Brian Nelson is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 19 years of industry experience. He has been with Primerica Advisors since 2021 and previously operated as a self-employed advisor for several years. Outside of advising, Nelson is involved in sales of investment-related products and receives compensation for referrals related to home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates through a large network of financial advisors.

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.

Guy Richardson is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to inform asset allocation and financial planning analyses.

Jeffrey Huber is a financial advisor at LPL Financial with one year of industry experience. Prior to entering the financial services field, he worked for 28 years at Toyota Motor Manufacturing North America. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Todd Hicks is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Stifel in 2019, he worked for Morgan Stanley Private Bank. He serves on the board of the SOR Cincinnati Area Foundation, which raises funds to support economically disadvantaged children’s education. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. Its investment approach utilizes proprietary methodologies from the Investment Strategy Group to provide asset allocation and financial planning guidance.

Shawn Keller is a financial advisor at Edelman Financial Engines in Cincinnati, OH, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Financial Engines Advisors L.L.C. since 2014, following prior roles at The Mutual Fund Store and Chase Investment Services Corp. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios, rebalancing, and fiduciary management across a broad range of accounts and product exposures.

Teresa Papadatos is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and nine years of industry experience. She has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 2012. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its advisory services.

Brett Thornock is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Fidelity Investments and has previously worked at firms including NYlife Securities LLC and Ohio National Financial Services. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles with registered investment companies and its use of AI-driven methodologies in portfolio management.

Brian Snowden is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill Lynch and Scottrade. Snowden is also employed as a sales assistant at Yellow Cardinal Brokerage Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Eric Albright is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 license and bringing 26 years of industry experience. His previous roles include positions at UBS Financial Services, Quick & Reilly, Whitehall Financial Services, and Kms Financial Services. He is also a vice president at LifePoint Financial Solutions. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Jonathan Patton is a financial advisor at Ameriprise in West Chester, OH, holding a Series 66 designation with six years of industry experience. He has worked at Ameriprise since 2018 and has prior experience at Makino and Brooks Brothers. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes proprietary research and third-party data, with distinctive enrollment criteria and an investment framework influenced by affiliated product partnerships.

Seann Schaller is a financial advisor at LPL Financial in Cincinnati, OH, with 24 years of industry experience. He holds the Series 66 designation and previously worked at Cetera Advisors LLC, Guardian Life, and ClaimLinx. Outside of his advisory role, he is owner and president of Freeman Heyne Schaller, where he provides health benefits and insurance services. 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, model portfolios, third-party asset management, and institutional platforms.

Margaret Vagle is a financial advisor at Edward Jones in Cincinnati, OH, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets.

Linda Austin is a financial advisor at Edward Jones in West Chester, OH, holding Series 63 and Series 66 licenses with three years of industry experience. She previously worked at Fidelity Investments and Vandyk Mortgage Corp, where she spent nine years before joining Edward Jones. Outside of advising, she acts as a trustee for Move With Kenny LLC, authorized to sign on behalf of her husband when necessary. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, investment strategies, and affiliated services. The firm is notable for its extensive nationwide advisor and branch network and offers both discretionary and non-discretionary investment solutions under a fiduciary standard.

Kim Sherwood is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes long-term roles at Lang Financial Group and Cetera Wealth Services, as well as ownership of Center Stage Financial since 2020. Outside of finance, she is involved in stand-up comedy and related podcast and video production and serves on the board of directors for Westview Condominiums. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management, financial planning, and retirement services, supporting both discretionary and non-discretionary account management across multiple program structures.

Dianna Knudsen is a CFP® designated financial advisor with Raymond James Financial in Mason, OH, with 10 years of industry experience. She previously worked at Edward Jones for 11 years. Outside of her advisory role, she owns and operates a sole proprietorship managing an Edward Jones office. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary advice aligned with client goals, supporting implementation through its advisory programs or other providers.

Brian Rogers is a financial advisor with LPL Financial in Mason, OH, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. His career includes roles at National Planning Corporation, Woodbury Financial Services, Mony Securities Corporation, and Troyan & Associates. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

Brayden Rouse is a Series 66 licensed financial advisor with LPL Financial in Harrison, Ohio. He has professional experience beginning in 2025, with previous roles at Discount Den, Capital Concepts, and Pizza Uncommon. He is also affiliated with Purdue University. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced operational tools and a large network of over 22,800 advisors.

Jeffrey Scheper is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Stifel. He previously worked at Morgan Stanley Private Bank, N.A. for four years before joining Stifel in 2019. He serves on the board of directors of the Anderson Area Chamber of Commerce, supporting economic growth initiatives in Anderson Township, Ohio. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

Beth Mc Donald is a financial advisor with Ameriprise in Florence, KY, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, and also spent time at Neat Method of Cincinnati. Outside of Ameriprise, she serves as an Associate Financial Advisor at BFM & Associates, LLC, focusing on financial planning. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets. The firm provides tailored, non-discretionary recommendations using a combination of research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with client advisors.