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.

George Goodall is a financial advisor with Ameriprise in Hamilton, OH, holding a Series 63 designation and 48 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service for individuals near or in retirement who meet specific asset criteria, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations, primarily for clients with assets in Ameriprise-managed accounts.

Matthew Olson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He manages financial matters for business owners, entrepreneurs, professionals, and high-net-worth families, focusing on wealth management strategies to navigate clients toward retirement and financial freedom. Matthew holds a bachelor's degree from Miami University and earned his CERTIFIED FINANCIAL PLANNER® (CFP®) certification in 2005. His expertise includes investment selection and management, insurance review and analysis, estate planning services, tax minimization strategies, and risk management. He emphasizes financial education to help clients make informed decisions. He lives in Hyde Park, Ohio, with his wife Meghan and their five children. Matthew serves on the Board of the William S. Olson Memorial Foundation and is involved with CancerFree Kids and The Make-A-Wish Foundation. He enjoys spending time with his family, playing golf, and reading.

John Stevens is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He has been with LPL Financial since 2006 and serves as the endorsed local provider for Dave Ramsey, a national personal financial counselor. Stevens is also involved in related insurance activities through a family-owned agency. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by research and model portfolios, with both discretionary and non-discretionary management options.

Ozgur Mert is a CFP® professional associated with Charles Schwab, bringing 13 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Outside of his advisory role, he owns a small disc golf business where he organizes events and sells related merchandise. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client advisory with access to discretionary separately managed accounts, leveraging multi-asset model portfolios and centralized operational infrastructure.

Dennis Horr is a financial advisor at LPL Financial with 35 years of industry experience. He previously worked at Royal Alliance Associates, INC. for 27 years and Faith Financial Advisors, Inc. for 5 years. He holds Series 63 and Series 65 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

Joel Handorf is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its Private Bank since 2009. Outside of his advisory role, he serves on the advisory board of Found Village, an organization focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Eric Jaun is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining UBS in 2019, he worked briefly at Fidelity Brokerage Services and Huntington Bank. He also has experience with Cincinnati Reds Baseball Camps and Babson College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Laura Johnson is a financial advisor with RBC Capital Markets based in Loveland, Ohio. She holds Series 63 and Series 66 designations and has 24 years of industry experience. Prior to joining RBC in 2021, she worked at Strategic Wealth Investment Group, Raymond James, and U.S. Bancorp Investments. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies and portfolio management services supported by a variety of investment managers and tools.

Jessica Byrd is a financial advisor with Merrill in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 15 years of industry experience. She has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jerri Wentz is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory role, she is involved as a partner in a construction and engineering business, Wentz Design LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Aaron Goldhoff is a financial advisor at UBS Financial Services with the Series 66 designation and two years of industry experience. He previously worked at C.H. Robinson for six years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and brokerage solutions.

Casey Marsh is a Certified Financial Planner® with 24 years of industry experience, currently serving clients at UBS Financial Services since 2021. Prior to UBS, he worked at Bank of America and Merrill from 2010 to 2021. He is based in Cincinnati, Ohio. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocation to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management, offering services that include portfolio management, financial planning, and capital markets activities.

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.

Chelsea Kavanaugh Lazarus is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and has worked at firms including Fidelity Brokerage Services and Fidelity Investments prior to joining UBS. Outside of finance, she has experience in the fitness and customer service industries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, delivering both fiduciary financial planning and a broad range of capital markets services.

Veronica Jaeger is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has prior experience at CUSO Financial Services, LP, Robert Half, and General Electric Credit Union. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Kelly L. Wittich is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 25 years of industry experience. She has been with UBS since 2013. Wittich serves on the board of directors for ArtsWave, a nonprofit focused on promoting arts and culture in the region. She is also a member of the customer advisory board for PreOncology, a startup developing early cancer screening products. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations with institutional trading capabilities.

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.

David Glover Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America, N.A. since 2013 and 2014, respectively. 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.