Matt Kline is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Investment Management for 23 years. Outside of his advisory role, he is a partial owner of Blue Buck, LLC, which operates Elk Creek Hunt Club & Resort, a sporting clays, lodging, and events facility in Kentucky. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, notably insurance-related products and bank deposit sweep programs.

Neil Mayo is a financial advisor at Edward Jones in Cincinnati, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Multisource Home Electronics, TW Metals, LLC., G&W Products Inc., and Riverfront Steel. 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 discretionary and non-discretionary investment strategies, including overlay and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

Bethany Beebe is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022, with prior experience at Craig Capital Corporation. Outside of her advisory role, she is involved in insurance sales through KAFL Insurance Resources. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it offers specialized municipal finance and SIMPLE IRA advisory services.

George Beddie Jr. is a financial advisor with Ameriprise in Southgate, KY, holding a Series 63 designation and over 56 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1988. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, delivering recommendations through a centralized consulting team in partnership with client advisors.

Gregory Stewart is a financial advisor with Primerica Advisors in Springdale, OH, holding a Series 63 designation and over 22 years of industry experience. He has been with Primerica Advisors since 2003 and is also involved with Torchlight Financial Group. Outside of advisory work, he has experience with sales related to home loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers for its investment models.

Brian Torbeck is a financial advisor at UBS Financial Services in Cincinnati, OH, holding the CFA® designation and Series 66 license with five years of industry experience. He previously worked at Madison Wealth Management and PNC Financial Services, and he began his career after graduating from Miami University. Outside of his advisory role, he manages a rental property. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Robert Coleman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 1993. He holds a business degree from the University of Kentucky and is a qualified Personal Investment Advisor (PIA). Robert’s expertise includes risk assessment, portfolio management, and strategic planning. He provides traditional financial advice and guidance and manages personalized or defined investment strategies on a discretionary basis. These strategies may include individual stocks and bonds, model portfolios, and third-party investment options. Robert is married and has two children.

John Dimauro is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 66 designation and 12 years of industry experience. He previously worked at Robert W. Baird & Co. from 2014 to 2018 before joining Cambridge in 2018. Outside of his advisory work, Dimauro is a member of a musical band called The Ukulele Brothers and owns a retail sales business named Wags Bags. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through independent Financial Professionals, utilizing a range of direct portfolio management, model-based strategies, and third-party referrals tailored to client objectives.

Sheri Lucas is a financial advisor at Raymond James Financial with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Raymond James Financial and its services since 1995. In addition to her advisory role, she is involved with JW-CIN., Inc., where she subleases office space to an equity research managing director. 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 and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through an affiliated municipal advisor.

Gregory Faust is a financial advisor at Edward Jones in Blue Ash, OH, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Maritz Travel from 2014 to 2018. He is also a limited partner in a family limited partnership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.

Phillip Sorum is a CFP® and Series 66 licensed advisor with LPL Financial, where he has worked since 2021. He has four years of industry experience, including prior roles at Joyride Tours LLC and Creative Glass. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven solutions.

James Kent II is a financial advisor at Primerica Advisors in Cincinnati, OH, with seven years of industry experience. He holds a Series 63 designation and has worked with Primerica Financial Services since 1999. In addition to his advisory role, Kent is a tax preparer and is involved in the sale of home security and automation products 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 account options primarily for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and selects third-party asset managers using independent due diligence.

Dustin Martin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He has worked at Raymond James & Associates since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Thanh Pham is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliated Private Bank since 2009. Pham serves as a board member and participates on the investment and finance committees of ArtsWave, a Cincinnati-based arts and culture organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers structured planning processes and a wide range of investment programs, including services through its Financial Advisors and Estate Planning Strategies Group.

Kevin W. Frye is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management. He has been with Merrill since 1993, providing financial planning services that support clients through various stages of life. He specializes in areas including employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, and small business strategies. Kevin holds a bachelor's degree in math and economics from Denison University in Granville, Ohio. He is a CERTIFIED FINANCIAL PLANNER® certificant, a qualified Portfolio Manager in Merrill's Investment Advisory Program, and holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise includes managing personalized or defined investment strategies that may incorporate individual stocks, bonds, model portfolios, and third-party strategies. Kevin lives in Mariemont with his wife and five children. He has been involved with community organizations such as the Hyde Park Community UMC Endowment, where he served as a committee chairperson, and the Mariemont Athletic Boosters. His approach to wealth management emphasizes education, clarity, and trust to help clients develop personalized financial strategies aligned with their long-term goals.

Cindy Rowland is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has over 30 years of experience in the financial services industry, having represented mutual fund companies such as Nuveen, Van Kampen, State Farm VP Management Corp, and Delaware Investments to financial advisors nationally. Since joining Merrill Lynch in 2012, Cindy has focused on understanding the priorities of high-net-worth individuals, families, and entrepreneurs, providing personalized attention and customized financial strategies. Cindy holds a Bachelor's Degree from Xavier University and an Associate's Degree from Miami International University of Art & Design. She is a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA). She values a comprehensive approach to wealth management, considering all forms of wealth capital including spiritual, intellectual, relational, financial, and human resources to help clients achieve their goals. Cindy works closely with her team to simplify clients' financial lives and foster confidence in their financial journeys. In addition to her professional work, Cindy serves on the Board of Trustees for The Addiction Services Council of Cincinnati and is involved with the Purposeful Planning Institute and Vineyard Northwest. She is an active member of Crossroads Community Church and enjoys lifelong learning, culinary arts, design, discovering fine coffees, supporting young entrepreneurs, and spending time with her family and friends.

Paul Schaney is a financial advisor at LPL Enterprise with over 22 years of industry experience. He holds a Series 66 license and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in the sales and servicing of health and disability insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

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.

Madison Hartley is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Wells Fargo Clearing, Madison worked at RGBSI Aerospace and attended Wittenberg University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.