Julie Winn is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. She has worked at various Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing Services LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, supporting a broad range of financial products for institutional clients.

Colin Fogel is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at AXA-Advisors, LLC. Outside of his advisory role, he serves on the board of the Lindner Investment Banking Club and works as a consultant for an IT service company. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes both advisory and brokerage channels to meet diverse client needs.

Zachary Blankenship is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, progressing through various roles including 401k Representative, Investment Solutions Representative, Client Management Representative, Investment Management Consultant II and III, before assuming his current position in 2025. Throughout his career at Fidelity, Zachary has focused on helping individuals and families build financial plans tailored to their goals. He emphasizes understanding each client's personal financial landscape and works collaboratively to create forward-looking strategies. Outside of his professional work, Zachary has interests in football, golf, and parenthood.

Joseph Steele Jr. is a financial advisor with MassMutual Investors Services in Cincinnati, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including 25 years at Metlife Securities Inc. before joining MassMutual in 2016. In addition to his advisory role, he is an independent insurance agent specializing in property and casualty insurance. MassMutual Investors Services, LLC 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 programs, utilizing firm-approved tools to deliver written recommendations through annual, collaborative client relationships.

Trenton Macke is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and four years of industry experience. He has worked within various branches of Cambridge Investment Research since 2019 and is also associated with Deadlow Brewing Company. Macke operates as an independent Medicare and insurance agent and manages trading activities for in-house models at Interdependant Advisor Strategies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management options through multiple platforms and proprietary as well as third-party strategies, with institutional features supporting advisor business relationships and compliance.

Ashleigh Newstead is a Planning Consultant at Fidelity Investments, where she partners with advisors to provide clients with the tools and resources needed to build tailored financial plans. She aims to collaborate closely with clients and advisors to create financial strategies that align with the clients' needs and goals. Ashleigh has been with Fidelity Investments since 2020, progressing through roles including Financial Representative and Relationship Manager before assuming her current position. This experience has given her a comprehensive understanding of client relationship management and financial planning within the organization.

Ellen Heekin is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. She has been with Wells Fargo Clearing since 2024 and maintains an academic role at Xavier University, where she serves as a professor and center director focused on women in business and leadership. Her university activities include teaching courses in economics and developing programming to support women in business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, participant education, and discretionary management options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options.

Nicholas Ruch is a CFP®-designated financial advisor with UBS Financial Services in Cincinnati, OH, bringing 10 years of industry experience. He has been with UBS since 2016. Outside of his advisory work, he serves as Chairman of the Finance Committee and is a board member of Chair Force 1, a charity that provides wheelchair-accessible vans to families in need. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm employs proprietary research and model-based asset allocations to tailor client plans and combines institutional trading capabilities with wealth management services.

Matthew Potter is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors and has been with Mass Mutual since 2017. Outside of his advisory role, he owns Potter Companies, LLC, which operates in fitness marketing, and is active as an entertainer with sporadic bookings as an actor, comedian, and musician. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with an approach that emphasizes collaborative, goal-focused planning and a range of event-driven planning services.

Mary Hart is a financial advisor with Primerica Advisors in Milford, OH, holding a Series 63 designation and nine years of industry experience. She has been with Primerica Advisors since 2016 and also has experience with Primerica Financial Services starting in 2015. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Kassie Potter is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with 13 years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and proprietary market simulations.

Andrew Jones is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2022, he held roles at Centre College and Big Buls Roadhouse, and has worked as a licensed paraplanner outside of his advisory work. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research and modeling with tax-efficient withdrawal strategies delivered through a centralized consulting team.

Mary Becker is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill Lynch since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Apryl Pope is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. She has held positions at multiple firms, including Ameritas Investment Corp. and Capital Choice Financial Services, and operates Pope Financial Planning, LLC. Apryl also provides legal consulting services through Legal Shield. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and various technology-driven solutions.

Anthony Russell is a Wealth Management Senior Relationship Manager at Fidelity Investments. He collaborates with clients to manage the day-to-day tasks necessary to work towards their financial goals by understanding their needs and identifying suitable strategies tailored to each individual client and their family. Anthony has been with Fidelity Investments since 2015, holding various roles including Financial Representative, High Net Worth Representative, Workplace Planning Consultant, Private Wealth Management Planning Consultant, and currently Senior Relationship Manager. His experience spans multiple areas within wealth and financial management. Outside of his professional role, Anthony enjoys activities such as camping, concerts, fishing, golf, kayaking, and traveling.

Emma McClure is a financial advisor at Morgan Stanley in Cincinnati, OH, with six years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2019. Prior to her advisory role, she worked at Macy’s and is also associated with the Cincinnati Bengals. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through a variety of platforms including corporate financial planning agreements.

Anthony Bollin is a Series 66-licensed financial advisor with UBS Financial Services in Cincinnati, OH, and has 21 years of industry experience. He has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through its diverse platform and research resources.

Mark Ledonne is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2015. UBS Financial Services Inc. 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 leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Aaron Dietz is a financial advisor with LPL Financial based in Cincinnati, Ohio. He holds Series 63 and Series 66 licenses and has 25 years of experience in the industry. Prior to joining LPL Financial in 2025, he spent 16 years with Wells Fargo Advisors Financial Network LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Dustin Rodgers is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop personalized financial plans tailored to their goals and preferences. He emphasizes building strong and lasting client relationships in his practice. He has been with Fidelity Investments since 2016, progressing through roles including Financial Services Representative, Stock Plan Associate, Stock Plan Consultant, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2024.