Jeffrey Cobb is the Vice President, Wealth Planner at Fidelity Investments, where he has been employed since 2015. In his current role, he partners with clients to understand and organize their comprehensive financial goals, creating customized plans aligned with their values and priorities. He emphasizes forming strong relationships based on integrity, reliability, and collaboration. Jeffrey has held various positions at Fidelity Investments, including Financial Consultant, Investment Management Consultant, Workplace Planning Consultant III and II, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. This progression reflects his extensive experience in financial planning and investment management. Outside of his professional responsibilities, Jeffrey enjoys golf, running, spending time with his pets, and parenthood.

Joshua Honaker is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, Huntington Bank, and Citibank. 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.

David Vorbeck is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise since 2017. He previously worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2017. Outside of his advisory role, he is CEO of Bison Investment Advisors, Inc., which services his Ameriprise franchise. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations supported by a centralized consulting team.

Timothy Donovan Sr. is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS Financial Services since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing comprehensive support including financial planning, portfolio management, and capital markets activities.

Christopher Smitherman is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH. He holds a Series 63 designation and has 29 years of industry experience, including 21 years with Cambridge Investment Research Advisors. Outside of his advisory role, he serves as a board member for the Ohio Casino Control Commission. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a mix of discretionary and non-discretionary strategies, including proprietary models and third-party managers.

James Roetenberger is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 66 years of industry experience. He has been with Raymond James & Associates since 2008. In addition to his advisory role, he serves as trustee and successor trustee for the Nicholas Roetenberger Trust, making investment decisions in that capacity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Denis Hartman is a financial advisor at Robert Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 designations with 37 years of industry experience. He has been with Robert Baird & Co. since 1998. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Joseph Voight is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 designations and having five years of industry experience. His prior roles include positions at More Than Money Investment Group LLC and Connect Search LLC, as well as experience in non-financial sectors such as Ziegler Winery. The DDK Group at Robert W. Baird & Co. serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations by providing financial planning, portfolio management, and a range of investment strategies supported by home-office research and technology, including artificial intelligence.

Corey Marty is a CFA® charterholder with 13 years of industry experience. He is currently with Raymond James & Associates and previously worked at RBC Capital Markets. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide range of portfolio management styles and affiliated research resources.

Jane Shaffer is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2017. Prior to that, she worked at Simpleshow USA for one year. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, delivering services both directly and through Corporate Financial Planning agreements.

Todd Yawit is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. He holds a Series 63 designation and is based in Cincinnati, OH. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing proprietary models, third-party managers, and multiple custody platforms to tailor strategies to client objectives.

Amanda Paulik is a financial advisor at UBS Financial Services with six years of industry experience. She has worked at UBS since 2019 and previously held roles at Barnes Dennig and PricewaterhouseCoopers LLP. Outside of advisory work, she occasionally assists with a family-owned LLC, Cincy Barn Doors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad platform of investment and capital markets solutions.

Montgomery Milburn Jr. is a financial advisor with J.P. Morgan Securities in West Chester, OH, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. He has worked at various JPMorgan entities since 2016 and was briefly involved with Crescent Cov Properties, LLC. 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 applying an ESG eligibility framework in its recommendations.

Stephen Grote is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Grote also owns Professional Investment Consulting LLC, a related investment business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Brian Delany is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. Outside of his advisory work, he serves as a board member for the Lincoln W. Pavey Educational Foundation, supporting educational and leadership development for members of the Sigma Chi Fraternity at the University of Cincinnati. Morgan Stanley Wealth Management delivers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies.

Karen Breed is a financial advisor with UBS Financial Services in Cincinnati, OH, holding CFP®, Series 65, and Series 66 credentials and 27 years of industry experience. She has been with UBS Financial Services since 2009. Outside of her advisory role, she serves as president of the Sycamore Bridge Homeowners Association in Loveland, OH. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors.

Michael Mccluskey III is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 17 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management, offering research-driven, model-based asset allocations tailored to client goals.

Kristina Gilley is a CFP®-certified financial advisor with 12 years of industry experience, currently associated with Raymond James Financial in Cincinnati, OH. She has worked with Aspire Wealth Planning since 2021 and has been part of Raymond James Financial Services Advisors Inc. since 2016. In addition to her advisory roles, she is involved with JW-CIN, Inc. as an investment planner and client service associate. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual and institutional clients, employing analytical tools to tailor advice to client goals. The firm supports a wide network of advisors and provides specialized services including municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Andrew Epplen is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to navigate company benefits, equity compensation, and wealth planning, emphasizing building trust and strong client relationships. Andrew has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Workplace Planning Consultant before assuming his current position in 2024. This experience has provided him with a comprehensive understanding of workplace and investment planning. Outside of his professional work, Andrew has interests in baseball, concerts, food, football, social events with friends, and hiking.

John Fahrmeier is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.