Colin Fogel is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2014, including time with the predecessor firm AXA Advisors. He serves on the board of the Lindner Investment Banking Club and works as a consultant for an IT service company. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporate, pension, and charitable clients. The firm utilizes a network of investment adviser representatives and offers client solutions through a variety of firm-offered and third-party advisory programs.

Zachary Blankenship is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, progressing through various roles including 401k Representative, Investment Solutions Representative, Client Management Representative, Investment Management Consultant II and III, before assuming his current position in 2025. Throughout his career at Fidelity, Zachary has focused on helping individuals and families build financial plans tailored to their goals. He emphasizes understanding each client's personal financial landscape and works collaboratively to create forward-looking strategies. Outside of his professional work, Zachary has interests in football, golf, and parenthood.

Joseph Steele Jr. is a financial advisor with MassMutual Investors Services in Cincinnati, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including 25 years at Metlife Securities Inc. before joining MassMutual in 2016. In addition to his advisory role, he is an independent insurance agent specializing in property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, utilizing firm-approved tools to deliver written recommendations through annual, collaborative client relationships.

Lucas Baker is a financial advisor at Morgan Stanley with five years of industry experience. He has previously worked at Fidelity Investments, American Income Life, and Capital Choice Financial Group. Outside of finance, he works as a server and cook at Quatman Cafe in Norwood, Ohio. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by structured processes and firm-approved tools.

Garrett Pringle is a CFP® and holds a Series 66 designation with eight years of industry experience. He is currently with UBS Financial Services in Cincinnati, OH, where he has worked since 2022, and previously held roles at Raymond James Financial and First Financial Wealth Management. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, discretionary portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment solutions.

Amanda Kingrey is a financial advisor at LPL Financial with three years of industry experience. She holds the Series 66 credential and has held previous roles at the US Census Bureau and Beckett Springs. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Nathan Buse is a financial advisor at UBS Financial Services with one year of industry experience. He has previously worked at Fidelity Investments, Capital Wealth Advisors, and had a role at the Rueve Landscape Company LLC. Nathan holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Jonathan Allen is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services, U.S. Bancorp Investments, and US Bank. Outside of Ameriprise, he serves as an Associate Financial Advisor at BFM & Associates, advising clients on financial planning and investment strategies. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and emphasizes the use of proprietary funds and algorithmic automation in its approach.

Roger Strunk is a financial advisor at OSAIC with 16 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Lincoln Financial Advisors, MSI Financial Services, Inc., and Private Client Services, LLC. OSAIC serves a diverse client base, including retail and institutional clients, through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Daniel Damore is a financial advisor with Ameriprise in Westchester, Ohio, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked primarily with Ameriprise and its affiliated entities since 2007, with brief roles at Key Investment Services, LLC. Outside of his advisory role, he is involved in ownership and management of investment-related businesses including Alan Loop Holdings, LLC and Walsh Legacy LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through a structured Recommendation Report and ongoing advice, supported by proprietary research and algorithmic tools.

Apryl Pope is a financial advisor with LPL Financial in Cincinnati, Ohio, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked with several firms, including Ameritas Investment Corp. and Capital Choice Financial Services, and currently operates Pope Financial Planning, LLC. Outside of her advisory role, she provides legal consulting through a subscription service. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with various portfolio management options and technology tools while maintaining oversight of substantial discretionary assets across a broad advisor network.

Anthony Russell is a Wealth Management Senior Relationship Manager at Fidelity Investments. He collaborates with clients to manage the day-to-day tasks necessary to work towards their financial goals by understanding their needs and identifying suitable strategies tailored to each individual client and their family. Anthony has been with Fidelity Investments since 2015, holding various roles including Financial Representative, High Net Worth Representative, Workplace Planning Consultant, Private Wealth Management Planning Consultant, and currently Senior Relationship Manager. His experience spans multiple areas within wealth and financial management. Outside of his professional role, Anthony enjoys activities such as camping, concerts, fishing, golf, kayaking, and traveling.

Jay Otto is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, Ohio, holding a Series 63 designation and 25 years of industry experience. He worked previously at Ameriprise Financial Services from 2009 to 2026 before joining Cambridge in 2026. Outside of his advisory role, Otto is an owner of a construction business, Otto and Walsh Construction. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm is known for its proprietary model strategies under the Founders Gate Capital brand and supports both discretionary and non-discretionary management.

Eric Rawe is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for eight years. Rawe is also co-owner of Rawe Financial Group, LLC, which supports securities, advisory, and insurance business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary strategies.

Dustin Rodgers is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop personalized financial plans tailored to their goals and preferences. He emphasizes building strong and lasting client relationships in his practice. He has been with Fidelity Investments since 2016, progressing through roles including Financial Services Representative, Stock Plan Associate, Stock Plan Consultant, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2024.

Michael Broughton is a Series 66-licensed financial advisor with Ameriprise, where he has worked since 2000, including six years at the current firm entity. He has 26 years of industry experience. Outside of his advisory role, he is an owner and board member of BFM & Associates, LLC, a financial planning practice he operates with partners. Ameriprise provides 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 personalized, written recommendation reports, supported by a centralized retirement-income consulting team.

Denise Cox is the Vice President and Branch Leader at Fidelity Investments, where she currently leads and supports a team of financial professionals dedicated to partnering with clients to provide tailored planning experiences. She has held this position since 2023. Prior to her current role, Denise served as Assistant Branch Leader at Fidelity Investments from 2021 to 2023, and as Team Leader for Workplace Planning and Advice from 2018 to 2021. Her experience also includes serving as a Senior Relationship Manager at Fidelity Investments from 2013 to 2018. Denise's professional background demonstrates her extensive experience in financial planning and client relationship management within Fidelity Investments. Outside of her professional role, she has personal interests in art, beach activities, cooking and baking, exploring food, and music.

Suzanne Short is a financial advisor with Raymond James Financial in Cincinnati, OH, holding Series 63 and Series 66 designations and 25 years of industry experience. She has worked at Raymond James Financial Services and related entities since 2019 and previously spent 13 years at THE O.N. Equity Sales Company. Outside of advising, she serves as Director of Retail Brokerage and program manager for the RJ Brokerage division at Yellow Cardinal Brokerage Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance clients through a dedicated municipal advisor affiliation.

David Girmann is a financial advisor with Ameriprise in Cincinnati, OH, holding Series 63, 65, and 66 credentials and 23 years of industry experience. He has been with Ameriprise since 2017 and previously owned Little Dutch Trading Company for 14 years. He is also employed by River Hills Consulting Services, LLC, a role related to his advisory practice. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, emphasizing managed accounts and algorithmic support in its retirement planning approach.

Francis Niehaus is a financial advisor at LPL Financial with 38 years of industry experience. He holds CFP® and Series 63 designations and has a background that includes nearly two decades at Securities America Advisors, Inc. Niehaus is also an attorney and owner of Niehaus Law Office, LLC, where he provides legal services outside of his advisory work. 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.