Robert Hill is a financial advisor at RBC Capital Markets with 18 years of industry experience. He has held prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Hill serves as a board member of the Clovernook Center for the Blind in Cincinnati, Ohio, where he contributes to business development, fundraising, and investment decisions. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Kimberly Walko is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In her current role, she works closely with clients to help them understand their company benefits, build financial plans, and provide service. She emphasizes developing strong relationships with clients through clear and direct communication to build trust. Kimberly has extensive experience in financial services, having worked as a Benefits and Planning Consultant at Fidelity Investments since 2022, and previously as a Workplace Planning Consultant at the same firm. Her background also includes roles as a Licensed Banker at Huntington Bank and Key Bank, and Mortgage Loan Officer positions at Fifth Third and Coldstream. She holds insurance licenses in Arkansas and California. Outside of her professional work, Kimberly enjoys cooking and baking, fitness activities including yoga and skiing, reading, and traveling.

Justin Cox is a financial advisor with Equitable Advisors in Cincinnati, OH. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Izzy's Inc. and proguides.com, and has experience linked to the University of Cincinnati and Ryle High School. Outside of finance, he has worked as a restaurant server. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Edward Maynard is a financial advisor with LPL Financial in Covington, KY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Stonex Advisors Inc and StoneX Securities Inc for 10 years, as well as Cox Financial for 30 years. Outside of his advisory role, he is involved with Maynard Asset Management LLC and has a retail business named Soggy Dollar. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management supported by research and model portfolios.

Jamie Morgan is a Private Wealth Advisor with Merrill Private Wealth Management, collaborating with The Evelo|Singer|Sullivan Group, a nationally recognized private wealth management team. He works with affluent individuals and families to develop tailored wealth strategies that reflect their personal, business, and philanthropic goals. Jamie emphasizes the importance of cohesive wealth management plans and collaborates closely with clients' attorneys, accountants, and other advisors to provide comprehensive financial advice and guidance. Since 1999, Jamie has provided wealth strategies and offerings focused on long-term wealth strategies, insurance, and lending for high-net-worth clients. He has particular expertise in family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, special needs planning, tax minimization, and retirement income. Jamie has also assisted clients in designing and implementing strategies for special needs children and eldercare. Jamie holds a B.S. in Business from Xavier University and is a CERTIFIED FINANCIAL PLANNER® professional. He also has additional professional designations including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jamie has been recognized by Forbes in their annual list of Best-In-State Wealth Advisors from 2020 to 2025. Beyond his advisory role, he serves on the corporate board for CancerFree KIDS and actively participates in Cincinnati Golfers for Charity. His personal interests include football, golfing, running, and spending time with family.

Edward Barren Sr. is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and execution delegated to BNY Mellon Advisors.

John Drummey is a financial advisor with Robert Baird & Co. in Edgewood, KY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Robert Baird & Co. since 2019 and was previously with Hilliard Lyons starting in 2006. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Angelina Vita is a financial advisor with Equitable Advisors in West Chester, OH, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Equitable Advisors, she worked at Lander University and Greenville Technical College. She is also the owner and online blogger of The Potentially Possessed Horse, a non-investment related business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers and participates in LPL-sponsored wrap programs and other endorsed investment platforms.

Katie Andrews is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including L.M. Kohn & Company, Northstar Financial Services, Fidelity Brokerage Services, and Bank of America. Based in Cincinnati, OH, Andrews has been with Merrill since 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Kenneth Apking is a financial advisor with Cetera in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2008. Outside of his advisory role, he works as an insurance agent selling health, life, annuity, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing more than $256 billion in assets.

Allen Lesaint is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Amy Fullenkamp is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds a Series 66 designation and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. In addition to her advisory role, she has served in the Ohio Army National Guard since 1998. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a variety of brokerage and insurance products, utilizing an integrated platform that combines advisory services with financial product sales.

Carl McClurg Jr. is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and has also operated as a self-employed financial professional since 2009. Outside of his advisory role, McClurg serves on the board of Iron Sharpens Iron Community Care, where he assists with event planning for community projects, and contributes as a member, author, educator, podcast host, and speaker for the National Association of Certified Financial Fiduciaries. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing proprietary models and access to third-party strategists across multiple platform arrangements.

Daniel Leugers is a financial advisor with Raymond James & Associates in Covington, KY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Rachel King is a financial advisor with Robert W. Baird & Co., Inc. in Ft Wright, KY. She holds a Series 66 designation and has nine years of industry experience, having been with Baird since 2015. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Krystle Atkins is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been working in wealth management since 2014 and joined Merrill as a Financial Advisor in 2019. Krystle serves affluent families across the United States, focusing on areas such as college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, tax minimization, and retirement income. Krystle holds both a Bachelor's and a Master's degree from The Ohio State University and holds the Personal Investment Advisor (PIA) designation. She develops customized financial strategies tailored to each client's risk parameters, timing, cash flow needs, values, and objectives. Her approach involves understanding the complexities of wealth and striving to be a trusted resource for building, managing, and preserving clients' wealth. Outside of her professional role, Krystle is active in community organizations such as Master Provisions, where she serves as a board member, and volunteers with St. Elizabeth Foundation. She is a wife, mother to twin daughters, a bonus mom to four boys, and a dog owner. She enjoys activities including golfing, interior decorating, music, reading, running, softball, traveling, watching movies, and writing.

Mario Hristovski is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He focuses on integrating workplace benefits into personalized wealth strategies to assist clients in making informed financial decisions. Mario has been with Fidelity Investments since 2019, progressing from Workplace Planning Associate to Workplace Planning Consultant, and currently serving as a Benefits & Planning Consultant. Prior to Fidelity, he worked as an Investment Associate at Marcus & Millichap from 2017 to 2018. He takes a consultative approach by building trusted relationships and understanding each client's unique priorities, aiming to provide greater confidence and peace of mind in financial planning.

Tyler Schreck is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He collaborates with clients to support their short and long-term financial goals, emphasizing the importance of building lasting relationships. Tyler aims to be a reliable contact for clients, providing assistance in various situations. Prior to his current position, Tyler held several roles at Fidelity Investments, including Relationship Manager (2023-2024), Financial Representative (2022-2023), and Customer Relationship Advocate (2022). Before joining Fidelity, he gained experience at Heartland Bank as a Credit Assistant (2021-2022) and Retail Banking Intern (2021). Outside of his professional work, Tyler enjoys fitness, football, golf, spending time with friends, social events, and caring for pets.

Charles Locy is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with MML Investors Services and MassMutual since 2011. Outside of his advisory role, he owns Mature Strategies, LLC, an agency focused on individual life, health, Medicare, Medicaid, and disabled veterans benefits, and he is also an author through this venture. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing annual, collaborative planning engagements using firm-approved analytical tools.

Nicholas Simmons is a financial advisor with Primerica Advisors in Springdale, OH, holding a Series 63 designation and 11 years of industry experience. He has worked at Primerica Financial Services since 2013 and is also associated with Torchlight Financial Group and PFS Investments Inc. Outside of advisory roles, Simmons is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers 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, managing potential conflicts through disclosure and oversight.