Christopher Dolle is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as a board member for a condominium association in Longboat Key, Florida. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management solutions, utilizing a range of firm-offered programs and third-party managers. The firm’s approach includes matching clients to program models or discretionary managers and providing ERISA fiduciary services through credentialed representatives.

Alexander Mac Phail Fausey is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds the Series 66 designation and serves as an online adjunct professor at Cedarville University. Outside of his advisory role, he assists with inventory management and website development for his spouse’s crocheted goods business and is a worship leader at Lightpoint Church. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a wide range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Michael Nienaber is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Investment Solutions Representative, and Investment Consultant. Michael focuses on forming strong relationships with clients and their families, aiming to provide trusted and reliable financial planning guidance. His expertise includes various aspects of financial consulting and investment services developed through his continuous roles at Fidelity. Michael emphasizes partnership with clients to navigate the complexities of financial planning. Outside of his professional life, he enjoys family activities, gardening, golf, hiking, outdoor adventures, and skiing.

Julie Seavey is a financial advisor with Morgan Stanley in Cincinnati, OH. She holds Series 63 and Series 66 licenses and has 29 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides investment advisory and brokerage services to both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, using a structured process supported by firm-approved tools and analytics.

Gregory Hang is a financial advisor with LPL Financial in Mason, Ohio, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial for 26 years. Outside of his advisory role, he is also involved as an agent with various insurance companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing tools and a breadth of non-advisory financial activities.

Odell Graves is a financial advisor with Primerica Advisors in Cincinnati, OH, holding five years of industry experience. He has worked with PFS Investments Inc. since 2020 and with Primerica Financial Services since 2019. Outside of his advisory role, he is approved as a franchisee for a restaurant venture, though the business has not yet been developed. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees.

Lucas Mcomber is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at various Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Coleman Goldsmith is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 63 license and 33 years of industry experience. His prior roles include positions at Citigroup Global Markets, Raymond James & Associates, and multiple wealth management and securities firms. Outside of advisory roles, he is involved in selling long-term care insurance policies. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

James Sigg is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 21 years of industry experience. He has worked with Primerica Advisors since 2004 and has been affiliated with Primerica Financial Services since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Kari Day is a financial advisor with UBS Financial Services in Cincinnati, OH. She holds a Series 66 designation and has 15 years of industry experience. Kari has been with UBS Financial Services since 2007. UBS Financial Services Inc. 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 provides proprietary research and a range of capital markets services.

Ryan Barnett is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009, including during its affiliation as Axa Advisors, LLC. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, offering both proprietary and third-party investment solutions through a network of Investment Adviser Representatives.

Charlotte Dougherty is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. Prior to joining LPL Financial in 2024, she spent 44 years with Lincoln Financial Advisors Corporation. She is also involved with Dougherty, Tedesco, & Associates, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Ajdin Dropic is a Series 66-licensed financial advisor with Mass Mutual Investors Services in Cincinnati, Ohio, with 23 years of industry experience. He has been with MML Investors Services since 2016 and MassMutual since 2015. Outside of his advisory role, he serves as the junior varsity soccer head coach at Villa Madonna Academy and is the board president for the Northern Kentucky Clippers swim team. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Jack Dowling is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, he worked at Middlebury College and held positions at Stryker Corporation and the Indian Hill Club. He also engaged in an extended travel activity in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides services including fee-based financial planning, portfolio management, and access to proprietary research and institutional trading capabilities.

Samuel Mathews is a financial advisor at Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Touchstone Securities Inc., UWM, EW Scripps, and Marietta. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a broad network of advisors.

Peter West II is a financial advisor at Charles Schwab with CFP® certification and Series 66 and 63 licenses, bringing five years of industry experience. His prior work includes roles at Charles Schwab Bank, TD Ameritrade, and other firms. Outside of financial services, he is involved with Riviera Luggage LLC as a lead sales associate. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary and discretionary advisory models, leveraging multi-asset portfolios and centralized operational infrastructure.

Henry Eriksen is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Equitable Advisors and Stifel Independent Advisors, and has experience in non-financial roles including at Homesense Heating and Cooling and Chick-fil-A. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, with a focus on advisory services rather than individual security recommendations.

Thomas Holding is a CFP® with 40 years of industry experience, currently with OSAIC since 2025. He previously spent 30 years at Lincoln Financial Advisors Corporation. Outside of advisory work, he acts as an agent involved in premium financing for high-net-worth life insurance policies and holds power of attorney responsibilities for a family member. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of advisory and brokerage services with a focus on model-based asset allocation, portfolio optimization, and customized investment strategies.

John Brueggeman is a financial advisor with LPL Financial in Cincinnati, Ohio, holding Series 63 and Series 65 licenses. He has 31 years of industry experience, including three years at Morgan Stanley DW Inc. and over two decades at Linsco/Private Ledger. He also operates a business under the name Viceroy Wealth Counsel. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nicholas Otto is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities Inc. from 2014 to 2017. He is also involved with Clearview Financial Partners, LLC, an entity he created for tax purposes where he provides financial advice and asset management. Mass Mutual Investors Services 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, using collaborative, software-driven planning processes tailored to client goals.