Matthew Rupe is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and nine years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Rupe is co-owner of Vertical Advantage Helicopters, where he serves as a pilot and flight instructor. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, 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 product sales through affiliated entities.

John Weigel is a financial advisor with LPL Financial, holding a Series 66 credential and 28 years of industry experience. He has worked at LPL Financial since 2008 and was previously employed at Fifth Third Securities, Inc. from 2005 to 2008. In addition to his advisory role, he operates a business entity for tax and investment purposes. 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 provides a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Larry Bowling is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 44 years of industry experience. He has worked with MML Investors Services, Inc. since 1988. Outside of his advisory role, he is also involved in life, health, and dental insurance sales. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements.

Alexander Overcash is a Benefits & Planning Consultant specializing in Executive Services. In his role, he collaborates with clients to understand their short-term, intermediate, and long-term financial goals, aiming to create customized financial plans tailored to their unique needs. Since 2018, Alexander has worked as a Workplace Planning Consultant at Fidelity Investments. He emphasizes building strong, in-depth relationships with clients and their families, focusing on trust, reliability, and comprehensive knowledge to support effective financial planning. Outside of his professional work, Alexander has interests in cars, cooking and baking, fitness, golf, hiking, and kayaking.

Joshua Manners is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Morgan Stanley Smith Barney, and Ultimus Fund Solutions. Based in Cincinnati, OH, he joined Charles Schwab in 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by strategic asset allocation models and centralized custody and supervisory arrangements.

Ryan Hoover is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial Services, Truist Bank, and PNC Investments. Hoover is based in Loveland, OH. LPL Financial is a national broker-dealer and 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, utilizing model portfolios, third-party asset managers, and customized investment strategies.

Casey Hull is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones, Hull worked at Bank of America, N.A./Merrill Lynch for four years and held positions at Gateway Logistics and Verizon Wireless. Hull holds a Series 66 designation and is based in Cincinnati, OH. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Scott Richter is currently serving as Vice President, Wealth Planner at Fidelity Investments since 2022. In this role, he collaborates with clients to develop financial plans by examining potential outcomes and strategies, providing education through data, insights, and research to support informed decision-making. His professional experience includes positions as Co-founder and Wealth Planner at OTIUMfinancial from 2020 to 2022, Wealth Management Advisor at TIAA from 2014 to 2020, Investment Representative at Fidelity Investments from 2010 to 2014, and Financial Advisor at Premier Wealth Group from 2008 to 2010. Throughout his career, he has focused on wealth planning and financial advisory services. No information about education, credentials, personal interests, or community involvement was provided.

Eric Mills is a financial advisor with Primerica Advisors in West Chester, OH, holding 10 years of industry experience. He has worked with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. Outside of his advisory role, he 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 discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Forrest Beilby is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Jeffrey Murphy is a financial advisor with Primerica Advisors in Springdale, OH, holding 11 years of industry experience. He has worked at Primerica Advisors since 2015 and has additional experience with Primerica Financial Services dating back to 2014. Outside of his advisory role, he receives non-investment related compensation through referrals of home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and utilizes model-driven investment strategies supported by third-party asset managers and custodians.

Kevin George is a CFP® professional with 13 years of industry experience, currently serving at LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities LLC, and Northwestern Mutual. In addition to his advisory work, he is also an author based in West Chester, OH. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of insurance and trust-related services through affiliated entities.

Christopher Browning is a CFP® and ChFC® with over 31 years of industry experience. He has been with J.P. Morgan Securities since 2012 and J.P. Morgan Chase Bank, N.A. since 2009. Outside of his advisory role, he is a co-owner of Browning Properties, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Ajna Ahir is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan in 2025, Ajna worked at Merrill and Bank of America from 2021 to 2025, and has held roles in several other companies including Amazon and Advantis Technologies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm operates within the broader J.P. Morgan organization and offers access to a wide range of investment products through its Institutional Consulting Services program.

Timothy Ponstingle is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has been with Charles Schwab since 2013 and previously worked at Touchstone Advisors Inc. from 2007 to 2013. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 advisory relationships with access to affiliated discretionary separately managed accounts, employing a multi-asset model portfolio approach and centralized operational infrastructure.

William Neat Jr. is a financial advisor at Edward Jones in Montgomery, Ohio, holding a Series 66 designation with 15 years of industry experience, all at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and specialized services such as tax-loss harvesting and securities-based lending.

Christian Stacy is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles in education and golf management, including positions at Kings School District and Arcis Golf. Mass Mutual Investors Services 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 seminars, using firm-approved software and collaborative annual planning relationships.

Bradley Shelley is a financial advisor at Ameriprise with 12 years of industry experience and holds the Series 66 designation. He has worked at Ameriprise and its affiliate since 2014. Outside of his advisory role, he owns and manages B.P. Shelley & Associates, an investment-related business. 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 written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jacqueline Stacey is a CFP®-certified financial advisor with 21 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has worked with several firms, including Private Client Services and Sunset Financial Services. Outside of her advisory role, she serves as Treasurer for a local homeowners association and has independent insurance agent activities. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals, utilizing various customizable investment platforms and proprietary model strategies.

Richard Severt is a financial advisor with Cetera, holding a Series 63 designation and over 30 years of industry experience. He is the owner and president of Severt Financial Group, Inc., and has worked at firms including Voya Financial Advisors and Eagle Financial Partners. In addition to his advisory roles, he operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.