Erin Staveskie is a financial advisor with Primerica Advisors in Lebanon, Ohio, holding 13 years of industry experience. She has been with Primerica Advisors since 2010 and has worked with Primerica Financial Services since 2009. Outside of investment advisory, she is involved in sales and referrals related to home security, automation products, and loan products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan management.

Suzanna Otte is a CFP® and holds a Series 66 license with six years of industry experience. She has worked at Stifel since 2019 and previously spent three years at A&P Technology. Based in Cincinnati, OH, she is affiliated with Stifel, a firm serving a diverse client base including individuals and institutional clients through both brokerage and investment advisory services. Stifel employs a proprietary investment methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses. The firm’s services include fee-based financial planning delivered episodically, with clients maintaining discretion over implementation.

Antonio Robinson is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at JPMorgan Chase Bank, Fifth Third Bank, and other companies since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Casey Klaus is a Wealth Management Advisor who co-leads a wealth management team serving successful families in the area. He manages executive compensation, family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, small business strategies, and tax minimization. Casey's approach integrates his extensive market experience with Merrill Lynch Wealth Management's research to develop individualized financial strategies that address clients' personal and financial goals. Casey began his career trading multiple financial markets simultaneously on the floor of the Chicago Board of Trade for eight years. This experience provided him with in-depth insights into the financial world and its effects on investors and their portfolios. He holds a Bachelor's and a Master's degree in Financial Mathematics from the University of Dayton, where he was also a four-year collegiate football athlete. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Casey volunteers with The Alzheimer's Association. He resides in Maineville, Ohio with his wife and children and has interests that include golf, football, water skiing, and spending time with his family.

Charles Rowland III is a financial advisor with Osaic Wealth, Inc., holding a Series 66 credential and three years of industry experience. His prior roles include positions at Securities America Advisors and ROI DNA. He also operates an insurance agency where he researches and recommends insurance products and writes policies. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm employs firm-provided asset-allocation tools and offers integrated brokerage and investment advisory services, including third-party money managers and wrap programs.

Tracy Jones is a financial advisor at OSAIC with 27 years of industry experience. She holds the Series 63 designation and has previously worked at Southland Equity Partners and FSC Securities Corporation. Outside of advisory work, she has hosted a talk show discussing current issues. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Thomas Buchheit is a financial advisor at OSAIC with 39 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for 37 years at Fortis Investors, Inc./Woodbury Financial Services, Inc. In addition to his advisory role, he is a partner at CIC Agency Inc., a property insurance business, and serves as counsel member for Saint Thomas More Parish. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, utilizing various asset-allocation tools and portfolio management strategies.

Stephen Lee is a financial advisor at Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses with 47 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2014 to 2016. Outside of his advisory role, he serves as co-trustee for two family trusts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Christine Brooks is a CFA® charterholder and holds a Series 66 license. She has seven years of industry experience, including three years at Willis Towers Watson and eight years with Edward Jones. She is based in Cincinnati, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

David Schmitz is a financial advisor with UBS Financial Services and holds a Series 66 designation. He has 17 years of industry experience, including roles at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and access to proprietary research to tailor strategies based on clients’ goals and risk tolerances.

Matthew Harris is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he serves as an assistant coach at Indian Hill Schools, a recreation position in Cincinnati. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment insights from its Global Investment Committee.

Susan Snodgrass is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Stephen Renie is a Wealth Management Advisor with extensive experience in the financial services industry. He holds the position of Senior Vice President and has dedicated over three decades to serving both high net worth individuals and institutional clients, including corporate 401(k) plans. Stephen and his team have been recognized on Forbes' "Best-in-State Wealth Management Teams" list for the years 2023 and 2024. Their work encompasses the use of Merrill's Goals-Based Wealth Management process, along with offering guidance on insurance planning, debt management, and comprehensive wealth management strategies that include investment insights, fiduciary services, and banking solutions through Bank of America. Stephen began his career following his 1990 graduation summa cum laude from Ohio University with a double major in Finance and Economics. He holds several professional designations, including the Certified Investment Management Analyst (CIMA) from the Investments and Wealth Institute in conjunction with Yale School of Management, the Certified 401(k) Professional (C(k)P) from The Retirement Advisor University in conjunction with UCLA Anderson School of Management, and the Merrill designation of Senior Retirement Benefits Consultant (SRBC). His expertise also covers retirement plan consulting services for employers across the country, assisting them in fulfilling fiduciary duties through services like investment policy statement drafting, plan design, and education. Residing in Terrace Park, Cincinnati, Stephen and his wife have a combined six children and are actively involved in coaching youth sports and supporting various charities. Stephen's personal interests include basketball, biking, football, golfing, skiing, family time, and traveling.

Ryan Chamberlin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over 20 years of experience in finance, focusing on transforming complex financial landscapes into clear, goal-oriented strategies. Ryan partners with clients to provide transparent advice and strategic guidance, helping them navigate life's major financial complexities and deliver lasting legacies. His expertise spans corporate executive services, executive compensation, services for defined benefit plans, legacy planning, personal retirement planning, philanthropic planning, portfolio management, small business strategies, individual and corporate investment strategies, and tax minimization. Ryan's approach emphasizes comprehensive retirement strategies, tax-efficient oversight, and estate coordination to meet clients' most important financial goals. Ryan holds a Bachelor's Degree from Shawnee State University and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys baseball, camping, fishing, football, golfing, hiking, pickleball, spending time with his family, traveling, and woodworking.

Rachel Auxier is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research and quantitative analysis. The firm is notable for its use of algorithmic portfolio construction, delegation to sub-advisers, and formal advisory roles to multiple registered investment companies.

Katlin Sprague is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with JPMorgan Chase and J.P. Morgan Securities since 2012. Outside of her advisory role, she serves as a board member and finance committee member for the nonprofit Keep Cincinnati Beautiful, which focuses on community cleanup and environmental workforce development. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Morgan Shover is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill and Bank of America, Shover worked at Medpace, Inc. and Deloitte Tax LLP. Outside of his advisory role, he serves on the junior board of CHNK Behavioral Health, the alumni board of Beechwood Independent School, and is a member of the Cincinnati Parks Foundation, participating in fundraising and community event planning. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Allison Puchala is a financial advisor at J.P. Morgan Securities with a Series 66 designation and over 14 years of industry experience. Her prior roles include positions at Bank of America and PNC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Roderick Gosa is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Ameriprise and its affiliate since 1998. 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 recommendations and annual planning advice focused on dependable income and tax-aware withdrawal strategies.

Annette Kitchen is a financial advisor with Equitable Advisors in Newport, KY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her career includes prior roles at Valic Financial Advisors and Axa Advisors, LLC. Outside of her advisory work, she is involved as a member of K Holdings LLC and RJAK Holdings LLC in Newport. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves matching clients to program models or discretionary managers, often using third-party asset managers and advisory platforms, with a focus on ERISA fiduciary services for qualified plans.