Jeffrey Parker is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Brueggers' Bagels and is involved in a talent agency where he occasionally acts and models. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Ethan Lex is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at ELEEO Brands, Capital City Financial Partners, and Relational Wealth Management. Prior to his advisory career, he spent four years at the University of South Carolina and six years at Madeira City Schools. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Kuntz Jr. is a financial advisor with J.P. Morgan Securities based in Norwood, OH, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He previously worked at Fidelity Investments for 14 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program emphasizes written asset allocation advice, investment manager research, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Anne Beavan is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 63 designation and 17 years of industry experience. She has been with Ameriprise and its related entities since 2009. Outside of her advisory role, she is employed through BFM & Associates, LLC, a franchise of Ameriprise Financial Services. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax efficiency and income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dave Dettmer is Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 1999. His current role involves collaborating with clients to organize, plan, and manage their financial resources, focusing on retirement planning, investment strategies, tax-efficient investing, and estate considerations. Over his career at Fidelity Investments, Dave has held various positions including Director, Relationship Manager; Income Planning Consultant; Senior Investment Consultant; and Investment Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Dave engages in family activities, fitness, parenthood, tennis, traveling, and volunteering.

Raymond Scacchetti is a CFP® with 37 years of industry experience, currently with Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a power of attorney for his mother, overseeing account due diligence. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alexander Rinehart is a CFP® with nine years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2017. Prior to joining UBS, he worked at Jezerinac Geers & Associates for three years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and offers research and analytics from its Chief Investment Office and UBS Global Research to support client portfolios.

Alexander Fox is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has been involved with several businesses including LouVino, where he continues to have an outside role. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and charitable entities. The firm employs a model-driven investment approach, providing access to third-party asset managers and offering financial planning, brokerage, and insurance services through its affiliated entities.

Heather Michael is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and 39 years of industry experience. She previously worked at Pruco Securities, LLC for 33 years and has been affiliated with Prudential Insurance Company of America for 35 years. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Edwin Strickling is a financial advisor with Cetera, holding a Series 66 designation and over 40 years of industry experience. His career includes lengthy tenures at 1st Global Advisors, Inc. and Avantax Advisory Services. He also provides financial services through Matoaka Money Management, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to multiple program structures and third-party money managers.

Brittany Reynolds is an Investment Consultant at Fidelity Investments, where she partners with clients to develop personalized financial plans aimed at achieving long-term goals. She emphasizes a holistic approach to investment consulting, working closely with clients to visualize and pursue their financial objectives. Prior to her current role, Brittany gained experience as a Wealth Management Advisor at U.S. Bancorp Investments from 2021 to 2024 and served as a Premier Client Relationship Consultant at U.S. Bank between 2016 and 2021. She holds insurance licenses for Arkansas and California.

Lee Benmlouka is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he serves on the finance committee for St. Ursula Villa Grade School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of investment products and capital markets services.

Robyn Urig is a financial advisor with Primerica Advisors in Springdale, OH, holding a Series 63 designation and nine years of industry experience. She has worked with multiple firms including Torchlight Financial Group and PFS Investments Inc. Outside of investment advising, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management services primarily through its Lifetime Investment Program, which offers model-driven strategies and separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of model offerings.

Jacquelin Kunkel is a CFP®-designated financial advisor with 37 years of industry experience. She has worked at UBS Financial Services since 2017, following eight years at Bank of America and a 29-year tenure with Merrill. She serves as co-trustee of the V.R. Special Needs Trust. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through a wide range of offerings including fee-based financial planning and discretionary portfolio management.

Anthony Anzer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 34 years of industry experience. His prior work includes roles at Merrill and Wells Fargo Clearing. He is also the owner of Anzer Wealth Planning & Financial Counsel and works as an insurance agent selling life, health, annuities, and long-term care products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

David Harvey is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and 42 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1984. Outside of advisory services, he is involved in sales of loan products as well as home security and automation product referrals through affiliated companies. Primerica Advisors is a large firm that primarily serves individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program relying mainly on model-driven strategies created by third-party asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Andrew Tedesco is a CFP® professional with 26 years of industry experience, currently advising at LPL Financial since 2024. He spent 24 years at Lincoln Financial Advisors prior to joining LPL. Tedesco is involved with Dougherty Tedesco & Associates, a non-variable insurance business based in Cincinnati, OH. 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 proprietary research and technology tools.

Steven Fennessey is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and seven years of industry experience. Prior to joining Primerica Advisors in 2019, he worked at General Electric from 2015 to 2018. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap-fee basis.

Gregory Helterbridle is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked with Fidelity Brokerage Services and related entities since 1995, with a brief one-year hiatus. 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 combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.

George Goodall is a financial advisor with Ameriprise in Hamilton, OH, holding a Series 63 designation and 48 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service for individuals near or in retirement who meet specific asset criteria, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations, primarily for clients with assets in Ameriprise-managed accounts.