Cole Razete is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise in various capacities since 2016. Razete is also an Associate Financial Advisor with BFM & Associates, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Caitlin Babcock is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Her prior work history includes positions at Fisher Investments, Citibank, Victoria's Secret PINK, and Buffalo Wild Wings. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning and advisory services through a range of portfolio management styles and affiliated research resources.

Christopher Musbach is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at J.P. Morgan Asset Management for five years and spent two decades with JP Morgan Chase Bank. Musbach holds Series 65 and Series 66 licenses and is based in Cincinnati, OH. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and utilizes proprietary research and model-based asset allocations to tailor client solutions.

George Wilburn III is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999. Outside of his advisory work, he is a partner in The Wicked Pickle, a business based in Loevland, Ohio. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs.

Travis Curd is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Raymond James in 2022. He is the president and founder of Kids & Community Food Collaborative, a nonprofit focused on developing community partnerships and raising funds to provide food packs to students in the Oak Hills Local School District. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains unique municipal advisor affiliations alongside specialized retirement advisory programs.

Michael Whited is a financial advisor with Primerica Advisors in Springdale, OH, holding a Series 63 designation and nine years of industry experience. He has worked at Primerica Advisors since 2017 and is involved with several other business ventures, including Torchlight Financial Group and Superior Alarms LLC. He has prior experience with the City of Hillsboro. Whited’s activities extend to sales of loan products and home security-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and supports clients through a large network of advisors, focusing primarily on individual investors rather than institutional portfolios.

Jenny Sukup is a Series 66-licensed financial advisor with UBS Financial Services in Cincinnati, Ohio, where she has worked for five years. Prior to joining UBS, she spent 17 years at Fujitec America, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to customize financial plans. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and capital markets activities.

Edward Cole Jr. is a financial advisor at OSAIC in Cincinnati, OH, with 34 years of industry experience. He holds the Series 63 designation and previously worked for Lincoln Financial Advisors Corporation from 1991 to 2025. In addition to his advisory role, he sells and services various fixed insurance products, including accident, health, disability, long-term care, traditional life insurance, and fixed and indexed annuities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing a variety of managed account programs and third-party money managers.

Christopher Powers is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and 22 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Ethan Clark is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 65 and Series 63 credentials and having 10 years of industry experience. He previously worked at Fidelity Brokerage Services, LLC for one year before joining Wells Fargo Clearing Services LLC in 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets. The firm offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Christopher Brenning is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 license and has prior work experience at Ernst & Young and Cotton & Company. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client solutions.

William Anderson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at multiple Cetera entities and Efficient Advisors, and he also manages administrative duties at Anderson Financial. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Anthony Ventura is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Schaeffers Investment Research, Western & Southern Financial Group, and PNC Investments. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients, operating primarily as a wrap-fee solution.

Walter Wilson Jr. is a financial advisor with LPL Financial in Hamilton, OH, holding CFP® and ChFC® designations and possessing 24 years of industry experience. His prior roles include work at Waddell & Reed Inc. and operating his own advisory practice. He has also been involved with community organizations such as the Greater Harrison Rotary and Pathways to Home. 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 broad range of financial planning and investment management services, utilizing a variety of advisory platforms and tools across a large network of investment adviser representatives.

Cameron Moore is a financial advisor at Equitable Advisors in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. Before joining Equitable Advisors, he worked at Siemens and Myriad Neuroscience, and has a background that includes time as a full-time student and at Howards Company. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a network of Investment Adviser Representatives and utilizes both third-party managers and proprietary programs to deliver its advisory services.

Gerald Barone is a CFP® and PFS™ with 28 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services before joining Cetera in 2025. In addition to his advisory work, he is a Certified Public Accountant involved in tax preparation and accounting through his own firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management and financial planning through a large network of independent advisors and a multi-manager platform with a range of program options and custodial relationships.

Scott Petranek is a CFP® with 36 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2015 and previously worked at LPL Financial and Fifth Third Securities. Outside of financial advising, he is also involved in photography through his business, Petranek Photography. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Carter Earls is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at RC Capital, Western & Southern Financial Group, and Prosource Technology Solutions, as well as experience at Wildwood Golf Course and the Butler County Juvenile Detention Center. He attended the University of Cincinnati from 2021 to 2025. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Richard Brizzolara Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory work, he is involved in assigning referees for high school and youth soccer games in the Cincinnati area. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Elizabeth Moore is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she serves on the board and several committees of the Cincinnati Squash Academy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering tailored financial planning and advisory programs to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved planning tools in its financial planning services.