Lauren Saulnier is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. before joining Ameriprise in 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Aaron Brown is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012, and previously spent time at Bank One. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Rami Elkhatib is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at GETChoice Energy Management. Elkhatib’s background includes full-time education at the University of Kentucky and Kentucky Country Day School. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides investment and planning services through a structured discovery process.

Matthew Rupe is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and nine years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Rupe is co-owner of Vertical Advantage Helicopters, where he serves as a pilot and flight instructor. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance product sales through affiliated entities.

Alissa Vanselow is a Series 66 licensed financial advisor at Merrill with four years of industry experience. She has worked at Merrill since 2021 and previously was involved with Roof Guard Roofing for two years. She spent eleven years as a stay-at-home parent before starting her advisory career. Merrill, together 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 plans, corporations, and charitable organizations.

Logan Doane is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this position, he served as a Workplace Planning Consultant at Fidelity Investments from 2020 to 2023. His professional focus involves collaborating with clients to develop financial strategies tailored to their individual goals. Logan emphasizes understanding each client's unique story and priorities as the foundation for meaningful financial planning. He is committed to building trusted relationships and working closely with clients and their families as their financial needs change over time. Outside of his professional responsibilities, Logan has interests in football, golf, skiing, traveling, food, and parenthood.

Jonathan Coleman is a Series 66-licensed financial advisor with Equitable Advisors in Cincinnati, Ohio, and has five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked as a Caddie Master for four years. Equitable Advisors serves individual clients across wealth levels, as well as pension and profit-sharing plans, corporations, and nonprofits, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models, emphasizing client risk assessment and matching to appropriate investment programs.

Michael O'Brien is a financial advisor at UBS Financial Services with four years of industry experience. He has worked at UBS since 2021 and previously held positions at OJM Group and Cincinnati Financial Corporation. His background also includes roles at Xavier University and the Portland Regency Hotel and Spa. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and also provides custody, underwriting, and capital markets services.

Courtney Galinger is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity divisions since 2001, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Prior to her current role, she also worked at Chase Investment Services Corp. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company accounts. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across multiple platforms.

John Weigel is a financial advisor with LPL Financial, holding a Series 66 credential and 28 years of industry experience. He has worked at LPL Financial since 2008 and was previously employed at Fifth Third Securities, Inc. from 2005 to 2008. In addition to his advisory role, he operates a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Jason Sirotak is a CFP® and ChFC® with 26 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at Metlife Securities Inc. He also services life, accident, and health insurance independently. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and provides various programs including educational seminars and event-driven planning services.

Alexander Overcash is a Benefits & Planning Consultant specializing in Executive Services. In his role, he collaborates with clients to understand their short-term, intermediate, and long-term financial goals, aiming to create customized financial plans tailored to their unique needs. Since 2018, Alexander has worked as a Workplace Planning Consultant at Fidelity Investments. He emphasizes building strong, in-depth relationships with clients and their families, focusing on trust, reliability, and comprehensive knowledge to support effective financial planning. Outside of his professional work, Alexander has interests in cars, cooking and baking, fitness, golf, hiking, and kayaking.

William Di Johnson is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 65, 66, and 63 licenses and six years of industry experience. Before joining UBS in 2025, he worked at Walnut Grove Capital Partners and several other firms. He also has experience with Columbia Business School from 2020 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor investment strategies to client goals and risk tolerances.

Joshua Manners is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Morgan Stanley Smith Barney, and Ultimus Fund Solutions. Based in Cincinnati, OH, he joined Charles Schwab in 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by strategic asset allocation models and centralized custody and supervisory arrangements.

Kendall Harden is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Gearhart & Associates and Raymond James & Associates. Harden’s background also includes roles connected to the University of North Carolina at Chapel Hill and involvement with the Western & Southern Open. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Matthew Mcmanus is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked with Axa Advisors LLC and has been associated with Glenview Golf Course since 2012. Outside of his advisory role, Mcmanus is the author of the book *Money Academy* and serves as Treasurer for the Hamilton County Police Association as well as Director of Finance for the Greater Cincinnati Police Museum. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions without sponsoring its own wrap fee program.

Joseph Jeffcott is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Wells Fargo in 2020, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he owns Green Mountain Boys, LLC, a business involved in buying and trading baseball cards, and serves on the finance committee of Cooperative for Education, an organization supporting educational programs. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related products and bank deposit sweep options as part of its investment menu.

Allison Cogburn is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has previously worked at US Bank, Boaz CO of Ohio, and PNC Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Ryan Hoover is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial Services, Truist Bank, and PNC Investments. Hoover is based in Loveland, OH. LPL Financial is a national broker-dealer and registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and customized investment strategies.

Josh Hardtke is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He has been with Fidelity for over a decade, contributing in various capacities including Financial Consultant, Investment Representative, Retirement Solutions Representative, Investment Solutions Representative, Financial Service Professional, and Defined Contribution Representative since 2010. His primary focus involves developing, implementing, and maintaining long-term financial plans that address challenging market conditions and life changes. Josh holds an Arkansas Insurance License, supporting his professional capabilities in the financial services sector. His extensive tenure at Fidelity reflects his commitment to assisting clients and families in their financial planning endeavors, utilizing the resources of a trusted brand within the financial industry. Outside of his professional responsibilities, Josh engages in family activities, fitness, hiking, parenthood, and spending time with pets.