John Schablein is a CFP® professional with 37 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2015. He holds Series 63 and Series 65 licenses and has held various roles including coaching basketball at local high schools. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and retirement advisory services. The firm offers multiple investment platforms and proprietary model strategies, delivering services via a broad network of independent financial professionals.

D.J. Trindle is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association in Cincinnati, OH. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models as part of its financial planning process.

Alex Tussey is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining UBS, he worked at Merrill from 2021 to 2024 and has held various roles at financial services and realty firms since 2016. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Ryan Totten is a CFP® professional with six years of experience in the financial industry. He is currently with Cetera and has prior experience at Avantax Advisory Services and Avantax Investment Services. Additionally, he is involved in tax preparation and accounting services through his role at Hicks and Mann. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services via a large network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

Michael Perkins is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 63 designation and 26 years of industry experience. He worked for Stonex Advisors Inc and Stonex Securities Inc from 2015 to 2025 before joining LPL Financial in 2025. Perkins also has a part-time involvement in non-variable insurance. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Paul Mccauley is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley since 2009 and is currently associated with Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Richard Lammering is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Molly Myers is a CFP®-certified financial advisor with 23 years of industry experience, currently with LPL Financial. She has held roles at multiple firms including Concentric Wealth Management and Avantax Advisory Services. In addition to her advisory work, she operates a Medicare sales business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by proprietary and third-party research and technology.

Ryan Mc Carthy is a financial advisor with LPL Financial in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and with 19 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Fifth Third Bank and Fifth Third Securities between 2012 and 2023, along with roles at Purshe Kaplan Sterling Investments and 9258 Wealth Management. 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 advisory programs and financial planning services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Colin Stahl is a CFP® and holds a Series 66 license, currently working at Fidelity with 10 years of industry experience. His prior roles include positions at TIAA, Fidelity Personal and Workplace Advisors, and Strategic Advisers, Inc. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Bradley Raymore is a CFP® with 24 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2005. He holds a Series 63 license and operates out of Cincinnati, OH. In addition to his advisory role, Raymore works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Dean Johns is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial in Cincinnati, OH. His prior experience includes roles at Concentric Wealth Management, Avantax Advisory Services, 9258 Wealth Management, and John D. Dovich & Associates, LLC. Johns is also involved with Concentric Wealth Management as a DBA for his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

Jason Murray is a financial advisor with Edward Jones in Cincinnati, OH, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Jeffrey Meier is a financial advisor with Raymond James Financial Services Advisors, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Bank of America, Merrill, LPL Financial, and Edward Jones. Outside his primary role, he serves as an independent contractor financial advisor for J. Owens Wealth Planning. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Brian Pangburn is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, Pangburn is the chairman of the board for a foster care and adoption services organization and serves as treasurer for a local community development council; he is also an active guitarist in various bands. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and market outcome modeling as part of its investment approach.

Susan Sparr is a CFP®-credentialed financial advisor with 44 years of industry experience, currently practicing at Mass Mutual Investors Services since 2017. She previously worked at MetLife Resources for 11 years and has a background that includes roles at Mass Mutual Life Insurance Company. MassMutual Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers, providing ongoing financial planning, asset management, and educational seminars through structured, collaborative engagements.

Phillip Schwegmann is a financial advisor at Cetera with 40 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and L.M. Kohn & Company. He is based in Cincinnati, OH. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Jeffrey Ziegler is a CFA® charterholder with 30 years of industry experience. He is currently with Fidelity, where he has worked since 2012 across various divisions including Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Michael Head is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Securities Corporation for 12 years. Outside of his advisory role, he owns and operates an insurance agency offering health insurance, group benefits, disability insurance, fixed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing across a range of investment vehicles.

Matthew Edmiston is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 registrations and over 23 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, he owns a business entity, Matthew Edmiston LLC, and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, using various portfolio management strategies and platform arrangements tailored to client objectives.