James Robinson is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2009. Based in Cincinnati, OH, Robinson works within one of the largest financial services firms in the industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a variety of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment solutions.

Grace Kappers is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Prior to her advisory role, her background includes positions outside finance, such as work with Camp Stomping Ground and YMCA Camp Ernst. 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.

Adam Hunt is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and 65 licenses and previously worked at The Huntington Investment Company and The Huntington National Bank. Outside of finance, he has experience in the brewing industry with Fibonacci Brewing Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, using proprietary research and algorithmic tools.

Monica Black is a Series 63-licensed financial advisor with Primerica Advisors, where she has worked since 1996. She has 29 years of industry experience, including extensive tenure with Primerica Financial Services beginning in 1995. In addition to her advisory role, 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, which offers model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Susan Burnett is a Series 65-licensed financial advisor with seven years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked at Core Investment Group, Monarch Retirement Solutions, Cornerstone Registered Investment Advisors, and Western Southern Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using multiple platform arrangements and both discretionary and non-discretionary strategies.

Sarah Stewart is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Cetera. She has previously worked at DLF & Associates, LLC and has been involved with Freeman Heyne Toma, LLC dba FHT Advisors since 2017, where she holds a partner role. Stewart is also an advisory council member for DECA, a nonprofit organization, where she engages with chapter leaders and local business owners. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers multi-manager platform solutions, including model portfolios and bespoke strategies, serving a broad client base through over 10,000 advisors and managing more than $256 billion in assets.

Steven Arengo is a CFP® with 26 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. He previously worked at Invest Financial Corp. from 2012 to 2017. Outside of financial advising, he is involved as a trustee managing a golf outing and scholarship program for the David Bradley Wick Foundation and owns an online national youth sports directory. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through a large network of independent professionals, utilizing proprietary and third-party model strategies tailored to client objectives across multiple platform arrangements.

Adam Norman is a financial advisor with Equitable Advisors in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has held positions at several firms, including AE Wealth Management, LLC and Conservative Financial Solutions, since 2024. Prior to entering the financial industry, he worked in education at Indiana Wesleyan University and Milan Community School. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm focuses on matching clients to investment models and discretionary managers, utilizing both proprietary and third-party solutions.

Jason Redpath is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding Series 65 and 66 licenses and 25 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017, following prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools.

David Naber is a CFP® with 22 years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at Ameriprise Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Mark Howie is a financial advisor with LPL Financial in West Chester, OH, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive technology and a broad range of financial products.

David Craig is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include leadership at Craig Capital Corp., Inc. and Payroll Vault. He serves on the board of the nonprofit Companions Ark and acts as an agent for fixed insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through its municipal advisor affiliation.

Bradley Clasen is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following four years at Morgan Stanley Smith Barney LLC. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Christopher Dolle Jr. is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at AXA Advisors, LLC, and VelocityEHS. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing various advisory programs, third-party managers, and fiduciary services for qualified plans.

Connor De Haven is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Merrill, Bank of America, The Vanguard Group, and Charles Schwab. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Andrew Williams is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at J.P. Morgan Securities from 2012 to 2023 and Miami Valley Christian Academy in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Nicholas Robben is a financial advisor at LPL Financial based in Cincinnati, OH. He holds the Series 66 designation and has recently begun his career in the industry. His prior experience includes roles in education and small business operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Alan Schauer is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Cambridge since 2008. Outside of advising, he is an independent insurance agent and serves as an event photographer for the Society of Research Administrators International. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Alphonse Bautista is a financial advisor with Wells Fargo Clearing based in Cincinnati, OH. He holds the Series 63 and Series 65 designations and has 32 years of industry experience. Prior to joining Wells Fargo in 2025, he spent 21 years at PNC Investments. Wells Fargo Advisors is a national securities firm that provides 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 both brokerage and advisory solutions.

Mary Brandenburg is a Series 66-credentialed financial advisor with two years of industry experience, currently with Morgan Stanley in Cincinnati, OH. Her career includes roles at firms such as Bronson Stacy, Elizabeth Herzog, and Northwestern Mutual. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and proprietary tools, with an emphasis on advisory services rather than individual security recommendations.