Mark Sutton is a CFP® with 33 years of experience in the financial services industry. He has been with Ameriprise since 1992 and currently operates out of Cincinnati, OH. Outside of his advisory role, he owns and consults for MBS Management, LLC. Ameriprise provides retirement-income planning services designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Maria Tschuor is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Outside of her advisory role, she serves as an officer for the Four Bridges Swim Team, where she helps organize volunteers and fundraisers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Sean Grinsted is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. Before joining UBS in 2024, he worked at DoorDash and Xavier University and operated Grinsted Landscaping for 14 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of financial planning and portfolio management solutions. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Jason Goldberg is a financial advisor at Raymond James & Associates in Cincinnati, OH, holding a Series 63 designation with 29 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner in a business entity created to facilitate lease agreements for the firm’s new branch locations. 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 solutions supported by a broad range of portfolio management styles and affiliated research.

Brandon Knutson is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Cetera Advisor Networks and Notre Dame Federal Credit Union. In addition to his advisory work, he serves as an executor for a family estate, administering and distributing the estate. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research-driven investment evaluation with a broad range of brokerage and advisory solutions.

Don Livio II is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Rutgers University and Quadrant Capital Management, LLC. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Misty Busam is a financial advisor at Morgan Stanley in Cincinnati, Ohio, with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at UBS Financial Services and TD Ameritrade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis techniques.

Chad Clemons is a financial advisor at Edward Jones in Fairfield, OH, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm manages approximately $1.01 trillion in assets and has a nationwide network of over 23,700 advisors and 15,100 branch offices.

Austin Poston is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and United Audit Systems, Inc. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through its integrated platform and proprietary research.

Scott Green is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Tisha Cummings is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at UBS Financial Services, Financial Design Group, Minnesota Life Insurance Co, Securian Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory career, she manages a rental property business. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a broad range of investment advisory services and financial planning solutions, utilizing research and analytics to support its investment strategies.

Christine Gebhardt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016, with previous roles at UBS Financial Services, Citigroup Global Markets, and Legg Mason Wood Walker. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Amanda Gwin is a financial advisor at Morgan Stanley in Cincinnati, OH, with 11 years at the firm and 4 years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she occasionally referees sand volleyball league nights at Grand Sands. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and investment modeling, serving clients both directly and through corporate financial planning agreements.

John Fidder is a financial advisor with Ameriprise, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise and its predecessor firms since 1996. Outside of his advisory role, Fidder serves as Vice President on the Board of Directors for The Sanctuary of Liberty Township Home Owners Association. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Brittney Barnes is a financial advisor at UBS Financial Services with two years of industry experience. She holds the Series 66 designation and previously worked at Jean Stewart State Farm for six years. Prior to her advisory career, she spent twelve years in full-time education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

Cheri Fitzgerald is a financial advisor with Merrill in Cincinnati, Ohio, holding a Series 63 designation and bringing 20 years of industry experience. Her prior experience includes roles at Morgan Stanley Smith Barney and Citigroup Global Markets. 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 and profit-sharing plans, corporations, and charitable organizations.

Robert Franer III is a financial advisor with LPL Financial in Cincinnati, Ohio, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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.

Augustus St Clair is a financial advisor with Edward Jones in Milford, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Western & Southern Financial Group and Blue & Co., LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

David Satterwhite is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 21 years. He also operates a tax preparation business, NTAX LLC, in Terrace Park, Ohio. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Jacob Sandmann is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America N.A. Outside of his advisory role, he owns Sandmann Vintage LLC, an e-commerce business specializing in the resale of mid-century bakeware and dishware. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research methods and incorporates ESG criteria, supported by a centralized manager solutions team.