Angelina Vita is a financial advisor with Equitable Advisors in West Chester, Ohio. She holds Series 63 and Series 66 credentials and has four years of industry experience. Outside of her advisory work, she is the owner of an online blogging business called The Potentially Possessed Horse. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party asset managers.

Amy Fullenkamp is a financial advisor with LPL Enterprise, holding a Series 66 designation and 11 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has served in the Ohio Army National Guard since 1998. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance products through affiliated entities.

Steven Ott is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005 and previously worked at Flint Ink Corp for 15 years. Outside of advising, he is a co-owner of a business in Cincinnati and is involved in part-time sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Dayna Byrd Mattress is a financial advisor with Primerica Advisors in Cincinnati, OH, holding 11 years of industry experience. She has worked with PFS Investments Inc. since 2013 and has been associated with Primerica Financial Services since 1992. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Erik Waldron is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and over 32 years of industry experience. He previously worked for CUSO Financial Services, LP from 2014 until 2025. Waldron is associated with GECU Wealth Management, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Dawn Henz is a financial advisor at Ameriprise with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms, including The Huntington National Bank, Prudential Insurance Company of America, LPL Financial, and Northwestern Mutual. Dawn is based in West Chester, OH. 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 ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Hunter Gillespie is a financial advisor at Raymond James Financial with CFP® and Series 66 credentials and five years of industry experience. His prior work includes positions at Robertshaw Capital Group, J.P. Morgan Securities LLC, JPMorgan Chase Bank, and Cincytech. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting supported by risk profiling and analytical tools, and it maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Gregory Hang is a financial advisor with LPL Financial in Mason, Ohio, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial for 26 years. Outside of his advisory role, he is also involved as an agent with various insurance companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing tools and a breadth of non-advisory financial activities.

Odell Graves is a financial advisor with Primerica Advisors in Cincinnati, OH, holding five years of industry experience. He has worked with PFS Investments Inc. since 2020 and with Primerica Financial Services since 2019. Outside of his advisory role, he is approved as a franchisee for a restaurant venture, though the business has not yet been developed. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees.

James Sigg is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 21 years of industry experience. He has worked with Primerica Advisors since 2004 and has been affiliated with Primerica Financial Services since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Ryan Barnett is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009, including during its affiliation as Axa Advisors, LLC. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, offering both proprietary and third-party investment solutions through a network of Investment Adviser Representatives.

Samuel Mathews is a financial advisor at Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Touchstone Securities Inc., UWM, EW Scripps, and Marietta. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a broad network of advisors.

Lisa Johnson is a financial advisor at Ameriprise with three years of industry experience. She holds the Series 66 designation and previously worked at NorthStar. Outside of her advisory role, she serves as a brand ambassador for Plexus Worldwide, selling probiotics and vitamins. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic tools with advisory oversight to deliver personalized retirement income strategies.

Peter West II is a financial advisor at Charles Schwab with CFP® certification and Series 66 and 63 licenses, bringing five years of industry experience. His prior work includes roles at Charles Schwab Bank, TD Ameritrade, and other firms. Outside of financial services, he is involved with Riviera Luggage LLC as a lead sales associate. 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 combines non-discretionary and discretionary advisory models, leveraging multi-asset portfolios and centralized operational infrastructure.

John Brueggeman is a financial advisor with LPL Financial in Cincinnati, Ohio, holding Series 63 and Series 65 licenses. He has 31 years of industry experience, including three years at Morgan Stanley DW Inc. and over two decades at Linsco/Private Ledger. He also operates a business under the name Viceroy Wealth Counsel. 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, third-party asset management, and institutional platforms.

Nancy Johnson is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. She has 30 years of industry experience and has worked concurrently in dental hygiene roles, including as a dental hygienist for various dentists. Johnson has been affiliated with Primerica Financial Services since 1995 and PFS Investments Inc. since 1996. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm provides advisory services through a large network of advisors and utilizes model-delivery strategies alongside discretionary separately managed accounts.

Benjamin Humbert is a financial advisor with LPL Financial in West Chester, Ohio, holding a Series 66 credential and five years of industry experience. He has worked at Stevens Investment Group and LPL Financial since 2021, with prior roles in the hospitality sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, supported by a large network of advisors and various operational tools.

Cameron Porczak is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 credential and four years of industry experience. His career includes prior roles at Transamerica Agency Network and multiple periods of 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 municipalities, offering financial planning, investment consulting, and institutional fiduciary services through various portfolio management styles and affiliated research.

Damian Lyons is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of his advisory role, he also works as a courier for DoorDash. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio management and trading delegated to BNY Mellon Advisors.

Christian Cox is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and with Primerica Financial Services since 2010. In addition to investment-related activities, he receives compensation for sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies developed by unaffiliated managers and maintains approximately $15.5 billion in assets under management across a large network of advisors.