Lewis Assaley is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves on the University of Cincinnati Department of Economics PhD Advisory Board, providing guidance on doctoral program goals and assisting PhD students with employment connections. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and comprehensive investment resources.

John Carnes is a financial advisor at Morgan Stanley with 20 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he worked at Citigroup Global Markets from 2006 to 2009. Outside of his advisory work, he is a partner at Prestwicke Partners, LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.

Marc Laureano is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at multiple firms, including PNC Investments and Capital Analysts, and has been with Cambridge Investment Research Advisors since 2022. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms and custodians.

Brent Gross is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Morgan Stanley. Gross also has experience as an owner and landlord of rental property. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a wide range of advisory and brokerage services.

Christopher Di Bari is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with Ameriprise Financial Services, LLC, having previously worked at PNC Investments for 15 years and Fifth Third Securities, Inc. for 5 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning, tax-aware withdrawal strategies, and Social Security claiming options for clients approaching or in retirement.

Thomas Purcell 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 Financial Services since 2005. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Steven Schulte is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services since 2013. In addition to his advisory role, he acts as a Private Banker at Yellow Cardinal Brokerage Services, providing financial planning and traditional banking products to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides non-discretionary planning tailored to client goals using analytical tools and supports a broad advisor network with specialized municipal and employer advisory programs.

Zachary Bibb is a financial advisor with Fisher Investments, holding a Series 65 designation and bringing nine years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios.

Matthew Malafa is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at firms including Charles Schwab Independent Branch Services and TIAA. Additionally, he is involved with Yellow Cardinal Brokerage Services in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individual and high-net-worth clients to institutional and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Smaracko is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and has previously worked at ACCESS Wealth Management, Copper Mountain, and Rippe & Kingston. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Kyle Rolfes is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2015. 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 integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Zachary Brown is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise Financial and SEI Wealth Management. Outside of advisory work, he has been involved with several local businesses, including operating a pizza franchise and engaging with recreational service ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment solutions for individuals, retirement plans, banks, and institutions, supported by proprietary research and technology tools.

Delano Balter is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has worked at various Fidelity entities since 2004, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and the management of model portfolios. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and use of AI-driven research methodologies.

Sandra Davis Skeen is a financial advisor with LPL Financial in Harrison, OH, holding a Series 66 designation and over seven years of industry experience. She has worked with LPL Financial since 2018 and is also involved with Capital Concepts INC and Coldwell Banker West Shell, where she has a background in real estate as a realtor. Additionally, she owns and operates a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

Lisa Foster is a CFP® with 27 years of industry experience, currently advising at Cetera. Her prior roles include extensive tenures at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. In addition to her advisory work, she owns and operates L.A. Foster, Inc., a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers.

Maryann Pietromonaco is a financial advisor at Morgan Stanley with 36 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and works at Morgan Stanley Private Bank, National Association since 2015. Pietromonaco serves as Board Chair of Aviatra Accelerators, an organization focused on education and mentoring loans to female entrepreneurs, and is involved with several nonprofit boards including the Alliance of Catholic Urban Education and the SUNY Oneonta Foundation Finance Investment Sub-Committee. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its advisory process.

John Schablein is a CFP® professional with 37 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His previous roles include positions at LPL Financial and Fifth Third Securities. Outside of his advisory work, he is involved in coaching high school basketball in Ohio. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

D.J. Trindle is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association in Cincinnati, OH. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models as part of its financial planning process.

Alex Tussey is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining UBS, he worked at Merrill from 2021 to 2024 and has held various roles at financial services and realty firms since 2016. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Ryan Totten is a CFP® professional with six years of experience in the financial industry. He is currently with Cetera and has prior experience at Avantax Advisory Services and Avantax Investment Services. Additionally, he is involved in tax preparation and accounting services through his role at Hicks and Mann. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services via a large network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.