Amanda Salcedo is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. She previously worked at Stevens & Associates LLC from 2015 to 2024 and has been affiliated with Stevens Investment Group Inc since 2024. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

James Dempsey III is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Melinda Hannah is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard nationwide.

Kyle Sweeney is a financial advisor with Charles Schwab in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Fidelity Investments, Citi, and Bank of America, among others. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Karen Glover is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 18 years of industry experience. She has been with Primerica Advisors since 2007 and concurrently works with Volta Tax Center. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a wrap-fee structure with an operational model that includes independent due diligence and delegated trading responsibilities.

Matthew Miller is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and several other firms during his career. Miller has no reported outside business activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services, supported by a network of over 23,700 financial advisors and more than $1 trillion in assets under management.

Griffin Meyer is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, Park Avenue Securities, Guardian Life Insurance Company, DLAK Wealth Advisors, JPMorgan Chase, and Topshelf Shots Inc. 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.

Matthew White is a financial advisor with Primerica Advisors in West Chester, OH, holding seven years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services, along with involvement in educational and community organizations such as Great Oaks Career Campuses and Miami University Regionals. Outside of advising, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Jodi Stevens is a financial advisor with LPL Financial in West Chester, OH, holding a Series 66 license and 4 years of industry experience. She has been involved with Stevens Insurance Agency, LLC and Stevens & Associates, LLC for over a decade, where she serves in roles including CPA and insurance agent. 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 institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes multiple platforms and advisory tools.

Joshua Honaker is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, Huntington Bank, and Citibank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Shannon Friend is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has worked previously at U.S. Bancorp Investments, Inc. and was involved with Monroe Presbyterian Church for eight years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker‑dealer, investment adviser, and futures commission merchant.

Montgomery Milburn Jr. is a financial advisor with J.P. Morgan Securities in West Chester, OH, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. He has worked at various JPMorgan entities since 2016 and was briefly involved with Crescent Cov Properties, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mary Ann Rothan is a financial advisor at Primerica Advisors with eight years of industry experience. She has been with Primerica Advisors since 2017 and has also been associated with Primerica Financial Services since 2016. In addition to her advisory role, she is involved in the sale of investment-related products and receives compensation from affiliated companies for mortgage loan sales and referrals of home security and automation services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and implements strategies through BNY Mellon Advisors, offering a tiered wrap-fee structure and a range of investment models.

Nathaniel Grant is a Series 63-licensed advisor with Primerica Advisors in Cincinnati, OH, bringing 37 years of industry experience. He has worked with Primerica Advisors since 1987 and Primerica Financial Services since 1986. Outside of his advisory role, he has been involved with the Miami Baptist Association since 2017. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing model-delivery strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm employs a third-party asset manager selection process and uses a tiered wrap-fee structure.

Joshua Miller is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked in various roles at Edward Jones since 2021. Outside of his advisory work, Miller serves as a part-time wrestling coach for Edgewood City Schools and has a background role in acting and modeling. Edward Jones is a full-service wealth management firm that serves individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kenward Stone is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors and Investacorp Advisory Services. He has also operated Stone Financial Retirement Planning since 1991, advising clients on portfolios of ETFs and life insurance needs. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes asset-allocation tools and third-party platforms to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Kassia Cristello is a financial advisor with LPL Financial, holding a Series 63 designation and over 31 years of industry experience. She has been with LPL Financial since 2018 and previously worked at INVEST Financial Corp. and Acordia Personal Insurance Company. Outside of her advisory role, she serves as an office manager for Tri-County Assurance Agency Inc. and is involved with SCOAPE Financial Group. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Antonio Lopez is a financial advisor at Ameriprise in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, and several credit unions. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves clients through a combination of advisory, brokerage, and insurance solutions, with a focus on managed accounts and algorithm-driven recommendations overseen by a dedicated retirement-income consulting team.

Laura Williams is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and seven years of industry experience. She has worked at Primerica Advisors since 2016 with a brief period at Maplebear Inc and Jack Entertainment. Outside of financial advising, she is the owner of Yes Incorporated. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and select separately managed accounts. The firm uses a percentage-based wrap fee structure and curates third-party asset managers, providing portfolio management focused on retail clients rather than institutional plans.

William Ward Jr. is a financial advisor with Equitable Advisors in West Chester, OH, holding the Series 63 and Series 65 licenses and having 14 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor firm Axa Advisors LLC, where he worked for eight years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.