representatives, utilizing third-party asset managers and advisory programs.

John Drummey is a financial advisor with Robert Baird & Co. in Edgewood, KY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Robert Baird & Co. since 2019 and was previously with Hilliard Lyons starting in 2006. 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, and institutional clients. The group provides 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.

Sean Schaeffer is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. His work history includes roles at Cambridge Investment Research Advisors, Rosselot Financial Group, and Paycor, among others. Schaeffer is also involved with the University of Cincinnati. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies under the Founders Gate Capital brand.

Teela Myers is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Schwab in 2022, she worked at Citibank, Ultimus Fund Distributors, Merrill, Bank of America, Freeman Heyne, and Cetera Advisors. Outside of her advisory role, she works as a delivery driver for DoorDash on a limited basis. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining strategic asset allocation with centralized custody and operational support.

Tyler Schreck is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He collaborates with clients to support their short and long-term financial goals, emphasizing the importance of building lasting relationships. Tyler aims to be a reliable contact for clients, providing assistance in various situations. Prior to his current position, Tyler held several roles at Fidelity Investments, including Relationship Manager (2023-2024), Financial Representative (2022-2023), and Customer Relationship Advocate (2022). Before joining Fidelity, he gained experience at Heartland Bank as a Credit Assistant (2021-2022) and Retail Banking Intern (2021). Outside of his professional work, Tyler enjoys fitness, football, golf, spending time with friends, social events, and caring for pets.