Natalie Campbell is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at Truist Investment Services, Inc. for six years. Outside of her advisory career, she has experience working as a private nanny and at Seminole State College of Florida. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations through a centralized consulting team.

Michael Sima is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America, Pruco Securities, Meeder Investment Management, and Eagle Strategies. In addition to his advisory role, he is involved as an agent in insurance and benefits through Covenant Financial Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies with both discretionary and non-discretionary portfolio management options.

Renae Holland is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 1998, totaling 28 years of experience. She is based in Shelby, OH, and has six years of industry experience under her current credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tiffany Koster is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked for Bookmasters/Baker & Taylor Publisher Services for a decade. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Donald Sazdanoff is the sole advisor at Sovereign Asset Management in Lexington, Ohio, where he has provided investment advisory services since 1993. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Sovereign Asset Management is an independent, single-advisor firm managing approximately $53 million in assets for around 66 clients. The firm offers portfolio management services to individual investors as well as pension or profit-sharing plans and other institutional clients, combining solo-practitioner scale with institutional-level services and published market commentaries.

Henrietta Sazdanoff is a financial advisor at Sovereign Asset Management with 18 years of industry experience. She holds the Series 63 designation and has a background working with Lexington Local Schools since 2003. Sovereign Asset Management is an independent, single-advisor registered investment adviser managing approximately $53 million for individual investors, pension or profit-sharing plans, and institutional clients. The firm combines solo-practitioner scale with services typically found at larger firms, including institutional portfolio management and published market commentaries.