Daniel Snow is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates, Inc. 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, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

James Robinson is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2009. Based in Cincinnati, OH, Robinson works within one of the largest financial services firms in the industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a variety of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment solutions.

Grace Kappers is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Prior to her advisory role, her background includes positions outside finance, such as work with Camp Stomping Ground and YMCA Camp Ernst. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Susan Burnett is a Series 65-licensed financial advisor with seven years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked at Core Investment Group, Monarch Retirement Solutions, Cornerstone Registered Investment Advisors, and Western Southern Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using multiple platform arrangements and both discretionary and non-discretionary strategies.

Sarah Stewart is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Cetera. She has previously worked at DLF & Associates, LLC and has been involved with Freeman Heyne Toma, LLC dba FHT Advisors since 2017, where she holds a partner role. Stewart is also an advisory council member for DECA, a nonprofit organization, where she engages with chapter leaders and local business owners. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers multi-manager platform solutions, including model portfolios and bespoke strategies, serving a broad client base through over 10,000 advisors and managing more than $256 billion in assets.

Steven Arengo is a CFP® with 26 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. He previously worked at Invest Financial Corp. from 2012 to 2017. Outside of financial advising, he is involved as a trustee managing a golf outing and scholarship program for the David Bradley Wick Foundation and owns an online national youth sports directory. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through a large network of independent professionals, utilizing proprietary and third-party model strategies tailored to client objectives across multiple platform arrangements.

Zachary Jablonski is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at firms including CUSO Financial Services and Federated Investment Counseling. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various management approaches.

Jason Redpath is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding Series 65 and 66 licenses and 25 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017, following prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools.

David Naber is a CFP® professional with 22 years of experience in the financial services industry. He is currently affiliated with LPL Financial, where he has worked since 2026. Prior to this, he spent 13 years with Ameriprise Financial Services in various capacities. 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, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Mark Howie is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management services.

Monica Thomas is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. She has worked at Cambridge Investment Research Advisors since 2025 and has a background that includes three years with the City of Middletown and ten years with West Central Wine, LLC. She serves as a board member of the Middletown Garden Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing proprietary and third-party strategies across multiple custody and platform arrangements.

David Craig is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include leadership at Craig Capital Corp., Inc. and Payroll Vault. He serves on the board of the nonprofit Companions Ark and acts as an agent for fixed insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through its municipal advisor affiliation.

Bradley Clasen is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following four years at Morgan Stanley Smith Barney LLC. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Connor De Haven is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Merrill, Bank of America, The Vanguard Group, and Charles Schwab. 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 tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Andrew Williams is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at J.P. Morgan Securities from 2012 to 2023 and Miami Valley Christian Academy in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Nicholas Robben is a financial advisor at LPL Financial with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Castellum Financial Advice and ExtensisHR. He has also been involved in education and retail sectors, including positions at The Catholic University of America and Liquor Outlet Wine Cellars. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Alan Schauer is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Cambridge since 2008. Outside of advising, he is an independent insurance agent and serves as an event photographer for the Society of Research Administrators International. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Alphonse Bautista is a financial advisor with Wells Fargo Clearing based in Cincinnati, OH. He holds the Series 63 and Series 65 designations and has 32 years of industry experience. Prior to joining Wells Fargo in 2025, he spent 21 years at PNC Investments. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mary Brandenburg is a Series 66-credentialed financial advisor with two years of industry experience, currently with Morgan Stanley in Cincinnati, OH. Her career includes roles at firms such as Bronson Stacy, Elizabeth Herzog, and Northwestern Mutual. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and proprietary tools, with an emphasis on advisory services rather than individual security recommendations.

Craig Couch is a financial advisor with Cambridge Investment Research Advisors in Ridgeville, OH, holding a Series 66 designation and 17 years of industry experience. Prior to joining Cambridge in 2020, he worked at Citizens Securities, The Huntington Investment Company, LPL Financial, and FirstMerit Bank. Outside of advising, he is a play-by-play announcer for Elyria Lorain Broadcasting Co. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides investment implementation across multiple platforms with proprietary and third-party strategies, maintaining institutional features such as advisor transition support and compliance processes.