Charles Locy is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with MML Investors Services and MassMutual since 2011. Outside of his advisory role, he owns Mature Strategies, LLC, an agency focused on individual life, health, Medicare, Medicaid, and disabled veterans benefits, and he is also an author through this venture. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing annual, collaborative planning engagements using firm-approved analytical tools.

Dennis Fehlinger is a financial advisor at Edward Jones in Cincinnati, OH, holding the CFP® designation and Series 63 license with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Christopher Dolle is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as a board member for a condominium association in Longboat Key, Florida. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management solutions, utilizing a range of firm-offered programs and third-party managers. The firm’s approach includes matching clients to program models or discretionary managers and providing ERISA fiduciary services through credentialed representatives.

Alexander Mac Phail Fausey is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds the Series 66 designation and serves as an online adjunct professor at Cedarville University. Outside of his advisory role, he assists with inventory management and website development for his spouse’s crocheted goods business and is a worship leader at Lightpoint Church. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a wide range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Michael Nienaber is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Investment Solutions Representative, and Investment Consultant. Michael focuses on forming strong relationships with clients and their families, aiming to provide trusted and reliable financial planning guidance. His expertise includes various aspects of financial consulting and investment services developed through his continuous roles at Fidelity. Michael emphasizes partnership with clients to navigate the complexities of financial planning. Outside of his professional life, he enjoys family activities, gardening, golf, hiking, outdoor adventures, and skiing.

Lucas Mcomber is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at various Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Coleman Goldsmith is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 63 license and 33 years of industry experience. His prior roles include positions at Citigroup Global Markets, Raymond James & Associates, and multiple wealth management and securities firms. Outside of advisory roles, he is involved in selling long-term care insurance policies. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as 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 access to third-party advisers and proprietary model strategies.

Ajdin Dropic is a Series 66-licensed financial advisor with Mass Mutual Investors Services in Cincinnati, Ohio, with 23 years of industry experience. He has been with MML Investors Services since 2016 and MassMutual since 2015. Outside of his advisory role, he serves as the junior varsity soccer head coach at Villa Madonna Academy and is the board president for the Northern Kentucky Clippers swim team. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Daniel Tewes is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2013. He partners with high-net-worth clients to assist them in making informed decisions regarding their financial plans. His work involves helping clients consider appropriate investment strategies aligned with their future goals, including tax-efficient investing and estate planning considerations. He also specializes in building customized retirement plans to ensure that all aspects of clients' financial profiles are properly structured. Daniel's career with Fidelity Investments began in 2004, progressing through roles including Workplace Investing Customer Service, Personal Investing Trading, and Financial Consultant before assuming his current vice president position. He holds a California Insurance License. Outside of his professional responsibilities, Daniel's interests include baseball, family activities, social events with friends, outdoor adventures, and parenthood.

Kayla Grimslid is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years. Outside of her advisory role, she is involved with Schuring Farms Inc., an agricultural business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Stephanie Brown is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2010. She has been with Fidelity for 25 years, during which she has held various positions including Financial Consultant, Investment Consultant, Relationship Manager, and roles in Service and Trading. Prior to her current role, she also served as a Wealth Advisor at Fifth Third Bank from 2004 to 2005. Throughout her career, Stephanie has partnered with clients and their families to create and monitor financial plans aimed at pursuing their financial objectives and freedom. Her work leverages Fidelity's planning resources, investment strategies, and technology to support client goals. Outside of her professional responsibilities, Stephanie enjoys reading, running, and traveling.

Andrew Tate is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Before entering the financial services sector, he served five years in the United States Army and has experience running Tate Welding LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations, using tailored, non-discretionary planning and investment consulting supported by analytical tools and risk profiling.

Andrew Schweitzer is a PFS™ credentialed advisor with Cetera, bringing one year of industry experience. He also serves as president of an independent property and casualty insurance agency and an independent CPA firm offering tax compliance and financial statement services. Schweitzer has a background that includes prior roles at Avantax Advisory Services and longstanding leadership of his own business entities in insurance and tax services. Cetera Investment Advisers LLC is an SEC-registered firm providing advisory services through a nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning solutions across multiple program structures.

Ellen Chadwick is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2024. She collaborates closely with Wealth Management Advisors to build strong client relationships and understand the priorities of clients and their families as they pursue their lifetime goals and legacies. Ellen has been with Fidelity Investments since 2016, progressing through roles including High Net Worth Associate, Financial Representative, Relationship Manager, and Planning Consultant. Her experience spans various facets of wealth management, enabling her to support clients effectively in their financial planning needs. Outside of her professional work, Ellen has interests in cooking and baking, family activities, fitness, hiking, parenthood, and traveling.

Alexander Peak is a financial advisor with Equitable Advisors in Cincinnati, OH. He holds the Series 66 designation and has one year of industry experience. His prior work history includes roles at Tri State Parking, Ohio State University, and Planet Fitness. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a variety of advisory models primarily through third-party sponsors and focuses on matching clients with appropriate program models or discretionary managers.

Mark Mechley is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Advisors since 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services through a large network of advisors. The firm provides tailored planning in areas such as retirement, education, and business-owner transition, utilizing proprietary research and planning tools.

Donovan Donohoo is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has six years of industry experience, including previous roles at Edward Jones and Milford Winnelson. Outside of financial advising, he owns and operates a personal farm in Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary advice to client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Landen Long is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. He has worked at Fidelity Investments since 2024 and previously held positions at Charles Schwab and the University of Cincinnati. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Thomas Widener is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at The O. N. Equity Sales Company, J.J.B. Hilliard, W.L. Lyons, LLC, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Corey Fogel is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Equitable Advisors since 2018. His prior work includes roles at Axa Advisors, Fidelity, and Merrill. Equitable Advisors serves a wide range of clients, including individuals and institutional entities, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes a client-specific approach that matches personal and plan information with advisory models, utilizing both proprietary and third-party investment solutions.