Daniel Berssenbruegge is a financial advisor at Ameriprise with 14 years of industry experience. He has previously worked at The Huntington Investment Company, Cambridge Investment Research, and PNC Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

William Ciolino is a financial advisor with Charles Schwab in Cincinnati, OH, holding Series 63 and Series 66 licenses and six years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab, TD Ameritrade, and prior positions in banking and higher education at Fifth Third Bank and DePaul University. 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 affiliated discretionary separately managed accounts and employs a multi-asset investment approach supported by research and alternative investment programs.

Robert Jerger is a financial advisor at LPL Financial with 28 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Simply Money Advisors from 2004 to 2006. Jerger is also involved in independent insurance business activities related to life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Alex Templin is a financial advisor at Stifel with two years of industry experience. He holds the Series 66 designation and previously worked at Ameritas Advisory Services, Ameritas Investment Company, Premier Planning Group, DLAK Wealth Advisors, and Wells Fargo Advisors. Outside of Stifel, he is associated with Premier Planning Group, LLC, where he manages processes for investment business including processing, tracking, and client reviews. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Scott Noelcke is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity and its affiliated firms since 2004, including roles at Bartlett & Co and Legg Mason Wood Walker earlier in his career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios using a systematic methodology with oversight of affiliated and unaffiliated sub-advisers.

Robert Apple is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Mass Mutual Investors Services and has previously worked at firms including OneAmerica Securities, American United Life, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory role, he is an agent involved in life insurance sales through Westpoint Financial Group. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative planning approaches to deliver tailored financial recommendations.

Robert Hackman is a financial advisor with LPL Financial in Cincinnati, Ohio, holding a Series 63 designation and 44 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation from 2007 to 2009. Outside of his advisory role, he is involved in a non-variable insurance business through Hackman Financial Group. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Gregory Stacy is a financial advisor with MassMutual Investors Services in Cincinnati, OH, holding a Series 63 designation and 38 years of industry experience. He has worked at MassMutual since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools for goal analysis and delivers written recommendations as part of annual, collaborative planning relationships.

Samuel Clarke is a Series 66 licensed financial advisor with STIFEL, based in Blue Ash, OH, and has two years of industry experience. Prior to joining STIFEL, he worked at Fidelity Investments for two years. STIFEL serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Dwight Mayo is a financial advisor at Edward Jones in Middletown, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Stryker and Worldpay by FIS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network supported by approximately $1.01 trillion in assets under management.

Michael Kristian is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. He has worked at Primerica Financial Services since 2000 and PFS Investments Inc. since 2001, alongside a position at Menards, Inc. since 2010. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based and separately managed account strategies primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Donald Harvey is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using a range of mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jeffrey Flamm is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at Key Investment Services for 13 years before joining Ameriprise in 2025. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, non-discretionary advice based on detailed analysis and proprietary tools.

Bart Metzler is a CFP® with 28 years of experience in the financial services industry. He has been with Ameriprise since 1998, currently serving as an advisor in West Chester, OH. Outside of his advisory role, Metzler owns and operates Metzler Enterprise, a business installing home security and camera systems. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, delivering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory support to provide tailored retirement-income solutions.

Donald Mcclurg is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and United Advisors. Outside of his advisory work, he owns and operates a condo rental business in Cincinnati. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Davis is an Investment Consultant at Fidelity Investments, where he has been employed since 2026. In his role, he partners with clients to create financial plans tailored to their individual goals. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2022 to 2026, and as a Relationship Manager at the same firm from 2019 to 2022. Andrew's professional experience includes positions at Chase Bank as a Private Client Banker from 2017 to 2019 and a Relationship Banker from 2014 to 2017. He also worked as a Client Service Specialist at Compass Financial Group from 2012 to 2014, and as an Agent at Primerica Financial Services from 2005 to 2010. He holds a California Insurance License. Outside of his professional career, Andrew enjoys family activities, golf, outdoor adventures, running, and traveling.

William Hennessy is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities, he worked at Fidelity Investments and has a diverse background including roles in admissions at Xavier University and various service industry positions. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a process that combines quantitative modeling with centralized due diligence.

Kristen Makari is a CFP® with 10 years of industry experience, currently serving as a financial advisor at LPL Financial since 2016. She previously worked at Stifel for one year. In addition to her advisory work, she is a notary for Hamilton County. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various investment solutions, including financial planning, model portfolios, and institutional platforms, supported by advanced research and operational tools.

Tyler Smith is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 registrations and four years of industry experience. His career includes roles at JPMorgan Chase Bank, Family First Life, CNO Services LLC, and Bankers Life. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Matthew Wissman is a financial advisor with Ameriprise in Hamilton, Ohio, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Wissman serves on the Badin High School Investment Committee and operates his own financial planning business, BFM & Associates, 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. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.