Josh Schneider is a Planning Consultant at Fidelity Investments, where he supports advisors in helping clients and their families create personalized financial plans. He has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Workplace Planning Consultant before assuming his current position in 2024. Throughout his tenure, Josh has developed experience in various aspects of financial planning and client relationship management. His work focuses on assisting advisors to deliver tailored financial strategies to meet the unique needs of clients. No additional information about his education, credentials, personal interests, or community involvement has been provided.

David Spindle is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at J.P. Morgan Chase Bank and AXA Advisors, among other firms. 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 supported by a centralized manager solutions team and includes broader capabilities in derivatives and commodities.

Celestina Curiel Robb is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 34 years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and Waddell & Reed. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

Amber Thoerner is a financial advisor at Robert W. Baird & Co. in Cincinnati, OH, with 10 years of industry experience and a Series 66 designation. She has been with Robert W. Baird since 2015. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers 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.

Bryan Barker is a Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity for 19 years, working in various roles including Investment Consultant and Financial Representative before his current appointment. Bryan's work focuses on helping clients and families pursue their financial goals. Throughout his tenure at Fidelity, Bryan has developed a professional approach centered on dedication and integrity, emphasizing client-focused service. His experience spans multiple facets of financial consulting and investment advising within the organization. Outside of his professional duties, Bryan has interests in golf, outdoor adventures, and traveling.

Augustus St Clair is a financial advisor with Edward Jones in Milford, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Western & Southern Financial Group and Blue & Co., LLC. 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, supported by a nationwide network of more than 23,000 financial advisors.

David Satterwhite is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 21 years. He also operates a tax preparation business, NTAX LLC, in Terrace Park, Ohio. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Marc DeMain is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity Investments since 2007, progressing through roles including Financial Representative from 2007 to 2012, Investment Solutions Representative from 2012 to 2014, and currently serving as a Benefits & Planning Consultant since 2014. Prior to joining Fidelity, he worked as a Production Coordinator at Cox Financial Corporation from 2005 to 2007. Marc focuses on helping clients understand their options in personal investing and aims to maximize their workplace benefits. He is driven to assist clients in constructing financial plans that enable them to concentrate on the activities most important to their families.

Jonathan Lusk is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. He has five years of industry experience, including roles at LPL Financial, Dillhoff Financial Services, and Westminster Financial Services. Prior to entering finance, he worked for eight years at Legacy Christian Academy. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers customized financial planning and portfolio management services, using a range of strategies from traditional equity and fixed-income allocations to more complex approaches including private funds and real assets.

Christine Pipes is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She partners with clients to develop financial plans tailored to their families' needs, goals, and preferences. Christine has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Workplace Planning & Guidance Consultant. Prior to joining Fidelity, she worked as a Financial Consultant at First Investors in 2015. Her experience spans various aspects of financial consulting, supported by Fidelity's tools and resources and a team of support specialists.

Larry Weber is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. He is currently with Ameriprise, having returned in 2026 after prior roles at The Huntington Investment Company, PNC Wealth Management, and Key Investment Services LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement planning advice centered on dependable income and tax-aware withdrawal strategies.

Monica Black is a Series 63-licensed financial advisor with Primerica Advisors, where she has worked since 1996. She has 29 years of industry experience, including extensive tenure with Primerica Financial Services beginning in 1995. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Adam Norman is a financial advisor with Equitable Advisors in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has held positions at several firms, including AE Wealth Management, LLC and Conservative Financial Solutions, since 2024. Prior to entering the financial industry, he worked in education at Indiana Wesleyan University and Milan Community School. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm focuses on matching clients to investment models and discretionary managers, utilizing both proprietary and third-party solutions.

Michael Bisbe is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for 18 years before joining Raymond James in 2021. Outside of advisory work, he owns an interest in a birthing center and has business ownership roles in several LLCs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and maintains unique offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Christopher Dolle Jr. is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at AXA Advisors, LLC, and VelocityEHS. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing various advisory programs, third-party managers, and fiduciary services for qualified plans.

Andrew Williams is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at J.P. Morgan Securities from 2012 to 2023 and Miami Valley Christian Academy in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Billy Volk is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 2010, serving in various roles including Investment Consultant, Retirement Solutions Representative, and Investment Sales Representative. Prior to joining Fidelity, he worked as a Client Service Associate at Citi Smith Barney and Citigroup from 2006 to 2010. In his role, Billy focuses on building lifetime relationships with families to understand their short and long-term financial visions. He partners with clients to identify potential obstacles and develop plans to address them. His professional experience spans investment consulting, retirement solutions, and client service. Outside of his professional career, Billy enjoys family activities, exploring food, and football.

John Dimauro is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 66 designation and 12 years of industry experience. Prior to joining Cambridge Investment Research in 2018, he worked at Robert W. Baird & Co. for four years. Outside of his advisory role, he is a member of a musical band called The Ukulele Brothers and owns a retail sales business named Wags Bags. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Emily Cattran is a Planning Consultant at Fidelity Investments, where she supports advisors in addressing clients' financial planning and investment needs. She focuses on fostering strong client relationships and ensuring a personalized experience tailored to each client's financial journey. Emily's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, where she worked from 2021 to 2024. Prior to that, she was a Practice Coordinator at Lincoln Financial Advisors from 2017 to 2021. Outside of her professional life, Emily enjoys fitness, social events with friends, and outdoor adventures.

Cory Cochran is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and Uber. He serves as a volunteer troop leader for Girls Scouts Troop 1432. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a broad range of individual and institutional clients, including pension and charitable organizations. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.