Robert Patton Jr. is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Ameriprise in 2026, he spent over three decades at The Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on tax-aware withdrawal strategies and dependable income sources.

Gregory Faust is a financial advisor at Edward Jones in Blue Ash, OH, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Maritz Travel from 2014 to 2018. He is also a limited partner in a family limited partnership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.

James Kent II is a financial advisor at Primerica Advisors in Cincinnati, OH, with seven years of industry experience. He holds a Series 63 designation and has worked with Primerica Financial Services since 1999. In addition to his advisory role, Kent is a tax preparer and is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and selects third-party asset managers using independent due diligence.

Dustin Martin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He has worked at Raymond James & Associates since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Paul Schaney is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, Schaney is involved in the sales and servicing of health and disability insurance. 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 insurance products through affiliated entities.

Mark Meyer is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, he worked at Veritas Logistics from 2021 to 2024. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Timothy Walsh is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds Series 63 and Series 65 designations. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Matthew Aliaga is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Wesley Holbert is a financial advisor at Primerica Advisors with 23 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including Primerica Financial Services since 2001 and PFS Investments Inc. since 2013. Holbert is also involved in the sale of loan products and home-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 parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Laticia Little is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and eight years of industry experience. Her work history includes roles at Citizens Bank, First Financial Bank, and Primerica Financial Services. Outside of financial advising, she has experience as a delivery driver for DoorDash. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and offers a range of portfolio approaches supported by BNY Mellon Advisors and Pershing.

Tricia Dorcheff is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including UBS Financial Services, Wells Fargo Clearing, and Robert Baird & Co. Dorcheff is also a notary public in the state of Ohio. Stifel serves a diverse client base, offering brokerage and advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Kenneth Kaup is a financial advisor with Primerica Advisors in Springdale, OH, holding a Series 63 designation and 22 years of industry experience. He has been with Primerica Advisors since 2003 and is also involved with Torchlight Financial Group, OHSAA, and Spinnaker Coatings. His work includes sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, providing a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Adam Higgins is a financial advisor at Stifel with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services LLC before joining Stifel Nicolaus & Co Inc. Higgins serves as Vice President of the Young Professional Board at Cancer Family Care and is involved with the St. James Athletic Club as a trustee and marketing/sponsorship coordinator. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Mark Batty is a financial advisor with LPL Financial in Cincinnati, Ohio, holding a Series 66 designation and 10 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a total of 10 years before joining LPL Financial in 2026. 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 financial planning and investment services through a large network of advisors and utilizes various portfolio management strategies and technology tools to support advisory activities.

Steven Nelson is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and bringing 16 years of industry experience. His work history includes roles at PFS Investments, Inc. and Primerica Financial Services since 2010, as well as positions at Rural King and Redkey Express. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Craig Janeck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics to support portfolio diversification and investment selection.

Jackson Kuhn is a financial advisor at Stifel with a Series 66 credential and less than one year of industry experience. His prior roles include positions at UBS, First Financial Bank, and Wells Fargo. Kuhn’s background includes both educational and recreational sector work. Stifel serves a broad client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Frederick Gartenlaub is a CFP® with 18 years of industry experience. He has been associated with Sound Asset Management, Inc. since 1997 and is the sole member of Garden Leaf Financial Services LLC, which provides income tax preparation and IRS representation services. Sound Asset Management, Inc. manages approximately $15.4 million in client assets across about 55 client relationships, offering portfolio management and advisory services to a diverse range of clients, including institutional and governmental entities. The firm is also affiliated with an accounting firm, a combination that is uncommon among independent advisers of similar size.

Joseph Duke is the sole advisor at Duke Financial Services in Hamilton, Ohio. He holds Series 63 and Series 66 designations and has 21 years of industry experience. Duke has been with Duke Financial Services since 1993. Duke Financial Services is an independent advisory firm providing investment advisory and portfolio management services primarily to individual clients. The firm manages approximately $11.8 million in assets across about 66 client relationships and follows documented procedures for account reviews, discretionary authority, and compliance practices.