Anthony Campbell is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and over 30 years of industry experience. He has been with Primerica Advisors since 1994 and has been affiliated with Primerica Financial Services since 1986. Outside of his advisory role, he is involved in selling home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services facilitated by BNY Mellon Advisors and Pershing.

Megan Tiemeier is a financial advisor at Ameriprise with three years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2014. In addition to her advisory role, she is an Associate Financial Advisor at Solomon Professional Services, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations through a centralized consulting team.

Molly Lionberger is a financial advisor with Raymond James Financial in Cincinnati, OH, holding Series 63 and Series 66 designations and having eight years of industry experience. Her work history includes positions at First Financial Bank, LM Kohn & Company, and Fidelity. She also serves as a financial advisor for Yellow Cardinal Brokerage Services through First Financial Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to model potential outcomes and supports its clients through various advisory programs and institutional consulting services.

Theodore Mehlman is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 license and over 31 years of industry experience. His career includes long-term roles at Primerica Financial Services and PFS Investments Inc., as well as involvement with GO Concepts and Camp Properties. Outside of advising, he serves as a trustee responsible for administering his father's trust according to the will. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Joseph Savage is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 11 years of industry experience. His career includes roles at Anautics, Inc., Primerica Life, Pfs Investments Inc., and the Air Force Reserve Command. In addition to advisory services, he is involved in sales of loan products and home-related 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 separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Marcia Futel is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 credential and 19 years of industry experience. She has been associated with Primerica and its affiliated entities since 2005. Outside of her advisory work, she is an incorporator for Connecting For Impact, LLC, a nonprofit organization, and serves as a board member for the Cincinnati City School District. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Geoffrey Ziegler is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2016 to 2019. Outside of his financial advisory role, he serves as a finance committee member for St. John the Baptist Parish in Cincinnati, focusing on budgeting and parish growth. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Molly Grimm is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at Ameriprise Financial Services and Independent Financial Partners. She serves on the board of directors for the National Association of Stock Plan Professionals Ohio Chapter as secretary and is an advisory board member for the Butler County Ohio Special Olympics. 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 services and investment platforms, combining broad financial activities with oversight of substantial discretionary assets and a large network of advisors.

Jacob Ford is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His background includes military service in the U.S. Air Force and work with Customs and Border Protection. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Kathleen Mills is a financial advisor at Cetera with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Cetera and affiliated firms since 2015, with prior experience at Fifth Third Securities. Outside of her advisory role, she serves as office manager for Twin Power Heating & Air, an HVAC service and installation business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to affiliated and third-party investment strategies.

Charles Cooper is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 20 years of industry experience. He previously worked at MetLife Securities from 2010 to 2017 and has been with Mass Mutual entities since 2016. Outside of his financial career, Cooper performs as a lyric tenor at various venues. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning without discretionary investment authority.

Derek Budzinski is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held roles at First Watch and has also worked as a French horn and brass instructor at Campbell County Public Schools. Outside of financial advising, he teaches private French horn lessons. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and various institutional entities through a network of investment adviser representatives. The firm primarily uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product facilitation.

Tyler Eckstein is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. He has worked at several firms, including Long Schaefer Financial Advisors and Avantax Advisory Services. Outside of his advisory role, he is a partner in a residential rental property management business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting advisors with discretionary and non-discretionary strategies across multiple program structures.

Dale Ballbach is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Mary Kay Carter is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2019. In this capacity, she leads a team of advisors and support staff dedicated to providing personalized planning and guidance for investors across all stages of life. Her team focuses on understanding clients' needs and goals to ensure a consistent and high-quality customer experience. Her career at Fidelity Investments spans over two decades, during which she has held various positions including Director and Team Leader of Stock Plan Services, Customer Experience Manager, Retail Brokerage Trading Manager, and Retail Brokerage Trader. Prior to joining Fidelity, she worked as a Trainer in Credit Granting and as a Credit Analyst at FACS Group. Mary Kay's personal interests include cooking and baking, visiting museums, parenthood, traveling, and volunteering.

Beckham Wyrick III is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 31 years of industry experience. He has been with Cambridge since 2005 and previously worked at Osaic FA, Inc. Wyrick also owns an accounting and bookkeeping services business. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a variety of platforms and proprietary model strategies.

Cory Youngs is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with Raymond James Financial. He serves as Vice President and Advisor/Trust Administrator at Peoples Bank in Mason, OH, where he is also a Relationship Manager for Peoples Investment Services. Youngs has held roles across multiple related entities since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains unique municipal advisory capabilities alongside specialized retirement plan consulting services.

Seth Knudsen is a financial advisor with Raymond James Financial Services Advisors, Inc. in Loveland, Ohio, holding a Series 66 designation and over 19 years of industry experience. He previously worked at Edward Jones for 16 years and is currently the CEO of Knudsen Wealth Planning. Outside of his advisory work, Knudsen is a partner in KelJac CAC, a business entity established for potential real estate activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting through a large advisor network, with specialized offerings in municipal finance and SIMPLE IRA Employer Advisory services.

Brian Howland is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves as Treasurer on the boards of the Finneytown Elementary PTA and the Finneytown Athletic Association. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions and employs a centralized team to deliver non-discretionary, research-driven retirement income recommendations.

Timothy Arnold is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. Outside his advisory role, Arnold is involved with TJ3AM, LLC, a legal entity formed for Primerica business purposes, and he also receives compensation for sales and referrals related to mortgage and home services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with trading and implementation delegated to BNY Mellon Advisors.