Landen Long is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. He has worked at Fidelity Investments since 2024 and previously held positions at Charles Schwab and the University of Cincinnati. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

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.

Corey Fogel is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Equitable Advisors since 2018. His prior work includes roles at Axa Advisors, Fidelity, and Merrill. Equitable Advisors serves a wide range of clients, including individuals and institutional entities, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes a client-specific approach that matches personal and plan information with advisory models, utilizing both proprietary and third-party investment solutions.

Diane Gaal is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Robert W. Baird & Co. since 2002 with additional experience at Morgan Stanley from 2004 to 2007. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

J Hammond is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Hammond also owns Hammond Day Investment Group LLC, an investment-related business based in Cincinnati, OH. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Matthew Tarka is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 license and seven years of industry experience. He previously worked at firms including Concentric Wealth Management, Avantax Investment Services, HORAN Securities, and Merrill. Outside of his advisory roles, he is involved in tax preparation and accounting through Burke CPAs and Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, financial institutions, and other clients. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting its advisors with research and operational tools.

Carole Cottingham is a financial advisor at Edward Jones with six years of industry experience, holding a Series 66 credential. She previously worked at Edward Jones from 2005 to 2022 and returned in 2022. Outside of her advisory role, she serves as a board member of the Ripley County Community Foundation and teaches yoga weekly. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices.

Brandon Maxwell is a financial advisor at Robert Baird & Co. with three years of industry experience. He has worked at Baird since 2022 and previously spent eight years at Luxottica. Maxwell holds the Series 66 designation. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Olivia White is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked primarily with Fidelity Investments since 2018, with additional experience at Paycor and Wiefit. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various portfolios, including fund-of-funds and model portfolios, and serves as an advisor to multiple registered investment companies.

Timothy Gandy is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Western International Securities, Chase Investment Services, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He is also the author of *Giving Sucks - The Prosperity Vacuum*. 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 and operational tools.

Ethan Nyman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Before joining Fidelity, he held positions at Best Buy, the Cincinnati Reds, Costco, and Thomas More University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment products.

Fred Darlington is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he is a notary and involved in health insurance and Medicare services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product facilitation.

Christopher Hais is a financial advisor with OSAIC in Cincinnati, Ohio, holding a Series 66 designation and 10 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. from 2014 to 2024. Outside of his advisory role, Hais volunteers as a coach for Special Olympics Hamilton County, coaching soccer and skiing teams. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm is notable for its scale, complex affiliate network, and range of investment and lending programs.

Tricia Jones is a Series 66 licensed financial advisor with Merrill, based in Fort Mitchell, KY, and has three years of industry experience. She previously worked at Wells Fargo Advisors for five years and Morgan Stanley for one year. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Laurel Markley is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and 43 years of industry experience. She has worked at several firms, including Ameriprise Financial Services, Fifth Third Securities, and Banc One Securities Corporation. Outside of her advisory work, she is a managing partner in a small business venture. 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 broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Brett Pettit is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. His prior work includes positions at Frost Bank and roles in education and government, including service in the U.S. Congress and at Vanderbilt University. 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 offers tailored financial planning and portfolio management services, utilizing a variety of strategies and investment approaches to meet client goals and risk tolerances.

Joseph Stark IV is a financial advisor at Morgan Stanley in Cincinnati, OH, with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Brokerage Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including corporate financial planning agreements.

Jack Updike is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 22 years of industry experience. He has worked with Primerica Financial Services since 2001 and maintains roles at several companies including OK Travel & Services, R B Tool & MFG, Pfs Investments Inc, and Data Recognition Corp. Outside of advising, he is involved in the sale of home security and automation products as well as loan products through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of separately managed account options for individual and high-net-worth clients. The firm employs third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension plan management.

Thomas Prichard is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked at D'Artagnan Capital Fund and Northwestern Mutual, among other roles in various industries. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Mary Schulz is a financial advisor with Primerica Advisors in Cincinnati, OH, holding 13 years of industry experience. She has worked at Dynamic Pension Services and PFS Investments Inc., where she remains active. Schulz is also involved in sales of loan products and home-related 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 operates at scale with thousands of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services.