Judith Budnik is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 23 years of industry experience. Her career includes long-term roles at Kroger and Pfs Investments Inc., alongside her ongoing work with Primerica Financial Services. Outside of finance, she owns Stoney Roads, a business that sells stones and minerals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating model implementation to BNY Mellon Advisors.

Robin Mcconn is a CFP® with 27 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 2019. Prior to this, Mcconn spent over two decades at Hilliard Lyons. Mcconn 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 customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

David Eickman is a financial advisor with Thrivent Investment Management in Cincinnati, OH, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and written recommendations across a broad range of planning topics, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Benjamin Pieper is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Professional Designation of Personal Investment Advisor (PIA). Benjamin received his Bachelor's Degree from Xavier University. His role involves providing financial advisory services, leveraging his expertise as a Personal Investment Advisor.

Matthew Robinson is Vice President and Branch Leader at Fidelity Investments, where he oversees a team of financial professionals dedicated to assisting clients in achieving their personal and family financial goals. He emphasizes understanding individual client outcomes to develop tailored financial strategies. Matthew has built his career entirely at Fidelity Investments, holding various roles since 2006, including Assistant Branch Leader, Team Leader and Financial Consultant, Regional Planning Consultant, and Manager of Investment Solutions. His experience spans leadership, investment solutions, and client service. Outside of work, Matthew's personal interests include family activities, fitness, football, golf, and parenthood.

Kerry Beeber is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 designation and has worked with Fidelity Brokerage Services since 2013, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to multiple registered investment companies, use of systematic methodologies, and application of AI in research.

Steven Thomas is a financial advisor with Wells Fargo Advisors in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. His career includes over a decade of service within various Wells Fargo entities since 2009. Outside of his advisory role, he is involved in a golf ball cleaning activity at Glenview Golf Course. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory services with other financial products and referral channels.

Charles Hais is a financial advisor with OSAIC based in Cincinnati, OH, holding Series 63 and Series 65 licenses and having four years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc., and before entering the financial industry, he held positions at Advics Manufacturing Ohio and Toyota Boshoku America. Outside of his advisory role, he is involved in a general partnership focused on sales of life insurance and Medicare supplements. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple investment platforms, utilizing various asset allocation and portfolio construction tools.

Allison Kees is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Kees serves as secretary on the board of Gathering Place International Ministries, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and brokerage and insurance products via an integrated platform.

John Cumming is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at River City Mortgage, Total Quality Logistics, and Fresh Prints, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Paulos Ghebre Ab is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held roles across various businesses including Third Generation Restoration LLC, Home Harvest PG LLC, and Humboldt Cannabis Farms. He volunteers with Humboldt Seed Company, assisting with seed sales and event support. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and fund advisory services.

Brian Kroger is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through positions including Investment Consultant, Relationship Manager, Investment Solutions Representative, and Customer Service Advocate. His approach focuses on understanding the unique financial situations of individuals and families to co-create tailored financial plans aimed at achieving their goals. Brian emphasizes collaboration, trust-building, and proactive engagement in his client relationships. Outside of his professional work, Brian enjoys cooking and baking, participating in family activities, exploring culinary interests as a foodie, playing golf, kayaking, and traveling.

Jay Tilton is a financial advisor with MassMutual Investors Services in Cincinnati, OH, holding a Series 63 designation and 22 years of industry experience. He has worked at ML Investors Services since 2004 and MassMutual Life Insurance Company since 2003. Outside of his advisory role, Tilton serves as a high school golf tournament starter and assistant manager and is the head golf coach at a local high school. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, and charitable organizations. The firm uses collaborative, software-supported planning processes and provides specialized programs including estate-settlement and employer-sponsored planning.

Anna Makris is a financial advisor with OSAIC in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. Before joining OSAIC in 2018, she worked at Signator Investors Inc and was involved in the clothing business with Kotsovos Fine Apparel. Outside of finance, she sells consignment clothing items online through the Poshmark platform. OSAIC serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services supported by a variety of asset-allocation tools, investment platforms, and third-party managed-account solutions.

Daniel Smith is a financial advisor at Fidelity with 27 years of industry experience. He has been associated with various Fidelity entities since 1998, including Fidelity Brokerage Services, Fidelity Personal And Workplace Advisors, and Fidelity Investments. He holds Series 63 and Series 66 designations. Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Brandi Kohlsmith is a Series 66-licensed financial advisor with Raymond James Financial in Fort Thomas, KY, bringing four years of industry experience. Prior to joining Raymond James, she worked at Edward Jones for 20 years. Outside of her advisory role, she is also involved as an associate at Bisbe Capital, providing administrative support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting using advanced analytical tools and supports a wide advisor network with specialized municipal and public finance capabilities.

Benjamin Kress is a financial advisor with Morgan Stanley in Cincinnati, OH. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining Morgan Stanley, he worked at PC Bennett Solutions and has experience in diverse roles including business operations and university employment. Morgan Stanley Wealth Management serves individual and institutional clients with comprehensive advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers tailored planning using structured processes and advanced modeling tools.

Jaden Warner is a financial advisor with Equitable Advisors in Cincinnati, OH, holding the Series 66 designation. He began his advisory career in 2026 and previously worked in various roles including positions at Abigail Robinson and Hamilton Public Schools. Outside of finance, he has experience working in retail and service industries such as Stones Bowling Alley and Kelly's Bakery. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, frequently partnering with LPL-sponsored and endorsed platforms to deliver advisory and brokerage solutions.

Thomas Rennegarbe is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities for eight years before joining LPL Financial in 2021. 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 model portfolios and research from LPL Research and third-party subadvisors.

Keevin Davis serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2010. He joined Fidelity in 2004 and has held various positions including Investment Consultant, Proactive Representative, and Investment Representative. Throughout his tenure, he has focused on engaging clients in detailed discussions about their concerns, investment objectives, and family goals to develop tailored financial strategies. Davis emphasizes the importance of building long-lasting relationships with clients by understanding their individual needs and leveraging planning tools and innovative products. His approach centers on creating customized strategies to address specific client requirements. Outside of his professional responsibilities, Keevin Davis enjoys family activities, food, football, golf, and outdoor adventures.