Ruiying Tang is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and 65 licenses and 21 years of industry experience. She has worked with Transamerica since 2012 and affiliated firms including the National Association of Registered Social Security Analysts, where she educates clients on optimizing Social Security claiming strategies. Tang’s background also includes roles at DebtMerica and Anthem Health Insurance. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios across discretionary and non-discretionary platforms.

Joan Gray is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with PNC Investments and its affiliates since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary digital portfolio solution available as an employee pilot. The firm uses algorithmic tools to recommend investment models managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Trenton Macke is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and four years of industry experience. He has been associated with Cambridge Investment Research in various capacities since 2019. Outside of his advisory role, he is involved with Deadlow Brewing Company in Cincinnati. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.

Aaron Dietz is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years and UBS Financial Services for 5 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions, providing a range of financial planning and investment management solutions.

Linda Litzler is a financial advisor with Cetera, holding a Series 63 designation and bringing 37 years of industry experience. She has worked with Cetera Advisors LLC since 2013 and has been involved with Litzler Financial Service Corporation since 1991, where she is the owner. Litzler serves as treasurer for the Cincinnati Employees Credit Union, assisting with the management of CD and loan rates for its members. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

David Wint is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has held positions with AIG American General Life Insurance Company and American General Securities Incorporated. Outside of advising, Wint is involved in his local community as a volunteer board member of the Georgetown Port Authority and serves on the finance committee for St. George Church. OSAIC Wealth serves a diverse client base including retail, institutional, retirement plan sponsors, and charities, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with options for discretionary management, third-party managers, and proprietary strategies.

Matthew Taske is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2025. Outside of his advisory role, he is involved with the Brown County Chamber of Commerce and serves on the Saint Ursula Academy Advancement Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Rex Johnson is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 16 years before joining LPL Financial in 2025. He is involved with Watchpoint Financial Group LLC, a business entity for tax and investment purposes. 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 offers a range of advisory and brokerage services, including financial planning and third-party asset management, with a broad platform that integrates advisory with various non-advisory financial activities.

Jesse Mullins is a financial advisor with LPL Financial in Cincinnati, Ohio. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wells Fargo Advisors Financial Network LLC for 16 years and UBS Financial Services for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various investment strategies and technological tools.

David Smith is a CFP® professional with 14 years of industry experience and has been with Edward Jones since 2011. He holds the Series 66 designation and is based in Mt. Carmel, Ohio. Outside of his advisory role, he is CEO of a property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing over $1 trillion in assets through a broad network of advisors and branch offices. The firm offers a range of advisory programs and proprietary investment products, operating under a fiduciary standard.

Maxwell Kosman is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 66 designation and has worked at several firms including Clark Capital Wealth Management and The Rosselot Financial Group. Kosman serves as a board member and volunteer for the Cincinnati Rugby Football Club. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

John Maddrill IV is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors, where he has worked since 2022. His prior experience includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, Mass Mutual Investors Services, and Securian Financial Services. Outside of advisory work, he is the owner of Happy 2 Brewing Company, a local business in Cincinnati. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

Sandra Mills is a financial advisor with Ameriprise in Cincinnati, Ohio, holding a Series 66 designation and 22 years of industry experience. She previously worked at The Huntington Investment Company for over two decades before joining Ameriprise in 2026. Outside of advisory work, Mills is involved as a member of Legacy Land Partners LLC, a company focused on buying, improving, and selling land. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice centered on dependable income and tax-aware withdrawal strategies.

Antonio Robinson is a financial advisor with J.P. Morgan Securities based in Cincinnati, OH, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Fifth Third Bank, and various companies outside the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured program emphasizing written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Thomas Buchheit is a CFP® and ChFC® with 39 years of industry experience. He currently works at Osaic Wealth, joining the firm in 2024 after 37 years at Fortis Investors, Inc. / Woodbury Financial Services, Inc. Outside of his advisory role, he is a partner at CIC Agency Inc., which sells and manages property insurance, and serves as a counsel member for Saint Thomas More Parish. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation, portfolio optimization, and supports discretionary and advisor-managed strategies through a multi-advisor platform.

Anthony Cook Jr. is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Cartridge Brewing and Trinity Pension Consultants. Outside of advising, he has experience as an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Ryan Grote is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Cambridge since 2017 and previously held roles at INVEST Financial Corp, Whitehall Financial Services, Kms Financial Services, and Fidelity. Grote is also involved in managing his own business entity, Grote Accumulation Strategy. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various platform options and proprietary model strategies while supporting both discretionary and non-discretionary management approaches.

Trenton Rogers is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. Before joining Cambridge, he worked in various roles including freelance landscaping and positions in business interiors and recreation services. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management and utilizes multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Cristina Waugh is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. She holds the Series 66 designation and has worked with Cambridge Investment Research Advisors since 2022. Outside of her advisory role, she is an independent agent involved in Medicare sales and insurance. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Paul Ganim is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He previously worked at Fidelity Investments for 18 years before joining Cambridge in 2017. Outside of his advisory role, Ganim is involved in a brewing company as a passive investor. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services through multiple platforms. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management alongside proprietary model strategies.