Christopher Dolle is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Equitable Advisors since 1999 and served concurrently at Axa Advisors, LLC from 1999 to 2020. Outside of his advisory role, he serves on the board of a condominium association in Longboat Key, Florida. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

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.

Patrick Dorazio is a financial advisor with Primerica Advisors in Springdale, OH, holding eight years of industry experience. He has previously worked at EPOS (formerly Demant Sound) and PFSI Investment Inc. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by third-party asset managers and supports trade execution and custody through established financial institutions.

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 within various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering a range of discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Coleman Goldsmith is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 33 years of industry experience. His prior roles include positions at Sandlapper Wealth Management, Cabot Lodge Securities, and Premium 72 Capital. In addition to his advisory work, he sells long-term care insurance and operates an investment advisory practice through Hyde Park Wealth Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers tailored investment strategies via multiple platforms and a range of portfolio management solutions, supported by institutional features such as equity participation and formal compliance processes.

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 in West Chester, Ohio, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009, including its predecessor Axa Advisors, LLC. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, brokerage, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer platform.

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® professional with 25 years of industry experience, currently affiliated with Equitable Advisors since 2024. His prior roles include positions at Osaic Institutions, Inc. and infinex Investments, Inc. He holds the Series 66 designation and is based in Cincinnati, OH. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk profiles.

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, OH, holding Series 63 and 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Fifth Third Securities and W&S Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Thomas Palmer II is a financial advisor with LPL Financial in Lawrenceburg, IN, holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and currently serves as Vice President and Relationship Manager at Civista Bank. Outside of his advisory role, Palmer is the owner of Silberhorn Health LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Nancy Johnson is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has a background in dental hygiene and dentistry, having worked with various dental practices for over two decades. In addition to her financial advisory role, she continues to work as a dental hygienist on an as-needed basis. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Daniel Tewes is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2013. He partners with high-net-worth clients to assist them in making informed decisions regarding their financial plans. His work involves helping clients consider appropriate investment strategies aligned with their future goals, including tax-efficient investing and estate planning considerations. He also specializes in building customized retirement plans to ensure that all aspects of clients' financial profiles are properly structured. Daniel's career with Fidelity Investments began in 2004, progressing through roles including Workplace Investing Customer Service, Personal Investing Trading, and Financial Consultant before assuming his current vice president position. He holds a California Insurance License. Outside of his professional responsibilities, Daniel's interests include baseball, family activities, social events with friends, outdoor adventures, and parenthood.

Brian Cassin is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to this, he worked at Touchstone Securities and IFS Financial Services from 2013 to 2017. Raymond James & Associates is a large 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Samuel Warren is a financial advisor at Merrill based in Cincinnati, OH, holding a Series 66 designation. He joined Merrill and Bank of America in 2025 and has less than one year of industry experience. Prior to his advisory role, his work history includes positions outside the financial sector, such as roles at Texas Roadhouse and local parks departments. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services within the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Stallmeyer is Vice President and Executive Planning Consultant at Fidelity Investments. In his role, he assists executives in maximizing their employer benefits and integrating these benefits into broader wealth planning goals. Since 2016, he has provided executive planning consulting at Fidelity Investments. Ryan holds insurance licenses in Arkansas and California.