Mark Howie is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management services.

David Craig is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include leadership at Craig Capital Corp., Inc. and Payroll Vault. He serves on the board of the nonprofit Companions Ark and acts as an agent for fixed insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through its municipal advisor affiliation.

Bradley Clasen is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following four years at Morgan Stanley Smith Barney LLC. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Connor De Haven is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Merrill, Bank of America, The Vanguard Group, and Charles Schwab. 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 tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Andrew Williams is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at J.P. Morgan Securities from 2012 to 2023 and Miami Valley Christian Academy in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Nicholas Robben is a financial advisor at LPL Financial with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Castellum Financial Advice and ExtensisHR. He has also been involved in education and retail sectors, including positions at The Catholic University of America and Liquor Outlet Wine Cellars. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Alan Schauer is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Cambridge since 2008. Outside of advising, he is an independent insurance agent and serves as an event photographer for the Society of Research Administrators International. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Alphonse Bautista is a financial advisor with Wells Fargo Clearing based in Cincinnati, OH. He holds the Series 63 and Series 65 designations and has 32 years of industry experience. Prior to joining Wells Fargo in 2025, he spent 21 years at PNC Investments. Wells Fargo Advisors is a national securities firm that provides 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 both brokerage and advisory solutions.

Mary Brandenburg is a Series 66-credentialed financial advisor with two years of industry experience, currently with Morgan Stanley in Cincinnati, OH. Her career includes roles at firms such as Bronson Stacy, Elizabeth Herzog, and Northwestern Mutual. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and proprietary tools, with an emphasis on advisory services rather than individual security recommendations.

Matt Kline is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Investment Management for 23 years. Outside of his advisory role, he is a partial owner of Blue Buck, LLC, which operates Elk Creek Hunt Club & Resort, a sporting clays, lodging, and events facility in Kentucky. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, notably insurance-related products and bank deposit sweep programs.

Neil Mayo is a financial advisor at Edward Jones in Cincinnati, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Multisource Home Electronics, TW Metals, LLC., G&W Products Inc., and Riverfront Steel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including overlay and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

Bethany Beebe is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022, with prior experience at Craig Capital Corporation. Outside of her advisory role, she is involved in insurance sales through KAFL Insurance Resources. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it offers specialized municipal finance and SIMPLE IRA advisory services.

George Beddie Jr. is a financial advisor with Ameriprise in Southgate, KY, holding a Series 63 designation and over 56 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1988. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, delivering recommendations through a centralized consulting team in partnership with client advisors.

Gregory Stewart is a financial advisor with Primerica Advisors in Springdale, OH, holding a Series 63 designation and over 22 years of industry experience. He has been with Primerica Advisors since 2003 and is also involved with Torchlight Financial Group. Outside of advisory work, he has experience with sales related to home loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers for its investment models.

Brian Torbeck is a financial advisor at UBS Financial Services in Cincinnati, OH, holding the CFA® designation and Series 66 license with five years of industry experience. He previously worked at Madison Wealth Management and PNC Financial Services, and he began his career after graduating from Miami University. Outside of his advisory role, he manages a rental property. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Robert Coleman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 1993. He holds a business degree from the University of Kentucky and is a qualified Personal Investment Advisor (PIA). Robert’s expertise includes risk assessment, portfolio management, and strategic planning. He provides traditional financial advice and guidance and manages personalized or defined investment strategies on a discretionary basis. These strategies may include individual stocks and bonds, model portfolios, and third-party investment options. Robert is married and has two children.

John Dimauro is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 66 designation and 12 years of industry experience. He previously worked at Robert W. Baird & Co. from 2014 to 2018 before joining Cambridge in 2018. Outside of his advisory work, Dimauro is a member of a musical band called The Ukulele Brothers and owns a retail sales business named Wags Bags. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through independent Financial Professionals, utilizing a range of direct portfolio management, model-based strategies, and third-party referrals tailored to client objectives.

Sheri Lucas is a financial advisor at Raymond James Financial with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Raymond James Financial and its services since 1995. In addition to her advisory role, she is involved with JW-CIN., Inc., where she subleases office space to an equity research managing director. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through an affiliated municipal advisor.

Gregory Faust is a financial advisor at Edward Jones in Blue Ash, OH, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Maritz Travel from 2014 to 2018. He is also a limited partner in a family limited partnership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.

Phillip Sorum is a CFP® and Series 66 licensed advisor with LPL Financial, where he has worked since 2021. He has four years of industry experience, including prior roles at Joyride Tours LLC and Creative Glass. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven solutions.