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 at Raymond James Financial with 15 years of industry experience. He holds the ChFC® and Series 66 designations. His prior roles include positions at Morgan Keegan & Company, TIAA-CREF, and First Financial Bank. In addition to his advisory work, he is involved with Yellow Cardinal Advisory Group, where he helps manage wealth advisory and private banking teams. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored planning and analytical tools to support client goals and offers specialized services such as municipal advising and SIMPLE IRA employer consulting.

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 14 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Fidelity affiliates since 2012. Outside of his advisory role, he is involved in managing several holding and property management companies. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Michael Puttmann is a financial advisor with LPL Enterprise LLC located in Cincinnati, OH. He holds the Series 65 and Series 66 credentials and has two years of industry experience. His prior work includes roles at Equity Services Inc, National Life Of Vermont, and MWA Financial Services Inc. Puttmann also has a business ownership role that he has maintained since 2016. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, with additional services including financial planning and insurance product sales through affiliated entities.

Patrick O'Connor is a financial advisor at LPL Financial with 33 years of industry experience. He holds a Series 63 designation and has worked previously with Stonex Advisors Inc, StoneX Securities Inc, and Cox Financial Corp. Outside of his advisory role, he is a certified public accountant involved in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with a range of operational and research tools.

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 credentials and bringing 31 years of industry experience. He has been with UBS since 2007 and previously worked at KeyBanc Capital Markets Inc. from 2003 to 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and advisory services.

Charles Hais Jr. is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and Brecek & Young Advisors, Inc. He is also CEO and a solicitor of Queen City Capital Management LLC, a registered investment advisory firm. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach features model-based asset allocation and portfolio optimization supported by risk assessment and rebalancing tools.

Ryan Nelson Jr. is a financial advisor at Merrill with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at PFS Investments Inc. and has held various roles outside the financial services industry, including positions at Door Dash and Primerica Financial Services. 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.

Ryan Butt is a financial advisor with Fidelity in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has worked across multiple Fidelity entities since 2005 and 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, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

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.

John Witt is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He has worked at Avantax Advisory Services and Long, Schaefer & Company Inc., where he also serves in accounting and wealth management support roles. Witt has experience providing tax and business planning services as well as assisting with retirement plan administration. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Zachary Mollaun is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at the Lawrenceburg Community Center, Spooky Nook Sports, and the City of Lawrenceburg. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Craig Kantz is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services, LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Lisa Wolf is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 1997, including Strategic Advisers and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, registered investment companies, and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of portfolios, including model portfolios for intermediary platforms.

Beth Niemeyer is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with four years at the firm and a total of five years in the industry. Prior to joining Morgan Stanley in 2022, she has ten years of work experience outside the advisory field. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its service.