Dean Inman is a financial advisor with OSAIC in Fort Mitchell, KY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Raymond James Financial, Lincoln Financial Securities, and First Financial Wealth Management. Outside of advising, he co-owns and manages self-storage units through U-Loc Storage. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm operates a large multi-advisor platform and provides access to proprietary investment models and third-party money manager programs.

Victoria Lake is a Financial Consultant at Fidelity Investments, where she has been serving since 2025. In this role, she helps clients understand their financial picture and make informed decisions by providing straightforward analysis, personalized strategies, and guidance aimed at supporting their long-term goals. Victoria has accumulated a range of experience within Fidelity Investments, having served as a Planning Consultant from 2022 to 2025, a Relationship Manager from 2021 to 2022, and a Financial Representative from 2019 to 2021. This progression reflects her comprehensive expertise in financial consulting and client relationship management.

Ellen Haskell is a financial advisor at Robert Baird & Co. with 20 years of industry experience. She holds a Series 66 designation and has worked at Robert Baird since 2019, following prior roles at JJB Hilliard Wl Lyons LLC and Hilliard Lyons. In addition to her advisory work, she manages a family trust on a fiduciary basis. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers, with a range of traditional and non-traditional investment strategies.

Saunie Darlington is a financial advisor with Fidelity Investments in Cincinnati, OH, holding a Series 66 license and 11 years of industry experience. She has worked at various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios. The firm also serves multiple registered investment companies and utilizes AI-based research tools and established governance procedures.

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, holding a Series 66 designation and one year of industry experience. Before joining Equitable Advisors, he worked at Izzy's Inc. as a restaurant server and has held various roles including at proguides.com and the University of Cincinnati. Outside of finance, he has experience in the restaurant industry. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of representatives, utilizing third-party asset managers and advisory programs.

Edward Maynard is a financial advisor with LPL Financial in Covington, KY, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He previously worked at Stonex Advisors Inc and StoneX Securities Inc for 10 years each, and at Cox Financial for 30 years. Outside of his advisory role, he is involved with Maynard Asset Management LLC and has a small retail business named Soggy Dollar. 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 investment and advisory services, including model portfolio programs and third-party asset management, supported by technological tools but makes investment decisions through advisor discretion.

Jamie Morgan is a Private Wealth Advisor and partner with The Evelo|Singer|Sullivan Group at Merrill Private Wealth Management. He works with affluent individuals and families to develop tailored wealth strategies that align with their personal, business, and philanthropic objectives. Jamie emphasizes a cohesive approach to financial planning, collaborating with clients' attorneys, accountants, and other advisors to provide comprehensive guidance. Since beginning his career in 1999, Jamie has focused on long-term wealth strategies, insurance, and lending for high-net-worth clients. His expertise includes family wealth management, managing new wealth, liquidity management, personal retirement planning, special needs planning strategies, tax minimization, and retirement income. Jamie is experienced 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. Additionally, he has earned designations including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He has been recognized by Forbes as a Best-In-State Wealth Advisor from 2020 through 2025. Jamie serves on the corporate board of CancerFree KIDS and is actively involved with the Cincinnati Golfers for Charity. Outside of work, he enjoys football, golfing, running, and spending time with his 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, Ohio. She holds Series 63 and Series 66 credentials and has four years of industry experience. Outside of her advisory work, she is the owner of an online blogging business called The Potentially Possessed Horse. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party asset managers.

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 at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also acts as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Amy Fullenkamp is a financial advisor with LPL Enterprise, holding a Series 66 designation and 11 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has served in the Ohio Army National Guard since 1998. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, 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 products through affiliated entities.

Carl Mcclurg Jr. is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cambridge since 2014. Outside of his advisory role, he serves as a board member for Iron Sharpens Iron Community Care, assisting with event planning for community projects, and contributes as an author, educator, and speaker with the National Association of Certified Financial Fiduciaries. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Daniel Leugers is a financial advisor at Raymond James & Associates with 41 years of industry experience. He has held positions at Morgan Keegan & Company, LLC and UBS Financial Services before joining Raymond James in 2013. He holds Series 63 and Series 65 designations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.