Amanda Gulasy is a financial advisor with Ameriprise in West Chester, OH, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored recommendations through a centralized consulting team.

Gavon Baker is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at Chase Bank, Walmart, Chick-fil-A, and Gordon Lumber, alongside periods of full-time education. Charles Schwab & Co., Inc. serves a large client base of 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

John Witt is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He has worked at Avantax Advisory Services and Long, Schaefer & Company Inc., where he also serves in accounting and wealth management support roles. Witt has experience providing tax and business planning services as well as assisting with retirement plan administration. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Justin King is a financial advisor with Primerica Advisors, holding a Series 63 designation and 11 years of industry experience. He has worked with PFS Investments Inc. since 2013 and with Primerica Financial Services since 2009. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its advisory services.

Jeffery Seifert is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Prior to Fidelity, he was employed at TD Ameritrade and Ameriprise. Fidelity’s Strategic Advisers LLC segment provides investment management and advisory services to various clients, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, a broad investable universe, and its advisory role to multiple registered investment companies.

Grant Lanham is a financial advisor at Charles Schwab in Cincinnati, OH, holding a Series 66 credential with one year of industry experience. His prior work includes roles at Prudential Financial, LPL Enterprise, and Charles Schwab Bank, SSB, as well as self-employment and positions in education. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary and discretionary investment management, supported by a large-scale, integrated operational structure.

Jarred Hoctor is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. Prior to his current role, he worked in the automotive and retail sectors, including positions at Mercedes Benz of Cincinnati and Autozone. He also engages in sales of investment-related and home-related products through affiliated companies. Primerica Advisors provides 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 utilizes model-based investment strategies managed by unaffiliated asset managers and supports accounts through custodial and trade execution services from BNY Mellon Advisors and Pershing.

Robert Baker is a CFP® professional with 12 years of experience in the financial services industry. He is currently with J.P. Morgan Securities and has held prior roles at Western & Southern Financial, PNC Bank, TD Ameritrade, and Fidelity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes an ESG eligibility framework.

Adam Flanagan is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at Fidelity Investments and FIDELITY Brokerage Services LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and uses algorithmic portfolio construction, incorporating AI techniques and formal governance procedures.

Michael Diorio is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Primerica Advisors since 2001 and concurrently works at CCC Information Services Inc. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses an operational model featuring tiered wrap fees and delegated trading managed by BNY Mellon Advisors.

Seung Mishler is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 15 years. Mishler also maintains a financial planning support business under the name Mishler Financial Planning. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Aaron Brown is a financial advisor with J.P. Morgan Securities in West Chester, OH, holding a Series 66 designation and over 21 years of industry experience. His career includes extensive tenure at Bank One and JPMorgan Chase Bank, N.A., alongside multiple periods at J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

David Kurtz is a financial advisor with Equitable Advisors in Hamilton, Ohio, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a range of advisory models, including third-party TAMPs and discretionary portfolio management through its SAM program, and provides ERISA fiduciary services for qualified plans.

Matthew Rupe is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and nine years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Rupe is co-owner of Vertical Advantage Helicopters, where he serves as a pilot and flight instructor. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance product sales through affiliated entities.

John Weigel is a financial advisor with LPL Financial, holding a Series 66 credential and 28 years of industry experience. He has worked at LPL Financial since 2008 and was previously employed at Fifth Third Securities, Inc. from 2005 to 2008. In addition to his advisory role, he operates a business entity for tax and investment purposes. 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 provides a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Larry Bowling is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 44 years of industry experience. He has worked with MML Investors Services, Inc. since 1988. Outside of his advisory role, he is also involved in life, health, and dental insurance sales. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements.

Joshua Manners is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Morgan Stanley Smith Barney, and Ultimus Fund Solutions. Based in Cincinnati, OH, he joined Charles Schwab in 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by strategic asset allocation models and centralized custody and supervisory arrangements.

Eric Mills is a financial advisor with Primerica Advisors in West Chester, OH, holding 10 years of industry experience. He has worked with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jeffrey Murphy is a financial advisor with Primerica Advisors in Springdale, OH, holding 11 years of industry experience. He has worked at Primerica Advisors since 2015 and has additional experience with Primerica Financial Services dating back to 2014. Outside of his advisory role, he receives non-investment related compensation through referrals of home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and utilizes model-driven investment strategies supported by third-party asset managers and custodians.

Ajna Ahir is a Series 66 licensed advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan in 2025, Ahir held positions at Merrill and Bank of America from 2021 to 2025, and had earlier roles in the technology and financial sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, with recommendations that may incorporate ESG criteria.