Jonathan Mandas is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding a Series 63 designation and 17 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities from 2009 to 2017. Outside of his financial career, Mandas volunteers as an assistant coach at Cincinnati Classical Academy, a public charter school. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational seminars to individuals, business owners, trusts, and charitable organizations.

Carla Dresel is a financial advisor with Robert Baird & Co. in Cincinnati, OH, holding a Series 63 credential and 25 years of industry experience. She has worked at Robert Baird & Co. since 2019, following a 20-year tenure at Hilliard Lyons and a year at PNC Wealth Management. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and ongoing manager monitoring.

Ariston Sandoval is a financial advisor at Edward Jones with Series 66 credentials and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Executive Management Services from 2014 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Alexander Tomblin is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Heyman Talent, where he was involved in acting, as well as positions at Union Savings Bank, Merrill, and Homeside Financial LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and model portfolios built from mutual funds, ETFs, and ETPs.

Jacob Gilreath is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His background includes roles with Fidelity Investments and academic positions at the University of Cincinnati and Northern Kentucky University. Outside of finance, he has experience working in the food service industry. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs. The firm serves a diverse client base, including registered investment companies and charitable funds, and incorporates algorithmic methods and AI in its investment process.

Syrrel Wilks is a financial advisor with Raymond James Financial in Milford, Ohio, holding a Series 63 designation and bringing 33 years of industry experience. His prior experience includes 28 years at Edward D. Jones & Co., L.P. Wilks is also the owner and president of Wilks Wealth Planning LLC, a support company based in Milford. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, and supports its clients through various advisory and consulting programs.

William Powers is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Avantax and Securities America, and he has long-standing involvement with his own accounting and insurance businesses. Powers also serves as an insurance agent with the Catholic Order of Foresters. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of advisors, managing over $256 billion in assets.

Michael Kessling is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding a Series 63 designation and possessing 12 years of industry experience. He has been with MML Investors Services since 2014 and with Mass Mutual since 2007. Outside of advisory work, he is involved in several business ventures including life and health insurance sales and real estate investments. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, with a focus on collaborative, goal-oriented financial planning.

Keith Sams is a financial advisor with Robert Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Robert Baird & Co. since 1999. Outside of his advisory role, he performs as a piano player and singer in a cover band called Model Behavior. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management practice serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage services. They tailor advice to client goals and risk tolerances, utilizing a range of investment strategies including traditional and non-traditional allocations.

Jacob Santel is a CFP® professional with nine years of industry experience. He has worked at Edward Jones since 2025 and previously held roles at Fidelity Personal & Workplace Advisors and Fidelity Brokerage Services LLC. Prior to his financial services career, he was employed at Cintas Corporation for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Elaina Stuard is a Series 66-credentialed advisor at Robert W. Baird & Co. in Cincinnati, Ohio, with 36 years of industry experience. She has been with Robert W. Baird & Co. since 2002. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing a mix of manager-traded and model-traded SMA strategies, tax-management, and direct-indexing capabilities.

Rodney Torbush is a Certified Financial Planner® with 11 years of industry experience, currently serving as an advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Ft Thomas, KY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, operating under a fiduciary standard.

Dennis Hill is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 63 designation and 38 years of industry experience. His previous roles include positions at Commonwealth Financial Network and Cornerstone Financial Group, and he is the owner of Hill Financial Strategies, LLC. Outside of advisory work, he is involved in fixed insurance sales and refers business owners to group health insurance providers. 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 advisor resources and technology.

Lisa Wagner is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 66 and Series 63 registrations. Prior to joining Edward Jones in 2023, Wagner worked eight years at Concourse Financial Group Securities and nine years at Protective Life. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

John Meyer is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Meyer Capital Management LLC since 2014. Meyer Capital Management provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as various institutional entities including sovereign wealth funds and state and municipal governments. The firm is notable for its small advisory team combined with a diverse institutional client base and emphasizes confidentiality, ethical standards, and security in its operations.

Timothy Meyer is a financial advisor at Meyer Capital Management LLC in Cincinnati, OH, holding a Series 65 designation with 26 years of industry experience. He has been with Meyer Capital Management, Inc. since 1996. Outside of his advisory role, Meyer is a partner in Athanatos, Ltd., a real estate development and leasing business. Meyer Capital Management provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as institutional entities including sovereign wealth funds and state and municipal governments. The firm is noted for its small advisory team serving a diverse range of institutional clients and its emphasis on confidentiality, ethical standards, and security controls.