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 financial advisor with LPL Financial in West Chester, OH. He holds the CFP® and ChFC® designations and has 23 years of industry experience. Prior to joining LPL Financial in 2021, he operated his own practice and worked with Waddell & Reed Inc. Wilson has also been involved with organizations such as Greater Harrison Rotary and Pathways to Home. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory and brokerage services, including model portfolios, retirement plan consulting, and access to research from LPL Research and third-party subadvisors.

Billy Habermehl is a financial advisor with Edward Jones in Mason, OH, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at Dealer Tire, Avery Dennison, and various other firms in diverse roles. He has also been involved with AllSTEM Connections. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Cameron Moore is a financial advisor at Equitable Advisors in Cincinnati, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked at Siemens and Myriad Neuroscience and has a background that includes both full-time study and employment at Howards Company. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients' goals, risk tolerance, and time horizon.

Carter Earls is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at RC Capital, Western & Southern Financial Group, and Prosource Technology Solutions, as well as experience at Wildwood Golf Course and the Butler County Juvenile Detention Center. He attended the University of Cincinnati from 2021 to 2025. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Richard Brizzolara Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory work, he is involved in assigning referees for high school and youth soccer games in the Cincinnati area. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Elizabeth Moore is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she serves on the board and several committees of the Cincinnati Squash Academy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering tailored financial planning and advisory programs to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved planning tools in its financial planning services.

Evan Milz is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2014, progressing through various roles including Planning Consultant, Workplace Planning Associate, Investment Solutions Representative, High Net Worth Associate, and Client Relationship Advocate. In his current role, Evan partners with clients to understand their comprehensive financial objectives and develops customized plans to meet their unique and evolving needs. His approach emphasizes building strong relationships with families based on trust, reliability, and competency. Outside of his professional work, Evan has interests in camping, hiking, military service, parenthood, and soccer.

Austin Sheehan is a financial advisor with Charles Schwab in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Fidelity Investments, Coca-Cola Consolidated, and the University of Kentucky. Sheehan has worked at Charles Schwab and its affiliated bank since 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated operational structure, and a broad range of advisory and custody services.

Stephen Kaimer is a financial advisor with Primerica Advisors in Cincinnati, OH, holding 14 years of industry experience. His career includes roles at Anthem BCBS, The UPS Store, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory work, he is involved in non-investment activities such as referrals for home security and automation products and holds a partnership in KDP Properties, LLC, which owns land used for recreational purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Julie Tapke is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2015. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a board member of the Julie Learning Center in Park Hills, KY. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pension plans, corporations, and charitable organizations. The group offers customized consulting and portfolio management services incorporating both traditional and non-traditional investment strategies.

William Ciolino is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2024, with prior experience at TD Ameritrade and Fifth Third Bank, as well as roles at DePaul University and The National Exemplar. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investments within a large, integrated operational structure.

Robert Jerger is a financial advisor with LPL Financial in West Chester, Ohio, holding Series 65 and Series 63 credentials and 28 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved with independent insurance businesses focused on life, disability, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Bradley Hohlbein is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Fifth Third Bank for two years. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Erin Mullen is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity Brokerage Services, FIDELITY Personal and Workplace Advisors, and Fidelity Investments since 2016. Prior to her tenure at Fidelity, she worked briefly at pep promotions and Rodan + Fields. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across a diverse investable universe.

Alex Templin is a financial advisor at Stifel with two years of industry experience. He holds the Series 66 designation and previously worked at Ameritas Advisory Services, Ameritas Investment Company, Premier Planning Group, DLAK Wealth Advisors, and Wells Fargo Advisors. Outside of Stifel, he is associated with Premier Planning Group, LLC, where he manages processes for investment business including processing, tracking, and client reviews. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Scott Noelcke is a financial advisor at Fidelity with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with various Fidelity entities since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Jackson Street is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity in 2023, he held roles at several companies including RMH Franchise Holdings, First Round Draft, Flynn Restaurant Group, and Miami University’s Farmer School of Business. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a role in managing model portfolios and multi-manager funds.

Robert Apple is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Mass Mutual Investors Services and has previously worked at firms including OneAmerica Securities, American United Life, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory role, he is an agent involved in life insurance sales through Westpoint Financial Group. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative planning approaches to deliver tailored financial recommendations.

Robert Hackman is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 63 designation and 44 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in a non-variable insurance business through Hackman Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.