Robert Franer III is a financial advisor with LPL Financial in Cincinnati, Ohio, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2012. 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 portfolios, third-party asset management, and institutional platforms.

Augustus St Clair is a financial advisor with Edward Jones in Milford, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Western & Southern Financial Group and Blue & Co., LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

David Satterwhite is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 21 years. He also operates a tax preparation business, NTAX LLC, in Terrace Park, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Marc DeMain is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity Investments since 2007, progressing through roles including Financial Representative from 2007 to 2012, Investment Solutions Representative from 2012 to 2014, and currently serving as a Benefits & Planning Consultant since 2014. Prior to joining Fidelity, he worked as a Production Coordinator at Cox Financial Corporation from 2005 to 2007. Marc focuses on helping clients understand their options in personal investing and aims to maximize their workplace benefits. He is driven to assist clients in constructing financial plans that enable them to concentrate on the activities most important to their families.

Terra Cripe is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding 25 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kimberly Foote is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2013 and at Key Investments/KeyCorp since 1996. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Nicholas Fauber is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2011. He began his career in the financial services industry in 2004. Nicholas focuses on helping clients develop potential solutions and provides investment guidance tailored to individuals, families, and their businesses by understanding their short and long-term financial objectives. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Nicholas holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree in Business Administration from Northern Kentucky University. Nicholas resides in Hillsboro with his wife, Cathy, and their two children. Outside of his professional work, he has interests in adventure sports, golfing, and hunting.

Matthew Weeks is a financial advisor at UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and provides research and capital markets services through its comprehensive platform.

Nicholas Frank is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation. His work history includes roles at UBS Financial Services since 2019 and prior experience at Xavier University and Saint Ignatius High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates both as an investment adviser and broker-dealer, offering institutional trading capabilities alongside wealth management services.

Andrew Hicks is a financial advisor with Stifel in Blue Ash, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Stifel in 2020, he worked at Great American Insurance Group and Morgan Stanley and has experience in the service and construction industries. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

James Robinson is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2009. Based in Cincinnati, OH, Robinson works within one of the largest financial services firms in the industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a variety of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment solutions.

Grace Kappers is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Prior to her advisory role, her background includes positions outside finance, such as work with Camp Stomping Ground and YMCA Camp Ernst. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Susan Burnett is a Series 65-licensed financial advisor with seven years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked at Core Investment Group, Monarch Retirement Solutions, Cornerstone Registered Investment Advisors, and Western Southern Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using multiple platform arrangements and both discretionary and non-discretionary strategies.

Sarah Stewart is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Cetera. She has previously worked at DLF & Associates, LLC and has been involved with Freeman Heyne Toma, LLC dba FHT Advisors since 2017, where she holds a partner role. Stewart is also an advisory council member for DECA, a nonprofit organization, where she engages with chapter leaders and local business owners. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers multi-manager platform solutions, including model portfolios and bespoke strategies, serving a broad client base through over 10,000 advisors and managing more than $256 billion in assets.

Jason Redpath is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding Series 65 and 66 licenses and 25 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017, following prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools.

David Naber is a CFP® with 22 years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at Ameriprise Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Bradley Clasen is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following four years at Morgan Stanley Smith Barney LLC. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Connor De Haven is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Merrill, Bank of America, The Vanguard Group, and Charles Schwab. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Andrew Williams is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at J.P. Morgan Securities from 2012 to 2023 and Miami Valley Christian Academy in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Nicholas Robben is a financial advisor at LPL Financial based in Cincinnati, OH. He holds the Series 66 designation and has recently begun his career in the industry. His prior experience includes roles in education and small business operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 technology and a large network of investment adviser representatives.