Elizabeth Chatterton is a CFP® credentialed financial advisor with 10 years of industry experience. She is currently with Ameriprise in Cincinnati, OH, having joined the firm in 2026 after a decade with Northwestern Mutual in various capacities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Chaitanya Kane is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked for ten years at the University of Cincinnati. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets services.

Ava Krieger is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she worked for Lifetime Financial Group and has academic and teaching experience at Miami University and local schools. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of algorithmic methods and AI in research.

Vickie Schaaf is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with UBS Financial Services since 2012. 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 combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocation to tailor investment strategies.

Jennifer Hall is a financial advisor with Merrill in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2015. Outside of her advisory role, she serves as president of the Northeast Women's Republican Club, where she organizes meeting agendas and represents the club at state meetings. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage and custody services. The firm integrates closely with Bank of America affiliates and emphasizes manager selection, tax-efficient strategies, and a variety of program options for client and advisor discretion.

Matthew Thorne is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and 14 years of industry experience. He has worked with Equitable Advisors and its affiliates since 2009, including a tenure at Lincoln Investment. Outside of his advisory role, he is involved in hospitality ventures, owning The Bontany Bar and engaging with related businesses in Lebanon, OH. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and nonprofits, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs various advisory models, including third-party TAMPs and firm-offered programs, and offers ERISA fiduciary services to qualified plans.

Emily Spyrou is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, with prior experience at Merrill and Robert Baird & Co. She is also a notary public in the state of Ohio. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, 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 supported by research and analytics.

Jason Gulbrandson is a CFP®-designated financial advisor with 12 years of experience, currently practicing at Edward Jones since 2014. He holds the Series 66 license and is based in West Chester, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Nicole Wulker is a financial advisor at Merrill with over 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2000. Outside of her advisory role, she is an owner of rental properties in Cincinnati, Ohio. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Peter Henkel is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Pruco Securities. Henkel is also involved in a non-variable insurance agency based in Cincinnati, Ohio. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutions. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Christopher Koob is a financial advisor with Primerica Advisors in Mason, OH, holding a Series 63 designation and over 42 years of industry experience. He has been with Primerica since 1983 and has involvement in related business activities, including referrals for home security and automation products. Koob also manages an entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Christine Jaun is a financial advisor at UBS Financial Services with nine years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017. Prior to joining UBS, she spent one year at Creative Artists Agency. Jaun serves on the board of the Wesley Chapel Mission Center, a nonprofit that provides tutoring and a safe environment for children in an urban setting. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor strategies based on proprietary research and capital market models.

Chloe Bierman is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms, including Bank of America, Merrill, Charles Schwab, Fisher Investments, and Fidelity Brokerage Services. Outside of finance, she has experience working in the hospitality and winery sectors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Adam Schoster is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning and access to various investment products and strategies.

Matthew Cronin is a financial advisor at Ameriprise with a Series 66 credential and less than one year of industry experience. His prior work includes roles at the University of Cincinnati, Target Inc., and the Loveland City School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning through written recommendation reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

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 with Fidelity Investments in Cincinnati, OH, holding a Series 66 license and 11 years of industry experience. She has worked at various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios. The firm also serves multiple registered investment companies and utilizes AI-based research tools and established governance procedures.

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 with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. Before joining Equitable Advisors, he worked at Izzy's Inc. as a restaurant server and has held various roles including at proguides.com and the University of Cincinnati. Outside of finance, he has experience in the restaurant industry. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of representatives, utilizing third-party asset managers and advisory programs.