Joseph Voight is a financial advisor with Robert W. Baird & Co. based in Cincinnati, OH, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Baird in 2022, he worked with More Than Money Investment Group LLC and had roles in various organizations including Ziegler Winery. The DDK Group at Robert W. Baird serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. Baird employs a combination of manager-traded and model-traded SMA strategies, tax-management tools, and internal research, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Jane Shaffer is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2017. Prior to that, she worked at Simpleshow USA for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Todd Yawit is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. He holds a Series 63 designation and is based in Cincinnati, OH. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing proprietary models, third-party managers, and multiple custody platforms to tailor strategies to client objectives.

Amanda Paulik is a financial advisor at UBS Financial Services with six years of industry experience. She has worked at UBS since 2019 and previously held roles at Barnes Dennig and PricewaterhouseCoopers LLP. Outside of advisory work, she occasionally assists with a family-owned LLC, Cincy Barn Doors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad platform of investment and capital markets solutions.

Karen Breed is a financial advisor with UBS Financial Services in Cincinnati, OH, holding CFP®, Series 65, and Series 66 credentials and 27 years of industry experience. She has been with UBS Financial Services since 2009. Outside of her advisory role, she serves as president of the Sycamore Bridge Homeowners Association in Loveland, OH. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors.

Michael Mccluskey III is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 17 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management, offering research-driven, model-based asset allocations tailored to client goals.

Kristina Gilley is a CFP®-certified financial advisor with 12 years of industry experience, currently associated with Raymond James Financial in Cincinnati, OH. She has worked with Aspire Wealth Planning since 2021 and has been part of Raymond James Financial Services Advisors Inc. since 2016. In addition to her advisory roles, she is involved with JW-CIN, Inc. as an investment planner and client service associate. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual and institutional clients, employing analytical tools to tailor advice to client goals. The firm supports a wide network of advisors and provides specialized services including municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Mersman is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Robinhood Financial, LLC, Charles Schwab, and the Ries Team of Keller Williams. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Nicholas Haussman is a financial advisor with Ameriprise Financial Services LLC in Cincinnati, OH, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Ameriprise since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service targeting clients with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and algorithmic tools to generate tailored retirement income plans, primarily for clients maintaining assets within Ameriprise-managed accounts.

Ian Wilt is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 63 designation and over 43 years of industry experience. He worked at UBS Financial Services from 2008 to 2018 before joining Morgan Stanley and its Private Bank in 2018. Outside of his advisory role, Wilt serves as a board member of the Villas at Woodcutter Condominium Association. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning and a range of investment services supported by firm-approved tools and structured processes.

Erin Purcell is a financial advisor at UBS Financial Services with 13 years of industry experience. Her prior roles include positions at Morgan Stanley, U.S. Bancorp Investments, and Wells Fargo Clearing. She holds Series 63 and Series 66 credentials and is based in Cincinnati, OH. 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 financial plans to client goals and risk tolerances.

Tyler Pelletier is a Financial Advisor at Merrill Lynch Wealth Management, specializing in assisting individuals and families with comprehensive financial planning, including retirement planning, wealth growth, and major financial decisions. He adopts a personalized, relationship-driven approach, focusing on listening to clients to tailor strategies based on their unique goals and priorities. His expertise encompasses areas such as education planning, family wealth management, legacy planning, liquidity management, and tax minimization. A lifelong resident of Northern Kentucky, Tyler graduated from Covington Catholic High School and earned a bachelor's degree with a double major in Marketing and Finance from the University of Louisville. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), enabling him to combine analytical skills with clear communication in guiding his clients. Outside of his professional role, Tyler enjoys outdoor activities like fly fishing, boating, wake surfing, camping, and traveling. He is also involved in community organizations such as the Freestore Food Bank and Habitat For Humanity.

Jeffrey Zeigler is a CFP®-certified financial advisor with 30 years of industry experience. He has worked at Wells Fargo Clearing since 2023 and previously spent 27 years at The Huntington Investment Company. He is based in Cincinnati, OH. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Hampton is a financial advisor at UBS Financial Services in Cincinnati, OH, with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through 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 services and utilizes proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Craig Callery is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 63 designation and 31 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he coaches freshman boys basketball at Holy Cross High School. UBS Financial Services 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Jason Steeber is a Financial Advisor with Merrill Lynch Wealth Management, working in coordination with Bank of America, N.A. He focuses on helping clients develop long-term financial strategies tailored to their individual goals, time horizons, and risk tolerance. His advisory services include investment management, education planning, retirement planning, and collaboration with other professional advisors on trust and estate planning services when appropriate. Jason's expertise extends to wealth transfer strategies, credit and lending solutions, cash management, and 401(k) plan advisory services for business owners. He emphasizes a collaborative and evolving approach to meet clients' changing financial needs. His client focus areas include College Education Planning, Personal Retirement Planning, Small Business Strategies, and Individual and Corporate Investment Strategy. He holds a Bachelors Degree from Morehead State University and holds the Personal Investment Advisor (PIA) designation. Jason is involved with professional organizations including BNI Cincinnati and Pi Kappa Phi Alumni. In the community, he participates with the Clermont Chamber of Commerce and Special Olympics. He resides in Union Township with his girlfriend Jen and enjoys exploring the outdoors, golfing, and following Cleveland sports.

Shiri Ayalon is a CFP® with 17 years of industry experience, currently advising at Ameriprise in Cincinnati, OH. Her career includes roles at Ameriprise Financial Services Inc., Spectrum Financial Solutions, Inc., U.S. Bancorp Investments, Inc., and U.S. Bank. She serves on the boards of several local organizations, including WCET and the Ohio Lesbian Archives, and holds finance-related leadership positions with the Great Cincinnati Weavers Guild. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions.

Michael Metzger is a financial advisor at Osaic Wealth, Inc. based in Cincinnati, OH, holding a Series 66 designation with 14 years of industry experience. He previously worked for Lincoln Financial Advisors for 17 years before joining Osaic in 2025. Outside of his advisory role, Metzger is a notary public and also serves as an insurance agent offering fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes, offering both discretionary and non-discretionary account management along with access to third-party managed solutions.

Kirsten Comment is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Fifth Third Bank, OJM Group, and Xavier University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with affiliated brokerage and investment management services.

Michael Vassar is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he worked at Bartlett Wealth Management and Charles Schwab. Outside of his advisory role, he is involved in a family ice cream startup as a member and manager for estate purposes. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, and institutions. The group offers tailored financial planning and portfolio management services, utilizing a variety of investment strategies and overlays to meet client goals and risk tolerances.