Patrick Ward is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Money Concepts Capital Corp for 11 years and has operated Ward Financial since 2005. Outside of his advisory work, he is involved with Benefit Planning Inc., conducting seminars and related activities. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using various strategies and operational support tools.

Peter Swenty II is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at Kestra Advisory, Morgan Stanley, Chase Investment Services, Natcity Investments, and Fidelity. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

John Kline is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 66 designation and seven years of industry experience. His prior firms include Money Concepts Capital Corp and Cambridge Investment Research, Inc. He is also president of Advanced Financial Solutions Group, which provides tax services, and Azure Advisory, a financial coaching firm. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Todd Yawit is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds a Series 63 designation and has been with Cambridge since 2009. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Geoffrey Ringle is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge Investment Research Advisors since 2017. Prior to his current role, he was employed by Fidelity and INVEST Financial Corp. Outside of finance, Mr. Ringle serves as a firefighter and paramedic with the City of Cincinnati Fire Department. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple account platforms.

Ramiro Diaz Amado is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2026, he worked at Bankers Life and Wisconsin Financial Wealth Management and spent five years associated with the University of Wisconsin Green Bay. 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 serves individual, high-net-worth, pension, corporate, and charitable clients using model-based and discretionary strategies developed by internal and third-party managers.

David Mack is a financial advisor with Equitable Advisors in Batavia, OH, holding a Series 66 credential and eight years of industry experience. He previously worked at Axa Advisors, LLC, and spent sixteen years at Clermont Distributing before joining Equitable Advisors in 2018. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes personalized client assessments and utilizes a range of third-party advisory models and products to deliver tailored investment solutions.

Jacob Lilly is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has progressed through multiple roles within Fidelity since 2020, including Investment Solutions 3, Workplace Planning Consultant levels 1 and 2, Workplace Planning Associate, and Financial Customer Associate. In his role, Jacob partners with clients to co-create financial plans that address both their long- and short-term goals. Jacob holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys football, golf, motorcycles, outdoor adventures, reading, and volunteering.

Michael Lavatori is a financial advisor with LPL Financial and holds a Series 63 license. He has 33 years of industry experience, including 15 years at LPL Financial and over two decades at LCNB National Bank. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Nathan Young is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Cambridge Investment Research since 2021 and previously held roles at Somerville & Co and several other firms. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals.

Kimberly Fitzpatrick is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and six years of industry experience. Her work history includes roles at The Huntington National Bank and The Huntington Investment Company. 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.

Kevin Hagerty is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. His career includes roles at MSI Financial Services and Valic Financial Advisors before joining Cambridge in 2012. Outside of his advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Brandon Sullivan is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Money Concepts Capital Corp and has been associated with Benefit Planning LLC since 2024. Outside of his advisory work, he was involved with Oasis Golf Club for 12 years. 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 investment adviser representatives.

Dennis Grothaus is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Securities and AllState Insurance Company. Grothaus also owns Grothaus Financial Group LLC, where he offers various insurance products alongside his financial advisory work. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, providing both brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and risk management tools.

Jodi Crouch is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked extensively with Huntington National Bank and The Huntington Investment Company. Outside of her advisory work, she engages in crafting personalized clothing and gifts as a small-scale hobby business. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines investment research, third-party data, and algorithmic tools to provide tailored, tax-aware withdrawal strategies within a structured product ecosystem.

James Stewart is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Mass Mutual Investors Services, MetLife Resources, and Banc One Securities Corporation. Stewart is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies under the Founders Gate Capital brand.

James Holden is a financial advisor at Edward Jones with 27 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Edward Jones since 2004. Outside of his advisory work, he manages rental properties in Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Patrick Dammert is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory work, he is involved in managing Dammert, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with both proprietary and third-party investment strategies.

Michael Taylor is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes 16 years at Wells Fargo Advisors Financial Network and 6 years at UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, and other institutions through a large network of investment adviser representatives. The firm provides a variety of financial planning and investment management options, including model portfolios and third-party asset management, supported by extensive operational and research tools.

William Goheen is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63, 65, and 66 designations and 23 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC, as well as a brief tenure at Waddell & Reed. Outside of his advisory work, Goheen is involved as a coach in a sport, fitness, and gaming organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.