Amanda Salcedo is a financial advisor with LPL Financial in West Chester, Ohio. She holds a Series 66 designation and has been active in the industry since 2024. Prior to joining LPL Financial, she worked at Stevens Investment Group Inc and Stevens & Associates LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual, retirement plan, institutional, and charitable clients through a nationwide network. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Deanna Collins is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 63 designation and 26 years of industry experience. She has been with UBS since 1996. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Patrick Roberson is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. Raymond James serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

James Dempsey III is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2012. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Scott Hill is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial and its predecessor firms since 2003. Outside of his advisory role, Hill serves as an instructor and volunteer with the American Red Cross. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and brokerage solutions supported by research and model portfolios, catering to both discretionary and non-discretionary management needs.

Joseph Fowler is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors for over two decades. Fowler is also an insurance agent offering accident, health, disability, and traditional life insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party money managers.

Elizabeth Galvin is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2007. Outside of her advisory work, she serves on the board of directors for the Children's Theatre of Cincinnati, where she assists in advising staff and organizing fundraising activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad set of capital markets services.

Saiprakash Goli is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bank of America, George + Company Investment Bank, UBS, and Integrus Partners. He also has experience working in community settings, including the Glenview Park District and Northwestern University. 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 individuals, high-net-worth clients, and institutional accounts.

Kyle Sweeney is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Fidelity Investments, Citi, Bank of America, and Charles Schwab Bank. He has also worked in athletic training and sports facility roles before entering the financial industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and multi-asset investment approach.

Kimberly Peck is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Merrill for five years and at Vineyard Vines for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

John Kline is a financial advisor at Cambridge Investment Research Advisors in Cincinnati, OH, with seven years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2023, following four years at Money Concepts Capital Corp. Outside of his advisory roles, he serves as president of Advanced Financial Solutions Group, focusing on tax services, and Azure Advisory, which provides financial coaching. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals using various portfolio management and model-based solutions.

Keith Carpenter is a financial advisor at J.P. Morgan Securities in Cincinnati, OH, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Charles Schwab, TIAA, and Fidelity Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to deliver non-discretionary advice through its Institutional Consulting Services program.

Andrew Acuna is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Deloitte & Touche and held various roles at companies including Kroger and Fifth Third Bank. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of investment adviser representatives, utilizing both proprietary and third-party solutions.

Karen Glover is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 18 years of industry experience. She has been with Primerica Advisors since 2007 and concurrently works with Volta Tax Center. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a wrap-fee structure with an operational model that includes independent due diligence and delegated trading responsibilities.

Michael Amos is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. He specializes in assisting executives in navigating and making informed decisions about their benefits. Michael emphasizes listening to clients to understand their individual needs, goals, and values, working to simplify complex financial topics. Michael has extensive experience at Fidelity Investments, having served in multiple roles since 2007. His positions have included Benefits and Planning Consultant for Executive Services, Help Desk staff for Workplace Planning & Advice, Workplace Planning Consultant II, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. He holds a California Insurance License. Outside of his professional duties, Michael enjoys baseball, beach activities, family activities, football, and golf.

Mason Loth is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has worked at R.W. Baird since 2020, following a brief tenure at Hilliard Lyons. Outside of his advisory role, he is employed as a high school basketball official by the Ohio High School Athletic Association. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Christina Tumbleson is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and nine years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2024. Outside of her advisory role, she operates Empyrean Notarization LLC, providing notary services to the public. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

David Berube is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments in various capacities since 2005. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Scott Cengia is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds the Series 66 designation and has been with UBS since 2005. Outside of his advisory role, he manages YRCP LLC, an entity established for trademark protection of an app. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.

Emily Morris is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, following six years at UBS Financial Services, Inc. She is based in Cincinnati, OH. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach includes multiple program strategy types with both client and advisor discretion, supplemented by manager-constructed strategies and tax-efficient services, supported by deep integration with Bank of America affiliates.