Victoria Lake is a Financial Consultant at Fidelity Investments, where she has been serving since 2025. In this role, she helps clients understand their financial picture and make informed decisions by providing straightforward analysis, personalized strategies, and guidance aimed at supporting their long-term goals. Victoria has accumulated a range of experience within Fidelity Investments, having served as a Planning Consultant from 2022 to 2025, a Relationship Manager from 2021 to 2022, and a Financial Representative from 2019 to 2021. This progression reflects her comprehensive expertise in financial consulting and client relationship management.

Saunie Darlington is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. She has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a subsidiary of Fidelity Investments where she works, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment company clients. The firm utilizes a combination of proprietary fundamental research and quantitative methods, including algorithmic portfolio construction, to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Robert Hill is a financial advisor at RBC Capital Markets with 18 years of industry experience. He has held prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Hill serves as a board member of the Clovernook Center for the Blind in Cincinnati, Ohio, where he contributes to business development, fundraising, and investment decisions. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

David Rodrigo is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He holds the Series 66 designation and is based in Cincinnati, OH. Outside of advising, Rodrigo is a partner in a real estate entity established to facilitate a lease agreement for a new branch office. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

Justin Cox is a financial advisor at Equitable Advisors in Cincinnati, OH, holding a Series 66 credential. He has one year of industry experience and previously worked outside the investment industry, including four years as a restaurant server at Izzy's Inc. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Edward Mc Dannold is a financial advisor with LPL Financial in Cincinnati, Ohio, holding the Series 66 designation and 13 years of industry experience. His prior roles include tenures at Coordinated Capital Securities, Inc. and Morgan Stanley Private Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Edward Barren Sr. is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. 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 uses a tiered wrap fee structure, with trading and execution delegated to BNY Mellon Advisors.

John Drummey is a financial advisor with Robert Baird & Co. in Edgewood, KY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Robert Baird & Co. since 2019 and was previously with Hilliard Lyons starting in 2006. 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, and institutional clients. The group provides 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.

Angelina Vita is a financial advisor with Equitable Advisors in West Chester, OH, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Equitable Advisors, she worked at Lander University and Greenville Technical College. She is also the owner and online blogger of The Potentially Possessed Horse, a non-investment related business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers and participates in LPL-sponsored wrap programs and other endorsed investment platforms.

Juliann Scruggs is a financial advisor with Wells Fargo Clearing in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and having 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of her advisory role, she is involved with UPSHIFT and works as a package handler for Amazon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a range of investment products, including insurance-related vehicles and bank deposit sweep options.

Amy Fullenkamp is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds a Series 66 designation and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. In addition to her advisory role, she has served in the Ohio Army National Guard since 1998. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a variety of brokerage and insurance products, utilizing an integrated platform that combines advisory services with financial product sales.

Steven Ott is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005 and previously worked at Flint Ink Corp for 15 years. Outside of advising, he is a co-owner of a business in Cincinnati and is involved in part-time sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of 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, delegating trading responsibilities to BNY Mellon Advisors.

Dayna Byrd Mattress is a financial advisor with Primerica Advisors in Cincinnati, OH, holding 11 years of industry experience. She has worked with PFS Investments Inc. since 2013 and has been associated with Primerica Financial Services since 1992. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Erik Waldron is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at CUSO Financial Services, LP for 11 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Robert Cannon is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS Financial Services since 2007. Prior to that, he worked at Mcdonald Investments Inc. since 1992. 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 integrates proprietary research and capital market assumptions to tailor investment strategies and combines institutional trading capabilities with wealth management services.

Lawrence Rogers III is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he supervises investment allocations and tax matters for multiple family trusts established for inheritance and lifetime gifts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research, model-based asset allocation, and a broad platform of capital markets services.

Anna Kohlem is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney LLC since 2015. 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 including tailored financial planning and manages approximately $2.74 trillion in client assets.

Tyler Schreck is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He collaborates with clients to support their short and long-term financial goals, emphasizing the importance of building lasting relationships. Tyler aims to be a reliable contact for clients, providing assistance in various situations. Prior to his current position, Tyler held several roles at Fidelity Investments, including Relationship Manager (2023-2024), Financial Representative (2022-2023), and Customer Relationship Advocate (2022). Before joining Fidelity, he gained experience at Heartland Bank as a Credit Assistant (2021-2022) and Retail Banking Intern (2021). Outside of his professional work, Tyler enjoys fitness, football, golf, spending time with friends, social events, and caring for pets.

Ryan Fromm is a CFP® with 25 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. He holds Series 63 and Series 66 licenses and is based in Cincinnati, OH. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers both non-discretionary and discretionary services, emphasizing an IPS-driven advisory process grounded in modern portfolio theory and acting as an ERISA fiduciary when providing investment advice.

Charles Locy is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with MML Investors Services and MassMutual since 2011. Outside of his advisory role, he owns Mature Strategies, LLC, an agency focused on individual life, health, Medicare, Medicaid, and disabled veterans benefits, and he is also an author through this venture. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing annual, collaborative planning engagements using firm-approved analytical tools.