Stacey Newberry is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and bringing 31 years of industry experience. She has worked with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced planning tools.

Todd Hicks is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Stifel in 2019, he worked for Morgan Stanley Private Bank. He serves on the board of the SOR Cincinnati Area Foundation, which raises funds to support economically disadvantaged children’s education. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. Its investment approach utilizes proprietary methodologies from the Investment Strategy Group to provide asset allocation and financial planning guidance.

Jeffrey Walkup is a financial advisor at Osaic with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America, Inc., Securities America Advisors, Inc., and Brecek & Young Advisors, Inc. Outside of his advisory work, Walkup teaches AcroYoga classes in the Cincinnati community. Osaic Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and provides various managed account programs, integrating a complex affiliate network and alternative investment options.

Andrew Varner is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Nike and PFS Investments Inc. since 2023 and previously held roles in the food service industry. His outside business activities include sales of home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Henry Mautner is a financial advisor at Osaic with 33 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is active as a composer and performer and also works as a commercial voice-over artist. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach is model-based, utilizing asset allocation, portfolio optimization, and risk assessment tools, with access to discretionary strategies and third-party managers.

Jason Eibel is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 1997, including Fidelity Brokerage Services, Inc., Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory solutions.

Scott Bouldin is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and at Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets from 2005 to 2009 and Morgan Stanley Dw Inc. from 2002 to 2005. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides its services through Financial Advisors and Estate Planning Strategies.

John Adams is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Robert W. Baird & Co. since 1998. Outside of his advisory role, he owns Pittsburgh Subs, Inc., a restaurant and food/beverage business. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary management, across a range of traditional and non-traditional investment strategies.

Ray Laney is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 25 years of industry experience. He previously worked at StoneX Securities Inc. and Stonex Advisors Inc., among other firms. Outside of his advisory role, he is a business owner of Moto Federation Garage, LLC and an amateur musician. 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 and investment management services delivered through a large network of advisors using various portfolio strategies and proprietary research tools.

Teresa Papadatos is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and nine years of industry experience. She has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 2012. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its advisory services.

Michael Edwards is a CFP® with 19 years of industry experience. He is currently with RBC Capital Markets and previously worked at Stifel Nicolaus & Co Inc and Bank of America, N.A. Edwards serves on the Board of the Indiana University Alumni Association. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm employs a tailored investment approach using a blend of in-house and third-party managers and emphasizes integrated capital markets and asset management capabilities.

Katlin Klamo is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 credential and has worked at Fidelity Brokerage Services LLC since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and systematic portfolio construction. The firm is noted for its use of algorithmic methods and AI in research, its role as a registered commodity pool operator, and its advisory services to multiple registered investment companies.

Leo Broerman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 24 years of industry experience. His career includes 11 years at LPL Financial prior to joining Cambridge Investment Research Advisors in 2015. He is also involved with Focus Wealth Management as an Investment Adviser Representative. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers services through multiple platforms, proprietary model strategies, and access to third-party advisers.

Colton Irion is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and previously worked at Deloitte and Clark Schaefer Hackett. Robert W. Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies along with internal research and artificial intelligence tools.

Marilyn Ward is a financial advisor at Robert W. Baird & Co. with five years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2019, with prior experience at Hilliard Lyons, Edward Jones, and First Community Bank of Central Alabama. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services using a range of strategies, including separately managed accounts and overlay services.

Daniel Osborne is a financial advisor with OSAIC in Cincinnati, OH, holding a Series 63 designation and more than 34 years of industry experience. He has worked at Fortis Investors, Inc. and Midwest Financial Group since 1997. Outside of his advisory work, he is engaged in the sale and service of term life insurance as an insurance agent. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through various programs such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies along with third-party manager selection.

Christina Yards is a financial advisor at Robert W. Baird & Co. in Cincinnati, OH, holding a Series 66 designation with eight years of industry experience. She has been with Robert W. Baird since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a combination of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across a range of investment strategies.

Charles Beach III is a ChFC®-designated financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, where he has worked since 2012. He has 42 years of industry experience and also operates as an independent insurance agent through C.T. Beach & Company Inc. Additionally, he serves on the stewardship committee of Mariemont Community Church. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

Joshua Moore is a financial advisor with Equitable Advisors in Cincinnati, OH. He holds the Series 66 designation and has been with Equitable Advisors since 2026. Prior to his advisory role, he spent four years at the University of Miami Farmer School of Business and has been employed by Kroger since 2020. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Brian Snowden is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill Lynch and Scottrade. Snowden is also employed as a sales assistant at Yellow Cardinal Brokerage Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.