Julie Winn is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. She has worked at various Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing Services LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, supporting a broad range of financial products for institutional clients.

Ellen Heekin is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. She has been with Wells Fargo Clearing since 2024 and maintains an academic role at Xavier University, where she serves as a professor and center director focused on women in business and leadership. Her university activities include teaching courses in economics and developing programming to support women in business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, participant education, and discretionary management options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options.

Nicholas Ruch is a CFP®-designated financial advisor with UBS Financial Services in Cincinnati, OH, bringing 10 years of industry experience. He has been with UBS since 2016. Outside of his advisory work, he serves as Chairman of the Finance Committee and is a board member of Chair Force 1, a charity that provides wheelchair-accessible vans to families in need. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm employs proprietary research and model-based asset allocations to tailor client plans and combines institutional trading capabilities with wealth management services.

Matthew Potter is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors and has been with Mass Mutual since 2017. Outside of his advisory role, he owns Potter Companies, LLC, which operates in fitness marketing, and is active as an entertainer with sporadic bookings as an actor, comedian, and musician. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with an approach that emphasizes collaborative, goal-focused planning and a range of event-driven planning services.

Kassie Potter is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with 13 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 serving both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and proprietary market simulations.

Andrew Jones is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2022, he held roles at Centre College and Big Buls Roadhouse, and has worked as a licensed paraplanner outside of his advisory work. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research and modeling with tax-efficient withdrawal strategies delivered through a centralized consulting team.

Mary Becker is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill Lynch since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Emma McClure is a financial advisor at Morgan Stanley in Cincinnati, OH, with six years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2019. Prior to her advisory role, she worked at Macy’s and is also associated with the Cincinnati Bengals. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through a variety of platforms including corporate financial planning agreements.

Anthony Bollin is a Series 66-licensed financial advisor with UBS Financial Services in Cincinnati, OH, and has 21 years of industry experience. He has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through its diverse platform and research resources.

Eugene Peters is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 1993. Outside of his advisory role, he prepares tax returns and supervises interns and staff at Hartlaub CPA Advisory Group. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Mark Ledonne is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2015. UBS Financial Services Inc. 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 leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Blair Marie Larson Edman is a financial advisor with UBS Financial Services in Cincinnati, OH, holding the Series 63 designation and bringing 11 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney, Merrill, and Oppenheimer. She serves as a trustee and co-trustee for investment-related trusts in West Chester, Ohio. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation 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 capital markets and research resources.

Deborah Horn is a financial advisor with Wells Fargo Clearing in Cincinnati, Ohio, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC in 2015–2016. Outside of her advisory role, she serves as a notary public. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Kevin Shepherd is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2018, he worked at Cincinnati Children’s from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning and a range of capital markets solutions.

Richard Stadelmaier is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill and Bank of America N.A. in 2022, he served in the United States Air Force from 2011 to 2022. 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, and institutions.

James Markley is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He works with clients to develop dynamic financial plans tailored to their individual goals. Prior to this, he served as an Investment Consultant and a Financial Representative at Fidelity Investments from 2022 to 2025. Before joining Fidelity, he worked as a Financial Advisor at Raymond James from 2019 to 2022. James brings experience in financial planning and investment consulting to his current position. He applies his professional background to assist clients in achieving confidence in their financial decisions. Outside of his professional life, James is a husband and father of three, which informs his understanding of the complexities involved in creating financial plans for families. In his personal time, James enjoys attending concerts, participating in football, gardening, playing tennis, going to the theater, and volunteering.

Alison Cantor is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she is involved in several ventures, including Pixie Lane, a children's clothing business, and JewFolk Cincinnati, where she contributes as a writer. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using firm-approved tools and offers both retail and institutional investment solutions.

Samuel Riber is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2019. His work history includes roles at Indiana University and Camargo Country Club. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

David Lange is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with 27 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, and Merrill. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning solutions.

Yazan Khatib is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. He has worked at UBS since 2021 and previously was with Nationwide Investment Services Corporation. 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 leverages proprietary research and capital market assumptions to tailor investment strategies.