Stacey Newberry is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and bringing 31 years of industry experience. She has worked with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced planning tools.

Jeffrey Walkup is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has previously worked with Securities America Advisors, Inc. since 2009. Outside of finance, he teaches acrobatics and AcroYoga classes locally as a community activity. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a range of asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

Henry Mautner is a financial advisor with OSAIC, holding the ChFC® designation and a Series 63 license, with 33 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. Outside of his advisory duties, he is active as a composer and performer and also records commercial voice-overs. OSAIC serves a diverse client base, including individual investors, institutions, and nonprofit organizations, offering a range of brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and third-party platforms to provide managed portfolios with multiple investment options.

Jason Eibel is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been associated with various Fidelity entities since 1997, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Scott Bouldin is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding a Series 66 designation and 24 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets starting in 2005. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and the Estate Planning Strategies Group.

Ray Laney is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at StoneX Advisors Inc. and StoneX Securities Inc. Laney is also a business owner of Moto Federation Garage, LLC and an amateur musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to research and model portfolios from LPL Research and third-party subadvisors.

Leo Broerman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 24 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated firm since 2015. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, employing a range of portfolio strategies and platform arrangements tailored to client objectives.

Daniel Osborne is a financial advisor with OSAIC based in Cincinnati, OH, holding a Series 63 credential and 34 years of industry experience. He has worked with Fortis Investors, Inc. and Midwest Financial Group (Investacorp) since 1997. Outside of advisory work, he is involved in the sale and service of term life insurance through a sole proprietorship. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and corporations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes with both discretionary and non-discretionary options.

Charles Beach III is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, he serves on the stewardship committee of Mariemont Community Church in Cincinnati, OH. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing multiple custody platforms and both proprietary and third-party model strategies.

James Eck is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He has held various roles within Wells Fargo, including with Wells Fargo Clearing and Wells Fargo Advisors LLC, since 2009. Outside of his advisory work, he serves on the board of directors for the Fort Mitchell Country Club. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Michelle Fogel is a financial advisor with LPL Financial in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at SGF Associates LLC, Separation Advisors LLC, and Waddell & Reed, Inc. She is involved with SGF Associates LLC, a business entity related to her investment advisory work. LPL Financial is a national investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by comprehensive research and various technology platforms.

Jarred Smith is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, he is a part owner of a food truck business and a horse racing enterprise. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Bradley Sierer is a financial advisor with Fidelity in Cincinnati, Ohio, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Fidelity Investments and its affiliates since 2007. Outside of his advisory role, he writes novels and short stories in his free time. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work, portfolio management, and fund consulting. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees sub-advisers while maintaining 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 been with Cambridge Investment Research Advisors since 2015 and also operates Matthew P. Roth & Co., CPAs, where he has worked since 2002. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and custody platforms.

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. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he spent five years at Orion Advisor Tech. 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, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Ethan Cox is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 63 designation and previously worked at StoneX Advisors Inc and StoneX Securities Inc for 10 years. He is also involved with Cox Financial Corporation, a business he has operated since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various investment strategies.

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.