Kacie Mccool is a Series 66-licensed financial advisor with UBS Financial Services in Cincinnati, OH, where she has worked since 2016. She has nine years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Scott Hiles is a CFP® and holds a Series 66 license, with 10 years of industry experience. He has worked at UBS Financial Services Inc. since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers services such as fiduciary financial planning, principal trading, and proprietary research.

Michael Cure is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and economic modeling.

Brad Vitucci is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2019. Prior to joining Morgan Stanley, he held roles at Scripps, Raymond James & Associates, and Sinclair Broadcast Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

James Rodd is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding a Series 63 designation and 40 years of industry experience. He has been with MML Investors Services since 2017 and has also worked with Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he is the owner of Clearview Financial Partners, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative planning engagements using advanced analytical tools and delivers written recommendations focused on investment categories and strategies.

Youngjin Jung is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in a contracting business owned by his spouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools including Global Investment Committee return estimates and Monte Carlo simulations.

Jessica Malcho is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Malcho is based in Cincinnati, OH. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by a structured discovery process and firm-approved planning tools.

John Zuba is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. His current roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates firm-approved tools and modeling techniques, delivering advisory services without individual security recommendations as part of standalone planning.

James Conway Jr. is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves on nonprofit boards including the Cincinnati Playhouse in the Park and the 2444 Madison Road Condominium Owners Association. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, retirement plans, and insurance products through its network of investment adviser representatives.

Alissa Vietz is a financial advisor at Ameriprise in Cincinnati, OH, holding a Series 66 designation with three years of industry experience. She has been with Ameriprise since 2022 and was self-employed for ten years prior. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized written recommendations. The firm serves a broad client base and delivers advisory, brokerage, and insurance solutions through affiliated companies.

Benjamin Zaring is a Series 66-licensed financial advisor with Morgan Stanley in Cincinnati, OH, and has 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements with employers.

Makenzie Hoiney is a Financial Advisor with Merrill Lynch Wealth Management. She has been in the finance industry since 2015 and joined the River Hills Group team in June 2018. In her role, Makenzie works with individuals and families to help them develop plans aimed at achieving their short- and long-term financial goals. Makenzie holds a Bachelor's degree in Psychology from Miami University, having previously attended Clemson University for two years. She has earned the Chartered Retirement Planning Counselor (CRPC) designation, enhancing her expertise in retirement planning and wealth management. Her client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. A native of Cincinnati, Makenzie resides on the city's West Side with her husband, Matt, and their three children. Outside of her professional responsibilities, she enjoys cooking, spending time with her family, traveling, and cheering on the Cincinnati Bengals.

Ryan Holtman is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Hivery and Kroger. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported retirement income recommendations.

Kimberly Fitzpatrick is a financial advisor at LPL Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at The Huntington National Bank and The Huntington Investment Company. She is also involved with Kemba Credit Union. 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 offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Carol Constable is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than many peers, including insurance-related vehicles and bank deposit sweep options.

Kevin Hagerty is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Cambridge since 2012. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers comprehensive financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

John Lawrence IV is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 credential and 12 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Lawrence serves on the Board of Directors for the Taft Museum of Art, where he is involved in resource development and strategic initiatives. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and capital market analysis.

Joseph Goetzinger is a financial advisor with RBC Capital Markets in Cincinnati, OH, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for eight years. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charities through tailored investment strategies and various advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, brokerage services, and access to in-house and third-party investment managers.

Jeanine Toney is a financial advisor at UBS Financial Services with 30 years of industry experience. She has been with UBS since 1995 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

Rosemary Foley is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning that utilizes structured discovery and firm-approved tools to model financial outcomes.