Rita Cornett is a Series 66-licensed financial advisor with 27 years of industry experience. She has been with Fifth Third Securities, Inc. and its parent company, Fifth Third, since 2010. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Michael Smith is a financial advisor with Fifth Third Securities, Inc. in Fairfield, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2012. Outside of his advisory role, he is active as a musician in Cincinnati. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Amanda Kingrey is a financial advisor at LPL Financial with three years of industry experience. She holds the Series 66 credential and has held previous roles at the US Census Bureau and Beckett Springs. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jess Bennett is a CFP® professional with 24 years of experience in financial advising. She is affiliated with Cetera and has worked with Artisan Square Financial Group and Ridge Haven Wealth Planning. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party money managers.

Justin Barrett is a financial advisor with Edward Jones in Hamilton, OH, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Color Brite Display from 2014 to 2018. Outside of his advisory role, he hosts trivia events at a bar one night a week. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors and 15,000 branch offices.

Walter Wilson Jr. is a financial advisor with LPL Financial in Hamilton, OH, holding CFP® and ChFC® designations and possessing 24 years of industry experience. His prior roles include work at Waddell & Reed Inc. and operating his own advisory practice. He has also been involved with community organizations such as the Greater Harrison Rotary and Pathways to Home. 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 broad range of financial planning and investment management services, utilizing a variety of advisory platforms and tools across a large network of investment adviser representatives.

Shellie Baugh is a financial advisor with J.P. Morgan Securities in Oxford, OH, holding Series 63 and Series 65 designations and having 22 years of industry experience. She has worked with J.P. Morgan entities since 2004, including multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities through affiliated entities.

Donald Harvey is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using a range of mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jeffrey Flamm is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at Key Investment Services for 13 years before joining Ameriprise in 2025. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, non-discretionary advice based on detailed analysis and proprietary tools.

Henry Hampton is a financial advisor with Thrivent Investment Management in Cedar Grove, IN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Thrivent Financial and its affiliated firms since 2016 and previously spent a year at Global Financial Private Capital, Inc. Hampton serves as a board member for Reach Out Pregnancy Center, a nonprofit organization assisting women and families with pregnancy and family development. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across various financial planning topics without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account services under a consolidated billing option while keeping these services separate.

Melinda Hannah is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with Edward Jones since 2014. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard nationwide.

Matthew Miller is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and several other firms during his career. Miller has no reported outside business activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services, supported by a network of over 23,700 financial advisors and more than $1 trillion in assets under management.

Joshua Miller is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked in various roles at Edward Jones since 2021. Outside of his advisory work, Miller serves as a part-time wrestling coach for Edgewood City Schools and has a background role in acting and modeling. Edward Jones is a full-service wealth management firm that serves individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kassia Cristello is a financial advisor with LPL Financial, holding a Series 63 designation and over 31 years of industry experience. She has been with LPL Financial since 2018 and previously worked at INVEST Financial Corp. and Acordia Personal Insurance Company. Outside of her advisory role, she serves as an office manager for Tri-County Assurance Agency Inc. and is involved with SCOAPE Financial Group. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Lisa Foster is a CFP® with 27 years of industry experience, currently advising at Cetera. Her prior roles include extensive tenures at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. In addition to her advisory work, she owns and operates L.A. Foster, Inc., a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers.

Phillip Abshire is a financial advisor with Edward Jones in Oxford, Ohio, holding a Series 63 designation and with 31 years of industry experience. He has been with Edward Jones since 1995. In addition to his advisory role, Abshire serves on the board of directors for the Oxford Chamber of Commerce and is a member of the investment advisory board for the Oxford Community Foundation. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Andrew Van Erp is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at Ameritas Investment Company and Carillon Investments. Outside of his advisory work, he is involved in independent insurance sales and provides consulting services in insurance and benefits through several business entities. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms and custodians, supports discretionary and non-discretionary management, and develops proprietary model strategies under the Founders Gate Capital brand.

Darrel Cottle is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2017. He has nine years of industry experience, including seven years at Valued Relationships Inc. Outside of advising, he manages several rental properties in Camden, Ohio. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management services through a large network of financial advisors and branch offices across the United States.