Eric Greenwell is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Advisors since 2009, including prior roles at Wells Fargo Clearing. Greenwell has ownership interests in investment-related businesses, including EGG Wealth Management LLC and KAALMAKA LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs planning. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations supported by Wells Fargo’s research and planning tools.

Cole Razete is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise in various capacities since 2016. Razete is also an Associate Financial Advisor with BFM & Associates, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Caitlin Babcock is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Her prior work history includes positions at Fisher Investments, Citibank, Victoria's Secret PINK, and Buffalo Wild Wings. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning and advisory services through a range of portfolio management styles and affiliated research resources.

Ryan Rengering is a financial advisor at Fidelity with six years of industry experience and a Series 66 designation. His work history includes positions at Fidelity Brokerage Services since 2019, Fidelity Investments since 2025, and prior roles at Veritude, TSC Apparel, FIIOC, The Gibbs Firm, LLC, Northern Kentucky University, and Mason Grounds Management. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including a Charitable Gift Fund and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs, and is notable for its CFTC registration and advisory roles with multiple registered investment companies.

Christopher Musbach is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 65 and Series 66 designations and bringing five years of industry experience. Prior to joining UBS in 2025, he worked for J.P. Morgan Asset Management and JP Morgan Chase Bank, N.A., with a combined 25 years of experience at those firms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets and lending services.

Kevin Creech is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked primarily with Fidelity-affiliated entities since 2005, with a brief tenure at Merrill. He is based in Covington, KY. Kevin is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and also serves multiple registered investment companies.

Bradley Walker is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Amazon.com and A&P Technology. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Anthony McClure is a Financial Consultant at Fidelity Investments, a role he has held since 2022. In this position, he collaborates with clients and their families to develop personalized financial plans aligned with their goals and visions. He emphasizes understanding the individual stories and objectives of his clients to create strategies that support their desired lifestyles. Prior to his current role, Anthony served as a Workplace Planning Consultant III at Fidelity Investments from 2016 to 2022 and as a Financial Associate II - Multi Product from 2015 to 2016. Through these positions, he has accumulated experience in various aspects of financial consulting and planning. Outside of his professional work, Anthony enjoys engaging in board games, camping, outdoor adventures, and theater.

George Wilburn III is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999. Outside of his advisory work, he is a partner in The Wicked Pickle, a business based in Loevland, Ohio. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs.

Cameron Oak is an Investment Solutions Representative III at Fidelity Investments, where he has been serving since 2026. He has progressed through several roles within the company, starting as a Customer Relationship Advocate in 2023, advancing to Investment Solutions Representative I in 2024, then to Investment Solutions Representative II in 2025, before assuming his current position. In his role as an investment advisor, Cameron focuses on helping individuals and families make informed financial decisions. He works with clients to build long-term wealth through thoughtful planning and disciplined investment strategies, aiming to support their financial security and peace of mind. Outside of his professional responsibilities, Cameron has interests in baseball, beach activities, football, snowboarding, and traveling.

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.

Michael Whited is a financial advisor with Primerica Advisors in Springdale, OH, holding a Series 63 designation and nine years of industry experience. He has worked at Primerica Advisors since 2017 and is involved with several other business ventures, including Torchlight Financial Group and Superior Alarms LLC. He has prior experience with the City of Hillsboro. Whited’s activities extend to sales of loan products and home security-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and supports clients through a large network of advisors, focusing primarily on individual investors rather than institutional portfolios.

Jenny Sukup is a Series 66-licensed financial advisor with UBS Financial Services in Cincinnati, Ohio, where she has worked for five years. Prior to joining UBS, she spent 17 years at Fujitec America, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to customize financial plans. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and capital markets activities.

Edward Cole Jr. is a financial advisor with OSAIC in Cincinnati, OH, holding a Series 63 designation and 34 years of industry experience. He spent 34 years with Lincoln Financial Advisors Corporation before joining OSAIC in 2025. Outside of his advisory role, he serves as an insurance agent, selling and servicing various fixed insurance products, including life and disability insurance, as well as fixed and indexed annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage diverse portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Andrew Beckman is a CFP® professional with 11 years of industry experience, currently affiliated with Fidelity. His prior experience includes roles at Pruco Securities, LLC, The Prudential Insurance Company of America, and Key Investment Services, LLC. He works with 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage various investment products.

Christopher Powers is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2014, including his current role at Wells Fargo Advisors Financial Network since 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Kevin Broxterman is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2007. Prior to this role, he worked as a Financial Service Representative at Fidelity Investments from 2000 to 2006. Throughout his career at Fidelity, he has followed the standards set by the CFP Board, prioritizing clients' interests in his financial planning and guidance. Kevin holds insurance licenses in Arkansas and California, supporting his work in financial consulting. He values building relationships with clients and focuses on strategies that enhance growth potential while minimizing risk. Outside of his professional work, Kevin is interested in fitness, football, social events with friends, parenthood, and pets.

Ethan Clark is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously at Fidelity Brokerage Services, LLC. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Brenning is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 license and has prior work experience at Ernst & Young and Cotton & Company. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client solutions.

William Anderson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at multiple Cetera entities and Efficient Advisors, and he also manages administrative duties at Anderson Financial. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.