Michael Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Ameriprise Financial Services, Inc., and Morgan Keegan & Company, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging a large network of advisors and advanced operational tools.

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 with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked with Axa Advisors, LLC from 2002 to 2020. He also serves as the power of attorney and executor for his mother’s trust. 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’s approach involves assessing client risk tolerance and matching them to advisory models or discretionary managers, using both firm-offered programs and third-party asset managers.

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 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Financial Engines Advisors L.L.C., PNC Wealth Management, Waddell & Reed, and Fidelity. Outside of advisory services, he is the vice president of K and M Acres, a farming business. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions focused on diversified portfolios and long-term results.

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 financial advisor with UBS Financial Services in Springboro, Ohio. She holds a Series 66 designation and has 22 years of industry experience, having been with UBS since 1997. Outside of her advisory role, she serves as a Notary Public and is involved with a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients' goals.

Amanda Salcedo is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. She previously worked at Stevens & Associates LLC from 2015 to 2024 and has been affiliated with Stevens Investment Group Inc since 2024. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

James Dempsey III is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and affiliated entities since 2006, including prior roles at The Huntington Investment Company and Banc One Securities Corporation. 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. Their advisory process incorporates centralized due diligence and combines quantitative and qualitative research to build model asset allocations, often including ESG considerations.

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 two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work history includes roles at Fidelity Investments, Citi, and Bank of America. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by its integrated operational structure and centralized services.

James Blalock is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Ian Sellers is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he held various positions including roles at the University of Cincinnati and PetSmart. Outside of his advisory work, Sellers is involved in reselling collectible trading cards on eBay. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.