Sydney Taske is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Taske worked at Shull Media Partners and was affiliated with Coker University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices.

Amanda Fessler is a financial advisor with Merrill in Cincinnati, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011 and Bank of America, N.A. since 2019. Outside of her advisory work, she serves as Chair of the Board of Directors for Kenzie's Closet, a charitable organization. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James Owens is a financial advisor with Raymond James Financial holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 11 years before joining Raymond James Financial Services Advisors, Inc. in 2023. Owens also serves as President of J.Owens Wealth Planning, an advising support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a municipal advisor affiliation.

Caleb Maletta is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he held various roles including positions in housing and residence life at the University of Dayton and client support roles through Beyond Wealth Advisors. His background also includes experience in education and service industries. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

Matthew Gates is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, since 2003. Outside of his advisory role, he is the owner and editor of ModernTirst.com, a non-investment website. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching them to tailored investment models or discretionary managers, utilizing both proprietary and third-party platforms.

Dean Trindle is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Donald Nickerson is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2010. He served on a seven-person economic development advisory committee for Anderson Township in 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary market research and model-based asset allocation to tailor services to client goals. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, integrating institutional trading capabilities with wealth management services.

Heather Mardis is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she has worked in warehouse personnel at Kohl's distribution center since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Robert Kinsella is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Investments and Morgan Stanley. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and a long-term investment approach.

Lorelei Tumino is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, 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.

Stuart Swift is a CFP®-designated financial advisor with nine years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously at UBS Financial Services, Inc. from 2017 to 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Robert Hodgson is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he acts as a trustee and successor trustee for an investment-related trust. 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 diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Gregg Fogel is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers, as well as operating SGF Associates, LLC. Outside of his advisory work, he is a notary and has involvement with insurance agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Laura Davitt is a financial advisor with LPL Financial based in Cincinnati, OH. She holds the CFP® designation and has 28 years of industry experience. Her prior work includes roles at Niehaus Financial Services, Commonwealth Financial Network, and Securities America Advisors. Outside of her advisory work, she is involved in tax preparation through Niehaus Tax Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Stacey Newberry is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and bringing 31 years of industry experience. She has worked with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced planning tools.

Jeffrey Walkup is a financial advisor at Osaic with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America, Inc., Securities America Advisors, Inc., and Brecek & Young Advisors, Inc. Outside of his advisory work, Walkup teaches AcroYoga classes in the Cincinnati community. Osaic Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and provides various managed account programs, integrating a complex affiliate network and alternative investment options.

Henry Mautner is a financial advisor at Osaic with 33 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is active as a composer and performer and also works as a commercial voice-over artist. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach is model-based, utilizing asset allocation, portfolio optimization, and risk assessment tools, with access to discretionary strategies and third-party managers.

Jason Eibel is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 1997, including Fidelity Brokerage Services, Inc., 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 registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory solutions.

Scott Bouldin is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and at Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets from 2005 to 2009 and Morgan Stanley Dw Inc. from 2002 to 2005. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides its services through Financial Advisors and Estate Planning Strategies.

Ray Laney is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 25 years of industry experience. He previously worked at StoneX Securities Inc. and Stonex Advisors Inc., among other firms. Outside of his advisory role, he is a business owner of Moto Federation Garage, LLC and an amateur musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors using various portfolio strategies and proprietary research tools.