Jenny Everman is a financial advisor at Raymond James & Associates with 29 years of industry experience. She has been with Raymond James & Associates since 2013. She holds a Series 63 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Sprenkle is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with Morgan Stanley in Cincinnati, OH, having previously worked at Bank of America and Merrill. His credentials also include Series 63 and Series 65 registrations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Neil Bourgeois is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Osaic since 2024. He previously worked for Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for 15 years each, and Brecek & Young Advisors, Inc. for 8 years. Outside of his advisory role, he is a 5% owner and solicitor of Queen City Capital Management LLC and has worked as an insurance agent specializing in insurance and fixed annuity sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services utilizing a model-based investment process centered on asset allocation and portfolio optimization, supported by a complex affiliate network and significant scale.

Jeffrey Brauley is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2005. Outside of his advisory role, he serves on the Board of Directors for Carmel Manor Retirement Home, assisting with fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory services.

Colleen Rittenhouse is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, including model portfolios and third-party advisory platforms.

Seth Adamson is a financial advisor at UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation with 10 years of industry experience. He previously worked at Fifth Third Securities, Inc. from 2013 to 2017 before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Kevin Schafer is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. His career has been focused entirely at Edward Jones, a full-service wealth management firm. Outside of his advisory role, Schafer is involved in real estate development and management, including ownership and management roles in several residential and commercial properties, as well as participation in the Lawrenceburg Redevelopment Commission. Edward Jones serves over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm operates a large network of financial advisors and branch offices, offering both discretionary and non-discretionary strategies alongside affiliated mutual funds and tax-efficient services.

George Goodall is a financial advisor with Ameriprise in Hamilton, OH, holding a Series 63 designation and 48 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service for individuals near or in retirement who meet specific asset criteria, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations, primarily for clients with assets in Ameriprise-managed accounts.

John Burke is a financial advisor with LPL Financial based in Cincinnati, OH. He holds a Series 65 designation and has over a decade of experience running Burke CPAs and Advisors, a firm focused on tax preparation and accounting services. He also serves as a notary in Cincinnati. 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 financial planning, portfolio management, and institutional platforms, utilizing both proprietary research and third-party management strategies.

Crystal Phillips is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fidelity in Newport, KY. She has been with Fidelity Brokerage Services, LLC since 2015 and with Fidelity Investments since 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Anders Juel is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2024, he spent 15 years with Securities America, Inc. Juel serves as a board member of the Clermont Metropolitan Housing Authority and is treasurer of the Faul Lane Homeowners Association. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Diane Fehrenbach is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 63 designation and 29 years of industry experience. She has been with UBS Financial Services since 2013. Outside of her advisory role, she operates a small medical billing service as a sole proprietor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Tom Awadalla is a CFP®-designated financial advisor with 17 years of industry experience, currently with Stifel Nicolaus & Co Inc since 2019. He previously worked at UBS Financial Services from 2011 to 2019. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mason Alexander is a CFP® professional with 25 years of industry experience, currently affiliated with OSAIC since 2024. Prior to this, he worked at Securities America Advisors, Inc. and Securities Service Network, accumulating nearly two decades of experience. He volunteers at a local anti-poverty center in Cincinnati, providing classes to support the community. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, with a range of investment strategies and third-party manager options.

Stephanie Polen is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 credentials and 31 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007 and is also involved with the Clippard YMCA, where she has had a role since 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of financial planning and advisory services, utilizing structured discovery conversations and firm-approved planning tools to develop tailored plans.

Alexander Powell is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he spent 11 years at Creative Retirement Systems, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Louis Giglio is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he has participated in nonprofit activities including serving on the finance and investments committee of the Greater Cincinnati Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering tailored financial planning supported by proprietary research and model-based asset allocations.

Nicholas Lampkin is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior work history includes four years at Northwestern Mutual in various roles and 14 years at Fidelity Investments. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and a wrap program, alongside affiliated trust custody, insurance services, and lending programs.

Jamie Osborne is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His career includes roles at Ameritas Investment Corp. and CCF Investments, and he concurrently operates Osborne & Associates Financial Group, LLC. Outside of financial services, he is the owner of Osborne Homestead Services, LLC, a small farm business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various asset allocation approaches.

Yvonne Wyckoff is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has been with Morgan Stanley and its predecessor firms since 2007, including Merrill from 2007 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.