Keith Meyer is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He has held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2017, and previously worked at Bank of America and Merrill. Outside of his advisory work, Meyer is an adjunct professor at the University of Dayton and operates a vending business in Dayton, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, with a focus on tailored financial planning supported by structured discovery and firm-approved tools.

Adina Angel is a financial advisor with Edward Jones in Waynesville, OH, holding a Series 66 designation and with six years of industry experience. She has been with Edward Jones since 2017, following a year at Eckert's, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory solutions, including discretionary wrap fee strategies and separately managed accounts. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jennifer Hall is a financial advisor at Merrill with five years of industry experience. She previously worked at Morgan Stanley for six years and spent four years at Arhaus Furniture before entering the financial services field. Hall serves as Vice President of Cheer for Centerville Wee Elks, a nonprofit youth sports organization, where she manages budgeting and expenses for the cheerleading program. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes manager selection and tax-efficient investment strategies in its approach.

Anthony Sisson is a financial advisor with Ameriprise, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2022, he worked at Edward Jones and Unisys. Outside of his advisory role, he serves as president of the Rotary Club of Springboro and vice president of the Waynesville Chamber of Commerce, and he is preparing to publish a series of books under Flipside Books. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Lisa Grogg is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1992. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Randale Honaker III is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. He has worked at UBS since 2014 and concurrently serves in the U.S. Navy. Honaker is a member of the board of directors for the Wright Memorial Public Library, providing oversight of the library director. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Aaron S Campbell is a Series 66 registered financial advisor with UBS Financial Services in Miamisburg, Ohio, and has 17 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes proprietary research to tailor investment strategies aligned with client goals.

Tristan Boyd is a financial advisor with UBS Financial Services in Miamisburg, Ohio. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at W&S Brokerage, Western and Southern Life, and Bankers Life and Casualty. Outside of finance, he has worked in the restaurant and hospitality industry and has been affiliated with the University of Cincinnati. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based strategies to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Michael Wardley is a financial advisor with Ameriprise in Dayton, OH, holding a Series 66 license and 14 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, Wardley is a partner at Kentner Sellers, LLP, where he is involved in tax preparation. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research and modeling with personalized recommendations and provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

David Space serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2012 and has been in an advisor role since 2015. David works with clients to develop individualized wealth management strategies, focusing on areas such as education planning, legacy planning, managing new wealth, personal retirement planning, investment strategy for individuals and corporations, and retirement income. David completed the requirements to become a CERTIFIED FINANCIAL PLANNER (CFP) professional in 2021. In addition to the CFP designation, he holds certifications as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree from St. Joseph's College. Originally from Long Island, New York, David relocated to Cincinnati in 2015. Outside of his professional work, he volunteers with All Saints and spends time engaged in activities such as boating, bowling, cooking, football, golfing, racquetball, skiing, woodworking, traveling, and time with his family.

Dennis Brun is a financial advisor at Osaic Wealth Inc. with three years of industry experience and holds a Series 66 designation. Before joining Osaic, he worked at Stifel Independent Advisors, LLC for three years and spent 28 years at Archbishop Carroll High School. Outside of his advisory role, he owns and operates a landscaping business. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers, using various asset-allocation tools and portfolio management strategies.

Mark Schnizer is a financial advisor with LPL Financial, holding 38 years of industry experience. Before joining LPL Financial in 2020, he spent nine years with David Bodnar Advisors, LLC and Triad Advisors Inc, and one year with Signator Investors, Inc. Schnizer is also involved with Sentinel Advisory Group, LLC, a business related to non-variable insurance and his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with advice and account management primarily delivered by investment adviser representatives utilizing diverse investment strategies.

David Scharff is a financial advisor with UBS Financial Services in Miamisburg, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2011. Outside of his advisory work, he manages personal affairs and medical decisions for his mother under a power of attorney. 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 institutional trading capabilities with wealth management services, using proprietary research and asset allocation models tailored to clients’ goals and risk tolerances.

Thomas Holding is a CFP® with 40 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He spent 30 years at Lincoln Financial Advisors Corporation prior to joining OSAIC. Outside of his advisory role, he works as an agent involved in fixed insurance brokerage, including fixed-indexed annuities and premium financing for high-net-worth clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct portfolios across various asset classes.

David Prevo is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2006. Outside of his advisory role, he serves as treasurer for Birdies for Beckett, a charitable foundation focused on raising awareness for Congenital Diaphragmatic Hernia (CDH). UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management, offering a wide range of capital markets and financial planning services.

John Reagan Jr. is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2009. In addition to his advisory role, he lectures and teaches special programs and continuing education at the University of Dayton. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client solutions.

Mark Henestofel is a financial advisor with UBS Financial Services in Miamisburg, OH, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he is involved with Aileron, a small business consulting and education provider that supports an investment committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances.

John Stuckey is a financial advisor with Ameriprise in West Chester, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages administrative operations for an LLC that supports a group of Ameriprise Financial Advisors. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joseph Murdock is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include work with Authentic Counsel, LLC, Sovereign's Capital, and community involvement with the Knights of Columbus. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional clients and organizations. The firm uses analytical tools including deterministic and probability modeling to tailor non-discretionary planning and investment consulting to client goals.

Erik Fielder is a financial advisor with UBS Financial Services in Miamisburg, OH, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2019, he worked for Frito Lay from 2013 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.