Christopher Powers is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and 22 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Ethan Clark is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 65 and Series 63 credentials 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 serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets. The firm offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

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.

Cameron Moore is a financial advisor at Equitable Advisors in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. Before joining Equitable Advisors, he worked at Siemens and Myriad Neuroscience, and has a background that includes time as a full-time student and at Howards Company. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a network of Investment Adviser Representatives and utilizes both third-party managers and proprietary programs to deliver its advisory services.

Gerald Barone is a CFP® and PFS™ with 28 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services before joining Cetera in 2025. In addition to his advisory work, he is a Certified Public Accountant involved in tax preparation and accounting through his own firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management and financial planning through a large network of independent advisors and a multi-manager platform with a range of program options and custodial relationships.

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.

John Maddrill IV is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors, where he has worked since 2022. His prior experience includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, Mass Mutual Investors Services, and Securian Financial Services. Outside of advisory work, he is the owner of Happy 2 Brewing Company, a local business in Cincinnati. 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, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

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®-designated financial advisor with Robert W. Baird & Co. in Cincinnati, Ohio, with 21 years of industry experience. She has been with Robert W. Baird since 2015. Outside of her advisory role, she serves on the board of the Julie Learning Center, a nonprofit organization. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies along with tax management and direct indexing.

Daniel Berssenbruegge is a financial advisor at Ameriprise with 14 years of industry experience. He has previously worked at The Huntington Investment Company, Cambridge Investment Research, and PNC Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Robert Jerger is a financial advisor with LPL Financial in West Chester, OH, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Simply Money Advisors. Outside of his advisory work, Jerger is involved with independent insurance agencies focusing on life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Bradley Hohlbein is a Series 66-registered financial advisor with Morgan Stanley in Cincinnati, Ohio, with two years of industry experience. Before joining Morgan Stanley in 2024, he worked at Fifth Third Bank from 2022 to 2024. His background includes multiple roles associated with the University of Cincinnati and service in the US Army Reserve. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

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 with various Fidelity entities since 2016. Her career includes roles at Fidelity Brokerage Services, FIDELITY Personal and Workplace Advisors, and currently Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, with an investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad universe of funds.

Alex Templin is a financial advisor with Stifel, holding a Series 66 designation and three years of industry experience. Prior to joining Stifel in 2026, he worked at Ameritas Advisory Services, Ameritas Investment Company, Premier Planning Group, DLAK Wealth Advisors, and Wells Fargo Advisors. He is also associated with Premier Planning Group, LLC, where he manages processes related to investment business and client reviews. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, providing clients with asset allocation and retirement planning guidance.

Scott Noelcke is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity and its affiliated firms since 2004, including roles at Bartlett & Co and Legg Mason Wood Walker earlier in his career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios using a systematic methodology with oversight of affiliated and unaffiliated sub-advisers.

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.