Aaron Brown is a financial advisor with J.P. Morgan Securities in West Chester, OH, holding a Series 66 designation and over 21 years of industry experience. His career includes extensive tenure at Bank One and JPMorgan Chase Bank, N.A., alongside multiple periods at J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Eric Oatman is a financial advisor with LPL Financial, holding a Series 66 designation and with 19 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 17 years prior to joining LPL Financial in 2024. 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 a large network of investment adviser representatives.

Jay Bowman is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2005 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Matthew Rupe is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and nine years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Rupe is co-owner of Vertical Advantage Helicopters, where he serves as a pilot and flight instructor. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance product sales through affiliated entities.

Logan Doane is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this position, he served as a Workplace Planning Consultant at Fidelity Investments from 2020 to 2023. His professional focus involves collaborating with clients to develop financial strategies tailored to their individual goals. Logan emphasizes understanding each client's unique story and priorities as the foundation for meaningful financial planning. He is committed to building trusted relationships and working closely with clients and their families as their financial needs change over time. Outside of his professional responsibilities, Logan has interests in football, golf, skiing, traveling, food, and parenthood.

Benjamin Ledford is a financial advisor at Ameriprise in Covington, KY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at the University of Kentucky, Connetic Ventures, Amazon, United Parcel Service, and Larry A. Ryle High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides comprehensive retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jonathan Coleman is a Series 66-licensed financial advisor with Equitable Advisors in Cincinnati, Ohio, and has five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked as a Caddie Master for four years. Equitable Advisors serves individual clients across wealth levels, as well as pension and profit-sharing plans, corporations, and nonprofits, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models, emphasizing client risk assessment and matching to appropriate investment programs.

Jordan Shteiwi is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, PNC, and other organizations. He was also employed at the University of Cincinnati for three years. 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.

Courtney Galinger is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several Fidelity affiliates and Chase Investment Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses proprietary research combined with quantitative and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Drew Elliott is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. In this role, he assists clients in understanding their employer-provided benefits and aims to maximize the value of their relationship with Fidelity. Drew focuses on helping clients develop plans that support their short-term and long-term financial goals. He has been with Fidelity Investments since 2019, progressing through various roles including Workplace Planning Associate, Workplace Planning Consultant I, II, and III, before assuming his current position in 2024. This experience has contributed to his expertise in workplace benefits and financial planning. No additional information about his education, credentials, personal interests, or community involvement was provided.

John Weigel is a financial advisor with LPL Financial, holding a Series 66 credential and 28 years of industry experience. He has worked at LPL Financial since 2008 and was previously employed at Fifth Third Securities, Inc. from 2005 to 2008. In addition to his advisory role, he operates a business entity for tax and investment purposes. 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 provides a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Michael Jarrold Grapes is a CFP® professional affiliated with LPL Financial, based in Cincinnati, OH, with 27 years of industry experience. He has held roles at several firms including Securities America Advisors, Commonwealth Financial Network, and Niehaus Financial Services, and he also operates Niehaus Tax Services, LLC, where he provides tax preparation services. Grapes spends a small portion of his time involved in fixed insurance sales. 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 wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.

Matthew McManus is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at AXA Advisors LLC. Outside of his advisory role, McManus is the author of a book titled *Money Academy* and serves as Treasurer for the Hamilton County Police Association as well as Director of Finance for the Greater Cincinnati Police Museum. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services delivered through a network of Investment Adviser Representatives, utilizing both proprietary programs and third-party asset managers.

Brian Lillis is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Ameriprise and its related entities since 1992. Outside of his advisory role, he owns Brian P Lillis and Associates LLC, where he manages his Ameriprise business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.

Jennie Bueter is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market modeling techniques.

Josh Hardtke is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He has been with Fidelity for over a decade, contributing in various capacities including Financial Consultant, Investment Representative, Retirement Solutions Representative, Investment Solutions Representative, Financial Service Professional, and Defined Contribution Representative since 2010. His primary focus involves developing, implementing, and maintaining long-term financial plans that address challenging market conditions and life changes. Josh holds an Arkansas Insurance License, supporting his professional capabilities in the financial services sector. His extensive tenure at Fidelity reflects his commitment to assisting clients and families in their financial planning endeavors, utilizing the resources of a trusted brand within the financial industry. Outside of his professional responsibilities, Josh engages in family activities, fitness, hiking, parenthood, and spending time with pets.

Joshua Wentz is a financial advisor with LPL Financial in Cincinnati, OH, holding a CFP® designation and securities licenses Series 66 and Series 63. He has six years of industry experience, including prior roles at Avantax Advisory Services, Northwestern Mutual, and Keller Williams Realty Services. He is also associated with Concentric Wealth Management, a DBA for his LPL 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice and account management through a large network of investment adviser representatives.

Eric Mills is a financial advisor with Primerica Advisors in West Chester, OH, holding 10 years of industry experience. He has worked with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. Outside of his advisory role, he 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, providing model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

James Healy is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors and its predecessor, AXA Advisors, since 2016. Based in Cincinnati, OH, Healy’s background is focused on financial planning and advisory services within a well-established national firm. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party model portfolios and advisory platforms.

Jeffrey Murphy is a financial advisor with Primerica Advisors in Springdale, OH, holding 11 years of industry experience. He has worked at Primerica Advisors since 2015 and has additional experience with Primerica Financial Services dating back to 2014. Outside of his advisory role, he receives non-investment related compensation through referrals of home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and utilizes model-driven investment strategies supported by third-party asset managers and custodians.