Robert Hill is a financial advisor at RBC Capital Markets with 18 years of industry experience. He has held prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Hill serves as a board member of the Clovernook Center for the Blind in Cincinnati, Ohio, where he contributes to business development, fundraising, and investment decisions. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

David Rodrigo is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He holds the Series 66 designation and is based in Cincinnati, OH. Outside of advising, Rodrigo is a partner in a real estate entity established to facilitate a lease agreement for a new branch office. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

Justin Cox is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. Before joining Equitable Advisors, he worked at Izzy's Inc. as a restaurant server and has held various roles including at proguides.com and the University of Cincinnati. Outside of finance, he has experience in the restaurant industry. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of representatives, utilizing third-party asset managers and advisory programs.

Edward Mc Dannold is a financial advisor with LPL Financial, holding a Series 66 license and 13 years of industry experience. His prior roles include positions at Coordinated Capital Securities, Morgan Stanley Private Bank, Morgan Stanley, and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and other institutions. The firm offers a range of financial planning, model portfolio, and institutional services, supported by both proprietary research and third-party subadvisors.

Edward Barren Sr. is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. 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 uses a tiered wrap fee structure, with trading and execution delegated to BNY Mellon Advisors.

John Drummey is a financial advisor with Robert Baird & Co. in Edgewood, KY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Robert Baird & Co. since 2019 and was previously with Hilliard Lyons starting in 2006. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides 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.

Angelina Vita is a financial advisor at Equitable Advisors with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Equitable Advisors since 2021. Outside of her advisory role, she is the owner and online blogger for The Potentially Possessed Horse. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment programs and ERISA fiduciary services.

Juliann Scruggs is a financial advisor with Wells Fargo Clearing in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and having 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of her advisory role, she is involved with UPSHIFT and works as a package handler for Amazon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a range of investment products, including insurance-related vehicles and bank deposit sweep options.

Amy Fullenkamp is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has 10 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC, and has served in the Ohio Army National Guard since 1998. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, employer-sponsored retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Steven Ott is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005 and previously worked at Flint Ink Corp for 15 years. Outside of advising, he is a co-owner of a business in Cincinnati and is involved in part-time sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Dayna Byrd Mattress is a financial advisor with Primerica Advisors in Cincinnati, OH, holding 11 years of industry experience. She has worked with PFS Investments Inc. since 2013 and has been associated with Primerica Financial Services since 1992. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Erik Waldron is a financial advisor with LPL Financial in Mason, Ohio, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at CUSO Financial Services, LP for 11 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning and model portfolio programs, utilizing both proprietary and third-party investment strategies.

Robert Cannon is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS Financial Services since 2007. Prior to that, he worked at Mcdonald Investments Inc. since 1992. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and capital market assumptions to tailor investment strategies and combines institutional trading capabilities with wealth management services.

Lawrence Rogers III is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he supervises investment allocations and tax matters for multiple family trusts established for inheritance and lifetime gifts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research, model-based asset allocation, and a broad platform of capital markets services.

Anna Kohlem is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney LLC since 2015. 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 including tailored financial planning and manages approximately $2.74 trillion in client assets.

Tyler Schreck is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He collaborates with clients to support their short and long-term financial goals, emphasizing the importance of building lasting relationships. Tyler aims to be a reliable contact for clients, providing assistance in various situations. Prior to his current position, Tyler held several roles at Fidelity Investments, including Relationship Manager (2023-2024), Financial Representative (2022-2023), and Customer Relationship Advocate (2022). Before joining Fidelity, he gained experience at Heartland Bank as a Credit Assistant (2021-2022) and Retail Banking Intern (2021). Outside of his professional work, Tyler enjoys fitness, football, golf, spending time with friends, social events, and caring for pets.

Ryan Fromm is a CFP® with 25 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. He holds Series 63 and Series 66 licenses and is based in Cincinnati, OH. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers both non-discretionary and discretionary services, emphasizing an IPS-driven advisory process grounded in modern portfolio theory and acting as an ERISA fiduciary when providing investment advice.

Charles Locy is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with MML Investors Services and MassMutual since 2011. Outside of his advisory role, he owns Mature Strategies, LLC, an agency focused on individual life, health, Medicare, Medicaid, and disabled veterans benefits, and he is also an author through this venture. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing annual, collaborative planning engagements using firm-approved analytical tools.

Hunter Gillespie is a financial advisor at Raymond James Financial with CFP® and Series 66 credentials and five years of industry experience. His prior work includes positions at Robertshaw Capital Group, J.P. Morgan Securities LLC, JPMorgan Chase Bank, and Cincytech. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting supported by risk profiling and analytical tools, and it maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Stephanie Stegmuller is a Financial Advisor at Merrill Lynch Wealth Management, bringing over 16 years of experience in the financial services industry. She offers comprehensive wealth management strategies, focusing on areas such as college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Stephanie began her career with a niche in qualified plans and has since expanded her expertise to cover broader financial planning, investments, retirement, and estate planning services. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Stephanie earned her high school diploma from Colerain High School. Outside of her professional role, Stephanie enjoys cooking, gardening, interior decorating, playing pickleball, traveling, practicing yoga, and spending time with her husband and four children.