Paul Redden is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Nuveen Asset Management and Nuveen Investments for over a decade before joining Merrill in 2020. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Peter Mccolgan is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing Services LLC since 2018, following nine years at UBS Financial Services Inc. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Kuethe is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and over 30 years of industry experience. He worked at Edward Jones for 22 years before joining Raymond James in 2021. Kuethe is also a part-owner of Ascension Partners, LLC, which supports satellite offices joining its OSJ network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pensions, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Christian Furbay is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity and its affiliates since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Jonathan Peirson is a financial advisor with LPL Financial in Cincinnati, OH, holding CFP® and Series 66 credentials and bringing 19 years of industry experience. His prior experience includes roles at CUSO Financial Services and Ameriprise. He owns Peirson Financial Services LLC, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of financial planning, asset management, and retirement advisory services delivered through a large network of investment adviser representatives.

Ted Lucien is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets from 1993 to 2009. Outside of his advisory role, he is involved in lending activities in Cincinnati. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and methodologies.

William Mccarthy is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and bringing 24 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets services through its comprehensive platform.

Stephen Ashworth is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research to help clients with their financial goals.

Benjamin Zureick is a financial advisor with Ameriprise in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes six years at Fidelity and multiple roles within Ameriprise since 2017. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tara Koob is a financial advisor at Primerica Advisors with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at PFS Investments Inc. and CTeam. Koob is also involved in sales of home-related services through affiliated companies of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and provides custody and trade execution through Pershing and BNY Mellon Advisors.

Jonathan Weber is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 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.

Jill Salzarulo is a Wealth Management Planning Consultant at Fidelity Investments, specializing in supporting high net worth clients. She has held various roles within Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, Stock Plan Consultant, Stock Plan Associate, and Customer Relationship Advocate. This progression reflects her comprehensive experience in client relationship management and financial planning within the wealth management sector. Her professional journey at Fidelity Investments has equipped her with expertise in financial planning and client services tailored to meet the needs of high net worth individuals. Outside of her work, Jill has interests in art, the beach, social events with friends, movies, theater, and yoga.

Ronald Alessi Jr. is a ChFC® credentialed financial advisor with 18 years of industry experience. He has been with Ameriprise and Ameriprise Financial Services, LLC since 2026, following a 12-year tenure at Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Alexandra Griffin is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has been with Merrill since 2021. Prior to this, she was involved with EAT WELL, LLC from 2012 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jacklyn King is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She worked at Nuveen Investments for 11 years before joining Wells Fargo Clearing in 2022. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jahn Gazder is a financial advisor with Ameriprise in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory role, he serves on the boards of directors for Landen HOA and Kings Local Pantry. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides customized retirement-income planning advice, focusing on reliable income sources and tax-aware withdrawal strategies.

Timothy Hart is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he partners with clients to help them understand and utilize their employee benefits, developing financial plans that integrate these benefits with their broader financial goals. Timothy has extensive experience in financial planning and employee benefits, having held several positions at Fidelity Investments since 2016. His previous roles include Benefits and Planning Consultant (2022-2025), Workplace Planning Consultant (2018-2022), and Stock Plan Consultant (2016-2018). He holds a California Insurance License.

Louis Moore is a CFP® and ChFC® professional with 44 years of industry experience. He has worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. In addition to his advisory role, Moore owns WealthStrong Financial LLC, through which he markets and sells fixed insurance products including disability, long-term care, and traditional life insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by various managed account programs and third-party money manager options.

Autumn Moore is a financial advisor with Thrivent Investment Management in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at PHP Agency and OneMain Financial. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority or institutional portfolio management.

Vance Copenhaver is a financial advisor with LPL Enterprise LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked for Pruco Securities, LLC and Prudential Insurance Company of America for 20 years. Outside of his advisory role, he is involved in horse training on a farm in Batavia, OH. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. Their investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and they offer financial planning, access to third-party asset managers, and participation in a wrap fee program.