Kaitlin Schaengold is a Series 66-licensed financial advisor with Ameriprise in Cincinnati, OH, and has seven years of industry experience. She has been with Ameriprise and its affiliate since 2010. Schaengold serves on the Board of Directors of Solomon Professional Services, LLC, where she is also an Associate Financial Advisor involved in financial planning and client service. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional advisor.

James Conway Jr. is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves on nonprofit boards including the Cincinnati Playhouse in the Park and the 2444 Madison Road Condominium Owners Association. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, retirement plans, and insurance products through its network of investment adviser representatives.

Phillip Schwegmann is a financial advisor at Cetera with 40 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and L.M. Kohn & Company. He is based in Cincinnati, OH. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Jeffrey Ziegler is a CFA® charterholder with 31 years of industry experience. He has been with Fidelity Investments since 2012, including seven years at Fidelity Personal and Workplace Advisors. Prior to that, he spent eight years at Cleararc Capital, Inc. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Sabrina Menkhaus is a financial advisor with Robert Baird & Co. based in Fort Wright, KY. She holds a Series 66 designation and has one year of industry experience. Prior to joining Baird, she worked at We Can Code IT and held positions in counseling and academic settings. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research involving artificial intelligence.

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.

Todd Haacke is a financial advisor with Stifel based in Blue Ash, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Citigroup Global Markets. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Joseph Goetzinger is a financial advisor with RBC Capital Markets in Cincinnati, OH, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for eight years. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charities through tailored investment strategies and various advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, brokerage services, and access to in-house and third-party investment managers.

Steven Claar is a Private Wealth Advisor at Merrill Private Wealth Management. He partners with The Evelo|Singer|Sullivan Group, a nationally recognized private wealth management team, where he directs economic and market research, portfolio management, trading, and due diligence across asset classes and investment funds. Steven works closely with affluent families to advise them on financial strategies aimed at pursuing their long-term wealth goals. Since joining The Evelo|Singer|Sullivan Group in 2007, Steven has chaired the team's Investment Policy Committee, which sets strategic asset and style allocations within the guidelines of each client's personal wealth management plan. His areas of focus include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Steven graduated Summa Cum Laude with a B.S.B.A. concentrating in Finance from Xavier University. He holds the Chartered Financial Analyst (CFA) designation and is active in the CFA Society of Cincinnati. Outside of his professional work, Steven enjoys chess, fishing, football, golfing, hiking, running, and spending time with his family.

Kevin Tierney is a financial advisor with Raymond James & Associates in Covington, KY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Kimberly Fielman is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and bringing 24 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocation and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Ralph Teppe is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Securities America Advisors, NEXT Financial Group, SII Investments, and FSC Securities Corporation. Teppe also operates Teppe Financial Service, a DBA linked to his LPL business. 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, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

Michael Lindow is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 credentials and one year of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2026, following prior roles in various industries including brokerage services and hospitality. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, focusing on tailored financial planning supported by firm-approved tools and data insights.

Michele Behling is a CFP®-certified financial advisor with Stifel, located in Blue Ash, OH, and has 16 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Morgan Stanley and Citigroup Global Markets. Outside of advisory work, she owns and designs products for an online clothing and home goods business called CheleAllaModa. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and wrap programs. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Shandrika Bryant is a financial advisor with Primerica Advisors in Springdale, OH, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been associated with Primerica Advisors since 1998 and Primerica Financial Services since 1997. Outside of her advisory role, she manages bookkeeping services through a self-employed business and has involvement in non-investment related sales and loan product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies managed by third parties and supports a range of tactical and strategic portfolio options, with a focus on advisory services delivered by a large network of financial advisors.

Zach Lyons is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to develop financial plans tailored to their individual needs and objectives. He has held this role since 2025. Prior to his current position, Zach worked as a Relationship Manager at Fidelity Investments from 2024 to 2025, and as a Financial Representative at Fidelity Investments from 2022 to 2024. He began his financial services career as a Financial Representative at Western & Southern from 2021 to 2022 and previously worked as a Teller at Kemba Credit Union, Inc from 2019 to 2020. Outside of his professional work, Zach has interests in baseball, cooking and baking, fitness, football, golf, and movies.

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.

Philip Murphy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000 and is also associated with Torchlight Financial Group. In addition to advisory services, he is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers, supported by discretionary separately managed accounts and trade execution services.

Kerrie Lydell is a financial advisor at Edward Jones with over 21 years of experience in the industry. She holds a Series 66 designation and is based in West Chester, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,000 financial advisors, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.