Richard Haeufle is a financial advisor with Ameriprise in Cincinnati, OH, holding the CFP® designation and Series 63 and 66 licenses. He has 21 years of industry experience, including prior roles at Fidelity Personal and Workplace Advisors and Horter Investment Management. Outside of his advisory work, he holds a seasonal position as Caddie Superintendent and outside services team member at Maketewah Country Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by internal research and algorithmic tools.

Amy Burgraff is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling in its financial planning process.

Thomas Vennemeyer is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Northwestern Mutual Wealth Management Company and related entities. Outside of finance, his prior roles include involvement with Yellow Brick Ventures LLC and the Ohio Premier Volleyball Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Anthony Duggan is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. He is currently based in Cincinnati, OH. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly and through Corporate Financial Planning agreements.

Chad Clemons is a financial advisor at Edward Jones in Fairfield, OH, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm manages approximately $1.01 trillion in assets and has a nationwide network of over 23,700 advisors and 15,100 branch offices.

Robert Schaefer Jr. is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH. He holds the Series 63 and Series 65 designations and has 25 years of industry experience, including 21 years at Fifth Third Securities. He is also active as an insurance agent and operates under the trade name Focus Wealth Management. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, featuring multiple custody and platform arrangements and proprietary as well as third-party model-based strategies.

Stephen Horn is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Advisors LLC and Christopher Financial Group, where he also owns and operates a financial planning and investment practice. He is co-owner of Copper Path Financial Advisors, LLC, a business that supports his Ameriprise activities. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized, non-discretionary recommendations delivered through a centralized consulting team.

Samantha Roberts is a financial advisor at UBS Financial Services in Cincinnati, OH, with three years of industry experience. She previously worked at Union Savings Bank and U.S. Bank. Outside of her advisory role, she spends time supporting a family apiary business by handling communications and media. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and offers proprietary research and various capital markets services.

James Hider is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 26 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he co-teaches a security analysis class at the University of Cincinnati. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client investment strategies.

Kevin Smith is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at KeyBank and Clear Channel Communications. Outside of his advisory role, he is involved in managing private investment-related business ventures. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides customized retirement income planning through a written Recommendation Report and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

James Burchenal is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. He has worked with UBS Financial Services since 1997. Outside of his advisory role, he serves as a board member of a cattle ranch in Montana. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans aligned with client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of products including discretionary portfolio management and proprietary research.

John Willcox is a CFP®-certified financial advisor at Morgan Stanley with five years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill Lynch, and other financial institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to assist clients with their financial goals.

Brent Kassner is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007 and Bank of America, N.A. since 2018. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Richard Hidy is a Financial Advisor with The Evelo/Singer/Sullivan/Bruegge Group of Merrill Private Wealth Management. He works directly with clients to create, implement, and monitor personalized financial plans aligned with their long-term goals. Rich helps lead the group's corporate executive practice and serves as a senior member of the team's Investment Policy Committee, which sets the overall investment strategy for clients. From 2017 to 2020, Rich served as a Private Wealth Analyst, where he developed wealth strategy reviews for ultra-high net worth clients, conducted investment research, and executed investment activity across asset classes. He subsequently worked as an Assistant Vice President and Private Wealth Relationship Manager from 2021 to 2024. Rich holds the Accredited Asset Management Specialist (AAMS) and CERTIFIED FINANCIAL PLANNER (CFP) certifications. Rich earned his Bachelor of Business Administration with a minor in Journalism from the University of Notre Dame in 2016 and completed his MBA at Xavier University in 2017. He is a board member of May We Help, a nonprofit organization that provides free support to individuals with disabilities through innovative solutions and access to adaptive equipment.

Angie Keeley is a financial advisor at Stifel with 19 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Morgan Stanley Private Bank for seven years. Outside of her advisory role, she teaches a weekly Zumba class. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on asset allocation and planning analyses.

George Beddie Jr. is a financial advisor with Ameriprise in Southgate, KY, holding a Series 63 designation and over 56 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1988. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, delivering recommendations through a centralized consulting team in partnership with client advisors.

Kristin Biedenharn is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2013, concurrently serving at Bank of America, N.A. since 2015. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Anthony Pierson is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity and its affiliated entities since 2007. His career includes roles at Fidelity Brokerage Services LLC and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management as well as fund advisory. The firm employs a combined approach of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Brett Heimann is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it plays a formal advisory role to multiple registered investment companies.

Jody Pol is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1990. He serves on the Board of Directors for California Woods Advisory Council. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.