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 financial advisor with LPL Financial, holding a Series 66 credential and starting his advisory career in 2026. His prior work experience includes roles at Discount Den, Capital Concepts, and Thrive Market, as well as an academic affiliation with Purdue University. He also has experience in the food service industry with Pizza Uncommon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations across the United States. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

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 at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at Bank of America and Rally Rd, and has experience in various roles including time at the University of Dayton and Flyer Enterprises. Merrill, along 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, and institutional accounts.

Shelli Davenport is a Series 66 credentialed financial advisor with 27 years of industry experience. She has worked at UBS Financial Services since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a notary public in the state of Ohio. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, 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 investment strategies.

Michael Durkin is a CFP® professional affiliated with Cambridge Investment Research Advisors in Cincinnati, OH, with 44 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009 and also operates Durkin Financial, LLC as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory through a wide network of independent financial professionals. The firm offers a variety of investment solutions, including proprietary model strategies and access to unaffiliated managers, with flexible implementation options tailored to client objectives.

Eric Deaton is a financial advisor at Edward Jones in Covington, KY, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

John Allshouse is a financial advisor with Raymond James Financial in Cincinnati, OH, holding the ChFC® and Series 66 designations and bringing 14 years of industry experience. He has previously worked at TIAA and First Financial Bank and currently manages teams at Yellow Cardinal Advisory Group, where he is involved in wealth advisory and private banking. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools for customized, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Steven Horsley is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. His career includes positions at firms such as Fidelity Brokerage Services, Strategic Advisers, and Mass Mutual Investors Services. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Thomas Zehnder is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Fidelity in various capacities since 2012. Outside of his advisory role, he is involved in managing several holding and property management companies based in Cincinnati, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s offerings include discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, supported by oversight controls and engagement with both affiliated and unaffiliated sub-advisers.

Michael Puttmann is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 66 credentials and two years of industry experience. He has worked at several firms including Equity Services Inc, National Life of Vermont, and Northwestern Mutual. Outside of his advisory work, he is a business owner in Cincinnati, Ohio. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with the sale of financial products.

Patrick O'Connor is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He previously worked at Stonex Advisors Inc and StoneX Securities Inc for ten years each and has a long tenure with Cox Financial Corp. O'Connor is also a CPA and is involved in tax preparation and accounting services. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Long is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 28 years of industry experience. He has worked at firms including Avantax and 1ST Global Advisors, and is also the managing partner of Long, Schaefer & Company, Inc., a CPA firm. Outside of financial services, he is involved in the breeding, care, and sale of meat goats through Long Gone Farming. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment platforms and third-party managers, operating a multi-manager platform with over $256 billion in assets under management.

Shari Anderson is a financial advisor at Cetera with 13 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, she worked for various Avantax entities for over a decade and has been with Jack P Arkle, Inc. since 2005. She also assists clients in selecting health insurance plans. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Samuel Bortz is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Ethan Stanley is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he manages payments related to road repair and snow removal for a local community association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, 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 plans to clients’ goals and risk tolerances.

Charles Hais Jr. is a financial advisor at OSAIC based in Cincinnati, OH, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 38 years of industry experience, including 16 years at Securities America, Inc. and 15 years at Securities America Advisors, Inc. He is also CEO and solicitor of Queen City Capital Management LLC, an SEC-registered investment advisory firm. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across a broad spectrum of investment products.

Ryan Butt is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been affiliated with various Fidelity entities since 2005. Butt also serves as an adjunct professor at the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Amanda Gulasy is a financial advisor with Ameriprise in West Chester, OH, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored recommendations through a centralized consulting team.

Josie Sauer is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation. She has been in the industry since 2023, with prior experience at Isaacs and Associates and Equitable Advisors, LLC. Before her financial advisory roles, she worked in education at The Seven Hills School and Concordia Lutheran High School. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services under various arrangements, including Corporate Financial Planning agreements.