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® with 44 years of industry experience. He currently works at OSAIC, having joined the firm in 2025 after 27 years at Lincoln Financial Advisors Corporation. He is also the owner of Wealthstrong Financial LLC, through which he markets and sells fixed insurance products. OSAIC serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services supported by firm-provided asset-allocation tools and third-party money managers. The firm is notable for its complex corporate structure and multiple platforms resulting from mergers and private-equity ownership.

Autumn Moore is a financial advisor at Thrivent Investment Management in Cincinnati, OH, holding a Series 66 designation with three years of industry experience. Her career includes roles at Thrivent Financial, PHP Agency, OneMain Financial, Fedex, and SpringLeaf Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning on a range of topics, with optional integration into managed-account programs while maintaining separate planning and investment services.

Vance Copenhaver is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He worked for Prudential Insurance Company of America and Pruco Securities, LLC from 2005 to 2025 before joining LPL Enterprise. Outside of his advisory work, he is involved in horse training on a farm in Batavia, Ohio. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, model portfolios, third-party asset management, and access to various brokerage and insurance products via an integrated platform that combines adviser programs with insurance sales and lending services.

Beth Diacono is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2017, following three years at Bank of America Home Loans. Based in Cincinnati, OH, she focuses on serving clients through Merrill’s managed account services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Cook Jr. is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. His prior work includes roles at Cartridge Brewing and multiple financial services firms such as Mass Mutual and Park Avenue Securities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various portfolio management platforms and both proprietary and third-party investment strategies.

Judith Richards is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2006, as well as at Jpmorgan Chase Bank, N.A. since 2017. Prior to that, she was affiliated with Banc One Securities starting in 2004. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services through a select group of Wealth Advisors.

David Ostmann is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Johnson Investment Counsel and JPMorgan Chase. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Cooney is a financial advisor at Osaic with 34 years of industry experience. He previously worked for Woodbury Financial Services for 28 years before joining Osaic in 2024. In addition to his advisory role, he owns Employees Benefits Plus, a business focused on explaining and working with employee benefits and fixed annuities for individuals and small to medium-sized businesses. Osaic Wealth, Inc. 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 and utilizes various asset-allocation tools and third-party services to construct portfolios for clients.

Adam Listerman is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Wells Fargo, he worked at Fidelity Investments and held positions at the University of Louisville and University of Louisville Hospital. 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.

Michael Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for eight years and Ameriprise Financial Services, Inc. for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, including discretionary and non-discretionary management alongside model portfolios and research support.

Ryan Grote is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, Ohio, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior work includes positions at INVEST Financial Corp and multiple affiliated entities since 2015. He is also the owner of Grote Accumulation Strategy, a business he started in 2025. 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 through a network of independent advisors, utilizing a variety of portfolio management approaches and proprietary models.

Richard Mettman is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has been with UBS since 2007. Outside of his advisory work, he is involved with MGTrio, LLC, a business that provides ideas and suggestions. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

William Etson is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of finance, he is a co-owner of a family oil business and serves as a board member on the City of Centerville Planning Commission, where he reviews development applications and enforces land use ordinances. 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 through a large network of advisors and offers both brokerage and advisory solutions.

Trenton Rogers is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked with Cambridge Investment Research Inc. since 2021. Prior to his advisory career, he was self-employed in landscaping and held various other roles. 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 through a network of independent professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives.

Mark Gallondorn is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been associated with Fidelity and its affiliate brokerage services since 2012. He works for Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it also serves as an advisor to multiple registered investment funds.

Mark Massaro is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of his advisory role, Massaro owned Massaro & Associates, LLC, a legal entity formed for Primerica business purposes, and has been involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.