Ryan Antepenko is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He has held roles at Cambridge Investment Research Advisors since 2017 and previously worked at INVEST Financial Corp and The Rosselot Financial Group, where he was vice president. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts through independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services using a range of portfolio management and model-based solutions across multiple custody platforms.

James O'Reilly is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2008 and Bank of America, NA since 2009. Merrill, in partnership with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Lisa Wagner is a financial advisor with Edward Jones in Ft Thomas, KY, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. She previously worked at Concourse Financial Group Securities and Protective Life. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Christopher Desimio is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he co-owns and manages an organic vegetable farm and serves on the finance committee of Cincinnati Public Radio. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Klaber is a financial advisor with OSAIC in Cincinnati, OH, holding Series 63 and Series 65 licenses and with 29 years of industry experience. His prior work includes 17 years at Lincoln Financial Advisors and three years at Mass Mutual Investors Services. Klaber serves as a power of attorney for his parents’ investment accounts, managing transactions on their behalf. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services across multiple platforms. The firm utilizes a range of asset-allocation and portfolio-construction tools and provides access to third-party money managers and managed-account solutions.

John Meyer is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Meyer Capital Management LLC since 2014. Meyer Capital Management provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as various institutional entities including sovereign wealth funds and state and municipal governments. The firm is notable for its small advisory team combined with a diverse institutional client base and emphasizes confidentiality, ethical standards, and security in its operations.

Timothy Meyer is a financial advisor at Meyer Capital Management LLC in Cincinnati, OH, holding a Series 65 designation with 26 years of industry experience. He has been with Meyer Capital Management, Inc. since 1996. Outside of his advisory role, Meyer is a partner in Athanatos, Ltd., a real estate development and leasing business. Meyer Capital Management provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as institutional entities including sovereign wealth funds and state and municipal governments. The firm is noted for its small advisory team serving a diverse range of institutional clients and its emphasis on confidentiality, ethical standards, and security controls.