Matthew White is a financial advisor with Primerica Advisors in West Chester, OH, holding seven years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services, along with involvement in educational and community organizations such as Great Oaks Career Campuses and Miami University Regionals. Outside of advising, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Jeff Hodgeman is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he supports Non-Profit and For-Profit business account relationships within Personal Investing (PI) by utilizing the Private Wealth Management service model. His work focuses on educating clients about investment options and products to help them make informed and prudent decisions. Prior to his current position, Jeff served as a Wealth Management Regional Planning Consultant at Fidelity Investments from 2022 to 2026. He brings experience in wealth management and client relationship support within the investment services sector. Outside of his professional responsibilities, Jeff has interests in football, gardening, golf, and outdoor adventures.

Jodi Stevens is a financial advisor with LPL Financial in West Chester, OH, holding a Series 66 license and 4 years of industry experience. She has been involved with Stevens Insurance Agency, LLC and Stevens & Associates, LLC for over a decade, where she serves in roles including CPA and insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes multiple platforms and advisory tools.

Hope Willen is a financial advisor at Merrill with Series 66 and Series 63 licenses and 13 years of industry experience. Prior to joining Merrill in 2025, Hope worked at Fifth Third Bank for 23 years. Outside of advising, Hope is a compensated product reviewer for Amazon, performing this work during personal time without set obligations. 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 a range of individual and institutional clients.

Jeffrey Cobb is the Vice President, Wealth Planner at Fidelity Investments, where he has been employed since 2015. In his current role, he partners with clients to understand and organize their comprehensive financial goals, creating customized plans aligned with their values and priorities. He emphasizes forming strong relationships based on integrity, reliability, and collaboration. Jeffrey has held various positions at Fidelity Investments, including Financial Consultant, Investment Management Consultant, Workplace Planning Consultant III and II, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. This progression reflects his extensive experience in financial planning and investment management. Outside of his professional responsibilities, Jeffrey enjoys golf, running, spending time with his pets, and parenthood.

Joshua Honaker is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Huntington Bank and Citibank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on written asset allocation, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, with recommendations limited to eligible strategies that may incorporate an ESG framework.

David Vorbeck is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise since 2017. He previously worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2017. Outside of his advisory role, he is CEO of Bison Investment Advisors, Inc., which services his Ameriprise franchise. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations supported by a centralized consulting team.

Shannon Friend is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has worked previously at U.S. Bancorp Investments, Inc. and was involved with Monroe Presbyterian Church for eight years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker‑dealer, investment adviser, and futures commission merchant.

Timothy Donovan Sr. is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS Financial Services since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing comprehensive support including financial planning, portfolio management, and capital markets activities.

Christopher Smitherman is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH. He holds a Series 63 designation and has 29 years of industry experience, including over two decades with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He previously worked with Osaic FA, Inc. Smitherman serves as a board member of the Ohio Casino Control Commission. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides multiple investment platforms, including proprietary model strategies under the Founders Gate Capital brand.

James Roetenberger is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 66 years of industry experience. He has been with Raymond James & Associates since 2008. In addition to his advisory role, he serves as trustee and successor trustee for the Nicholas Roetenberger Trust, making investment decisions in that capacity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Denis Hartman is a financial advisor at Robert Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 designations with 37 years of industry experience. He has been with Robert Baird & Co. since 1998. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Joseph Voight is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Baird in 2022, he worked at More Than Money Investment Group LLC and Connect Search LLC. Outside of finance, he was involved with Ziegler Winery from 2020 to 2022. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, leveraging internal research, manager selection, and a combination of discretionary and model-based strategies.

Corey Marty is a CFA® charterholder with 13 years of industry experience. He is currently with Raymond James & Associates and previously worked at RBC Capital Markets. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide range of portfolio management styles and affiliated research resources.

Jane Shaffer is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2017. Prior to that, she worked at Simpleshow USA for one year. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, delivering services both directly and through Corporate Financial Planning agreements.

Amanda Paulik is a financial advisor at UBS Financial Services with six years of industry experience. She has worked at UBS since 2019 and previously held roles at Barnes Dennig and PricewaterhouseCoopers LLP. Outside of advisory work, she occasionally assists with a family-owned LLC, Cincy Barn Doors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad platform of investment and capital markets solutions.

Luke Fiscus is a financial advisor at Merrill in Cincinnati, OH, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Merrill in 2026, he worked at Fidelity Investments and has held various roles across insurance, hospitality, and retail sectors. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Montgomery Milburn Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has worked with various JPMorgan entities since 2016 and briefly with Crescent Cov Properties, LLC. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Stephen Grote is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Grote also owns Professional Investment Consulting LLC, a related investment business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Brian Delany is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. Outside of his advisory work, he serves as a board member for the Lincoln W. Pavey Educational Foundation, supporting educational and leadership development for members of the Sigma Chi Fraternity at the University of Cincinnati. Morgan Stanley Wealth Management delivers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies.