Tyler Eckstein is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. He has worked at several firms, including Long Schaefer Financial Advisors and Avantax Advisory Services. Outside of his advisory role, he is a partner in a residential rental property management business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting advisors with discretionary and non-discretionary strategies across multiple program structures.

Kipp Newman is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 41 years of industry experience. He has worked at Cetera since 2013 and previously at Pinnacle Advisory Group since 1986. Outside of advising, Newman serves on the boards of the Lawrenceburg City Bond Bank and the Lawrenceburg High School Building Corporation and is active as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a broad range of program structures and custodial relationships.

Travis Curd is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Raymond James in 2022. He is the president and founder of Kids & Community Food Collaborative, a nonprofit focused on developing community partnerships and raising funds to provide food packs to students in the Oak Hills Local School District. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains unique municipal advisor affiliations alongside specialized retirement advisory programs.

Walter Wilson Jr. is a financial advisor with LPL Financial in Hamilton, OH, holding CFP® and ChFC® designations and possessing 24 years of industry experience. His prior roles include work at Waddell & Reed Inc. and operating his own advisory practice. He has also been involved with community organizations such as the Greater Harrison Rotary and Pathways to Home. 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 broad range of financial planning and investment management services, utilizing a variety of advisory platforms and tools across a large network of investment adviser representatives.

Scott Petranek is a CFP® with 36 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2015 and previously worked at LPL Financial and Fifth Third Securities. Outside of financial advising, he is also involved in photography through his business, Petranek Photography. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

James Smith is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and Great American Insurance Group. Smith serves as an unpaid board member for Smith-Feike-Minton, Inc., a family-owned independent insurance agency in Ohio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Michelle Lasita is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Outside of her advisory work, she is a co-owner of a Biggby Coffee franchise in Cincinnati, Ohio. Fidelity’s Strategic Advisers LLC, where she works, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including funds and model portfolios for intermediary platforms.

Donald Harvey is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using a range of mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Kevin Reperowitz is a CFP® with 25 years of experience in the financial services industry. He is currently an advisor at Cambridge Investment Research Advisors and has previously worked at firms including LPL Financial and IFP Securities. Outside of his advisory role, he is the owner of Sage Financial Group and is involved in insurance and benefits services. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates a multi-billion dollar asset base through thousands of financial professionals and offers a variety of management platforms and proprietary model strategies.

Gregory Horn is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has worked at LPL Financial since 2013 and previously spent seven years with Valic Financial Advisors. Outside of his advisory role, he operates a sole proprietorship under Horn Financial Services. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Von Gerds is a financial advisor with Equitable Advisors in Harrison, OH, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2003. Outside of his advisory work, he is a freelance writer for Cincinnati Magazine and a partner at Triplecrown Wealth Management, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a range of advisory models implemented through third-party managers and focuses on matching clients to appropriate programs based on risk tolerance and plan information.

Henry Hampton is a financial advisor with Thrivent Investment Management in Cedar Grove, IN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Thrivent Financial and its affiliated firms since 2016 and previously spent a year at Global Financial Private Capital, Inc. Hampton serves as a board member for Reach Out Pregnancy Center, a nonprofit organization assisting women and families with pregnancy and family development. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across various financial planning topics without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account services under a consolidated billing option while keeping these services separate.

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.

Matthew Miller is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and several other firms during his career. Miller has no reported outside business activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services, supported by a network of over 23,700 financial advisors and more than $1 trillion in assets under management.

Adam Kunsman is a financial advisor at Edward Jones in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. He previously worked at Fifth Third Bancorp for ten years before joining Edward Jones. Outside of his advisory role, he is a 25% investor in a property management business, Trauth Property Group, based in Crescent Springs, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm supports its offerings with a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Joshua Miller is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked in various roles at Edward Jones since 2021. Outside of his advisory work, Miller serves as a part-time wrestling coach for Edgewood City Schools and has a background role in acting and modeling. Edward Jones is a full-service wealth management firm that serves individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Zachary Brown is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise Financial and SEI Wealth Management. Outside of advisory work, he has been involved with several local businesses, including operating a pizza franchise and engaging with recreational service ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment solutions for individuals, retirement plans, banks, and institutions, supported by proprietary research and technology tools.

Sandra Davis Skeen is a financial advisor with LPL Financial in Harrison, OH, holding a Series 66 designation and over seven years of industry experience. She has worked with LPL Financial since 2018 and is also involved with Capital Concepts INC and Coldwell Banker West Shell, where she has a background in real estate as a realtor. Additionally, she owns and operates a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

Lisa Foster is a CFP® with 27 years of industry experience, currently advising at Cetera. Her prior roles include extensive tenures at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. In addition to her advisory work, she owns and operates L.A. Foster, Inc., a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers.

John Schablein is a CFP® professional with 37 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His previous roles include positions at LPL Financial and Fifth Third Securities. Outside of his advisory work, he is involved in coaching high school basketball in Ohio. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.