Julie Winn is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 designations and 29 years of industry experience. She has been with Wells Fargo Clearing and its related entities since 2007, including a tenure at A. G. Edwards & Sons, Inc. from 2007 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

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.

Trenton Macke is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and four years of industry experience. He has been associated with Cambridge Investment Research in various capacities since 2019. Outside of his advisory role, he is involved with Deadlow Brewing Company in Cincinnati. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.

Ellen Heekin is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. She has been with Wells Fargo Clearing since 2024 and maintains an academic role at Xavier University, where she serves as a professor and center director focused on women in business and leadership. Her university activities include teaching courses in economics and developing programming to support women in business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, participant education, and discretionary management options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options.

Nicholas Ruch is a CFP® and Series 66-registered financial advisor with UBS Financial Services in Cincinnati, OH, with 10 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves on the board of Chair Force 1, a charity providing wheelchair-accessible vans to families in need, where he is chairman of the finance committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolios.

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.

Matthew Potter is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2017, and prior to that, he worked at Wells Fargo Clearing for one year. Outside of finance, he owns Potter Companies, LLC, which is involved in fitness marketing, and he occasionally works as an entertainer, performing as an actor, comedian, and musician. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to develop written recommendations tailored to clients’ goals.

Mary Hart is a financial advisor with Primerica Advisors in Milford, OH, holding a Series 63 designation and nine years of industry experience. She has been with Primerica Advisors since 2016 and also has experience with Primerica Financial Services starting in 2015. 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 provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

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.

Kassie Potter is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with 13 years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and proprietary market simulations.

Andrew Jones is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He has worked at Ameriprise since 2022 and has held positions outside the industry, including licensed paraplanning with TMTS 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, utilizing proprietary research and algorithmic tools to provide written recommendation reports and ongoing advice.

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.

Mary Becker is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill Lynch since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

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.

Emma McClure is a financial advisor at Morgan Stanley in Cincinnati, OH, with six years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2019. Prior to her advisory role, she worked at Macy’s and is also associated with the Cincinnati Bengals. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through a variety of platforms including corporate financial planning agreements.

Jackie Mead is a financial advisor with J.P. Morgan Securities in Cold Spring, KY, holding Series 63 and Series 66 licenses and with seven years of industry experience. Prior to joining J.P. Morgan Securities, she worked at U.S. Bancorp Investments, Inc., and ARAMARK Food & Support Services. In 2024, she was involved with The Office Cleaning Partners LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary asset allocation and investment manager search program. The firm supports its advisory process with centralized due diligence, integrating quantitative and qualitative research to develop model allocations, and offers broader derivatives and commodities capabilities through various regulatory registrations and affiliations.