Sydney Johnson is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Sydney held positions at Stevens Investment Group, CASTO Residential, and Village Green Management. 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 supported by extensive resources and technology across a large network of advisors.

Afetsi Aidam is a financial advisor with Charles Schwab in Cincinnati, OH, holding a Series 63 designation and possessing 21 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2007. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Grant Kelly is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he operated Kelly Landscaping for four years and was a full-time student for six years. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Tyler Hardtke is a CFP® with nine years of industry experience. He is currently with Charles Schwab, where he has worked since 2021, and previously was with Fidelity Investments from 2017 to 2021. Outside of his advisory roles, he has experience with Beat the Streets-Cleveland and ran a business called Thirsty Parrot from 2015 to 2017. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab operates a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized supervisory and custody arrangements.

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.

Brandon Miller is a CFP® professional with 17 years of experience in the financial services industry. He is currently an advisor at Ameriprise and has held previous roles at The Huntington Investment Company and Fifth Third Securities. Ameriprise Financial Services is a diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jonathan Allen is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services, U.S. Bancorp Investments, and US Bank. Outside of Ameriprise, he serves as an Associate Financial Advisor at BFM & Associates, advising clients on financial planning and investment strategies. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and emphasizes the use of proprietary funds and algorithmic automation in its approach.

George Greenert is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including The Huntington Investment Company, Key Investment Services, and PNC Investments. 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 Premier Retirement Income service.

Daniel Damore is a financial advisor with Ameriprise in Westchester, Ohio, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked primarily with Ameriprise and its affiliated entities since 2007, with brief roles at Key Investment Services, LLC. Outside of his advisory role, he is involved in ownership and management of investment-related businesses including Alan Loop Holdings, LLC and Walsh Legacy LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through a structured Recommendation Report and ongoing advice, supported by proprietary research and algorithmic tools.

Eugene Peters is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 1993. Outside of his advisory role, he prepares tax returns and supervises interns and staff at Hartlaub CPA Advisory Group. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Michael Broughton is a Series 66-licensed financial advisor with Ameriprise, where he has worked since 2000, including six years at the current firm entity. He has 26 years of industry experience. Outside of his advisory role, he is an owner and board member of BFM & Associates, LLC, a financial planning practice he operates with partners. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports, supported by a centralized retirement-income consulting team.

Suzanne Short is a financial advisor with Raymond James Financial in Cincinnati, OH, holding Series 63 and Series 66 designations and 25 years of industry experience. She has worked at Raymond James Financial Services and related entities since 2019 and previously spent 13 years at THE O.N. Equity Sales Company. Outside of advising, she serves as Director of Retail Brokerage and program manager for the RJ Brokerage division at Yellow Cardinal Brokerage Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance clients through a dedicated municipal advisor affiliation.

James Markley is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He works with clients to develop dynamic financial plans tailored to their individual goals. Prior to this, he served as an Investment Consultant and a Financial Representative at Fidelity Investments from 2022 to 2025. Before joining Fidelity, he worked as a Financial Advisor at Raymond James from 2019 to 2022. James brings experience in financial planning and investment consulting to his current position. He applies his professional background to assist clients in achieving confidence in their financial decisions. Outside of his professional life, James is a husband and father of three, which informs his understanding of the complexities involved in creating financial plans for families. In his personal time, James enjoys attending concerts, participating in football, gardening, playing tennis, going to the theater, and volunteering.

William Hawkins is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked in broadcasting at Hearst Television and also has a background in education at Clemson University and Moeller High School. He holds a Series 66 designation. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes using proprietary research and third-party data to deliver tailored recommendations within a defined investment universe influenced by affiliated products.

Jeremy Woolridge is a financial advisor with Ameriprise in West Chester, Ohio, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2008. Woolridge is also involved outside the investment industry with BFM & Associates, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Adrianne Haber is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 15 years of industry experience. She has worked at Torchlight Financial Services, PFS Investments Inc., and Primerica Financial Services since 2009. Outside of her advisory role, she is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a percentage-based wrap fee structure for its services.

Thomas Zazycki is a financial advisor with Ameriprise in Mason, Ohio, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1996. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kevin Grosskoph is a financial advisor with Cambridge Investment Research Advisors. He holds the Series 66 designation and has been with the firm since 2025. His prior work includes roles in real estate and nonprofit organizations. Grosskoph is also involved with the Spina Bifida Coalition, Inc. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Nicole Glowka is a financial advisor at Ameriprise with 30 years of industry experience. She has been with Ameriprise and its affiliates since 1998 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves clients through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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.