Edward Ullrich is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes 17 years at Fidelity Investments and a year at AW Securities prior to joining Wells Fargo Clearing in 2025. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Stephen Caton is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1996 and has held several roles outside of finance in the automotive sector. Caton also receives compensation related to loan product sales and home security and automation service referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven strategies developed by unaffiliated asset managers and operates at scale with thousands of advisors, managing approximately $15.5 billion in assets under management.

Molly Koester is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding Series 63 and Series 65 registrations and possessing 18 years of industry experience. Her career includes multiple tenures at both Morgan Stanley and UBS Financial Services, spanning from 2007 to the present. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by proprietary tools and market analysis methods.

Leo Lauterbach is a financial advisor with Wells Fargo Clearing in Mason, Ohio, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association, from 2009 to 2018. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Lucas Hiler is a financial advisor with J.P. Morgan Securities in Mason, OH, holding Series 63 and Series 65 credentials and four years of industry experience. He has previously worked at Fifth Third Securities and Fifth Third Bank, as well as in accounting at Kirsch CPA Group LLC. Hiler has experience in event management and has worked with the Dan Beard Council. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kevin Ruther is a financial advisor at UBS Financial Services with 15 years of industry experience. He has been with UBS since 2015 and holds a Series 66 designation. Outside of advisory work, he is a co-owner and operator of a real estate partnership involved in rental property decisions. 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, supported by proprietary research and a broad platform of capital markets solutions.

Alexander Hemsath is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fidelity Investments, The Motz Group, and Great American Insurance Group. J.P. Morgan Securities 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 operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Briner Ellis is a financial advisor based in Cincinnati, OH, affiliated with Morgan Stanley. He holds Series 63 and Series 66 designations and has 18 years of industry experience. His prior roles include positions at W&S Brokerage Services and Western & Southern Life/Western Southern Financial Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate firm‑approved tools and methodologies to support tailored client strategies.

Carianne Straus is a financial advisor at OSAIC with 21 years of industry experience. She previously worked for Lincoln Financial Advisors for 19 years before joining OSAIC in 2025. In addition to her advisory role, she sells insurance products to meet clients’ financial planning needs and serves as attorney-in-fact on investment accounts for family members. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and supports multiple investment platforms, including third-party managed accounts and alternative investments.

Timothy Vollrath is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Principal Securities, Eagle Strategies, NYLIFE Securities, and Prudential Insurance. Outside of his advisory work, he serves as an elected trustee for Miami Township and is the commander of the Miller Stockum American Legion Post 485. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and supports a range of investment and educational services.

Lauren Best is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and research.

Elizabeth Koob is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and eight years of industry experience. She has been with Primerica Advisors since 2018 and has been affiliated with Primerica Financial Services since 1992. Outside of her advisory role, she is involved with Timeless Charm Weddings & Events LLC, a part-time venture in event planning. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Gregory Takas is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Angela Laux is a financial advisor at Merrill with 16 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015, also working with Bank of America N.A. since 2023. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leonard Neeley is a financial advisor at Charles Schwab in Cincinnati, OH, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Empower Financial Services, TD Ameritrade, Fidelity, Merrill, and Bank of America. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with an integrated structure that includes brokerage, custody, and cash-sweep services.

Lauren Larson Long is a Series 66-licensed financial advisor with Morgan Stanley in Cincinnati, Ohio. She has nine years of experience with Morgan Stanley, beginning in 2017, and seven years in the industry overall. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm‑approved tools.

Mary Buquo is a financial advisor at UBS Financial Services with 38 years of industry experience. She holds the Series 63 and Series 65 designations and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets solutions.

Ryan Coffey is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. His background includes roles at UBS Financial Services since 2019 and prior experience with Alvarez & Marsal. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and delivering advisory work based on proprietary research and model-based asset allocations.

Peter Bouley is a Senior Financial Advisor and senior partner with The OHB Group at Merrill Lynch Wealth Management. He oversees investment strategy implementation, analysis, intergenerational planning, and options strategies management. He is primarily responsible for creating and managing investment allocations, trading and execution, tax loss harvesting for clients, and serves as the team's liaison to the Chief Investment Officer. With over 25 years of experience, Peter works closely with individuals and families who have attained financial success, assisting them in preserving, transferring, and stewarding their wealth effectively. After spending significant time understanding client needs and objectives, he determines appropriate levels of risk based on time horizons, preferences, expectations, and market conditions. His approach to building and managing investment portfolios includes keeping up with relevant investment and trade news and meeting with investment analysts and researchers to understand market conditions. Originally from Fairport, New York, Peter holds a Bachelor's Degree from the University of Dayton. He is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is married to Jenny, and they have four children. In his free time, Peter enjoys golfing, spending time with his family, engaging in outdoor activities, and reading.

Michael Braun is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-based, tailored investment strategies.