Michael Amos is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. He specializes in assisting executives in navigating and making informed decisions about their benefits. Michael emphasizes listening to clients to understand their individual needs, goals, and values, working to simplify complex financial topics. Michael has extensive experience at Fidelity Investments, having served in multiple roles since 2007. His positions have included Benefits and Planning Consultant for Executive Services, Help Desk staff for Workplace Planning & Advice, Workplace Planning Consultant II, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. He holds a California Insurance License. Outside of his professional duties, Michael enjoys baseball, beach activities, family activities, football, and golf.

Carol Parry is a financial advisor with Primerica Advisors in Milford, OH, holding 15 years of industry experience. She has worked with PFS Investments, Inc. since 2011 and Primerica Financial Services since 2010. In addition to advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,935 advisors and $15.5 billion in assets under management.

Chris Brewer is a Certified Financial Planner (CFP®) with 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. Brewer also has a long-standing role at Blue Ash College dating back to 2007. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors.

David Mack is a financial advisor with Equitable Advisors in Batavia, OH, holding a Series 66 credential and eight years of industry experience. He previously worked at Axa Advisors, LLC, and spent sixteen years at Clermont Distributing before joining Equitable Advisors in 2018. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes personalized client assessments and utilizes a range of third-party advisory models and products to deliver tailored investment solutions.

Jacob Lilly is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has progressed through multiple roles within Fidelity since 2020, including Investment Solutions 3, Workplace Planning Consultant levels 1 and 2, Workplace Planning Associate, and Financial Customer Associate. In his role, Jacob partners with clients to co-create financial plans that address both their long- and short-term goals. Jacob holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys football, golf, motorcycles, outdoor adventures, reading, and volunteering.

Michael Lavatori is a financial advisor with LPL Financial and holds a Series 63 license. He has 33 years of industry experience, including 15 years at LPL Financial and over two decades at LCNB National Bank. 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 range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Kimberly Fitzpatrick is a financial advisor at LPL Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at The Huntington National Bank and The Huntington Investment Company. She is also involved with Kemba Credit Union. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Jeffrey Parker is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Brueggers' Bagels and is involved in a talent agency where he occasionally acts and models. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Dennis Grothaus is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Osaic Wealth, where he has worked since 2025, and previously worked at Lincoln Financial Securities and AllState Insurance Company. Grothaus continues to operate Grothaus Financial Group LLC, offering a range of insurance products alongside his wealth management practice. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services, employing various asset allocation tools and third-party solutions to tailor investment portfolios.

Dennis Horr is a financial advisor at LPL Financial with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Faith Financial Advisors, Inc. and Royal Alliance Associates, Inc. He operates in Loveland, Ohio. 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, supported by a large network of investment adviser representatives.

Vicky Mattison Leguillon is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has worked at LPL Financial since 2017 and previously held roles at Thurston Springer Miller Herd & Titak, Inc. and Private Client Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. 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 operational and research tools.

John Eiben is a financial advisor with Edward Jones in Milford, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of advisory work, he manages the upkeep and maintenance of the building housing his Edward Jones office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Thomas Burkholder is a financial advisor with Primerica Advisors in Milford, OH, holding a Series 63 designation and 19 years of industry experience. He has worked with PFS Primerica Financial Services and PFS Investments Inc. since 2005 and 2006, respectively, and is currently employed at New Richmond EVSD. Outside of advisory services, he is involved in sales of investment-related products and also participates in the sale of loan products and home security and automation 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 selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Michael Sauer is a CFP® with 27 years of industry experience, currently affiliated with Raymond James Financial in Loveland, OH. His career includes 17 years at Edward Jones prior to joining Raymond James Financial and its related entities in 2021. Outside of his advisory work, Sauer is involved as a 25% owner of Ascension Partners, LLC, overseeing multiple satellite branches. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced risk profiling and modeling tools, and supports its clients through a broad network of advisors and specialized programs.

Robert Bullock is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2005. Outside of his advisory role, he serves on the Finance Committee of LADD, an organization that supports adults with developmental disabilities in living and working independently. 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.

Martin Brennen is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Personal and Workplace Advisors and Strategic Advisors. Brennen is based in Cincinnati, OH. 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.

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.

Krystle Young is a financial advisor with LPL Financial, holding a Series 63 designation and nine years of industry experience. She has worked at LPL Financial since 2024 and previously spent 18 years at PFSI Investments Inc. and two years at Securities America Advisors. Outside of advisory work, she is involved in mortgage and real estate services through Stratton Mortgage. 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 advisory and brokerage services supported by model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets.

Nicholas Gray is a financial advisor with Edward Jones in Mount Orab, Ohio, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he maintains a rental property in Mount Orab. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Shayne Clephane Jr. is a financial advisor with Merrill in Cincinnati, OH, holding Series 66 and Series 63 licenses and has two years of industry experience. He previously worked at Fidelity Investments and Bank of America. Outside of finance, he is involved with Media Influence LLC, an entrepreneurial venture he has been part of since 2022. Merrill 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 various institutions.