Shaun Nicholson is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, Nicholson serves on the boards of the Greene County Community Foundation and WDPR Public Radio, contributing to finance and education committees, and he teaches continuing education courses at the University of Dayton. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored through research and model-based asset allocations.

Pierce Blalock is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Touchstone Securities Inc. Outside of advisory work, he provides business-to-business marketing and solicitation related to Separately Managed Accounts and Model Portfolio Delivery options. 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 uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Susan Quinter is a financial advisor with Raymond James & Associates in Centerville, Ohio, holding a Series 63 designation and 25 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, 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 charitable organizations, offering financial planning and investment consulting through multiple advisory programs and institutional services.

James Young is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 credentials and has 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley. In addition to his advisory work, Young serves as the elected 42nd District State Representative for Ohio and has been involved with the Montgomery County Republican Party as a precinct captain. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

John Bradley is a financial advisor at Robert W. Baird & Co. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert W. Baird since 2019, following a 19-year tenure at UBS Financial Services. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Ryan Schebo is a financial advisor with LPL Enterprise in Centerville, OH, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Schebo is also the owner of Modern Money Wealth Advisors, a DBA entity for his LPL business. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm uses a platform combining proprietary research, model portfolios, and third-party management, alongside sales of various financial products and insurance through affiliated entities.

Robert Blommel is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Merrill and Bank of America in various roles since 1995. Outside of his advisory work, he serves on the finance committee of the Miami Valley Child Development Corporation, which oversees Head Start educational programs in Montgomery County, 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Madeline Cook is a CFP® and Series 66 licensed advisor with Ameriprise, bringing four years of industry experience. Her career includes roles at OSAIC, FSC Securities, and Smith, Moses & Cozad, LLC, where she also served as a registered representative. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Cory Allen is a financial advisor with Cetera in Dayton, OH, holding a Series 66 designation and bringing 18 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and currently serves as head varsity baseball coach at Archbishop Alter High School. He is also involved with The Allen Family Company, managing funds as its owner. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large independent advisor network. The firm offers a range of portfolio management, financial planning, and consulting services, operating as a multi-manager platform that enables advisors to implement various investment strategies across multiple program structures.

Gregory Stevens is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he owns an LLC focused on the storage and maintenance of personal firearm accessories. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client portfolios.

W. James Steen is a CFP®-designated financial advisor with 45 years of industry experience. He is currently affiliated with Cetera and Prosperity Advisors, LLC and has held roles at Dayton Wealth Management, LLC and Petra Financial Solutions, Inc. He owns a tax preparation business and serves as a financial professional at Peak Advisory Group. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and retirement services.

Joseph Duke is the sole advisor at Duke Financial Services in Hamilton, Ohio. He holds Series 63 and Series 66 designations and has 21 years of industry experience. Duke has been with Duke Financial Services since 1993. Duke Financial Services is an independent advisory firm providing investment advisory and portfolio management services primarily to individual clients. The firm manages approximately $11.8 million in assets across about 66 client relationships and follows documented procedures for account reviews, discretionary authority, and compliance practices.