Jonathan Litmer is a financial advisor with Ameriprise in Cincinnati, OH, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at Fidelity Brokerage Services LLC before joining Ameriprise. Outside of his advisory role, he engages in woodworking as a hobby and may sell items he creates in the future. 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 written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Cencula is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads The Cencula Group, a team of investment professionals who combine their industry knowledge with the global resources of Merrill to provide comprehensive wealth management services. Andrew focuses on coordinating the financial affairs of individuals and families across the country, with an emphasis on retirement planning. With over 35 years of collective experience in financial services, Andrew and his team provide education to clients about available financial options and strategies. His approach includes asset allocation and portfolio diversification as risk mitigation strategies, aiming to simplify clients' financial lives by managing asset management, banking, lending, and planning needs. Andrew frequently presents seminars on topics such as caregiving, preparing for retirement, impact investing, and wealth management for same-sex couples. Andrew holds a Bachelor's Degree from the University of Wisconsin and holds the Personal Investment Advisor (PIA) designation. He is involved in community organizations including the Human Rights Campaign, Adopt-A-Class, and Green Umbrella. Outside of his professional work, Andrew enjoys camping, football, golfing, hiking, music, reading, rock climbing, spending time with family, tennis, and traveling.

Christopher Bush is a financial advisor with Primerica Advisors in Cincinnati, OH, holding eight years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2014. Outside of his advisory role, he works part-time as a Lyft driver. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, providing advisory services primarily through model-delivery strategies managed by unaffiliated asset managers.

Alec Hemmelgarn is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Robert Anning II is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Anning serves on the boards of Convalescent Hospital and Spring Grove Cemetery and Arboretum. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending services.

Michael Hyzdu is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, he serves as Vice Chair for Junior Achievement of Central Ohio and holds advisory roles with several Catholic community organizations, including the St. Thomas More Newman Center and Saint Paul's Outreach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management.

Bill Crawford IV is a financial advisor with LPL Financial based in Cincinnati, Ohio, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JP Morgan Chase Bank, Edward Jones, and Aon. Outside of finance, he is involved as the owner and partner of Aurora Tone Solutions, a company focused on renting musical instruments and equipment. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglas Cooper is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2013 and was previously with Fifth Third Securities in 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Brittanie Washington is a financial advisor at Ameriprise with Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Merrill, Bank of America, Wells Fargo Clearing, and US Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Kevin Shepherd is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a partner in Jet Connection LLC, a limited partnership involved in the ownership and usage of a private jet. 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 combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets operations.

Amanda Salcedo is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. She previously worked at Stevens & Associates LLC from 2015 to 2024 and has been affiliated with Stevens Investment Group Inc since 2024. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Deanna Collins is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 63 designation and 26 years of industry experience. She has been with UBS since 1996. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Patrick Roberson is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. Raymond James serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

James Dempsey III is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and affiliated entities since 2006, including prior roles at The Huntington Investment Company and Banc One Securities Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates centralized due diligence and combines quantitative and qualitative research to build model asset allocations, often including ESG considerations.

Melinda Hannah is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard nationwide.

Scott Hill is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Merrill from 1999 to 2003. Outside of his advisory role, Hill serves as an instructor volunteer for the American Red Cross. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Joseph Fowler is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 22 years. In addition to his advisory role, he is licensed to offer accident, health, disability, and traditional life insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering various managed portfolio options and third-party money manager programs.

Elizabeth Galvin is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2007. Outside of her advisory work, she serves on the board of directors for the Children's Theatre of Cincinnati, where she assists in advising staff and organizing fundraising activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad set of capital markets services.

Saiprakash Goli is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bank of America, George + Company Investment Bank, UBS, and Integrus Partners. He also has experience working in community settings, including the Glenview Park District and Northwestern University. 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, and institutional accounts.

Kyle Sweeney is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work history includes roles at Fidelity Investments, Citi, and Bank of America. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by its integrated operational structure and centralized services.