John Witt is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He has worked at Avantax Advisory Services and Long, Schaefer & Company Inc., where he also serves in accounting and wealth management support roles. Witt has experience providing tax and business planning services as well as assisting with retirement plan administration. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Zachary Mollaun is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at the Lawrenceburg Community Center, Spooky Nook Sports, and the City of Lawrenceburg. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Craig Kantz is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 25 years of industry experience. He has worked across various Fidelity entities since 2000, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment portfolios, including model portfolios delivered to intermediary platforms.

Lisa Wolf is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 designations and has extensive tenure within Fidelity and its affiliates, including Strategic Advisers, where she has worked for over two decades. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and uses algorithmic portfolio construction to deliver model portfolios across various investment platforms.

Beth Niemeyer is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with four years at the firm and a total of five years in the industry. Prior to joining Morgan Stanley in 2022, she has ten years of work experience outside the advisory field. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its service.

Anthony Watson is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Watson serves on the board of directors for AMEX Investment Corp, engages in land development partnerships, and participates in charitable fund distribution through the Abrams Family Foundation. 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, integrating proprietary research and model-based asset allocations to tailor investment plans.

John Wieman Jr. is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994 and has owned Wieman International Network, Ltd. since 2017. In addition to advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery investment strategies and partners with third-party asset managers and custodians to provide diversified portfolio management.

Steven Lutz is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and 22 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, previously working at Citigroup Global Markets. Outside of his advisory role, he is involved as a sole proprietor in managing rental property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to model client outcomes.

Michele Schumacher is a financial advisor at OSAIC with 28 years of industry experience. She holds the Series 66 designation and has worked at OSAIC since 2024, following 15 years with Securities America Advisors, Inc. She is also involved in life insurance sales through Brecek & Young Financial Services, focusing on reviewing client portfolios to recommend insurance protections. OSAIC serves a wide range of clients, including individual and institutional investors, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and third-party managed account solutions.

Thomas Hurley is a Private Wealth Advisor at Merrill Private Wealth Management, where he partners with The Evelo|Singer|Sullivan Group. He provides customized, long-term investment advice primarily to C-suite and senior-level executives, focusing on managing investment portfolios and advising on concentrated stock positions to address inherent risks and opportunities. Since joining Merrill in 2009, Tom has worked with affluent individuals and families to design wealth strategies that align with clients' long-term objectives, risk management, and wealth preservation goals. He assists business owners and senior corporate executives in navigating concentrated equity positions through strategies such as pre-liquidity event planning, succession plans for private companies, and hedging or sales strategies for public companies. Additionally, as a member of the group's investment committee, he contributes to setting strategic asset and style allocations within client wealth management plans. Tom holds a bachelor's degree with honors from Princeton University and an M.S. in Taxation from the University of Cincinnati. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Originally from Cincinnati, he is engaged in the community by serving on the board of CISE and the investment committee of Ohio Valley Voices. His personal interests include basketball, football, golfing, spending time with family, and traveling.

Steven G. Trimble is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at UBS since 2014. Outside of his advisory role, he serves on the Board of Directors for Ruah Woods, where he contributes to developing religious education programs for Catholic schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and institutional trading capabilities with wealth management services.

Nancy Del Grosso is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Morgan Stanley and its affiliated entities since 2009 and was previously with Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and firm-approved tools to develop tailored financial plans, while generally acting in an advisory capacity for those plans.

Paul Vonluehrte is a financial advisor at Merrill with Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Merrill since 2017 and also has experience with Bank of America, N.A., and the Fund Evaluation Group. Based in Cincinnati, OH, he has been involved in various roles within these firms. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Burke is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Avantax Advisory Services and H.D. Vest Investment Services. Outside of his advisory work, Burke has authored publications since 2012 and serves on the boards of multiple for-profit companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and advanced technologies.

Michael Reed is a financial advisor with Fidelity and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including 13 years at Ameriprise Financial Services and four years at Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary portfolios and model-based solutions.

Kenneth Sykes is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 32 years of industry experience. He has been with Primerica Financial Services and PFS Investments Inc. for 15 years and previously worked in executive transportation for four years. Outside of advising, he is involved in the sale of home security, automation, and loan products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers and provides trade execution and custody through third-party partners.

Emily Hogya is a financial advisor at UBS Financial Services in Cincinnati, OH, holding Series 65 and Series 63 licenses with two years of industry experience. She previously worked at Foster & Motley and FEG Investment Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Andrew Felger is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Merrill and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Ian Bullis is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked in various roles including at Burke CPAs & Advisors and Concentric Wealth Management. Outside of finance, Bullis has experience in athletics administration and admissions at Earlham College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources.

Eric Oatman is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 17 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven solutions.