Leo Broerman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 24 years of industry experience. His career includes 11 years at LPL Financial prior to joining Cambridge Investment Research Advisors in 2015. He is also involved with Focus Wealth Management as an Investment Adviser Representative. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers services through multiple platforms, proprietary model strategies, and access to third-party advisers.

Daniel Osborne is a financial advisor with OSAIC in Cincinnati, OH, holding a Series 63 designation and more than 34 years of industry experience. He has worked at Fortis Investors, Inc. and Midwest Financial Group since 1997. Outside of his advisory work, he is engaged in the sale and service of term life insurance as an insurance agent. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through various programs such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies along with third-party manager selection.

Charles Beach III is a ChFC®-designated financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, where he has worked since 2012. He has 42 years of industry experience and also operates as an independent insurance agent through C.T. Beach & Company Inc. Additionally, he serves on the stewardship committee of Mariemont Community Church. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

James Eck is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves on the board of directors for the Fort Mitchell Country Club. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored planning that addresses various financial needs, supported by Wells Fargo research and tools, and integrates advisory services with other financial products and referrals.

Michelle Fogel is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018. Prior to that, she held roles at SGF Associates LLC, Separation Advisors LLC, Shelly M. Fogel, CDFA, and Waddell & Reed, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to a diverse client base including individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining technology and broad financial services with oversight of substantial discretionary assets.

Jarred Smith is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is a part owner of a food truck business and a horse racing venture in Cincinnati. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through advisory and brokerage services. The firm offers a range of financial planning and portfolio management options, including access to model portfolios, third-party subadvisors, and institutional platforms.

Bradley Sierer is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2007. Outside of his advisory role, he writes novels and short stories in his spare time. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and employs formal governance and proxy-voting procedures.

Leigh Gage is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent 10 years at UBS Financial Services Inc. Gage is also involved in managing a rental property in Cincinnati, Ohio. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended to inform client decisions.

Matthew Roth is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 63 designation and 31 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2015 and operates his own CPA firm, Matthew P. Roth & Co., CPAs, since 2002. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services through multiple platforms, offering both discretionary and non-discretionary management options along with proprietary model strategies.

Tom Skeen is an Investment Solutions Representative III at Fidelity Investments, where he collaborates with clients to develop personalized plans aimed at achieving their financial goals. He has held this position since 2021. Prior to his current role, Tom worked as an External Wholesaler at Touchstone Advisors Inc. from 2019 to 2021 and served as a Financial Advisor at Edward Jones from 2018 to 2019. His professional experience spans client advisory and investment solutions. Outside of his professional work, Tom enjoys attending concerts and participating in family activities. His personal interests also include football, golf, parenthood, and soccer.

Benjamin Haenning is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2026, he worked at Merrill for seven years and Ohio National Financial Services for a total of five years. He serves as a board member for Big Brothers Big Sisters of Greater Cincinnati, contributing approximately 20 hours annually in advisory, fundraising, and advocacy roles. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research resources.

Austin Trapp is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2021, he worked at Orion Advisor Tech for five years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and advisory services with a variety of portfolio management styles and affiliated research resources.

Ethan Cox is a financial advisor with LPL Financial based in Covington, KY, holding a Series 63 designation and 29 years of industry experience. His prior roles include a decade with StoneX Advisors Inc and StoneX Securities Inc, as well as managing Cox Financial Corp since 1996. Cox maintains involvement with Cox Financial Corporation, a non-variable insurance business. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting strategies that encompass strategic and tactical allocations as well as alternative exposures.

Amy Commins is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 66 designation and has worked at both Merrill Lynch, Pierce, Fenner, and Smith and Bank of America, N.A. since 2000 and 2020 respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Quinn Webb is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. Their career includes roles at Fidelity Brokerage Services LLC since 2017, Successful Family Resources, and the State of Indiana. Webb is based in Lawrenceburg, Indiana. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it also serves as an advisor to multiple registered investment companies and fund-of-funds.

Brayden Rouse is a Series 66 licensed financial advisor with LPL Financial in Harrison, Ohio. He has professional experience beginning in 2025, with previous roles at Discount Den, Capital Concepts, and Pizza Uncommon. He is also affiliated with Purdue University. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced operational tools and a large network of over 22,800 advisors.

Kelly Holterhoff is a financial advisor at Merrill with a Series 66 designation. She has been with Merrill since 2025 and previously worked for 12 years with the Cincinnati Opera. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jaden Dahm is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill and Bank of America, Dahm worked at Rally Rd and Flyer Enterprises and has experience at the University of Dayton. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shelli Davenport is a financial advisor at UBS Financial Services in Cincinnati, OH, with 28 years of industry experience. She holds the Series 66 designation and has worked at UBS Financial Services for a total of 22 years, with a three-year tenure at Wells Fargo Clearing in between. Outside of her advisory role, she is a commissioned notary public for the state of Ohio. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies through its network of financial advisors.

Michael Durkin is a CFP® credentialed financial advisor with 44 years of industry experience. He has been with Cambridge Investment Research Advisors, Inc. since 2009 and previously operated Durkin Financial, LLC. In addition to his advisory role, he has worked as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services through a variety of platforms and proprietary model strategies.