Christian Stacy is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles in education and golf management, including positions at Kings School District and Arcis Golf. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning relationships.

Timothy Cornell is a financial advisor at UBS Financial Services with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2000. Outside of his advisory role, he teaches a financial strategies class on a part-time basis. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Bradley Shelley is a financial advisor at Ameriprise with 12 years of industry experience and holds the Series 66 designation. He has worked at Ameriprise and its affiliate since 2014. Outside of his advisory role, he owns and manages B.P. Shelley & Associates, an investment-related business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jacqueline Stacey is a CFP®-certified financial advisor with 21 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has worked with several firms, including Private Client Services and Sunset Financial Services. Outside of her advisory role, she serves as Treasurer for a local homeowners association and has independent insurance agent activities. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals, utilizing various customizable investment platforms and proprietary model strategies.

Richard Severt is a financial advisor with Cetera, holding a Series 63 designation and over 30 years of industry experience. He is the owner and president of Severt Financial Group, Inc., and has worked at firms including Voya Financial Advisors and Eagle Financial Partners. In addition to his advisory roles, he operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Logan Dawes is a CFP® professional with five years of experience in the financial services industry. He currently works at Charles Schwab & Co., Inc. in Cincinnati, OH, and has previously held roles at JPMorgan Chase and KeyBank. Charles Schwab & Co., Inc. serves primarily 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 options supported by multi-asset model portfolios and a formal alternative-investment process.

Jason Fisher is a financial advisor with Ameriprise in Waynesville, Ohio, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team, emphasizing asset management within Ameriprise accounts.

Denver Cottle is a financial advisor with Edward Jones in Centerville, OH, holding a Series 66 designation and 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he volunteers as a musician playing guitar at his church and occasionally performs at paid venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Gregg Clark is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

John Jervis is a financial advisor with Merrill in Miamisburg, Ohio, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Merrill since 1994 and has been associated with Bank of America, N.A. since 2009. Outside of his advisory role, he is a limited partner in Maysfield, LLC, a for-profit limited liability corporation. 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, and institutions.

Jason Gulbrandson is a CFP®-designated financial advisor with 12 years of experience, currently practicing at Edward Jones since 2014. He holds the Series 66 license and is based in West Chester, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Chloe Bierman is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms, including Bank of America, Merrill, Charles Schwab, Fisher Investments, and Fidelity Brokerage Services. Outside of finance, she has experience working in the hospitality and winery sectors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Nenni is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also owns Nenni & Company CPAs, where he provides accounting and tax preparation services. Outside of advisory work, he is a part-owner of a wine bar and serves as treasurer for two nonprofit organizations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary and third-party investment strategies across multiple platform arrangements.

Matthew Cronin is a financial advisor at Ameriprise with a Series 66 credential and less than one year of industry experience. His prior work includes roles at the University of Cincinnati, Target Inc., and the Loveland City School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning through written recommendation reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

David Rodrigo is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He holds the Series 66 designation and is based in Cincinnati, OH. Outside of advising, Rodrigo is a partner in a real estate entity established to facilitate a lease agreement for a new branch office. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

Jennifer Hall is a financial advisor at Merrill with five years of industry experience. She previously worked at Morgan Stanley for six years and spent four years at Arhaus Furniture before entering the financial services field. Hall serves as Vice President of Cheer for Centerville Wee Elks, a nonprofit youth sports organization, where she manages budgeting and expenses for the cheerleading program. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes manager selection and tax-efficient investment strategies in its approach.

Edward Mc Dannold is a financial advisor with LPL Financial, holding a Series 66 license and 13 years of industry experience. His prior roles include positions at Coordinated Capital Securities, Morgan Stanley Private Bank, Morgan Stanley, and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and other institutions. The firm offers a range of financial planning, model portfolio, and institutional services, supported by both proprietary research and third-party subadvisors.

Edward Barren Sr. is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and execution delegated to BNY Mellon Advisors.

Angelina Vita is a financial advisor with Equitable Advisors in West Chester, Ohio. She holds Series 63 and Series 66 credentials and has four years of industry experience. Outside of her advisory work, she is the owner of an online blogging business called The Potentially Possessed Horse. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party asset managers.

Anthony Sisson is a financial advisor with Ameriprise, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2022, he worked at Edward Jones and Unisys. Outside of his advisory role, he serves as president of the Rotary Club of Springboro and vice president of the Waynesville Chamber of Commerce, and he is preparing to publish a series of books under Flipside Books. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.