James Eck is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves on the board of directors for the Fort Mitchell Country Club. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored planning that addresses various financial needs, supported by Wells Fargo research and tools, and integrates advisory services with other financial products and referrals.

Timothy Mark is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 2013, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also engages in fund advisory and management services, including roles as a commodity pool operator and advisor to multiple registered investment companies.

Zac Cottongim is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His career includes roles at Bank of America, Merrill, and Foresters Financial Services prior to joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to develop model asset allocations.

Michelle Fogel is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018. Prior to that, she held roles at SGF Associates LLC, Separation Advisors LLC, Shelly M. Fogel, CDFA, and Waddell & Reed, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to a diverse client base including individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining technology and broad financial services with oversight of substantial discretionary assets.

Jarred Smith is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is a part owner of a food truck business and a horse racing venture in Cincinnati. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through advisory and brokerage services. The firm offers a range of financial planning and portfolio management options, including access to model portfolios, third-party subadvisors, and institutional platforms.

Madelyn Sursi is a financial advisor at RBC Capital Markets with a Series 66 designation and no industry experience. Her prior roles include positions at City National Bank and Enterprise Mobility, as well as work in education with Eastern Michigan University and North Carolina Public Schools. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and employing both in-house and third-party investment managers.

Michael Dempsey is a financial advisor with Robert W. Baird & Co. Inc. in Ft Wright, KY, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Robert W. Baird since 2007. Outside of his advisory role, he is a co-owner of a rental property and a member of a property management company. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Bradley Sierer is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2007. Outside of his advisory role, he writes novels and short stories in his spare time. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and employs formal governance and proxy-voting procedures.

Michelle Chester is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding a Series 66 designation and 21 years of industry experience. She has been with Robert W. Baird since 2013. Outside of her advisory role, she serves as a Cub Scouts pack leader. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a range of strategies, including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Leigh Gage is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent 10 years at UBS Financial Services Inc. Gage is also involved in managing a rental property in Cincinnati, Ohio. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended to inform client decisions.

Kyle Hurles is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Miami University and Centerville City Schools. Kyle is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches, including discretionary management and overlay services.

Jonathan Patton is a financial advisor at Ameriprise in West Chester, OH, holding a Series 66 designation with six years of industry experience. He has worked at Ameriprise since 2018 and has prior experience at Makino and Brooks Brothers. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes proprietary research and third-party data, with distinctive enrollment criteria and an investment framework influenced by affiliated product partnerships.

Matthew Roth is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 63 designation and 31 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2015 and operates his own CPA firm, Matthew P. Roth & Co., CPAs, since 2002. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services through multiple platforms, offering both discretionary and non-discretionary management options along with proprietary model strategies.

Tracy Patrick is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. Prior to joining RBC in 2026, Tracy worked at Morgan Stanley Smith Barney LLC for four years and Truist Bank for seven years. Outside of his advisory role, Tracy serves on the Finance Committee for St. Henry Catholic Parish in Elsmere, Kentucky, acting as a parent liaison between the parish and school related to parish funds. RBC Wealth Management serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a variety of wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs a tailored investment approach based on each client’s Advisory Risk Profile and uses a combination of in-house and third-party investment managers.

Margaret Vagle is a financial advisor at Edward Jones in Cincinnati, OH, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets.

Lee Kremer is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Lee collaborates with clients and Wealth Management Advisors to address families' financial service needs, aiming to meet and exceed planning and service goals. The team supports clients in growing and protecting their wealth, making informed investment decisions, and simplifying their financial lives. Lee has been with Fidelity Investments since 2011, holding various roles including Wealth Management Service Senior Specialist, Retirement Solutions Representative, Investment Solutions Representative, High Net Worth Trading Representative, and Defined Benefits & Defined Contributions Representative. This experience spans a comprehensive range of wealth management and retirement solution services. Additional information regarding education, credentials, personal interests, or community involvement was not provided.

Michael Loth is a financial advisor with Robert Baird & Co. in Cincinnati, OH, holding a Series 63 designation and 38 years of industry experience. He has worked at Robert Baird & Co. since 2019, following 14 years at J.J.B. Hilliard, W.L. Lyons, Inc., and four years at Morgan Stanley DW Inc. Robert Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and brokerage services, utilizing internal research, manager oversight, and various investment strategies, including separately managed accounts and tax-management techniques.

Tom Skeen is an Investment Solutions Representative III at Fidelity Investments, where he collaborates with clients to develop personalized plans aimed at achieving their financial goals. He has held this position since 2021. Prior to his current role, Tom worked as an External Wholesaler at Touchstone Advisors Inc. from 2019 to 2021 and served as a Financial Advisor at Edward Jones from 2018 to 2019. His professional experience spans client advisory and investment solutions. Outside of his professional work, Tom enjoys attending concerts and participating in family activities. His personal interests also include football, golf, parenthood, and soccer.

Benjamin Haenning is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2026, he worked at Merrill for seven years and Ohio National Financial Services for a total of five years. He serves as a board member for Big Brothers Big Sisters of Greater Cincinnati, contributing approximately 20 hours annually in advisory, fundraising, and advocacy roles. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research resources.

Kimberly Basham is a CFP®-credentialed financial advisor with 20 years of industry experience, currently with Ameriprise in Fort Mitchell, KY. She previously worked at The Huntington Investment Company and Huntington National Bank. Outside of her advising role, she owns a retail crafts business focused on creating and rehabbing luxury goods for resale. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement planning and income strategies.