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.

Adam Hunt is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and 65 licenses and previously worked at The Huntington Investment Company and The Huntington National Bank. Outside of finance, he has experience in the brewing industry with Fibonacci Brewing Company. 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 written recommendation reports and ongoing advice focused on retirement income planning, using proprietary research and algorithmic tools.

Susan Burnett is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. She holds a Series 65 designation and has worked previously at Core Investment Group, Monarch Retirement Solutions, Cornerstone Registered Investment Advisors, and Western Southern Financial. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm employs both discretionary and non-discretionary management strategies and provides access to various platforms, third-party advisers, and proprietary model strategies.

Sarah Stewart is a Certified Financial Planner (CFP®) with 24 years of industry experience. She is currently affiliated with LPL Financial and has previously worked at firms including Cetera and Freeman Heyne Toma, LLC, where she was a partner. Stewart serves as an advisory council member for DECA, a nonprofit organization focused on business leadership and competitions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, supporting a large network of advisors with diverse investment approaches.

Steven Arengo is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He has held positions with Cambridge Investment Research firms since 2001, including a five-year tenure at Invest Financial Corp. Outside of his advisory role, he is involved in youth sports as the owner of an online national youth sports directory and serves as a trustee for the David Bradley Wick Foundation, managing a golf outing and scholarship program. Additionally, he scouts prospective participants for Florida Citrus Sports bowl games. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers access to multiple platforms, proprietary model strategies, and third-party advisers.

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.

David Naber is a CFP® with 22 years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at Ameriprise Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Mark Howie is a financial advisor with LPL Financial in West Chester, OH, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with LPL Financial since 2013. 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 variety of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive technology and a broad range of financial products.

Monica Thomas is a financial advisor with Cambridge Investment Research Advisors in Middletown, Ohio. She holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Cambridge, she worked for the City of Middletown and has been involved with West Central Wine, LLC for ten years. She also serves as a board member of the Middletown Garden Club. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to various platforms, third-party advisers, and proprietary model strategies.

David Craig is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include leadership at Craig Capital Corp., Inc. and Payroll Vault. He serves on the board of the nonprofit Companions Ark and acts as an agent for fixed insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through its municipal advisor affiliation.

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.

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.

Andrew Williams is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at J.P. Morgan Securities from 2012 to 2023 and Miami Valley Christian Academy in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Nicholas Robben is a financial advisor at LPL Financial based in Cincinnati, OH. He holds the Series 66 designation and has recently begun his career in the industry. His prior experience includes roles in education and small business operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Alan Schauer is a CFP® and ChFC® certified financial advisor with 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008, following prior roles at LPL Financial, ValMark Advisers, and Ken Byers & Associates. In addition to his advisory work, Schauer operates as an independent insurance agent and serves occasionally as a notary public. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Alphonse Bautista is a financial advisor with Wells Fargo Clearing based in Cincinnati, OH. He holds the Series 63 and Series 65 designations and has 32 years of industry experience. Prior to joining Wells Fargo in 2025, he spent 21 years at PNC Investments. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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.

Mary Brandenburg is a Series 66-credentialed financial advisor with two years of industry experience, currently with Morgan Stanley in Cincinnati, OH. Her career includes roles at firms such as Bronson Stacy, Elizabeth Herzog, and Northwestern Mutual. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and proprietary tools, with an emphasis on advisory services rather than individual security recommendations.

Craig Couch is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Citizens Securities, The Huntington Investment Company, LPL Financial, FirstMerit Bank, and Edward Jones. Outside of his advisory work, he serves as a play-by-play announcer for Elyria Lorain Broadcasting Co. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Matt Kline is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Investment Management for 23 years. Outside of his advisory role, he is a partial owner of Blue Buck, LLC, which operates Elk Creek Hunt Club & Resort, a sporting clays, lodging, and events facility in Kentucky. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, notably insurance-related products and bank deposit sweep programs.

Neil Mayo is a financial advisor at Edward Jones in Cincinnati, OH, with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, his work background includes roles at Multisource Home Electronics, TW Metals, LLC., G&W Products Inc., and Riverfront Steel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.