Tara Koob is a financial advisor at Primerica Advisors with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at PFS Investments Inc. and CTeam. Koob is also involved in sales of home-related services through affiliated companies of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and provides custody and trade execution through Pershing and BNY Mellon Advisors.

Jonathan Weber is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jill Salzarulo is a Wealth Management Planning Consultant at Fidelity Investments, specializing in supporting high net worth clients. She has held various roles within Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, Stock Plan Consultant, Stock Plan Associate, and Customer Relationship Advocate. This progression reflects her comprehensive experience in client relationship management and financial planning within the wealth management sector. Her professional journey at Fidelity Investments has equipped her with expertise in financial planning and client services tailored to meet the needs of high net worth individuals. Outside of her work, Jill has interests in art, the beach, social events with friends, movies, theater, and yoga.

Jacklyn King is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She worked at Nuveen Investments for 11 years before joining Wells Fargo Clearing in 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jahn Gazder is a financial advisor with Ameriprise in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory role, he serves on the boards of directors for Landen HOA and Kings Local Pantry. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides customized retirement-income planning advice, focusing on reliable income sources and tax-aware withdrawal strategies.

Louis Moore is a CFP® and ChFC® professional with 44 years of industry experience. He has worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. In addition to his advisory role, Moore owns WealthStrong Financial LLC, through which he markets and sells fixed insurance products including disability, long-term care, and traditional life insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by various managed account programs and third-party money manager options.

Vance Copenhaver is a financial advisor with LPL Enterprise LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked for Pruco Securities, LLC and Prudential Insurance Company of America for 20 years. Outside of his advisory role, he is involved in horse training on a farm in Batavia, OH. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. Their investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and they offer financial planning, access to third-party asset managers, and participation in a wrap fee program.

Aran Coughlan is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work history includes roles at Malone Workforce Solutions, Invicta Stores LLC, Turbodebt LLC, and earlier tenure at Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm combines proprietary research with quantitative and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs while overseeing affiliated and unaffiliated sub-advisers.

Beth Diacono is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2017, following three years at Bank of America Home Loans. Based in Cincinnati, OH, she focuses on serving clients through Merrill’s managed account services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Cook Jr. is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Cartridge Brewing and Trinity Pension Consultants. Outside of advising, he has experience as an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Judith Richards is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2006, previously working at Banc One Securities and KeyBanc Capital Markets. She is based in Cincinnati, OH. 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, incorporating ESG eligibility frameworks and leveraging broader derivatives and commodities capabilities.

Robert Cooney is a financial advisor at Osaic with 34 years of industry experience. He previously worked at Woodbury Financial Services for 28 years before joining Osaic in 2024. Outside of his advisory role, he owns Employees Benefits Plus, a business focused on employee benefits and non-variable insurance products. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including financial planning and managed portfolios. The firm uses a model-based investment approach with portfolio optimization tools and supports various account types and third-party managers.

Adam Listerman is a financial advisor with Wells Fargo Clearing in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Wells Fargo, he worked at Fidelity Investments and has experience in healthcare and education sectors. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Michael Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Ameriprise Financial Services, Inc., and Morgan Keegan & Company, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging a large network of advisors and advanced operational tools.

Ryan Grote is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Cambridge since 2017 and previously held roles at INVEST Financial Corp, Whitehall Financial Services, Kms Financial Services, and Fidelity. Grote is also involved in managing his own business entity, Grote Accumulation Strategy. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various platform options and proprietary model strategies while supporting both discretionary and non-discretionary management approaches.

Richard Mettman is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has been with UBS since 2007. Outside of his advisory work, he is involved with MGTrio, LLC, a business that provides ideas and suggestions. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

William Etson is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities and Banc One Securities Corporation. Outside of his advisory role, he is a co-owner of a family oil business and serves on the City of Centerville Planning Commission. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a broad platform.

Trenton Rogers is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. Before joining Cambridge, he worked in various roles including freelance landscaping and positions in business interiors and recreation services. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management and utilizes multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Mark Gallondorn is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been associated with Fidelity and its affiliate brokerage services since 2012. He works for Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it also serves as an advisor to multiple registered investment funds.

Mark Massaro is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of his advisory role, Massaro owned Massaro & Associates, LLC, a legal entity formed for Primerica business purposes, and has been involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.