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.

Jeffrey Reis is a CFP® certificant with 42 years of industry experience, currently serving as a financial advisor at Ameriprise in Dayton, OH since 2020. Prior to joining Ameriprise, he worked for seven years at Raymond James & Associates. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Jacob Sandmann is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America N.A. Outside of his advisory role, he owns Sandmann Vintage LLC, an e-commerce business specializing in the resale of mid-century bakeware and dishware. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research methods and incorporates ESG criteria, supported by a centralized manager solutions team.

Erik Dayhoff is a financial advisor at Ameriprise with 31 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved in managing an LLC that shares office expenses with other Ameriprise advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines proprietary research and third-party data to deliver tailored, tax-aware retirement strategies within a defined investment framework.

Gage Hemmelgarn is a CFP®-designated financial advisor with Edward Jones, based in West Chester, OH, and has 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he serves as president of NALAM Properties LLC, a real estate business based in Cincinnati, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Alex Herman is a financial advisor with Ameriprise based in West Chester, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at Macy's Inc. for seven years. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create personalized plans, delivering recommendations through a centralized consulting team while leveraging algorithmic tools overseen by a Retirement Income Oversight Committee.

Daniel Snow is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates, Inc. 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, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Adam Hunt is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and 65 licenses and previously worked at The Huntington Investment Company and The Huntington National Bank. Outside of finance, he has experience in the brewing industry with Fibonacci Brewing Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, using proprietary research and algorithmic tools.

Susan Burnett is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. She holds a Series 65 designation and has worked previously at Core Investment Group, Monarch Retirement Solutions, Cornerstone Registered Investment Advisors, and Western Southern Financial. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm employs both discretionary and non-discretionary management strategies and provides access to various platforms, third-party advisers, and proprietary model strategies.

Steven Arengo is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He has held positions with Cambridge Investment Research firms since 2001, including a five-year tenure at Invest Financial Corp. Outside of his advisory role, he is involved in youth sports as the owner of an online national youth sports directory and serves as a trustee for the David Bradley Wick Foundation, managing a golf outing and scholarship program. Additionally, he scouts prospective participants for Florida Citrus Sports bowl games. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers access to multiple platforms, proprietary model strategies, and third-party advisers.

Thomas Henry is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial, Universal 1 Credit Union, Inc., CUNA Brokerage Services, Inc., Midusa Credit Union, and Cuso Financial Services. Outside of his advisory role, he serves as an assistant basketball coach for Madison Local Schools in Middletown, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor strategies according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

David Naber is a CFP® with 22 years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at Ameriprise Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Mark Howie is a financial advisor with LPL Financial in West Chester, OH, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with LPL Financial since 2013. 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 variety of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive technology and a broad range of financial products.

Monica Thomas is a financial advisor with Cambridge Investment Research Advisors in Middletown, Ohio. She holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Cambridge, she worked for the City of Middletown and has been involved with West Central Wine, LLC for ten years. She also serves as a board member of the Middletown Garden Club. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to various platforms, third-party advisers, and proprietary model strategies.

David Craig is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include leadership at Craig Capital Corp., Inc. and Payroll Vault. He serves on the board of the nonprofit Companions Ark and acts as an agent for fixed insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through its municipal advisor affiliation.

Craig Couch is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Citizens Securities, The Huntington Investment Company, LPL Financial, FirstMerit Bank, and Edward Jones. Outside of his advisory work, he serves as a play-by-play announcer for Elyria Lorain Broadcasting Co. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Neil Mayo is a financial advisor at Edward Jones in Cincinnati, OH, with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, his work background includes roles at Multisource Home Electronics, TW Metals, LLC., G&W Products Inc., and Riverfront Steel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bethany Beebe is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022, with prior experience at Craig Capital Corporation. Outside of her advisory role, she is involved in insurance sales through KAFL Insurance Resources. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it offers specialized municipal finance and SIMPLE IRA advisory services.