Robert Walker is a financial advisor with Equitable Advisors in Florence, KY, holding a Series 63 designation and 45 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, Inc., and Questar Asset Management. Outside his advisory work, he is co-owner of a tax preparation business and serves as Vice President of Millson/Walker Investments, Inc. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Adam Kunsman is a financial advisor at Edward Jones in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. He previously worked at Fifth Third Bancorp for ten years before joining Edward Jones. Outside of his advisory role, he is a 25% investor in a property management business, Trauth Property Group, based in Crescent Springs, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm supports its offerings with a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Steven Knapp is a financial advisor with Ameriprise in Burlington, KY, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Di Bari is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with Ameriprise Financial Services, LLC, having previously worked at PNC Investments for 15 years and Fifth Third Securities, Inc. for 5 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning, tax-aware withdrawal strategies, and Social Security claiming options for clients approaching or in retirement.

Barry Millson is a CFP® and ChFC® with 44 years of industry experience. He is currently with Equitable Advisors and has previously worked at OSAIC, Woodbury Financial Services, and Questar Asset Management/Capital Corporation. Outside of his advisory role, he serves as president of a local condominium association and co-owns a tax preparation business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm offers a range of investment programs delivered through a network of representatives, emphasizing tailored solutions with access to both proprietary and third-party managers.

Zachary Brown is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise Financial and SEI Wealth Management. Outside of advisory work, he has been involved with several local businesses, including operating a pizza franchise and engaging with recreational service ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment solutions for individuals, retirement plans, banks, and institutions, supported by proprietary research and technology tools.

Kevin Widener is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its predecessor entities since 1998 and holds a Series 63 designation. Outside of his advisory role, he participates in a health insurance program through Life X/Cigna that involves research-based policy participation. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset thresholds, offering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research-driven modeling with algorithmic automation to generate tailored retirement income recommendations, serving a broad client base through its wide range of advisory, brokerage, and insurance solutions.

John Schablein is a CFP® professional with 37 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His previous roles include positions at LPL Financial and Fifth Third Securities. Outside of his advisory work, he is involved in coaching high school basketball in Ohio. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

Mike Fischer is a CFP®-certified financial advisor with 20 years of industry experience. He has worked at Fidelity in various capacities since 2006, including roles at Fidelity Personal and Workplace Advisors and currently at Fidelity Investments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Richard Lammering is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jeffrey Meier is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Bank of America, Merrill, Edward Jones, and TD Ameritrade. He also serves as an independent contractor financial advisor at J. Owens Wealth Planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting aligned with client goals.

Matthew Edmiston is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Cambridge in 2015, he worked at LPL Financial and Fifth Third Securities. Outside of his advisory role, he is involved in independent insurance services and operates a business entity named Matthew Edmiston LLC. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Ashley Gulley is a financial advisor at Edward Jones in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, she has held various positions including coaching gymnastics and working as a hair stylist. Outside of advisory work, she coaches girls on a club gymnastics team and works as a hair stylist. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Nicholas Neurohr is a financial advisor at Edward Jones in Cleves, OH, holding a Series 66 designation. He has one year of industry experience, joining Edward Jones in 2026. Prior to this, he worked in various roles at Prysmian, Loth, Inc., Lithko Contracting, UC Health, Cincinnati Children's Hospital Medical Center, and 3CDC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Brian Bailey is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 designations and 26 years of industry experience. His prior work includes a year with Fifth Third Securities and nearly two decades with Fidelity and its related entities. Fidelity’s Strategic Advisers LLC offers 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 serves various clients, including registered investment companies and charitable funds, and utilizes systematic methodologies alongside oversight of sub-advisers and proxy voting in its fund management.

Kevin Schafer is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. His career has been focused entirely at Edward Jones, a full-service wealth management firm. Outside of his advisory role, Schafer is involved in real estate development and management, including ownership and management roles in several residential and commercial properties, as well as participation in the Lawrenceburg Redevelopment Commission. Edward Jones serves over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm operates a large network of financial advisors and branch offices, offering both discretionary and non-discretionary strategies alongside affiliated mutual funds and tax-efficient services.

John Fruin is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliates since 2005 and holds the Series 63 designation. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, focusing on clients with Ameriprise-managed accounts.

Sydney Taske is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Taske worked at Shull Media Partners and was affiliated with Coker University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices.

Terry Verax is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinct expertise in commodity pool operations and advisory roles for registered investment companies.

Janey Kegley is a financial advisor with Cambridge Investment Research Advisors holding Series 66 and Series 63 licenses and has 21 years of industry experience. Her prior work includes roles at OSAIC, SagePoint Financial, and Orion Portfolio Solutions, among others. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.