Tyler Clark is a financial advisor with Ameriprise in Springboro, Ohio, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering customized advice through a centralized consulting team.

Judith Budnik is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 23 years of industry experience. Her career includes long-term roles at Kroger and Pfs Investments Inc., alongside her ongoing work with Primerica Financial Services. Outside of finance, she owns Stoney Roads, a business that sells stones and minerals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating model implementation to BNY Mellon Advisors.

Tyler Schmidt is a financial advisor with Edward Jones in Lebanon, Ohio, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at BMW of Cincinnati North for three years and has served in the Army National Guard since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers diverse advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Amy Emrick is a financial advisor with Ameriprise in Middletown, Ohio, holding 21 years of industry experience. She has been with Ameriprise and its affiliate since 2000. Emrick is involved in an outside business activity as a paraplanner for Centurion Holdings LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.

Timothy Reese is a financial advisor with LPL Financial in Centerville, OH, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His background includes roles at Waddell & Reed, various insurance carriers, and operating Reese Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and a range of portfolio management options.

Kayla Wolf is a financial advisor with Edward Jones in Morrow, OH, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 10 years of industry experience, having previously worked at Charles Schwab & Co., Inc. and Fidelity Brokerage Services, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Brian Smith is a financial advisor with Charles Schwab in Cincinnati, OH, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Charles Schwab since 2004 and affiliated with Charles Schwab Bank, SSB since 2018. Charles Schwab & Co., Inc. provides wealth advisory services primarily to 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 combines non-discretionary and discretionary investment options with centralized custody and operational support, serving a large client base across multiple programs.

Douglas Galloway is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving affluent families of success and complexity since 2012. Douglas provides advice and guidance to executives, small business owners, and families, aligning clients' investments with their life goals through personalized planning processes. His professional career spans 13 years, including experience from small start-ups to international business and wealth management. Douglas employs risk management strategies to help clients pursue their financial objectives. His client focus areas include corporate benefits, education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, small business strategies, individual and corporate investment strategy, and retirement income. Douglas holds a Bachelor's Degree from the University of Kentucky, an MBA from the Williams College of Business at Xavier University, and is a Personal Investment Advisor (PIA). He also participates in community activities, volunteering with organizations locally. His personal interests include boating, camping, cooking, fishing, gardening, hiking, hunting, reading, skiing, and traveling.

Jennifer Stanley is a financial advisor with Edward Jones in Lebanon, OH, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2007. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of more than 23,700 advisors nationwide.

John Anderson is a Wealth Management Advisor with extensive experience in the financial services and risk management industry since 1991. He holds a Bachelor of Science in Business Administration from the University of Alabama and is a CERTIFIED FINANCIAL PLANNER™ certificant. He has also earned and maintained his designation as a Portfolio Manager within Merrill IAP. John and his team oversee and coordinate the financial affairs for a select group of clients including families, retirees, business owners, physicians, attorneys, professional athletes and entertainers, corporate executives, and non-profit organizations locally and nationally. They focus on understanding clients' life priorities, investment personalities, and financial situations to deliver personalized wealth management strategies. Their approach emphasizes integrity, trust, and putting clients' best interests first. Active in the community, John has served on the Board of the Johnston YMCA, Charlotte Latin School’s Alumni Governing Board, and as a Parish Council Member of St. Nektarios Greek Orthodox Church. His personal interests include skiing, travel, yoga, and attending live music events.

Keevin Davis serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2010. He joined Fidelity in 2004 and has held various positions including Investment Consultant, Proactive Representative, and Investment Representative. Throughout his tenure, he has focused on engaging clients in detailed discussions about their concerns, investment objectives, and family goals to develop tailored financial strategies. Davis emphasizes the importance of building long-lasting relationships with clients by understanding their individual needs and leveraging planning tools and innovative products. His approach centers on creating customized strategies to address specific client requirements. Outside of his professional responsibilities, Keevin Davis enjoys family activities, food, football, golf, and outdoor adventures.

Mollie Marot is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2019. Prior to her current role, she worked for three years at the Children's Home of Cincinnati. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services through a variety of portfolio management styles and affiliated research.

Christopher Carter is a financial advisor at Edward Jones in Cincinnati, OH, holding Series 63 and Series 66 credentials with 14 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory services under a fiduciary standard and is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

Mark Sutton is a CFP® with 33 years of experience in the financial services industry. He has been with Ameriprise since 1992 and currently operates out of Cincinnati, OH. Outside of his advisory role, he owns and consults for MBS Management, LLC. Ameriprise provides retirement-income planning services designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Matthew Palmer is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill and Bank of America, N.A. for nearly two decades. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maria Tschuor is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has worked at various Fidelity entities since 2007 and is currently based in Liberty Township, Ohio. Outside of her advisory role, she serves as an officer for the Four Bridges Swim Team, organizing volunteers and fundraising activities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and advisory roles with registered investment companies.

Gary Holstine is a financial advisor at Stifel with 42 years of industry experience. He holds a Series 63 designation and has worked at Stifel since 2023, following seven years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning analyses without guaranteeing outcomes.

Jason Goldberg is a financial advisor at Raymond James & Associates in Cincinnati, OH, holding a Series 63 designation with 29 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner in a business entity created to facilitate lease agreements for the firm’s new branch locations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad range of portfolio management styles and affiliated research.

Tyler Dayhoff is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. Outside of his advisory role, he is a co-owner of a marketing business for Best in Sight Eye Care. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

John Fidder is a financial advisor with Ameriprise, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise and its predecessor firms since 1996. Outside of his advisory role, Fidder serves as Vice President on the Board of Directors for The Sanctuary of Liberty Township Home Owners Association. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.