Lisa Grogg is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1992. 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.

Randale Honaker III is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. He has worked at UBS since 2014 and concurrently serves in the U.S. Navy. Honaker is a member of the board of directors for the Wright Memorial Public Library, providing oversight of the library director. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Aaron S Campbell is a Series 66 registered financial advisor with UBS Financial Services in Miamisburg, Ohio, and has 17 years of industry experience. He has been with UBS since 2008. 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 provides fee-based financial planning, portfolio management, and distributes proprietary research to tailor investment strategies aligned with client goals.

Amy Fullenkamp is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has 10 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC, and has served in the Ohio Army National Guard since 1998. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, employer-sponsored retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Erik Waldron is a financial advisor with LPL Financial in Mason, Ohio, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at CUSO Financial Services, LP for 11 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning and model portfolio programs, utilizing both proprietary and third-party investment strategies.

Dawn Henz is a financial advisor at Ameriprise with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms, including The Huntington National Bank, Prudential Insurance Company of America, LPL Financial, and Northwestern Mutual. Dawn is based in West Chester, OH. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Tristan Boyd is a financial advisor with UBS Financial Services in Miamisburg, Ohio. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at W&S Brokerage, Western and Southern Life, and Bankers Life and Casualty. Outside of finance, he has worked in the restaurant and hospitality industry and has been affiliated with the University of Cincinnati. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based strategies to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

David Space serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2012 and has been in an advisor role since 2015. David works with clients to develop individualized wealth management strategies, focusing on areas such as education planning, legacy planning, managing new wealth, personal retirement planning, investment strategy for individuals and corporations, and retirement income. David completed the requirements to become a CERTIFIED FINANCIAL PLANNER (CFP) professional in 2021. In addition to the CFP designation, he holds certifications as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree from St. Joseph's College. Originally from Long Island, New York, David relocated to Cincinnati in 2015. Outside of his professional work, he volunteers with All Saints and spends time engaged in activities such as boating, bowling, cooking, football, golfing, racquetball, skiing, woodworking, traveling, and time with his family.

Patrick Dorazio is a financial advisor with Primerica Advisors in Springdale, OH, holding eight years of industry experience. He has previously worked at EPOS (formerly Demant Sound) and PFSI Investment Inc. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors 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 clients. The firm offers model-based investment strategies managed by third-party asset managers and supports trade execution and custody through established financial institutions.

Gregory Hang is a financial advisor with LPL Financial in Mason, Ohio, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial for 26 years. Outside of his advisory role, he is also involved as an agent with various insurance companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing tools and a breadth of non-advisory financial activities.

Ryan Barnett is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009, including during its affiliation as Axa Advisors, LLC. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, offering both proprietary and third-party investment solutions through a network of Investment Adviser Representatives.

Mark Schnizer is a financial advisor with LPL Financial, holding 38 years of industry experience. Before joining LPL Financial in 2020, he spent nine years with David Bodnar Advisors, LLC and Triad Advisors Inc, and one year with Signator Investors, Inc. Schnizer is also involved with Sentinel Advisory Group, LLC, a business related to non-variable insurance and his LPL activities. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with advice and account management primarily delivered by investment adviser representatives utilizing diverse investment strategies.

Samuel Mathews is a financial advisor at Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Touchstone Securities Inc., UWM, EW Scripps, and Marietta. Raymond James & Associates is a 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a broad network of advisors.

Lisa Johnson is a financial advisor at Ameriprise with three years of industry experience. She holds the Series 66 designation and previously worked at NorthStar. Outside of her advisory role, she serves as a brand ambassador for Plexus Worldwide, selling probiotics and vitamins. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic tools with advisory oversight to deliver personalized retirement income strategies.

David Scharff is a financial advisor with UBS Financial Services in Miamisburg, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2011. Outside of his advisory work, he manages personal affairs and medical decisions for his mother under a power of attorney. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and asset allocation models tailored to clients’ goals and risk tolerances.

Peter West II is a CFP® professional with five years of industry experience, currently affiliated with Charles Schwab in Cincinnati, OH. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade, Inc. Outside of finance, he is involved with Riviera Luggage LLC, where he serves as a lead sales associate. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Thomas Holding is a CFP® with 40 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He spent 30 years at Lincoln Financial Advisors Corporation prior to joining OSAIC. Outside of his advisory role, he works as an agent involved in fixed insurance brokerage, including fixed-indexed annuities and premium financing for high-net-worth clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct portfolios across various asset classes.

David Prevo is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2006. Outside of his advisory role, he serves as treasurer for Birdies for Beckett, a charitable foundation focused on raising awareness for Congenital Diaphragmatic Hernia (CDH). UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management, offering a wide range of capital markets and financial planning services.

John Reagan Jr. is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2009. In addition to his advisory role, he lectures and teaches special programs and continuing education at the University of Dayton. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client solutions.

Nancy Johnson is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. She has 30 years of industry experience and has worked concurrently in dental hygiene roles, including as a dental hygienist for various dentists. Johnson has been affiliated with Primerica Financial Services since 1995 and PFS Investments Inc. since 1996. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm provides advisory services through a large network of advisors and utilizes model-delivery strategies alongside discretionary separately managed accounts.