Jose Chavez is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including roles at INVEST Financial Corp., PNC Wealth Management, and Fidelity. Outside of his advisory work, he volunteers as a committee member at the Cincinnati Nature Center. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through various platforms and third-party advisers.

Matthew Buchheit is a CFP® professional with 11 years of experience in the financial services industry. He currently works at OSAIC and has previously held roles at Woodbury Financial Services, MML Investors Services, Mass Mutual Life Insurance Company, and Schlosser Financial Planning. Outside of his advisory work, he operates a sole proprietorship focused on the sale and service of life and health insurance, property and casualty insurance, and fixed annuities. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through multiple programs featuring model-based asset allocation, portfolio optimization, and various managed account strategies.

Timothy Kamp is a CFP® professional with nine years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has prior experience with firms including Fifth Third Bank, Ameriprise, and Edward Jones. Outside of his advisory work, Kamp is also associated with Cornerstone Retirement Advisors in a financial advisor role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to institutions and charitable organizations. The firm employs a tailored, non-discretionary approach to planning and consulting, utilizing various analytical tools, and maintains unique affiliations that support municipal and public-finance advisory services.

Robert Bullock is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has additional experience with JPMorgan Chase Bank and Ameriprise Advisor Services. Outside of his advisory role, he serves on the Finance Committee for LADD, an organization that supports adults with developmental disabilities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG eligibility considerations, with implementation supported by affiliated investment-management entities.

Shane Crist is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 30 years of industry experience. He previously worked at SII Investments, Inc. for 13 years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Maxwell Roberto Bailey is a financial advisor at Cambridge Investment Research Advisors holding a Series 66 credential. He has less than one year of industry experience, with prior roles at Cambridge Investment Research, the University of Cincinnati, and Great American Insurance Group. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Abigail Luning is a financial advisor at Edward Jones in Cincinnati, OH, holding a Series 66 license with one year of industry experience. Prior to joining Edward Jones in 2025, she worked at Skilcraft LLC and held various roles in staffing and manufacturing companies. Outside of her advisory role, she is a partial owner of a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers extensive retail advisor and branch networks alongside capabilities such as securities-based lending and trust services.

Martin Brennen is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Fidelity Personal and Workplace Advisors and Instacart. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes specialized capabilities in derivatives and commodities.

Robert Fitzpatrick is a financial advisor with Ameriprise in Cincinnati, OH, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior experience includes roles at The Huntington Investment Company and PNC Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice. The firm’s approach combines proprietary research and third-party data to guide asset allocation and withdrawal strategies within a defined investment framework.

Thomas Gilday is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Invest Financial Corp. since 2007. Outside of his advisory role, he has been active as a mortgage loan officer with American Mortgage Service Corporation since 2005. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Ryan Nelson Jr. is a financial advisor at Merrill with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at PFS Investments Inc. and has held various roles outside the financial services industry, including positions at Door Dash and Primerica Financial Services. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Krystle Young is a financial advisor with LPL Financial, holding a Series 63 designation and nine years of industry experience. She has worked at LPL Financial since 2024 and previously spent 18 years at PFSI Investments Inc. and two years at Securities America Advisors. Outside of advisory work, she is involved in mortgage and real estate services through Stratton Mortgage. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers advisory and brokerage services supported by model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets.

Randy Hein is a CFP® professional with 26 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. Prior to this, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, Hein is involved in home building and financing through his ownership of Wyrick Hein Homes LLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Nicholas Gray is a financial advisor with Edward Jones in Mount Orab, Ohio, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he maintains a rental property in Mount Orab. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Shayne Clephane Jr. is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Merrill and Bank of America, he worked at Fidelity Investments for two years. Outside of finance, he has entrepreneurial involvement with Media Influence LLC since 2022. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christina Lawson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and nine years of industry experience. She has been with J.P. Morgan Securities since 2017 and has worked at JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Clinton Louiso is a CFP® with 22 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Wells Fargo Clearing Services, J.P. Morgan Securities, and Chase Investment Services Corp. He also operated Nicole Lynn Photography for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives.

Mackenzie Bennett is a Series 66-licensed financial advisor with Raymond James Financial in Cincinnati, Ohio, and has eight years of industry experience. He has served in the U.S. Navy since 2013, including active military duty and continuing service from 2019 to the present. Bennett is involved in business development for Cornerstone Retirement Advisor, Inc., and serves as an insurance agent selling fixed, index, life, and Medicare-related products. He also participates in the finance and investment committee of the International Order of Odd Fellows, Dekalb Lodge #12. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a municipal advisor affiliation.

Lee Stroop is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he partners with executives to assist them in navigating their executive benefit packages, equity compensation, and wealth planning. Lee provides holistic guidance to clients and their families to help them work toward their retirement and financial goals. He has been with Fidelity Investments since 2018, serving as a Retirement Brokerage Services professional until 2020, then as a Workplace Planning Consultant until 2023, before assuming his current position. Over the course of his career, Lee has developed specialized expertise in executive benefits and retirement planning. Outside of his professional work, Lee enjoys family activities, fishing, hiking, and kayaking.

Elijah Liske is a financial advisor at Cetera with the PFS™ designation and one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and has over a decade of experience in accounting and tax services, including roles at Liske & Brunner CPAs, LLC, where he provides tax consulting, compliance, valuation, and CFO services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party investment managers across various program structures.