John Kuntz Jr. is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Fidelity Investments for 14 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Seth Adamson is a financial advisor at UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation with 10 years of industry experience. He previously worked at Fifth Third Securities, Inc. from 2013 to 2017 before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, including fee-based 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 strategies to client goals and risk tolerances.

Anne Beavan is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 63 designation and 17 years of industry experience. She has been with Ameriprise and its related entities since 2009. Outside of her advisory role, she is employed through BFM & Associates, LLC, a franchise of Ameriprise Financial Services. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax efficiency and income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dave Dettmer is Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 1999. His current role involves collaborating with clients to organize, plan, and manage their financial resources, focusing on retirement planning, investment strategies, tax-efficient investing, and estate considerations. Over his career at Fidelity Investments, Dave has held various positions including Director, Relationship Manager; Income Planning Consultant; Senior Investment Consultant; and Investment Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Dave engages in family activities, fitness, parenthood, tennis, traveling, and volunteering.

Raymond Scacchetti is a CFP® professional with 37 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC for seven years. His outside activities include serving as a power of attorney for investment-related matters for his mother. 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 utilizes research and analytics to guide investment selection and offers a range of brokerage and advisory solutions.

Alexander Rinehart is a Financial Advisor at UBS Financial Services with eight years of industry experience. He previously worked at Jezerinac Geers & Associates, Inc. for three years before joining UBS in 2017. Rinehart holds the Series 66 designation. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Alexander Fox is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has held roles at various companies including LouVino, where he continues to be involved outside of his advisory work. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Edwin Strickling is a financial advisor with Cetera, holding a Series 66 designation and over 40 years of industry experience. His career includes lengthy tenures at 1st Global Advisors, Inc. and Avantax Advisory Services. He also provides financial services through Matoaka Money Management, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to multiple program structures and third-party money managers.

Brittany Reynolds is an Investment Consultant at Fidelity Investments, where she partners with clients to develop personalized financial plans aimed at achieving long-term goals. She emphasizes a holistic approach to investment consulting, working closely with clients to visualize and pursue their financial objectives. Prior to her current role, Brittany gained experience as a Wealth Management Advisor at U.S. Bancorp Investments from 2021 to 2024 and served as a Premier Client Relationship Consultant at U.S. Bank between 2016 and 2021. She holds insurance licenses for Arkansas and California.

Lee Benmlouka is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he serves on the finance committee for St. Ursula Villa Grade School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of investment products and capital markets services.

Robyn Urig is a financial advisor with Primerica Advisors in Springdale, OH, holding a Series 63 designation and nine years of industry experience. She has worked with multiple firms including Torchlight Financial Group and PFS Investments Inc. Outside of investment advising, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management services primarily through its Lifetime Investment Program, which offers model-driven strategies and separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of model offerings.

Jacquelin Kunkel is a CFP®-designated financial advisor with 37 years of industry experience. She has worked at UBS Financial Services since 2017, following eight years at Bank of America and a 29-year tenure with Merrill. She serves as co-trustee of the V.R. Special Needs Trust. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through a wide range of offerings including fee-based financial planning and discretionary portfolio management.

Anthony Anzer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing, and he has owned Anzer Wealth Planning & Financial Counsel since 2021. He also acts as an insurance agent, selling life, health, annuities, and long-term care products. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing both affiliated and third-party managers across multiple program platforms.

David Harvey is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and 42 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1984. Outside of advisory services, he is involved in sales of loan products as well as home security and automation product referrals through affiliated companies. Primerica Advisors is a large firm that primarily serves individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program relying mainly on model-driven strategies created by third-party asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Andrew Tedesco is a CFP®-designated financial advisor with LPL Financial, based in Cincinnati, OH, and has 25 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Lincoln Financial Advisors for 24 years. He is also involved with Dougherty Tedesco & Associates, a non-variable insurance business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Steven Fennessey is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and seven years of industry experience. Prior to joining Primerica Advisors in 2019, he worked at General Electric from 2015 to 2018. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap-fee basis.

Gregory Helterbridle is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked with Fidelity Brokerage Services and related entities since 1995, with a brief one-year hiatus. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.

George Goodall is a financial advisor with Ameriprise in Hamilton, OH, holding a Series 63 designation and 48 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service for individuals near or in retirement who meet specific asset criteria, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations, primarily for clients with assets in Ameriprise-managed accounts.

Matthew Olson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He manages financial matters for business owners, entrepreneurs, professionals, and high-net-worth families, focusing on wealth management strategies to navigate clients toward retirement and financial freedom. Matthew holds a bachelor's degree from Miami University and earned his CERTIFIED FINANCIAL PLANNER® (CFP®) certification in 2005. His expertise includes investment selection and management, insurance review and analysis, estate planning services, tax minimization strategies, and risk management. He emphasizes financial education to help clients make informed decisions. He lives in Hyde Park, Ohio, with his wife Meghan and their five children. Matthew serves on the Board of the William S. Olson Memorial Foundation and is involved with CancerFree Kids and The Make-A-Wish Foundation. He enjoys spending time with his family, playing golf, and reading.

John Stevens is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He has been with LPL Financial since 2006 and serves as the endorsed local provider for Dave Ramsey, a national personal financial counselor. Stevens is also involved in related insurance activities through a family-owned agency. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by research and model portfolios, with both discretionary and non-discretionary management options.