Anthony Sexton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He previously worked at INVEST Financial Corp. for six years before joining LPL Financial in 2018. Sexton is also involved with Tri-County Assurance Agency, Inc. as an agent in the sales and service of fixed insurance products and has part-time experience in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, emphasizing both discretionary and non-discretionary strategies supported by various operational and research tools.

James Connor II is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at LPL Financial since 2018 and previously spent six years with INVEST Financial Corp. Outside of his advisory role, he serves as president of Tri-County Assurance Agency, Inc., a general insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Michelle Lowe is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 1998 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Philip Schrager is a financial advisor with Ameriprise in Miamisburg, OH, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering with multiple providers. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice based on detailed analysis and proprietary tools.

Matthew Lucas is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2022, following multiple years as a self-employed advisor. Stifel serves a wide range of clients including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides both episodic fee-based financial planning and advisory services, with clients generally retaining discretion over implementation.

Casey Rains is a CFP® with 18 years of industry experience, currently serving at J.P. Morgan Securities since 2014. His prior roles include positions at 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 with a forward-looking capital market approach and includes specialized expertise in derivatives and commodities.

Thomas Blalock Jr. is a financial advisor at UBS Financial Services with Series 63 and Series 65 designations and 41 years of industry experience. He worked at Merrill from 1995 to 2009 before joining UBS, where he has been since 2009. He serves on the board of directors for The Children’s Home of Cincinnati Ohio, focusing on the education of investments for the organization’s endowment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Robert Phebus is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Edward Jones since 2019, following six years at Pruco Securities LLC and The Prudential Insurance Company of America. 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, supported by a large national network of advisors and branch offices.

Trisha Farver is a financial advisor with Ameriprise in Loveland, OH, holding a Series 66 designation and 16 years of industry experience. Her prior work includes roles at The Huntington National Bank and The Huntington Investment Company spanning over a decade. Outside of advising, she owns a retail business called Best You. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies.

Jason Nelson is a financial advisor with LPL Financial in Cincinnati, OH, holding the CFP® designation and Series 66 license. He has 28 years of industry experience, including prior roles at Coordinated Capital Securities, Inc. and Cambridge Investment Research, Inc. In addition to his advisory work, he is a licensed attorney and a public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms.

Michael Abbinante is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their long-term goals, drawing on insights from Merrill and banking solutions from Bank of America. His approach emphasizes a comprehensive understanding of each client's full financial picture and the flexibility to adapt to changing market conditions. Michael's expertise encompasses a range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, liquidity management, personal retirement planning, tax minimization, and retirement income. He holds several professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael earned his bachelor's degree from Wright State University. In addition to his professional work, Michael is committed to community involvement and contributes his time volunteering with local organizations, reflecting the Merrill tradition of service in the communities they serve.

Rachel Buckingham is a financial advisor at Robert W. Baird & Co. with four years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird since 2019, with prior experience at The Ohio State University, the Country Club of the North, and Beavercreek Schools. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations, offering services such as financial planning, portfolio management, and custody and brokerage. Baird employs a mix of manager-traded and model-traded strategies, tax management, and internal research including artificial intelligence, managing approximately $394 billion in assets as of December 2025.

Allen White is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he collaborates with clients to develop financial plans aimed at supporting their financial goals. He has been with Fidelity Investments since 2014, progressing through roles including High Net Worth Service Associate from 2014 to 2016, Workplace Planning Consultant III from 2016 to 2021, and his current position since 2021.

Zachary Hiler is a Series 66-licensed financial advisor at Raymond James & Associates with four years of industry experience. His career includes roles at Raymond James & Associates and Janney Montgomery Scott LLC, as well as experience at the University of Cincinnati and Hiler Company Ltd. Outside of his advisory work, he is a partner at Hiler Marot Investment Group LLP, involved in property acquisition and management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Andrew Randall is a Series 66-licensed financial advisor with Edward Jones in Waynesville, Ohio, where he has worked since 2019. He has seven years of industry experience and previously held roles with Dunn & Bowling, LLC, a KFC franchisee, and Middletown City Schools. Randall is also the managing member of St. Therese Brass, LLC, a music performance group that organizes rehearsals and supports substitute performers through donations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Zachary Weber is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at Baird since 2024. Prior to joining Baird, his work history includes roles at Dorothy Lane Market, Winsupply, and DoorDash. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services that incorporate both traditional and non-traditional investment strategies.

Ronda Garner Cecil is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2013. Her reported outside business activity involves a family-owned auto body shop, in which her husband is a part silent owner; she has no involvement in the business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sebastian Fidder is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and previously spent nine years in full-time education before joining Ameriprise in 2022. Outside of his primary role, he is also involved with BFM & Associates, LLC as an associate financial advisor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Ameriprise Premier Retirement Income service.

Stephanie Kelly is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding a Series 63 designation and 20 years of industry experience. She has been with UBS Financial Services since 2011. 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 combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

David Kay is a financial advisor with LPL Financial in Dayton, OH, holding a Series 63 designation and 40 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation for 10 years. Kay also operates a DBA called The Advisory Group in Dayton. 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.