Gene Shaw is a financial advisor with Cetera in Cincinnati, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Cetera since 2005 and also operates a solo law practice specializing in estate planning, probate, small business, and some tax work. In addition, he sells health insurance and serves as an estate administrator. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Matthew White is a financial advisor with Primerica Advisors in West Chester, OH, holding seven years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services, along with involvement in educational and community organizations such as Great Oaks Career Campuses and Miami University Regionals. Outside of advising, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Jeff Hodgeman is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he supports Non-Profit and For-Profit business account relationships within Personal Investing (PI) by utilizing the Private Wealth Management service model. His work focuses on educating clients about investment options and products to help them make informed and prudent decisions. Prior to his current position, Jeff served as a Wealth Management Regional Planning Consultant at Fidelity Investments from 2022 to 2026. He brings experience in wealth management and client relationship support within the investment services sector. Outside of his professional responsibilities, Jeff has interests in football, gardening, golf, and outdoor adventures.

Hope Willen is a financial advisor at Merrill with Series 66 and Series 63 licenses and 13 years of industry experience. Prior to joining Merrill in 2025, Hope worked at Fifth Third Bank for 23 years. Outside of advising, Hope is a compensated product reviewer for Amazon, performing this work during personal time without set obligations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Jeffrey Cobb is the Vice President, Wealth Planner at Fidelity Investments, where he has been employed since 2015. In his current role, he partners with clients to understand and organize their comprehensive financial goals, creating customized plans aligned with their values and priorities. He emphasizes forming strong relationships based on integrity, reliability, and collaboration. Jeffrey has held various positions at Fidelity Investments, including Financial Consultant, Investment Management Consultant, Workplace Planning Consultant III and II, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. This progression reflects his extensive experience in financial planning and investment management. Outside of his professional responsibilities, Jeffrey enjoys golf, running, spending time with his pets, and parenthood.

David Vorbeck is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise since 2017. He previously worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2017. Outside of his advisory role, he is CEO of Bison Investment Advisors, Inc., which services his Ameriprise franchise. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations supported by a centralized consulting team.

Timothy Donovan Sr. is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS Financial Services since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing comprehensive support including financial planning, portfolio management, and capital markets activities.

Christopher Smitherman is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH. He holds a Series 63 designation and has 29 years of industry experience, including over two decades with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He previously worked with Osaic FA, Inc. Smitherman serves as a board member of the Ohio Casino Control Commission. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides multiple investment platforms, including proprietary model strategies under the Founders Gate Capital brand.

Bobby Bergman is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In his role, he focuses on holistic planning and managing client relationships, working collaboratively to develop strategies that align with clients' personal and financial goals. Bobby has extensive experience within Fidelity Investments, having served in various capacities including SPS Executive Services Specialist, SPS Stock Plan Consultant, Small Business Retirements Specialist, and Equity Trader since 2018. Prior to joining Fidelity, he worked as a Client Relationship Manager at Lifetime Financial Growth and as a Financial Representative at Western and Southern Financial Group. Outside of his professional career, Bobby enjoys baseball, football, golf, hiking, and spending time with his pets.

Denis Hartman is a financial advisor at Robert Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 designations with 37 years of industry experience. He has been with Robert Baird & Co. since 1998. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Joseph Voight is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Baird in 2022, he worked at More Than Money Investment Group LLC and Connect Search LLC. Outside of finance, he was involved with Ziegler Winery from 2020 to 2022. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, leveraging internal research, manager selection, and a combination of discretionary and model-based strategies.

Corey Marty is a CFA® charterholder with 13 years of industry experience. He is currently with Raymond James & Associates and previously worked at RBC Capital Markets. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide range of portfolio management styles and affiliated research resources.

Luke Fiscus is a financial advisor at Merrill in Cincinnati, OH, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Merrill in 2026, he worked at Fidelity Investments and has held various roles across insurance, hospitality, and retail sectors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Grote is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Grote also owns Professional Investment Consulting LLC, a related investment business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Brian Delany is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. Outside of his advisory work, he serves as a board member for the Lincoln W. Pavey Educational Foundation, supporting educational and leadership development for members of the Sigma Chi Fraternity at the University of Cincinnati. Morgan Stanley Wealth Management delivers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies.

Andrew Epplen is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to navigate company benefits, equity compensation, and wealth planning, emphasizing building trust and strong client relationships. Andrew has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Workplace Planning Consultant before assuming his current position in 2024. This experience has provided him with a comprehensive understanding of workplace and investment planning. Outside of his professional work, Andrew has interests in baseball, concerts, food, football, social events with friends, and hiking.

John Fahrmeier is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

Mary Ann Rothan is a financial advisor at Primerica Advisors with eight years of industry experience. She has been with Primerica Advisors since 2017 and has also been associated with Primerica Financial Services since 2016. In addition to her advisory role, she is involved in the sale of investment-related products and receives compensation from affiliated companies for mortgage loan sales and referrals of home security and automation services. Primerica Advisors provides 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 implements strategies through BNY Mellon Advisors, offering a tiered wrap-fee structure and a range of investment models.

Matthew Hartig is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked in various roles within Fidelity, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he sells items on eBay. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm serves retail and institutional investors and utilizes systematic methodologies and oversight controls to manage multi-manager and fund-of-funds structures.

Joseph Miller is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and 29 years of industry experience. His prior work includes roles at The Huntington Investment Company, U.S. Bancorp Investments, Inc., and Banc One Securities Corporation. 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, tax-aware withdrawal strategies, and supported by proprietary research and algorithmic tools.