Michael Rawlings is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2005. Outside of his advisory work, Rawlings is an author of multiple books, including two spiritual titles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, supported by research and model portfolios, with both discretionary and non-discretionary management options.

Brian Smith is a financial advisor with Charles Schwab in Cincinnati, OH, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Charles Schwab since 2004 and affiliated with Charles Schwab Bank, SSB since 2018. Charles Schwab & Co., Inc. provides wealth advisory services primarily to 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 investment options with centralized custody and operational support, serving a large client base across multiple programs.

Douglas Galloway is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving affluent families of success and complexity since 2012. Douglas provides advice and guidance to executives, small business owners, and families, aligning clients' investments with their life goals through personalized planning processes. His professional career spans 13 years, including experience from small start-ups to international business and wealth management. Douglas employs risk management strategies to help clients pursue their financial objectives. His client focus areas include corporate benefits, education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, small business strategies, individual and corporate investment strategy, and retirement income. Douglas holds a Bachelor's Degree from the University of Kentucky, an MBA from the Williams College of Business at Xavier University, and is a Personal Investment Advisor (PIA). He also participates in community activities, volunteering with organizations locally. His personal interests include boating, camping, cooking, fishing, gardening, hiking, hunting, reading, skiing, and traveling.

John Anderson is a Wealth Management Advisor with extensive experience in the financial services and risk management industry since 1991. He holds a Bachelor of Science in Business Administration from the University of Alabama and is a CERTIFIED FINANCIAL PLANNER™ certificant. He has also earned and maintained his designation as a Portfolio Manager within Merrill IAP. John and his team oversee and coordinate the financial affairs for a select group of clients including families, retirees, business owners, physicians, attorneys, professional athletes and entertainers, corporate executives, and non-profit organizations locally and nationally. They focus on understanding clients' life priorities, investment personalities, and financial situations to deliver personalized wealth management strategies. Their approach emphasizes integrity, trust, and putting clients' best interests first. Active in the community, John has served on the Board of the Johnston YMCA, Charlotte Latin School’s Alumni Governing Board, and as a Parish Council Member of St. Nektarios Greek Orthodox Church. His personal interests include skiing, travel, yoga, and attending live music events.

Keevin Davis serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2010. He joined Fidelity in 2004 and has held various positions including Investment Consultant, Proactive Representative, and Investment Representative. Throughout his tenure, he has focused on engaging clients in detailed discussions about their concerns, investment objectives, and family goals to develop tailored financial strategies. Davis emphasizes the importance of building long-lasting relationships with clients by understanding their individual needs and leveraging planning tools and innovative products. His approach centers on creating customized strategies to address specific client requirements. Outside of his professional responsibilities, Keevin Davis enjoys family activities, food, football, golf, and outdoor adventures.

Mollie Marot is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2019. Prior to her current role, she worked for three years at the Children's Home of Cincinnati. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services through a variety of portfolio management styles and affiliated research.

Christopher Carter is a financial advisor at Edward Jones in Cincinnati, OH, holding Series 63 and Series 66 credentials with 14 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory services under a fiduciary standard and is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

Mark Sutton is a CFP® with 33 years of experience in the financial services industry. He has been with Ameriprise since 1992 and currently operates out of Cincinnati, OH. Outside of his advisory role, he owns and consults for MBS Management, LLC. Ameriprise provides retirement-income planning services designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Matthew Palmer is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill and Bank of America, N.A. for nearly two decades. 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 offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maria Tschuor is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has worked at various Fidelity entities since 2007 and is currently based in Liberty Township, Ohio. Outside of her advisory role, she serves as an officer for the Four Bridges Swim Team, organizing volunteers and fundraising activities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and advisory roles with registered investment companies.

Gary Holstine is a financial advisor at Stifel with 42 years of industry experience. He holds a Series 63 designation and has worked at Stifel since 2023, following seven years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning analyses without guaranteeing outcomes.

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.

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.

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 with J.P. Morgan Securities, holding a Series 66 credential and three years of industry experience. He previously worked at Merrill and Bank of America and is the owner of Sandmann Vintage LLC, an e-commerce business specializing in the resale of mid-century bakeware and dishware. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and delivers recommendations on a non-discretionary basis.

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.

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.