Seth Knudsen is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and 19 years of industry experience. He previously worked at Edward Jones for 16 years and has served as CEO of Knudsen Wealth Planning since 2023. Outside of advising, he is a partner in an LLC established for potential real estate investments. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers customized advisory solutions with a focus on non-discretionary services and municipal and public finance capabilities.

Christopher Atkinson is a Series 66-licensed financial advisor with Edward Jones in Loveland, Ohio, where he has worked since 2021. He has four years of industry experience and previously spent ten years with Carmel Clay Schools. Outside of his advisory role, Atkinson owns and consults for School Culture Matters, an educational leadership coaching business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers various managed solutions, separately managed accounts, and affiliated investment products under a fiduciary standard.

Matt Stricker is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with Fidelity Investments in various roles since 2006, including positions at Fidelity Personal and Workplace Advisors starting in 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios from mutual funds, ETFs, and ETPs.

Nathaniel Parkhouse is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he focuses on fostering a high-performance work culture by empowering associates and supporting clients in planning for long-term financial well-being. Beyond his leadership responsibilities, Nathaniel emphasizes encouraging team members to maximize their talents in service of client needs. Specific details concerning his professional background, education, credentials, or personal interests have not been provided.

Beverly Bolling is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. She has worked with PFS Investments and Primerica Financial Services since 2013 and 1996, respectively, and has served in various roles including public notary without client fees. Beverly is also involved with multiple community organizations such as The Bradford Nursing Home/Rehab and Olivia's Angels. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options under a tiered wrap-fee structure.

Brendan Hosty is a financial advisor with Robert Baird & Co. in Cincinnati, OH, holding a Series 66 designation and 18 years of industry experience. He has worked at Robert Baird & Co. since 2019 and at J.J.B. Hilliard, W.L. Lyons, LLC since 2008. Outside of his advisory role, he serves as a board member and on the investment finance committee for Level Up Cincinnati. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays.

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 with LPL Financial, holding a Series 66 designation and seven years of industry experience. She previously worked at Securities America Advisors and Total Quality Logistics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 with UBS Financial Services in Cincinnati, OH, holding Series 65 and Series 66 designations and bringing five years of industry experience. Prior to joining UBS in 2025, he worked for J.P. Morgan Asset Management and JP Morgan Chase Bank, N.A., with a combined 25 years of experience at those firms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets and lending services.

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.

George Wilburn III is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory work, he is a partner in The Wicked Pickle, a business located in Loevland, Ohio. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid advisory and brokerage model, tailoring services based on client goals, risk tolerance, and time horizon.

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 financial advisor with UBS Financial Services in Cincinnati, Ohio. She holds a Series 66 designation and has four years of industry experience. Prior to joining UBS in 2021, she worked at Fujitec America, Inc. for 17 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

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.

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.