Kenneth Kaup is a financial advisor with Primerica Advisors in Springdale, OH, holding a Series 63 designation and 22 years of industry experience. He has been with Primerica Advisors since 2003 and is also involved with Torchlight Financial Group, OHSAA, and Spinnaker Coatings. His work includes sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, providing a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Adam Higgins is a financial advisor at Stifel with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services LLC before joining Stifel Nicolaus & Co Inc. Higgins serves as Vice President of the Young Professional Board at Cancer Family Care and is involved with the St. James Athletic Club as a trustee and marketing/sponsorship coordinator. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Mark Batty is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and 10 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined total of 10 years before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

John Burger is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at KPMG from 2016 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates firm-approved tools and models to assist in developing comprehensive plans.

Sheli Schweinhart serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. She collaborates with individuals, families, and business owners to develop long-term financial strategies tailored to their goals, time horizons, and risk tolerances. Her practice includes investment management, education planning, retirement planning, wealth transfer strategies, and 401(k) plan advisory services. Sheli also works in coordination with Bank of America, N.A., to provide clients with a comprehensive range of investment and banking services. Sheli holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards and the Chartered Retirement Planning Counselor™ (CRPC™) designation. She earned her bachelor's degree in Finance from the University of Dayton and has accumulated over 25 years of experience with Merrill. Her approach involves conducting an in-depth analysis of each client's financial situation to develop and implement customized wealth plans that evolve with life changes. Outside of her professional work, Sheli is involved in community activities and volunteering efforts. She enjoys cooking, reading, spending time with her family, playing tennis, traveling, and practicing yoga.

Doris Candito is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 42 years of industry experience. She previously worked for Coastal Investment Advisors, Inc. for 10 years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

James O'Reilly is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2008 and Bank of America, NA since 2009. Merrill, in partnership with 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 teams and third-party managers.

Steven Nelson is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 credential and 15 years of industry experience. His work history includes roles at PFS Investments, Inc. and Primerica Financial Services since 2010, as well as previous positions at Rural King and Redkey Express. Outside of his advisory work, he is involved in sales of loan products and home services referrals through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Craig Janeck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics to support portfolio diversification and investment selection.

Christopher Desimio is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he co-owns and manages an organic vegetable farm and serves on the finance committee of Cincinnati Public Radio. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Klaber is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and worked previously at Lincoln Financial Advisors for 17 years. Additionally, he is licensed to offer disability, traditional life, and long-term care insurance and acts as power of attorney for his parents’ brokerage accounts. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using a variety of portfolio construction tools and both discretionary and non-discretionary account management.

Jackson Kuhn is a financial advisor at Stifel with a Series 66 credential and less than one year of industry experience. His prior roles include positions at UBS, First Financial Bank, and Wells Fargo. Kuhn’s background includes both educational and recreational sector work. Stifel serves a broad client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Frederick Gartenlaub is a CFP® with 18 years of industry experience. He has been associated with Sound Asset Management, Inc. since 1997 and is the sole member of Garden Leaf Financial Services LLC, which provides income tax preparation and IRS representation services. Sound Asset Management, Inc. manages approximately $15.4 million in client assets across about 55 client relationships, offering portfolio management and advisory services to a diverse range of clients, including institutional and governmental entities. The firm is also affiliated with an accounting firm, a combination that is uncommon among independent advisers of similar size.

Joseph Duke is the sole advisor at Duke Financial Services in Hamilton, Ohio. He holds Series 63 and Series 66 designations and has 21 years of industry experience. Duke has been with Duke Financial Services since 1993. Duke Financial Services is an independent advisory firm providing investment advisory and portfolio management services primarily to individual clients. The firm manages approximately $11.8 million in assets across about 66 client relationships and follows documented procedures for account reviews, discretionary authority, and compliance practices.