David Wood is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2003 and 2004, respectively. In addition to his advisory role, he sells health insurance and health plans to small businesses and individuals. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Seth Knudsen is a financial advisor with Raymond James Financial Services Advisors, Inc. in Loveland, Ohio, holding a Series 66 designation and over 19 years of industry experience. He previously worked at Edward Jones for 16 years and is currently the CEO of Knudsen Wealth Planning. Outside of his advisory work, Knudsen is a partner in KelJac CAC, a business entity established for potential real estate activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting through a large advisor network, with specialized offerings in municipal finance and SIMPLE IRA Employer Advisory services.

Christopher Atkinson is a Series 66 licensed financial advisor with Edward Jones in Loveland, OH, where he has worked since 2021. He has five years of industry experience and previously spent ten years with Carmel Clay Schools. Outside of his advisory role, he is owner and consultant of School Culture Matters, an educational leadership coaching and consulting business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, managing over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Brian Howland is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves as Treasurer on the boards of the Finneytown Elementary PTA and the Finneytown Athletic Association. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions and employs a centralized team to deliver non-discretionary, research-driven retirement income recommendations.

Cary Mcdonald is a CFP® credentialed financial advisor with 11 years of experience, currently serving at Fisher Investments since 2015. Based in Loveland, OH, he holds a Series 63 license. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and implements tax-aware strategies alongside risk management tactics.

Blair Harrington is a CFP® with seven years of industry experience, currently affiliated with Wells Fargo Clearing. Prior to joining Wells Fargo, he worked at Raymond James & Associates, Rockefeller Financial, UBS Financial Services, and TPG Capital. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data to inform its investment approach.

Timothy Arnold is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. Outside his advisory role, Arnold is involved with TJ3AM, LLC, a legal entity formed for Primerica business purposes, and he also receives compensation for sales and referrals related to mortgage and home services through affiliated companies. 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 employs a tiered wrap-fee structure and curates third-party asset managers, with trading and implementation delegated to BNY Mellon Advisors.

Hannah Bertsch is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has previously worked at Securities America Advisors and Total Quality Logistics. Bertsch operates a financial advising business under a DBA within LPL Financial. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cole Razete is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise in various capacities since 2016. Razete is also an Associate Financial Advisor with BFM & Associates, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Christopher Musbach is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at J.P. Morgan Asset Management for five years and JP Morgan Chase Bank for 20 years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm leverages proprietary research and institutional trading capabilities to tailor investment strategies aligned with clients' goals and risk tolerances.

Anthony McClure is a Financial Consultant at Fidelity Investments, a role he has held since 2022. In this position, he collaborates with clients and their families to develop personalized financial plans aligned with their goals and visions. He emphasizes understanding the individual stories and objectives of his clients to create strategies that support their desired lifestyles. Prior to his current role, Anthony served as a Workplace Planning Consultant III at Fidelity Investments from 2016 to 2022 and as a Financial Associate II - Multi Product from 2015 to 2016. Through these positions, he has accumulated experience in various aspects of financial consulting and planning. Outside of his professional work, Anthony enjoys engaging in board games, camping, outdoor adventures, and theater.

Michael Whited is a financial advisor with Primerica Advisors in Springdale, OH, holding a Series 63 designation and nine years of industry experience. He has worked at Primerica Advisors since 2017 and is involved with several other business ventures, including Torchlight Financial Group and Superior Alarms LLC. He has prior experience with the City of Hillsboro. Whited’s activities extend to sales of loan products and home security-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and supports clients through a large network of advisors, focusing primarily on individual investors rather than institutional portfolios.

Jenny Sukup is a Series 66-licensed financial advisor with UBS Financial Services in Cincinnati, Ohio, where she has worked for five years. Prior to joining UBS, she spent 17 years at Fujitec America, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to customize financial plans. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and capital markets activities.

Edward Cole Jr. is a financial advisor with OSAIC in Cincinnati, OH, holding a Series 63 designation and 34 years of industry experience. He spent 34 years with Lincoln Financial Advisors Corporation before joining OSAIC in 2025. Outside of his advisory role, he serves as an insurance agent, selling and servicing various fixed insurance products, including life and disability insurance, as well as fixed and indexed annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage diverse portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Christopher Powers is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2014, including his current role at Wells Fargo Advisors Financial Network since 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Ethan Clark is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Fidelity Brokerage Services, LLC for one year before joining Wells Fargo Clearing Services LLC in 2017. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing roughly $671 billion in assets with more than 14,000 financial advisors. The firm offers both brokerage and advisory solutions and employs research-driven investment approaches based on diversification principles and modern portfolio theory.

Christopher Brenning is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 license and has prior work experience at Ernst & Young and Cotton & Company. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client solutions.

Anthony Ventura is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Schaeffers Investment Research, Western & Southern Financial Group, and PNC Investments. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients, operating primarily as a wrap-fee solution.

Walter Wilson Jr. is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes operating his own practice and roles at Waddell & Reed Inc. Wilson has also been involved with community and professional organizations such as the Greater Harrison Rotary and the Financial Planning Association Southwestern Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions.

Billy Habermehl is a financial advisor at Edward Jones in Mason, OH, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Edward Jones, he worked at Dealer Tire, Avery Dennison, BluePearl Pet Hospital, Fifth Third Bank, Prysmian Group, and Great American Insurance Group. He has also been involved with AllSTEM Connections for three years. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.