Michael Vagle is a financial advisor with Edward Jones in Cincinnati, OH, holding a Series 66 license and 18 years of industry experience. He has worked at Edward Jones since 2007. Outside of his advisory role, he is the owner of a commercial property management business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large national network of advisors and branch offices.

Mire Jonovski is a financial advisor at Raymond James & Associates with Series 63 and Series 65 licenses and 46 years of industry experience. He has been with Raymond James since 2005 and previously worked at Advest, Inc. from 2001 to 2005. Outside of his advisory role, he serves as president of Acquest Inc. and MKMS, companies involved in the management and oversight of rental real estate. Raymond James & Associates is a dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Scott Moffitt is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 designation and has previously worked with firms including Summit Financial Group, Inc. and Gross & Company. Outside of advising, he is the founder of College Planning Relief and an author of a book titled Retirement Income Matters. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and consulting services through a multi-manager platform that provides access to both affiliated and unaffiliated third-party managers.

Caleb Stauch is a financial advisor with UBS Financial Services in Miamisburg, OH. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, his work history includes roles in various service and healthcare companies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Arthur Faulkner II is a financial advisor with Primerica Advisors in Cincinnati, OH, holding over 20 years of industry experience. He has worked in various roles including positions at Gentex Corporation, Omega Engineering, and Russel Tobin Engineering. Outside of his advisory work, he is an engineering consultant and has also worked as an Uber driver. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm provides advisory services through a large network of advisors using model-delivery strategies managed by third-party asset managers.

John Knapke is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1984 and works with institutions, foundations, and corporate retirement plans, focusing on total portfolio planning including investment policy review, asset allocation, and institutional money manager selection. John earned a Bachelor's degree from Wright State University and an MBA from the University of Dayton. He holds several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include Divorce Transition Planning, Institutional Consulting, Institutional Investment Consulting, Services for Defined Benefit Plans, Investment Consulting for Defined Contribution Plans, Managing New Wealth, Personal Retirement Planning, Socially Responsible, Values Based, and ESG Investing, Tax Minimization, and Retirement Income. Outside of work, John has an interest in baseball, basketball, and football.

Fred Darlington is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he is a notary and involved in health insurance and Medicare services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product facilitation.

Mark Meyrose is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Evan Krah is a financial advisor at Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Raymond James, he worked at Fifth Third Bank and spent several years in full-time education. 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 tailored financial planning and non-discretionary investment consulting through multiple specialized programs.

Jack Updike is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 22 years of industry experience. He has worked with Primerica Financial Services since 2001 and maintains roles at several companies including OK Travel & Services, R B Tool & MFG, Pfs Investments Inc, and Data Recognition Corp. Outside of advising, he is involved in the sale of home security and automation products as well as loan products through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of separately managed account options for individual and high-net-worth clients. The firm employs third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension plan management.

Mary Schulz is a financial advisor with Primerica Advisors in Cincinnati, OH, holding 13 years of industry experience. She has worked at Dynamic Pension Services and PFS Investments Inc., where she remains active. Schulz is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services.

Joshua Williams is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior work includes roles at Winsupply, Miami University, and Menards. Stifel serves a diverse client base, including individual and institutional investors, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

William Varwig IV is a financial advisor with Charles Schwab in Cincinnati, Ohio, holding a Series 66 designation and four years of industry experience. His work history includes roles at Charles Schwab, TD Ameritrade, DoorDash, Anthem Inc., and Stand Energy Corporation. 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 multi-asset model portfolio approach and centralized operational infrastructure.

Marie Vandenberg is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment models implemented with oversight from BNY Mellon Advisors.

Matthew Watson is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 credential and previously worked at Alps Distributors, Inc. for seven years. Watson serves as an advisor on the investment committee for the Wright State University Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

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.

Aaron Ames is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. He has been with LPL Financial since 2006. Ames also serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

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.

Brandy Davis is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 12 years of industry experience. She has worked with Primerica since 2014 and has additional experience in public service roles with Cincinnati Public Schools and Ohio Unemployment. Outside of her advisory role, she is involved in a real estate income business through RD Freedom & Legacy, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

Kerry Beeber is a financial advisor at Fidelity with 12 years of industry experience and holds a Series 66 designation. Kerry has worked at various Fidelity entities since 2013, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.