Elijah Liske is a financial advisor at Cetera with the PFS™ designation and one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and has over a decade of experience in accounting and tax services, including roles at Liske & Brunner CPAs, LLC, where he provides tax consulting, compliance, valuation, and CFO services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party investment managers across various program structures.

Richard Martin is a financial advisor at OSAIC with 28 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Securities America Advisors, Inc. and Brecek & Young Advisors, Inc. He also manages a life insurance business offered during client reviews when appropriate. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, providing both brokerage and advisory services through a multi-advisor platform with a model-based investment process and broad program offerings.

Jacqueline Stacey is a Certified Financial Planner® with 21 years of industry experience. She is currently with Cambridge Investment Research Advisors and has worked with the firm since 2018. Outside of financial advising, she serves as treasurer of a homeowners association. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and access to third-party advisers and proprietary strategies.

Charles Hamad is a financial advisor at LPL Financial with 37 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LPL Financial in 2023, he worked for over three decades at Securian Financial Services, Ascend Financial Services, and Minnesota Mutual Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Troy Anderson Debord is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has been with UBS Financial Services in Cincinnati, OH since 2015. Outside of his advisory role, he serves on the board of directors for Best Point Education and Behavioral Health, a nonprofit focused on services for at-risk youth and their families. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.

Richard Severt is a financial advisor with Cetera, holding a Series 63 designation and over 30 years of industry experience. He is the owner and president of Severt Financial Group, Inc., and has worked at firms including Voya Financial Advisors and Eagle Financial Partners. In addition to his advisory roles, he operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Elizabeth Chatterton is a CFP® credentialed financial advisor with 10 years of industry experience. She is currently with Ameriprise in Cincinnati, OH, having joined the firm in 2026 after a decade with Northwestern Mutual in various capacities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Chaitanya Kane is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked for ten years at the University of Cincinnati. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets services.

Ava Krieger is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she worked for Lifetime Financial Group and has academic and teaching experience at Miami University and local schools. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of algorithmic methods and AI in research.

Vickie Schaaf is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocation to tailor investment strategies.

Jennifer Hall is a financial advisor with Merrill in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2015. Outside of her advisory role, she serves as president of the Northeast Women's Republican Club, where she organizes meeting agendas and represents the club at state meetings. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage and custody services. The firm integrates closely with Bank of America affiliates and emphasizes manager selection, tax-efficient strategies, and a variety of program options for client and advisor discretion.

Gary Mitchell is a financial advisor with Raymond James Financial in Cincinnati, OH, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. He has been with Raymond James since 2009. Mitchell is also involved in managing a family real estate business that originated from his father’s estate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique advisory arrangements.

Matthew Thorne is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and 14 years of industry experience. He has worked with Equitable Advisors and its affiliates since 2009, including a tenure at Lincoln Investment. Outside of his advisory role, he is involved in hospitality ventures, owning The Bontany Bar and engaging with related businesses in Lebanon, OH. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and nonprofits, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs various advisory models, including third-party TAMPs and firm-offered programs, and offers ERISA fiduciary services to qualified plans.

Emily Spyrou is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, with prior experience at Merrill and Robert Baird & Co. She is also a notary public in the state of Ohio. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, 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 supported by research and analytics.

Nicole Wulker is a financial advisor at Merrill with over 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2000. Outside of her advisory role, she is an owner of rental properties in Cincinnati, Ohio. 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, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Peter Henkel is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Pruco Securities. Henkel is also involved in a non-variable insurance agency based in Cincinnati, Ohio. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutions. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Christopher Koob is a financial advisor with Primerica Advisors in Mason, OH, holding a Series 63 designation and over 42 years of industry experience. He has been with Primerica since 1983 and has involvement in related business activities, including referrals for home security and automation products. Koob also manages an entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Christine Jaun is a financial advisor at UBS Financial Services with nine years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017. Prior to joining UBS, she spent one year at Creative Artists Agency. Jaun serves on the board of the Wesley Chapel Mission Center, a nonprofit that provides tutoring and a safe environment for children in an urban setting. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor strategies based on proprietary research and capital market models.

Chloe Bierman is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms, including Bank of America, Merrill, Charles Schwab, Fisher Investments, and Fidelity Brokerage Services. Outside of finance, she has experience working in the hospitality and winery sectors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Adam Schoster is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning and access to various investment products and strategies.