Ervin Matthew is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. He serves as a board member for the American Sociological Association, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Mark Meyer is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, he worked at Veritas Logistics from 2021 to 2024. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Timothy Walsh is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds Series 63 and Series 65 designations. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Jason Eaves is a financial advisor with LPL Financial in Aurora, Indiana, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cetera and Cetera Advisors LLC from 2018 to 2025. He has also served with the City of Monroe Fire Department since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions supported by extensive research and technology platforms.

Andrew Flood is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Deloitte, The E.W. Scripps Company, the University of Kentucky Endowment Office, and Broadview Financial. Outside of his advisory role, Flood is involved with charitable organizations including Cincinnati Cancer Advisors, where he fundraises for cancer patient support, and he serves on the Young Professional’s board of the Boys and Girls Club of Greater Cincinnati. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carla Dresel is a financial advisor with Robert Baird & Co. in Cincinnati, OH, holding a Series 63 credential and 25 years of industry experience. She has worked at Robert Baird & Co. since 2019, following a 20-year tenure at Hilliard Lyons and a year at PNC Wealth Management. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and ongoing manager monitoring.

Adam Bandenburg is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked with MML Investors Services, LLC, MassMutual Life Insurance Co, and other firms. Outside of advising, he has been involved with several local businesses and organizations, including University of Cincinnati and Mio's Pizzeria Pub. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and has a municipal advisor affiliation that supports its public finance operations.

George Makris is a financial advisor with Osaic based in Cincinnati, OH, holding Series 63 and Series 66 licenses and over 41 years of industry experience. He has served as president of Makris Financial Group since 1991 and has worked at Royal Alliance Associates and Signator Investors. Outside of advising, he holds a voluntary board member position for a condominium association and operates a sole proprietorship selling life insurance. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with asset allocation, portfolio optimization, and a variety of programs such as Unified Managed Accounts and third-party manager options.

Ariston Sandoval is a financial advisor at Edward Jones with Series 66 credentials and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Executive Management Services from 2014 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Richard Hall Jr. is a financial advisor with Fidelity in Cincinnati, OH, holding Series 63 and Series 66 designations and having 31 years of industry experience. His career includes long-standing roles at Strategic Advisors Inc and Fidelity Brokerage Services, Inc. since 1995, as well as positions within Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary mandates, with distinctive features such as CFTC registration and the use of AI-driven methodologies in its investment process.

Christina Lutz is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009, including the Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Hannah Stambaugh is a financial advisor with Fidelity in Fort Mitchell, KY, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to joining Fidelity Investments in 2025, she worked at Fidelity Brokerage Services LLC since 2017. Outside of her financial career, she has experience with Sunshine Grow Shop and involvement in Transformative Learning: The Study. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and serves a range of intermediary platforms.

Thomas Mahler is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Raymond James. He is based in Cincinnati, Ohio. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Timothy Griffith is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various Fidelity entities since 2012. 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 to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and delivers advisory services that include discretionary portfolio management and fund consulting.

Karen Keuper is a CFP® and holds a Series 66 license, with two years of industry experience. She has worked at Robert W. Baird & Co. since 2022, following five years at Stock Yards Bank & Trust and five years at BB&T. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Alexander Tomblin is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Heyman Talent, where he was involved in acting, as well as positions at Union Savings Bank, Merrill, and Homeside Financial LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and model portfolios built from mutual funds, ETFs, and ETPs.

Paul Smith is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 66 designation and has been with Merrill since 1998. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Jacob Gilreath is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His background includes roles with Fidelity Investments and academic positions at the University of Cincinnati and Northern Kentucky University. Outside of finance, he has experience working in the food service industry. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs. The firm serves a diverse client base, including registered investment companies and charitable funds, and incorporates algorithmic methods and AI in its investment process.

Randie Hagelman is a Senior Financial Advisor at Merrill Lynch Wealth Management and leads The Hagelman Group. She has over 20 years of experience in the banking and wealth management industry, providing personalized financial planning services to both personal and business clients. Her approach focuses on understanding each client's unique goals and resources to develop individualized strategies. Randie assists clients in managing concentrated stock positions and navigating significant life transitions such as retirement, education funding, inheritance, and business sales. She offers expertise in tax management strategies, 401k and small business retirement plans, and works closely with attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy planning. Her team also supports executives, physicians, attorneys, and other professionals with protection strategies including disability, long-term care, and life insurance. Randie earned her Associate's Degree from Thomas More College and holds the Personal Investment Advisor (PIA) designation. She serves on the Board of Trustees for the Clovernook Center for the Blind & Visually Impaired and participates in a committee for the Life Learning Center, reflecting her commitment to community involvement.

William Powers is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Avantax and Securities America, and he has long-standing involvement with his own accounting and insurance businesses. Powers also serves as an insurance agent with the Catholic Order of Foresters. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of advisors, managing over $256 billion in assets.