David Satterwhite is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2004 to 2025. Outside of his advisory work, he is involved with NTAX LLC, a tax preparation business. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, diverse advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Marc DeMain is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity Investments since 2007, progressing through roles including Financial Representative from 2007 to 2012, Investment Solutions Representative from 2012 to 2014, and currently serving as a Benefits & Planning Consultant since 2014. Prior to joining Fidelity, he worked as a Production Coordinator at Cox Financial Corporation from 2005 to 2007. Marc focuses on helping clients understand their options in personal investing and aims to maximize their workplace benefits. He is driven to assist clients in constructing financial plans that enable them to concentrate on the activities most important to their families.

Terra Cripe is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding 25 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jonathan Lusk is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. He has five years of industry experience, including roles at LPL Financial, Dillhoff Financial Services, and Westminster Financial Services. Prior to entering finance, he worked for eight years at Legacy Christian Academy. 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 team offers customized financial planning and portfolio management services, using a range of strategies from traditional equity and fixed-income allocations to more complex approaches including private funds and real assets.

Kimberly Foote is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2013 and at Key Investments/KeyCorp since 1996. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Nicholas Fauber is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2011. He began his career in the financial services industry in 2004. Nicholas focuses on helping clients develop potential solutions and provides investment guidance tailored to individuals, families, and their businesses by understanding their short and long-term financial objectives. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Nicholas holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree in Business Administration from Northern Kentucky University. Nicholas resides in Hillsboro with his wife, Cathy, and their two children. Outside of his professional work, he has interests in adventure sports, golfing, and hunting.

Matthew Weeks is a financial advisor at UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and provides research and capital markets services through its comprehensive platform.

Nicholas Frank is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 credential and has been with UBS since 2019. His prior work includes roles at Xavier University and Saint Ignatius High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm utilizes proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with wealth management services.

Christine Pipes is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She partners with clients to develop financial plans tailored to their families' needs, goals, and preferences. Christine has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Workplace Planning & Guidance Consultant. Prior to joining Fidelity, she worked as a Financial Consultant at First Investors in 2015. Her experience spans various aspects of financial consulting, supported by Fidelity's tools and resources and a team of support specialists.

Andrew Hicks is a financial advisor with Stifel in Blue Ash, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Stifel in 2020, he worked at Great American Insurance Group and Morgan Stanley and has experience in the service and construction industries. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

James Robinson is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2009. Based in Cincinnati, OH, Robinson works within one of the largest financial services firms in the industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a variety of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment solutions.

Grace Kappers is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Prior to her advisory role, her background includes positions outside finance, such as work with Camp Stomping Ground and YMCA Camp Ernst. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Monica Black is a Series 63-licensed financial advisor with Primerica Advisors, where she has worked since 1996. She has 29 years of industry experience, including extensive tenure with Primerica Financial Services beginning in 1995. In addition to her advisory role, she 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 separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Sarah Stewart is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Cetera. She has previously worked at DLF & Associates, LLC and has been involved with Freeman Heyne Toma, LLC dba FHT Advisors since 2017, where she holds a partner role. Stewart is also an advisory council member for DECA, a nonprofit organization, where she engages with chapter leaders and local business owners. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers multi-manager platform solutions, including model portfolios and bespoke strategies, serving a broad client base through over 10,000 advisors and managing more than $256 billion in assets.

Adam Norman is a financial advisor with Equitable Advisors holding Series 63 and Series 65 licenses. He has been in the industry since 2026, previously working at AE Wealth Management, Conservative Financial Solutions, and Arvin Sango Inc., among other roles. Equitable Advisors serves a diverse range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that incorporates LPL-sponsored programs and various third-party asset management platforms.

Michael Bisbe is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for 18 years before joining Raymond James in 2021. Outside of advisory work, he owns an interest in a birthing center and has business ownership roles in several LLCs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and maintains unique offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Jason Redpath is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding Series 65 and 66 licenses and 25 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017, following prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools.

Bradley Clasen is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following four years at Morgan Stanley Smith Barney LLC. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Christopher Dolle Jr. is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 designations and eight years of industry experience. His work history includes roles at Equitable Advisors since 2018, AXA Advisors, LLC from 2018 to 2020, and VelocityEHS from 2016 to 2018. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Connor De Haven is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Merrill, Bank of America, The Vanguard Group, and Charles Schwab. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.