Jason Reeves is a financial advisor with Charles Schwab based in Cincinnati, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Charles Schwab in various capacities since 2004, including roles at Charles Schwab bank and Charles Schwab Premier Bank. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by an integrated operational structure and centralized custody services.

Brigida Loucks is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2010 and joined Merrill in 2020. Brigida specializes in developing personalized financial strategies that align with clients' short- and long-term financial goals. Her areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. She holds the professional designations of Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Brigida earned her bachelor's degree in Business from Marquette University. She and her husband, Dan, live in Miamisburg with their three children. Brigida is active in the community, supporting All Saints School and Ursuline Academy.

Robin Freeman is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding CFP® and Series 63 designations and having 34 years of industry experience. He has worked at Cambridge Investment Research Advisors and related entities since 2007 and previously at Osaic FA, Inc. from 2000 to 2007. Outside of advising, Freeman is involved as an independent insurance agent and owns a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports a variety of management styles and platforms and manages a multi-billion dollar asset base.

Megan Dalton is a financial advisor at LPL Financial with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with LPL Financial since 2009. In addition to her advisory role, Megan is a notary public. LPL Financial serves individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Brian Emery is a financial advisor with Ameriprise Financial Services in Cincinnati, Ohio. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. Prior to joining Ameriprise, he worked at Edward Jones from 2007 to 2015. Emery serves as president of the Cornell Office Park Board of Directors. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Jan Frazee is a financial advisor at Edward Jones in Mason, OH, holding the ChFC® designation and Series 66 license with eight years of industry experience. Prior to joining Edward Jones in 2018, Frazee worked at Life Time Fitness, Buckle, INC, and ERMI, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Paul Macuski is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2012 and brings over 30 years of experience in the financial industry. His career includes roles in research and as Director of Trading for a private money manager. Paul's areas of expertise include family wealth management strategies, portfolio management services, and individual and corporate investment strategy. He holds a Bachelor's degree in Finance from Wright State University and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Paul resides in Miamisburg, Ohio with his wife Nancy and their three sons. Outside of work, he follows the latest business and market news, supports Cleveland sports teams, and enjoys baseball, basketball, bowling, football, music, watching movies, and spending time with his family.

Lori Fox is a Series 66 licensed financial advisor with 18 years of industry experience. She has been with Thrivent Investment Management since 2021 and previously worked at various Thrivent entities and Vantage Financial Partners. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial analyses and written recommendations covering retirement, tax, estate, business continuation, and other planning topics. The firm separates planning from managed-account services and conducts periodic reviews without accepting discretionary trading authority for the Dedicated Planning Service.

Elyse Fulton is a financial advisor at OSAIC with industry experience spanning three years. She holds Series 66 and Series 63 licenses. Prior to joining OSAIC Wealth Inc in 2025, she worked at Quest Agency since 2023 and was a homemaker from 2015 to 2023. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach with tools for portfolio optimization and offers a range of managed account programs and third-party money manager options.

Jeffrey Atkinson is a CFP® professional with 38 years of industry experience, currently affiliated with Edward Jones since 1997. He maintains a partnership in JACMA LLC, a real estate business based in Loveland, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Jeffrey Huber is a financial advisor at LPL Financial with one year of industry experience. Prior to entering the financial services field, he worked for 28 years at Toyota Motor Manufacturing North America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Cathleen White is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Ameriprise and its related entities since 2012. Outside of her advisory role, she is involved in managing a real estate investment business. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Thomas Myrick is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. He holds the Series 66 designation and acts as Vice President of The Referral Group in Cincinnati, overseeing referral tracking and reporting. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services.

Bhavna Singh is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Key Bank from 2020 to 2023. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Timothy Van Simaeys is a financial advisor with UBS Financial Services who holds the Series 65, Series 63, and Series 66 designations and has 31 years of industry experience. He has been with UBS since 2004. In addition to his advisory role, he teaches part of the Financial Strategies for Successful Retirement course at the University of Dayton and is involved with Big Brothers Big Sisters Miami Valley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Dawn Potts is a financial advisor with Merrill in Loveland, OH, holding Series 63 and Series 65 licenses and 31 years of industry experience. She has been with Merrill since 1994. Outside of her advisory work, she is involved with Creative Memories, a scrapbooking and framing supplies business. 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.

Shawn Keller is a financial advisor at Edelman Financial Engines in Cincinnati, OH, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Financial Engines Advisors L.L.C. since 2014, following prior roles at The Mutual Fund Store and Chase Investment Services Corp. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios, rebalancing, and fiduciary management across a broad range of accounts and product exposures.

Cassandra Nelson is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds a Series 63 designation and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research and capital markets solutions through its global platform.

Teresa Papadatos is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and nine years of industry experience. She has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 2012. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its advisory services.

Braden Miller is a financial advisor with UBS Financial Services in Miamisburg, OH, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at JP Morgan Securities LLC, OneAmerica Securities, and Northwestern Mutual Investment Management. Outside of finance, he works as a food delivery contractor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.