Robyn Urig is a financial advisor with Primerica Advisors in Springdale, OH, holding a Series 63 designation and nine years of industry experience. She has worked with multiple firms including Torchlight Financial Group and PFS Investments Inc. Outside of investment advising, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management services primarily through its Lifetime Investment Program, which offers model-driven strategies and separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of model offerings.

David Harvey is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and 42 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1984. Outside of advisory services, he is involved in sales of loan products as well as home security and automation product referrals through affiliated companies. Primerica Advisors is a large firm that primarily serves individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program relying mainly on model-driven strategies created by third-party asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Steven Fennessey is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and seven years of industry experience. Prior to joining Primerica Advisors in 2019, he worked at General Electric from 2015 to 2018. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap-fee basis.

Gregory Helterbridle is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked with Fidelity Brokerage Services and related entities since 1995, with a brief one-year hiatus. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.

John Burke is a financial advisor with LPL Financial based in Cincinnati, OH. He holds a Series 65 designation and has over a decade of experience running Burke CPAs and Advisors, a firm focused on tax preparation and accounting services. He also serves as a notary in Cincinnati. 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 financial planning, portfolio management, and institutional platforms, utilizing both proprietary research and third-party management strategies.

Crystal Phillips is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fidelity in Newport, KY. She has been with Fidelity Brokerage Services, LLC since 2015 and with Fidelity Investments since 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Anders Juel is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2024, he spent 15 years with Securities America, Inc. Juel serves as a board member of the Clermont Metropolitan Housing Authority and is treasurer of the Faul Lane Homeowners Association. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Hugh Patton Jr. is a financial advisor with Ameriprise in Mason, OH, holding a Series 63 designation and 45 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Patton serves as Treasurer on the Board of Directors for Aikido of Cincinnati and manages his own business entity, H. S. Patton & Associates. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise with a range of brokerage and insurance solutions.

Diane Fehrenbach is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 63 designation and 29 years of industry experience. She has been with UBS Financial Services since 2013. Outside of her advisory role, she operates a small medical billing service as a sole proprietor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Tom Awadalla is a CFP®-designated financial advisor with 17 years of industry experience, currently with Stifel Nicolaus & Co Inc since 2019. He previously worked at UBS Financial Services from 2011 to 2019. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mason Alexander is a CFP® professional with 25 years of industry experience, currently affiliated with OSAIC since 2024. Prior to this, he worked at Securities America Advisors, Inc. and Securities Service Network, accumulating nearly two decades of experience. He volunteers at a local anti-poverty center in Cincinnati, providing classes to support the community. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, with a range of investment strategies and third-party manager options.

Stephanie Polen is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 credentials and 31 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007 and is also involved with the Clippard YMCA, where she has had a role since 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of financial planning and advisory services, utilizing structured discovery conversations and firm-approved planning tools to develop tailored plans.

Sean Fields is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and eight years of industry experience. His work history includes roles at Superior Logistics and PFS Investments Inc, alongside his ongoing tenure at Primerica Financial Services. He is involved in the sale of investment-related and non-investment related products through affiliated companies, including residential loan products and home security services. Primerica Advisors primarily serves individual investors, both non-high-net-worth and high-net-worth, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Thomas Nead is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding a Series 63 designation and 21 years of industry experience. He has worked at Primerica Financial Services since 2002 and is also affiliated with PFS Investments Inc. and Comprehensive Sub Solutions. Outside of advisory services, he is involved in the sale of home security, automation products, and loan products through related affiliates. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and delivers advisory services through a model-based investment approach supported by unaffiliated asset managers and custodial services.

Doris Stamper is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 1991. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Darpel is a financial advisor with Robert W. Baird & Co. Incorporated, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Independent Advisor Alliance, LPL Financial, and operated his own practice, Matthew L. Darpel P.S.C., for over two decades. In addition to his financial advisory work, he is also an attorney specializing in estate planning, probate, and elder law. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The group offers a range of financial planning and portfolio management services utilizing both manager-traded and model-traded strategies, supported by internal research and monitoring.

Michael Rossini is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to develop and implement financial plans tailored to their specific goals and objectives. He has been with Fidelity Investments since 2023, progressing from Customer Relationship Advocate to Financial Representative before assuming his current role in 2025. In his capacity as an Investment Consultant, Michael focuses on navigating the complexities of clients' financial situations to provide personalized planning and support. Beyond his professional responsibilities, he has personal interests that include camping, hiking, exploring food, movies, music, and parenthood.

Drew Tuchfarber is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, Northwestern Mutual, and Fifth Third Securities. Outside of his advisory role, he has worked as an UberEats delivery driver over the past decade. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a collaborative, non-discretionary approach that incorporates investment research, third-party data, and algorithmic tools.

Alexander Powell is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he spent 11 years at Creative Retirement Systems, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Donald Richards is a financial advisor with Primerica Advisors, holding 14 years of industry experience. He has been associated with Primerica Financial Services since 2009 and PFS Investments Inc. since 2011. Outside of his advisory role, Richards has a long-standing involvement with the Ohio High School Athletic Association since 2013. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.