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 financial advisor with UBS Financial Services in Cincinnati, Ohio. She holds a Series 66 designation and has four years of industry experience. Prior to joining UBS in 2021, she worked at Fujitec America, Inc. for 17 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

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 licenses and one year of industry experience. He has worked with Cetera Investment Advisors, Cetera Wealth Services, and Efficient Advisors, among others. Anderson also operates Anderson Financial, an investment services business where he performs administrative duties. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Anthony Ventura is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Schaeffers Investment Research, Western & Southern Financial Group, and PNC Investments. Outside of advising, he 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, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients, operating primarily as a wrap-fee solution.

William Hennessey is a financial advisor at Charles Schwab with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab since 2018. Prior to that, he worked at TIAA-CREF and Tiaa from 2015 to 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and alternative investment due diligence.

Cameron Moore is a financial advisor at Equitable Advisors in Cincinnati, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked at Siemens and Myriad Neuroscience and has a background that includes both full-time study and employment at Howards Company. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients' goals, risk tolerance, and time horizon.

Richard Spurlock is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2019. In this capacity, he focuses on addressing the unique financial service needs of his clients and their families, aiming to build strong relationships grounded in trust, reliability, and competency. He has been with Fidelity Investments since 2007, gaining experience in various positions including Service Representative, Premium Services Representative, Private Client Group Representative, and Client Services Help Desk. This progression reflects a comprehensive understanding of client services within the financial sector. Outside of his professional responsibilities, Richard enjoys activities such as bowling, fishing, golf, and spending time with his pets.

Kristopher Keefe is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at RDI Corporation and has been involved in the restaurant business as a bartender at Jefferson Social LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Carly Chafin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she was involved with Luckman Coffee Company for over a decade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction with a focus on mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios for intermediary platforms.

Gerald Barone is a CFP® and PFS™ with 28 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services before joining Cetera in 2025. In addition to his advisory work, he is a Certified Public Accountant involved in tax preparation and accounting through his own firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management and financial planning through a large network of independent advisors and a multi-manager platform with a range of program options and custodial relationships.

Scott Petranek is a CFP® with 36 years of experience currently affiliated with Cambridge Investment Research Advisors since 2015. Based in Cincinnati, OH, he has held various professional roles including advisory representative and business owner. Outside of financial advising, he is involved in photography through Petranek Photography. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of investment platforms and proprietary models to tailor strategies to client objectives.

Carter Earls is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at RC Capital, Western & Southern Financial Group, and Prosource Technology Solutions, as well as experience at Wildwood Golf Course and the Butler County Juvenile Detention Center. He attended the University of Cincinnati from 2021 to 2025. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Alexander Malof is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments and ProCourse Fiduciary Advisors, among other positions. Outside of finance, he had a one-year involvement with Wicked Pickle. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing multi-manager and fund-of-funds strategies.

Richard Brizzolara Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory work, he is involved in assigning referees for high school and youth soccer games in the Cincinnati area. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing retirement planning advice focused on income sources and tax-aware withdrawal strategies.