Lisa Mullen is a financial advisor with Wells Fargo Advisors in Mason, OH, holding a Series 63 designation and 22 years of industry experience. She previously worked at Raymond James & Associates for 16 years before joining Wells Fargo Clearing in 2022. Outside of her advisory role, she acts as a power of attorney for her mother. Wells Fargo Advisors is an institutional firm with over 2,200 advisors providing investment services across a broad client base.

Edward Zdolshek is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Cetera Advisor Networks and Foresters Financial Services. Outside of his advisory role, he serves as a high school hockey assistant coach at St. Ignatius High School in Cleveland, OH. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and ongoing advice.

Kimberly Thompson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 23 years of industry experience. She has worked with several firms including Wells Fargo Clearing and UBS Financial Services before joining Ameriprise in 2018. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Peter is a financial advisor with Charles Schwab in Cincinnati, OH. He holds the CFP® designation along with Series 66 and Series 63 licenses, and has 12 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and order-routing operations.

Patrick Lause is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been affiliated with PFS Investments Inc. since 1993 and Primerica Financial Services since 1992. In addition to his advisory role, Lause is involved in non-investment activities including independent contracting for 3M Cogent, Inc. and ownership of DBASolutions, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm uses model-delivery investment strategies managed by unaffiliated asset managers and provides trading and custody support through BNY Mellon Advisors and Pershing.

Mark Gorsuch is a financial advisor with Charles Schwab in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2007. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operations.

Michael Long is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 28 years of industry experience. He has worked at firms including Avantax and 1ST Global Advisors, and is also the managing partner of Long, Schaefer & Company, Inc., a CPA firm. Outside of financial services, he is involved in the breeding, care, and sale of meat goats through Long Gone Farming. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment platforms and third-party managers, operating a multi-manager platform with over $256 billion in assets under management.

Scott Litwin is a financial advisor at Stifel with 44 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2005. Outside of his advisory role, he serves as President and Treasurer of the Wyoming Ohio Cycling Foundation, where he is involved in fundraising and managing grants. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide forward-looking asset allocation and financial planning analyses.

Shahid Malik is a financial advisor with OSAIC who holds Series 63 and Series 65 designations and has 29 years of industry experience. His prior roles include positions at Royal Alliance Associates, Sii, and Ameriprise. He serves as Treasurer on the board of the American Muslim Chamber of Commerce and teaches Arabic language outside of his advisory work. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Michael Vennemeyer is a financial advisor at Ameriprise in Cincinnati, OH, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Ameriprise since 2017, including its affiliated entity Ameriprise Financial Services, Inc. Outside of his advisory role, he works as a paraplanner with Solomon Professional Services LLC, assisting with client meeting preparations. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing customized Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to generate tailored advice primarily for clients who hold assets in Ameriprise-managed accounts.

Roger Ames is a CFP® professional with 44 years of experience in the financial industry. He has been with LPL Financial since 2003 and holds a Series 63 license. Outside of his advisory role, Ames also operates a CPA practice focused on tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning and investment management services. The firm offers access to model portfolios, third-party asset managers, and institutional platforms, supported by extensive technology and a broad suite of financial products.

Mark Wilkins is a Series 66-registered financial advisor with Thrivent Investment Management, based in West Chester, Ohio. He has 19 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he operates a sole proprietorship providing technology services and maintenance to small businesses on an ad-hoc basis. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option, while maintaining separate management of these services.

Amanda Gulasy is a financial advisor with Ameriprise in West Chester, OH, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored recommendations through a centralized consulting team.

Gavon Baker is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at Chase Bank, Walmart, Chick-fil-A, and Gordon Lumber, alongside periods of full-time education. Charles Schwab & Co., Inc. serves a large client base of 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 a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

John Witt is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He has worked at Avantax Advisory Services and Long, Schaefer & Company Inc., where he also serves in accounting and wealth management support roles. Witt has experience providing tax and business planning services as well as assisting with retirement plan administration. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Justin King is a financial advisor with Primerica Advisors, holding a Series 63 designation and 11 years of industry experience. He has worked with PFS Investments Inc. since 2013 and with Primerica Financial Services since 2009. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its advisory services.

Ryan Robertshaw is a CFP® with 17 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2019. Prior to joining Raymond James, he worked for Wells Fargo Advisors Financial Network LLC for 10 years. He is the CEO of Robertshaw Capital Group, a wealth management practice operating under Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Jeffery Seifert is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Prior to Fidelity, he was employed at TD Ameritrade and Ameriprise. Fidelity’s Strategic Advisers LLC segment provides investment management and advisory services to various clients, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, a broad investable universe, and its advisory role to multiple registered investment companies.

Grant Lanham is a financial advisor at Charles Schwab in Cincinnati, OH, holding a Series 66 credential with one year of industry experience. His prior work includes roles at Prudential Financial, LPL Enterprise, and Charles Schwab Bank, SSB, as well as self-employment and positions in education. 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 a combination of non-discretionary and discretionary investment management, supported by a large-scale, integrated operational structure.

Thomas Nemec is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Financial Engines Advisors L.L.C. since 2016 and previously held roles at Financial Engines Advisor Center, LLC and The Mutual Fund Store. He is based in Cincinnati, OH. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, providing diversified portfolios and a range of discretionary and non-discretionary management options.