Peter Kariofiles is a Series 66–licensed financial advisor with UBS Financial Services in Cincinnati, Ohio, where he has worked for 10 years since 2016. Outside of his advisory role, he serves as the head coach of the Xavier University Men's Club Ice Hockey Team. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and wealth management services.

Megan Dalton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with LPL Financial since 2009. In addition to her advisory role, she is a commissioned Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kevin Chapin is a financial advisor with Wells Fargo Clearing in Cincinnati, OH. He holds the CFP® and Series 66 designations and has seven years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Randstad US LLC and the University of Kentucky. He is a 50% owner of The Yellowstone Group, LLC, where he manages income and expenses related to the property. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brian Emery is a financial advisor with Ameriprise in Montgomery, Ohio, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise since 2015 and serves as president of the Cornell Office Park Board. Emery also owns Balag Professional Services, an LLC that supports his office operations. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver annual, personalized retirement-income reports through a centralized consulting team.

Shawn Simmons is a CFP®-certified financial advisor with 38 years of industry experience, currently at UBS Financial Services since 2008. Based in Cincinnati, OH, he holds Series 63 and Series 65 licenses. Outside of his advisory role, Simmons is a partner in Mountain-Time LLC, a business managing vacation property in Breckenridge, Colorado. 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 combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets functions.

Caleb Maletta is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he held various roles including positions in housing and residence life at the University of Dayton and client support roles through Beyond Wealth Advisors. His background also includes experience in education and service industries. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

Sarah Montague is a financial advisor at UBS Financial Services with five years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes six years at Fidelity Investments and one year at Veritude. 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 combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Jan Frazee is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Life Time Fitness, Buckle, Inc., and ERMI, Inc. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Elizabeth Misheff is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and eight years of industry experience. She has been with UBS Financial Services, Inc. since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 capital markets platforms.

Amanda Gall is a financial advisor at Robert Baird & Co. with 15 years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of her advisory role, she is involved with BMG Marketing, where she conducts promotional beverage tasting events. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing a variety of strategies including traditional and non-traditional allocations, with discretionary and non-discretionary management options.

Allison Cummings is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Colin Driscoll is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 63 designation and 43 years of industry experience. He has been with UBS since 1995. Outside of his advisory work, he is the sole proprietor of Big Sky Outfitters, a retail business specializing in camping, pet, and outdoor products. UBS Financial Services serves individual, corporate, and institutional clients through both brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

James Jones is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and five years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019. Prior to his advisory role, he worked in the landscaping industry. Outside of his advisory duties, he is involved in sales of loan products and home security and automation services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers 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 for its services.

Nicole Wanek is currently serving as Vice President and Financial Consultant at Fidelity Investments. She has been with Fidelity since 2014, advancing through various roles including Financial Representative, Stock Plan Consultant, Senior SPS Executive Services Specialist, Relationship Manager, Benefits & Planning Consultant, Investment Consultant, and Financial Consultant. Nicole's experience spans benefits and planning, stock plan consulting, relationship management, and investment consulting. She emphasizes the importance of building and sticking to a plan to help clients work towards their financial goals. Her professional approach involves understanding client objectives and mapping clear paths to achieve them. Outside of her professional role, Nicole enjoys hiking, music, spending time with pets, running, and theater.

Cheryl Henderson is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC, and later Morgan Stanley Private Bank, N.A. She serves on the board of directors for the Miami Valley Youth Soccer Association, where she participates in overseeing board meetings and interacting with coaches and parents. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Matthew Gates is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor AXA Advisors, LLC. Outside of his advisory work, he is the owner and editor of ModernTirst.com, a non-investment website. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services while leveraging external asset managers and emphasizing tailored client intake processes.

Lori Fox is a Series 66 licensed financial advisor with 18 years of industry experience. She has been with Thrivent Investment Management since 2021 and previously worked at various Thrivent entities and Vantage Financial Partners. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial analyses and written recommendations covering retirement, tax, estate, business continuation, and other planning topics. The firm separates planning from managed-account services and conducts periodic reviews without accepting discretionary trading authority for the Dedicated Planning Service.

Peter Krinas is a financial advisor with Raymond James Financial in Cincinnati, OH, holding a Series 66 designation and 11 years of industry experience. His career includes 15 years with Stifel Nicolaus and multiple roles within Raymond James since 2022. He is also associated with Riegel Financial in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using analytical tools to tailor outcomes to client goals.

Brian Nelson is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 19 years of industry experience. He has been with Primerica Advisors since 2021 and previously operated as a self-employed advisor for several years. Outside of advising, Nelson is involved in sales of investment-related products and receives compensation for referrals related to home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates through a large network of financial advisors.

Dean Trindle is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.