Sarah Ross is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012. Prior to that, she was associated with Younique, LLC from 2015 to 2017 and Jpmorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Bruce Myers is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of advisory work, he also works as a Lyft driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities, utilizing a tiered wrap fee structure and various investment models.

Robert Bedinghaus is a CFP® professional with 11 years of industry experience, currently affiliated with Raymond James Financial in Lebanon, OH. Prior to joining Raymond James, he worked at Edward Jones for seven years. He is also an author working on a book targeted at near-retirees and early retirees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals and institutional clients. The firm delivers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and specialized services.

Gregory Bonner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients achieve their financial and retirement goals through prudent planning strategies. Greg employs a rigorous and disciplined goals-based wealth management process, advising clients on tax minimization, estate planning, retirement planning, asset allocation, and asset preservation strategies. Since joining Merrill in 2004, Greg has developed expertise in college education planning, corporate executive services, family wealth management strategies, institutional investment consulting, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Greg earned his bachelor's degree in Economics from Allegheny College. Greg lives in Mason with his wife Lauren, their son Luke, daughter Parker, and their dog Bear. He is involved in the community through organizations such as Big Brothers, Big Sisters, CHCA 3/4 Football Coach, Flag Fanatics, Mason Youth Basketball, and the Mason Youth Organization. He enjoys baseball, basketball, football, reading, running, skiing, and spending time with his family.

Jason Reeves is a financial advisor with Charles Schwab in Cincinnati, OH, holding a Series 63 designation and 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2004 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervisory and custody arrangements.

Bao Nguyen is a financial advisor at Edward Jones in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Procter & Gamble for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Brigida Loucks is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2010 and joined Merrill in 2020. Brigida focuses on helping affluent individuals develop personalized financial strategies tailored to their short- and long-term financial goals. Her expertise includes family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Brigida holds professional designations as a Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Brigida earned a bachelor's degree in Business from Marquette University. She and her family reside in Miamisburg and are active in the community, supporting organizations such as All Saints School and Ursuline Academy. In her personal time, Brigida enjoys biking, dancing, running, swimming, traveling, and spending time with her family.

Robin Freeman is a CFP® professional with 34 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2007. He holds a Series 63 license and is based in Cincinnati, OH. Outside of his advisory role, Freeman is involved in independent insurance activities and owns a financial services business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals who use a range of portfolio management strategies tailored to client objectives.

Megan Dalton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with LPL Financial since 2009. In addition to her advisory role, she is a commissioned Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Brian Emery is a financial advisor with Ameriprise in Montgomery, Ohio, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise since 2015 and serves as president of the Cornell Office Park Board. Emery also owns Balag Professional Services, an LLC that supports his office operations. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver annual, personalized retirement-income reports through a centralized consulting team.

Jan Frazee is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Life Time Fitness, Buckle, Inc., and ERMI, Inc. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Paul Macuski is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2012 and brings over 30 years of experience in the financial industry. His career includes roles in research and as Director of Trading for a private money manager. Paul's areas of expertise include family wealth management strategies, portfolio management services, and individual and corporate investment strategy. He holds a Bachelor's degree in Finance from Wright State University and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Paul resides in Miamisburg, Ohio with his wife Nancy and their three sons. Outside of work, he follows the latest business and market news, supports Cleveland sports teams, and enjoys baseball, basketball, bowling, football, music, watching movies, and spending time with his family.

Lori Fox is a Series 66 licensed financial advisor with 18 years of industry experience. She has been with Thrivent Investment Management since 2021 and previously worked at various Thrivent entities and Vantage Financial Partners. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial analyses and written recommendations covering retirement, tax, estate, business continuation, and other planning topics. The firm separates planning from managed-account services and conducts periodic reviews without accepting discretionary trading authority for the Dedicated Planning Service.

Jeffrey Atkinson is a CFP® professional with 38 years of industry experience, currently affiliated with Edward Jones since 1997. He maintains a partnership in JACMA LLC, a real estate business based in Loveland, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Jeffrey Huber is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to his advisory career, he worked at Toyota Motor Manufacturing North America for 28 years. He is also associated with Stevens Investment Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Cathleen White is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Ameriprise and its related entities since 2012. Outside of her advisory role, she is involved in managing a real estate investment business. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Kenna Hesseling is a financial advisor with LPL Financial in Lebanon, Ohio, holding a Series 66 designation and 23 years of industry experience. Her background includes roles at LCNB National Bank, Raymond James Financial Services, and People's Insurance Agency. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing a range of model portfolios, research resources, and technology-driven investment strategies.

Karl Kessler is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, Kessler serves on the Board of Directors for Lebanon Ultimate Frisbee and Hope Church, and he is involved in community activities such as coordinating evening programs at Camp Joy and announcing soccer games for Lebanon City Schools. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Thomas Myrick is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. He holds the Series 66 designation and acts as Vice President of The Referral Group in Cincinnati, overseeing referral tracking and reporting. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services.

Bhavna Singh is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Key Bank from 2020 to 2023. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.