Shawn Morris is a financial advisor with Merrill in Miamisburg, Ohio, holding a Series 66 designation and over 24 years of industry experience. He has been with Merrill since 1992. Outside of his advisory role, he serves as a Power of Attorney for non-investment related entities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Cooney is a financial advisor at Osaic with 34 years of industry experience. He previously worked for Woodbury Financial Services for 28 years before joining Osaic in 2024. In addition to his advisory role, he owns Employees Benefits Plus, a business focused on explaining and working with employee benefits and fixed annuities for individuals and small to medium-sized businesses. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes various asset-allocation tools and third-party services to construct portfolios for clients.

Michael Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for eight years and Ameriprise Financial Services, Inc. for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, including discretionary and non-discretionary management alongside model portfolios and research support.

Mark Gallondorn is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been associated with Fidelity and its affiliate brokerage services since 2012. He works for Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it also serves as an advisor to multiple registered investment funds.

Michael Weide Jr. is a financial advisor with Primerica Advisors in West Chester, OH, holding 21 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the mid-2000s and spent three years at DICK's Sporting Goods. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Stephen Hawkins is a financial advisor at Ameriprise with 29 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Hawkins is a part-time radio host covering non-financial topics. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to provide tailored recommendation reports. The firm serves clients with significant investable assets and delivers advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Martini is a financial advisor at Equitable Advisors with 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC for 18 years. Martini also serves as the power of attorney and executor for his mother’s trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes advisory and brokerage/insurance channels to support client recommendations.

Emily Myers is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has worked at Baird since 2019, following prior roles at UBS Financial Services, Wright State University, City of Englewood, and Tractor Supply Company. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and other institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Brendin Flynn is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and having two years of industry experience. He has previously operated his own companies, including FFLYNN LLC, and worked at Techtronic Industries and Amazon. Outside of advisory work, Flynn is involved in real estate through Imperial Realty, LLC, where he focuses on identifying distressed properties for house flippers. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

David Wilkins is a financial advisor with Ameriprise in Centerville, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise since 2015, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with financial advisors.

David Fakes is a CFP® practitioner with 11 years of industry experience, currently affiliated with Charles Schwab in Cincinnati, OH. Prior to joining Charles Schwab in 2025, he held various roles at Fidelity Investments from 2015 to 2025. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment process.

Joshua Meyers is a financial advisor at Edward Jones in Franklin, OH, with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. His prior roles include positions at Logik, Bank of America, Merrill, and LA Fitness. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Amanda Perkins is a CFP® with 16 years of industry experience, currently serving at Charles Schwab in Cincinnati, OH. She has been with Charles Schwab & Co., Inc. since 2009 and Charles Schwab Bank since 2014. Outside of financial advising, she is involved in retail sales of beauty and wellness products and participates in in-home nail fashion sales. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering managed-account and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and provides integrated brokerage, custody, and alternative investment services.

Justin Kattau is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He has held positions at Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, LLC. Outside of his advisory role, he serves as Vice President of a farming business. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Brittanie Washington is a financial advisor at Ameriprise with Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Merrill, Bank of America, Wells Fargo Clearing, and US Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Melissa Smith is a Series 66-licensed financial advisor at UBS Financial Services with 21 years of industry experience. She has been with UBS since 1997. Outside of her advisory role, Smith serves as a Notary Public. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Amanda Salcedo is a financial advisor with LPL Financial in West Chester, Ohio. She holds a Series 66 designation and has been active in the industry since 2024. Prior to joining LPL Financial, she worked at Stevens Investment Group Inc and Stevens & Associates LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual, retirement plan, institutional, and charitable clients through a nationwide network. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

James Dempsey III is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Erin Doherty is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill since 2013 and has concurrently worked at Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Sweeney is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Fidelity Investments, Citi, Bank of America, and Charles Schwab Bank. He has also worked in athletic training and sports facility roles before entering the financial industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and multi-asset investment approach.