Nicholas Pierett is a financial advisor at UBS Financial Services with industry credentials including Series 63 and Series 66. He has been with UBS since 2026 and has prior experience at Fidelity Investments. Outside of his advisory work, he has been involved with Lebanon Presbyterian Church and has held various roles in education and local businesses. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

John Borchers is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over two decades of experience in the financial services industry. He collaborates with individuals and families to develop personalized financial strategies that address their unique needs and values. John's expertise spans a range of focus areas including corporate executive services, education planning, executive compensation, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategies, tax minimization, and retirement income. He emphasizes a team approach to wealth management, combining the insights of Merrill Lynch with access to the banking, credit, and lending services of Bank of America to provide comprehensive support. He holds a Bachelor's degree from Wright State University and the CERTIFIED FINANCIAL PLANNER (CFP) certification, along with the Personal Investment Advisor (PIA) designation. John resides in Kettering, Ohio with his wife and four daughters, and is involved in his community through children's various activities. He also enjoys football, golfing, music, and traveling.

Kelly Ryerson is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been affiliated with Edward Jones since 2006. Outside of her advisory role, Ms. Ryerson is a caregiver providing in-home care services in Troy, Ohio. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Paul Schaney is a financial advisor at LPL Enterprise with over 22 years of industry experience. He holds a Series 66 license and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in the sales and servicing of health and disability insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Michael Aukerman is a Series 66-licensed financial advisor with UBS Financial Services, based in Miamisburg, OH. He has 19 years of industry experience and has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and offers a wide range of capital markets services.

Annie Scott is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has been with Ameriprise Financial Services since 2015. In addition to her advisory role, she works as a financial planning analyst and paraplanner at Heick, Hester, Smith & Associates LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal advice.

Samuel Williamson is a Series 66-licensed financial advisor with Raymond James Financial in Dayton, OH, bringing four years of industry experience. His prior work includes roles at Raymond James & Associates and experience outside finance at companies like Doordash and La Comedia. He also operates Williamson Wealth Advisors, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm’s approach involves non-discretionary planning tailored to client goals, employing risk profiling and analytical tools to support investment decisions.

Gail Plunkett is a financial advisor at Morgan Stanley with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and model-based analyses within its financial planning process.

Nicholas Amos is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 22 years of experience in the financial services industry. He specializes in serving the unique and complex wealth management needs of entrepreneurs, business professionals, corporations, and retirees. Nicholas and his team employ a Goals-Based Wealth Management approach that centers on clients' individual goals and aspirations, rather than focusing solely on market performance. Nicholas holds a Bachelor's Degree from Ohio Northern University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise encompasses areas such as divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and individual and corporate investment strategy. Based in Springboro, Ohio, Nicholas lives with his wife and two daughters. In his spare time, he enjoys golf, physical fitness, basketball, fishing, traveling, and spending time with his family.

Logan Myers is a CFP® with four years of industry experience, currently serving as a financial advisor at Raymond James Financial in Dayton, Ohio. He previously worked at UBS Financial Services for five years and has held various roles in financial services and education. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized services in municipal finance and retirement plan consulting.

Michael Borchers is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry for over 20 years and has been with Merrill for more than 10 years. Michael focuses on building highly personalized relationships with his clients, aiming to be included in important family conversations and consulted during life-changing events to provide a disciplined, customized financial strategy. Before joining Merrill in 2014, Michael was an Executive Director at another financial institution where he worked for 14 years in various roles. His areas of expertise include college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Michael holds the Chartered Financial Analyst (CFA) designation and is a Personal Investment Advisor (PIA). Michael earned his Bachelor's degree in business administration from the University of Dayton and his Master of Business Administration (MBA) from Capital University. He volunteers with Shoes for the Shoeless, an organization that provides shoes and socks to children in the Dayton area. Michael resides in Kettering with his wife and daughter and enjoys activities such as running, golf, hiking, and fishing.

Phillip Johnson is a financial advisor with Primerica Advisors in Centerville, OH, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001 and has worked at Miami University since 2017. In addition to advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Jeffrey Richardson is a financial advisor at Stifel with 13 years of industry experience. He has held his current position since 2011 and holds the Series 66 designation. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Shaun Nicholson is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, Nicholson serves on the boards of the Greene County Community Foundation and WDPR Public Radio, contributing to finance and education committees, and he teaches continuing education courses at the University of Dayton. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored through research and model-based asset allocations.

Pierce Blalock is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Touchstone Securities Inc. Outside of advisory work, he provides business-to-business marketing and solicitation related to Separately Managed Accounts and Model Portfolio Delivery options. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Susan Quinter is a financial advisor with Raymond James & Associates in Centerville, Ohio, holding a Series 63 designation and 25 years of industry experience. She has been with Raymond James & Associates since 2013. 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 wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting through multiple advisory programs and institutional services.

James Young is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 credentials and has 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley. In addition to his advisory work, Young serves as the elected 42nd District State Representative for Ohio and has been involved with the Montgomery County Republican Party as a precinct captain. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

John Bradley is a financial advisor at Robert W. Baird & Co. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert W. Baird since 2019, following a 19-year tenure at UBS Financial Services. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Matthew Aliaga is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, and it includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Ryan Schebo is a financial advisor with LPL Enterprise in Centerville, OH, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Schebo is also the owner of Modern Money Wealth Advisors, a DBA entity for his LPL business. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm uses a platform combining proprietary research, model portfolios, and third-party management, alongside sales of various financial products and insurance through affiliated entities.