Dawn Henz is a financial advisor at Ameriprise with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms, including The Huntington National Bank, Prudential Insurance Company of America, LPL Financial, and Northwestern Mutual. Dawn is based in West Chester, OH. 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 ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Jason Doublett is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. He previously worked at PRUCO Securities and has held a full-time role as a Senior Program Manager at T-Mobile since 2015. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, with additional services such as affiliated trust custody and insurance products.

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.

Christopher Dolle is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as a board member for a condominium association in Longboat Key, Florida. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management solutions, utilizing a range of firm-offered programs and third-party managers. The firm’s approach includes matching clients to program models or discretionary managers and providing ERISA fiduciary services through credentialed representatives.

Kenneth Clark is a CFP® professional with eight years of experience in the financial services industry. He is currently with Charles Schwab & Co., Inc. and has previously worked at Fidelity Brokerage Services LLC and U.S. Bancorp Investments, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and a centralized operational structure.

Alexander Mac Phail Fausey is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds the Series 66 designation and serves as an online adjunct professor at Cedarville University. Outside of his advisory role, he assists with inventory management and website development for his spouse’s crocheted goods business and is a worship leader at Lightpoint Church. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a wide range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Michael Nienaber is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Investment Solutions Representative, and Investment Consultant. Michael focuses on forming strong relationships with clients and their families, aiming to provide trusted and reliable financial planning guidance. His expertise includes various aspects of financial consulting and investment services developed through his continuous roles at Fidelity. Michael emphasizes partnership with clients to navigate the complexities of financial planning. Outside of his professional life, he enjoys family activities, gardening, golf, hiking, outdoor adventures, and skiing.

Odell Graves is a financial advisor with Primerica Advisors in Cincinnati, OH, holding five years of industry experience. He has worked with PFS Investments Inc. since 2020 and with Primerica Financial Services since 2019. Outside of his advisory role, he is approved as a franchisee for a restaurant venture, though the business has not yet been developed. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees.

Lucas Mcomber is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at various Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Coleman Goldsmith is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 63 license and 33 years of industry experience. His prior roles include positions at Citigroup Global Markets, Raymond James & Associates, and multiple wealth management and securities firms. Outside of advisory roles, he is involved in selling long-term care insurance policies. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, 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 provides access to third-party advisers and proprietary model strategies.

James Sigg is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 21 years of industry experience. He has worked with Primerica Advisors since 2004 and has been affiliated with Primerica Financial Services since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Ryan Barnett is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009, including during its affiliation as Axa Advisors, LLC. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, offering both proprietary and third-party investment solutions through a network of Investment Adviser Representatives.

Virginia Copley is a CFP® with 17 years of industry experience, currently advising at Ameriprise in Cincinnati, OH. Her prior experience includes roles at The Huntington National Bank, TIAA, Raymond James Financial Services, Truist, BB&T, and PNC Wealth Management. She serves on the Board of Trustees for Playhouse in the Park, participating in community and nonprofit activities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm emphasizes tax-aware withdrawal strategies and dependable income sources within a structured investment framework.

Ajdin Dropic is a Series 66-licensed financial advisor with Mass Mutual Investors Services in Cincinnati, Ohio, with 23 years of industry experience. He has been with MML Investors Services since 2016 and MassMutual since 2015. Outside of his advisory role, he serves as the junior varsity soccer head coach at Villa Madonna Academy and is the board president for the Northern Kentucky Clippers swim team. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Michael Comperchio is a CFP® with 25 years of industry experience, currently affiliated with Equitable Advisors since 2024. His prior roles include positions at Osaic Institutions, Infinex Investments, and Signator Investors among others. He holds various outside insurance appointments. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party investment models and offers ERISA fiduciary services through credentialed advisers.

Emily Cecil is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 credential and previously worked at Fidelity Investments for six years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and a broad array of affiliated financial services.

Eugene Weber is a financial advisor with LPL Financial in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior roles include positions at Fifth Third Securities and W&S Brokerage Services. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of investment adviser representatives.

Thomas Palmer II is a financial advisor with LPL Financial in Lawrenceburg, IN, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior positions include roles at CIVISTA Bank, U.S. Bancorp Investments, Inc., and Huntington Wealth Planning Advisors. In addition to his advisory work, he is the business owner of Silberhorn Health LLC. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional wealth platforms.