Gary Rhinehimer is a financial advisor with Ameriprise based in Cincinnati, OH, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Fidelity Investments and several financial services firms. He has been with Ameriprise and its affiliates since 2019. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, offering tailored written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory oversight to deliver these services, emphasizing managed accounts and proprietary product offerings.

Brady Jeffcott is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Cincinnati, OH. He joined Wells Fargo in 2024 and has prior experience at Cedar Fair Entertainment Company and Loveland City Schools. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

John Kopeck Jr. is a financial advisor with Ameriprise in Hamilton, Ohio, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise Financial Services LLC since 2022. Prior to his advisory role, his work history includes positions at DoorDash and The Ohio State University. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary recommendations through a centralized consulting team.

Amy Mcfadden is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. She has been with UBS since 2001. Outside of her advisory role, she is involved in retail sales at a men's clothing store in Cincinnati. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk profiles.

Jessica Hays is a financial advisor at UBS Financial Services in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. She has worked at UBS since 2020 and previously spent six years at Cardinal Health. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Zachary Werner is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo. Outside of finance, he has been involved with Werner Landscaping, Bob's Trophy Charters, and the Cincinnati Nature Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and investment solutions.

Lauren Beckert is a Wealth Management Advisor with Merrill Lynch Wealth Management who began her career at Merrill in 2010. She focuses on developing long-term financial strategies tailored to each client’s unique financial situation, prioritizing their cash-flow needs and risk tolerance at every stage. Lauren works with clients to construct and monitor customized investment portfolios aimed at balancing growth, income, and risk management. Her areas of expertise include college education planning, family wealth management, legacy planning, liquidity management, retirement income, philanthropic planning, tax minimization, and portfolio management services. Lauren earned her CERTIFIED FINANCIAL PLANNER® certification in December 2018 and holds a Bachelor’s degree from Miami University. In addition to her professional pursuits, she spends time with her family, enjoys kickboxing and ballet, and participates in community service activities.

Cameron Porczak is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 credential and four years of industry experience. His career includes prior roles at Transamerica Agency Network and multiple periods of full-time education. Raymond James & Associates is a large 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, and municipalities, offering financial planning, investment consulting, and institutional fiduciary services through various portfolio management styles and affiliated research.

Maxwell Festa is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Spot Health, Unilever, Cintrifuse, Oakley/Luxottica, Cedar Fair, and Chick-fil-A. He attended Xavier University from 2021 to 2025. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Damian Lyons is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of his advisory role, he also works as a courier for DoorDash. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection 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 portfolio management and trading delegated to BNY Mellon Advisors.

Jennifer Dimmitt is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds the Series 66 designation and has been with UBS since 1996. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies.

Christian Cox is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and with Primerica Financial Services since 2010. In addition to investment-related activities, he receives compensation for sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies developed by unaffiliated managers and maintains approximately $15.5 billion in assets under management across a large network of advisors.

Michael Vagle is a financial advisor with Edward Jones in Cincinnati, OH, holding a Series 66 license and 18 years of industry experience. He has worked at Edward Jones since 2007. Outside of his advisory role, he is the owner of a commercial property management business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large national network of advisors and branch offices.

Michael Sacher is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding 27 years of industry experience. He has worked at Mass Mutual and its affiliated firms since 2009, with additional roles at OneAmerica Securities and American United Life from 2017 to 2019. Sacher serves as a board member for the Entrepreneur's Organization, a nonprofit focused on peer-to-peer learning. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a range of investment programs and educational seminars.

Ethan Wing is a financial advisor with UBS Financial Services in Cincinnati, Ohio. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at Travis Mathew and Canopy Wealth Management, as well as work at Xavier University and Duneland School Corporation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining model-based asset allocations and research with institutional trading capabilities and wealth management services.

John Kopeck III is a financial advisor with Ameriprise in Mason, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering personalized, research-supported recommendations through a centralized consulting team. The firm combines modeling techniques and tax-efficiency analysis to create tailored retirement income strategies while offering a broad range of advisory, brokerage, and insurance solutions.

Audrey Koob is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and seven years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2018. Outside of her advisory role, she is involved in managing non-investment related partnerships in Mason, Ohio. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Mire Jonovski is a financial advisor at Raymond James & Associates with Series 63 and Series 65 licenses and 46 years of industry experience. He has been with Raymond James since 2005 and previously worked at Advest, Inc. from 2001 to 2005. Outside of his advisory role, he serves as president of Acquest Inc. and MKMS, companies involved in the management and oversight of rental real estate. Raymond James & Associates is a dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Scott Moffitt is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 designation and has previously worked with firms including Summit Financial Group, Inc. and Gross & Company. Outside of advising, he is the founder of College Planning Relief and an author of a book titled Retirement Income Matters. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and consulting services through a multi-manager platform that provides access to both affiliated and unaffiliated third-party managers.

Thomas Dragar is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. He has held roles at Freeman Heyne Toma, LLC since 2017 where he serves as a client relationship manager, in addition to his tenure with Cetera and its affiliates since 2013. Outside of financial advising, he is commissioned as a notary public. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and a multi-manager platform approach.