Katie Sanford is a Private Wealth Manager and Investment Management Consultant at Fidelity. She has been serving in this role since 2008, partnering with clients and their Wealth Management Advisors to align accounts with their financial goals. Her professional experience is centered on investment management consultancy within the wealth management sector.

Austin Trapp is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2021, he worked at Orion Advisor Tech for five years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and advisory services with a variety of portfolio management styles and affiliated research resources.

Ethan Cox is a financial advisor with LPL Financial based in Covington, KY, holding a Series 63 designation and 29 years of industry experience. His prior roles include a decade with StoneX Advisors Inc and StoneX Securities Inc, as well as managing Cox Financial Corp since 1996. Cox maintains involvement with Cox Financial Corporation, a non-variable insurance business. 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, supporting strategies that encompass strategic and tactical allocations as well as alternative exposures.

Amy Commins is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 66 designation and has worked at both Merrill Lynch, Pierce, Fenner, and Smith and Bank of America, N.A. since 2000 and 2020 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Quinn Webb is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. Their career includes roles at Fidelity Brokerage Services LLC since 2017, Successful Family Resources, and the State of Indiana. Webb is based in Lawrenceburg, Indiana. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it also serves as an advisor to multiple registered investment companies and fund-of-funds.

Brayden Rouse is a Series 66 licensed financial advisor with LPL Financial in Harrison, Ohio. He has professional experience beginning in 2025, with previous roles at Discount Den, Capital Concepts, and Pizza Uncommon. He is also affiliated with Purdue University. 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 and model portfolio programs, supported by advanced operational tools and a large network of over 22,800 advisors.

Cassandra Chaney is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group team Cassandra is part of, serves individual, corporate, pension, and charitable clients. The firm offers a range of services such as financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies, along with internal research and tools including artificial intelligence.

Kelly Holterhoff is a financial advisor at Merrill with a Series 66 designation. She has been with Merrill since 2025 and previously worked for 12 years with the Cincinnati Opera. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Scheper is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Stifel. He previously worked at Morgan Stanley Private Bank, N.A. for four years before joining Stifel in 2019. He serves on the board of directors of the Anderson Area Chamber of Commerce, supporting economic growth initiatives in Anderson Township, Ohio. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

Beth Mc Donald is a financial advisor with Ameriprise in Florence, KY, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, and also spent time at Neat Method of Cincinnati. Outside of Ameriprise, she serves as an Associate Financial Advisor at BFM & Associates, LLC, focusing on financial planning. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets. The firm provides tailored, non-discretionary recommendations using a combination of research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with client advisors.

Jaden Dahm is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill and Bank of America, Dahm worked at Rally Rd and Flyer Enterprises and has experience at the University of Dayton. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ben Osborne is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served in various positions at Fidelity Investments, including Investment Consultant from 2022 to 2023, and multiple levels of Workplace Planning Consultant from 2020 to 2022. Before joining Fidelity, Ben worked as a Mortgage Loan Officer at Sibcy Cline Mortgage Services from 2018 to 2020. In his current role, Ben partners with clients and their families to understand their unique personal and financial situations. He collaborates with them to create and implement comprehensive and personalized financial plans aligned with their values and goals, aiming to provide financial peace of mind. Outside of his professional responsibilities, Ben engages in family activities, fitness, golf, outdoor adventures, spending time with pets, and traveling.

Leonard Weinstein is a financial advisor with Fidelity Investments in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has held various roles within Fidelity since 1998, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently at Fidelity Investments. Outside of his advisory work, he serves as an officer overseeing bookkeeping for a wedding venue and acts as a referee for polo matches. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and advisory services for a diverse client base.

Shelli Davenport is a financial advisor at UBS Financial Services in Cincinnati, OH, with 28 years of industry experience. She holds the Series 66 designation and has worked at UBS Financial Services for a total of 22 years, with a three-year tenure at Wells Fargo Clearing in between. Outside of her advisory role, she is a commissioned notary public for the state of Ohio. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies through its network of financial advisors.

Sean Mcfarland is a financial advisor with Fidelity Investments in Cincinnati, OH, holding Series 63 and Series 66 credentials and six years of industry experience. His work history includes roles at Fidelity and Northern Kentucky University, among others. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing and advising on portfolios.

Kimberly Thompson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 23 years of industry experience. She has worked with several firms including Wells Fargo Clearing and UBS Financial Services before joining Ameriprise in 2018. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Durkin is a CFP® credentialed financial advisor with 44 years of industry experience. He has been with Cambridge Investment Research Advisors, Inc. since 2009 and previously operated Durkin Financial, LLC. In addition to his advisory role, he has worked as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services through a variety of platforms and proprietary model strategies.

Eric Deaton is a financial advisor at Edward Jones in Covington, KY, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

John Allshouse is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds the ChFC® and Series 66 designations. His prior roles include positions at Morgan Keegan & Company, TIAA-CREF, and First Financial Bank. In addition to his advisory work, he is involved with Yellow Cardinal Advisory Group, where he helps manage wealth advisory and private banking teams. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored planning and analytical tools to support client goals and offers specialized services such as municipal advising and SIMPLE IRA employer consulting.

Steven Horsley is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. His career includes positions at firms such as Fidelity Brokerage Services, Strategic Advisers, and Mass Mutual Investors Services. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.