Robert Phebus is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Edward Jones since 2019, following six years at Pruco Securities LLC and The Prudential Insurance Company of America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Kyle Rolfes is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Mary Bosway is a Series 66-licensed financial advisor with 25 years of industry experience. She currently works at RBC Capital Markets and has previously held positions at Morgan Stanley, GWFS Equities, Inc., and Bb&T in various capacities. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management and integrates both in-house and third-party investment managers to implement client strategies.

Trisha Farver is a financial advisor with Ameriprise in Loveland, OH, holding a Series 66 designation and 16 years of industry experience. Her prior work includes roles at The Huntington National Bank and The Huntington Investment Company spanning over a decade. Outside of advising, she owns a retail business called Best You. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies.

Jason Nelson is a financial advisor with LPL Financial in Cincinnati, OH, holding the CFP® designation and Series 66 license. He has 28 years of industry experience, including prior roles at Coordinated Capital Securities, Inc. and Cambridge Investment Research, Inc. In addition to his advisory work, he is a licensed attorney and a public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms.

Darrell Masters is a CFP®-credentialed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2005. He has 35 years of industry experience, including five years at Osaic FA, Inc. Masters is also an owner and partner at Kenwood Financial Group in Cincinnati, OH. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms and custodians and provides both discretionary and non-discretionary management, including proprietary model strategies under the Founders Gate Capital brand.

Jacob Lilly is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has progressed through multiple roles within Fidelity since 2020, including Investment Solutions 3, Workplace Planning Consultant levels 1 and 2, Workplace Planning Associate, and Financial Customer Associate. In his role, Jacob partners with clients to co-create financial plans that address both their long- and short-term goals. Jacob holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys football, golf, motorcycles, outdoor adventures, reading, and volunteering.

Emily Frank is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Her prior work includes roles at Fidelity Investments and an entrepreneurial venture operating an online digital products shop. Emily also has experience with various organizations, including Green Beagle Lodge and MedSend. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Cynthia Armstrong is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James & Associates Inc. and Merrill. Armstrong served on the Avon Board of Education from 2011 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Chelsea Nichols is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2013, with a two-year tenure at Merrill in between. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its financial planning process.

Delano Balter is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has worked at various Fidelity entities since 2004, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and the management of model portfolios. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and use of AI-driven research methodologies.

Lisa Foster is a CFP® with 27 years of industry experience, currently advising at Cetera. Her prior roles include extensive tenures at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. In addition to her advisory work, she owns and operates L.A. Foster, Inc., a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers.

Maryann Pietromonaco is a financial advisor at Morgan Stanley with 36 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and works at Morgan Stanley Private Bank, National Association since 2015. Pietromonaco serves as Board Chair of Aviatra Accelerators, an organization focused on education and mentoring loans to female entrepreneurs, and is involved with several nonprofit boards including the Alliance of Catholic Urban Education and the SUNY Oneonta Foundation Finance Investment Sub-Committee. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its advisory process.

John Schablein is a CFP® professional with 37 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His previous roles include positions at LPL Financial and Fifth Third Securities. Outside of his advisory work, he is involved in coaching high school basketball in Ohio. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

D.J. Trindle is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association in Cincinnati, OH. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models as part of its financial planning process.

Alex Tussey is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining UBS, he worked at Merrill from 2021 to 2024 and has held various roles at financial services and realty firms since 2016. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Michelle Ward is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Cox Media Group-WHIO Channel 7 and The Reynolds and Reynolds Company. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm uses a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Mark Mansur is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Thrivent since 2019. His prior experience includes roles at Allstate Insurance Company, Retirement Resources, LLP, Integrity Wealth & Financial, LLC, Nylife Securities LLC, and New York Life. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm offers both one-time and ongoing planning relationships and integrates planning with managed-account programs while keeping these services separate.

Michael Fritz is a financial advisor with Robert W. Baird & Co. in Ft Wright, KY, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Robert W. Baird since 2008. Fritz serves on the investment committees of the Dorothy Wood Foundation and the Brain Injury Alliance of Northern Kentucky and is involved in several family and charitable LLCs. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and nonprofit organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Breanne Bovara is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Fifth Third Bank and Fifth Third Securities spanning from 2015 to 2025. She is also involved with Moto Wealth Partners in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by extensive operational and research tools.