Joseph Lieser is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Stifel since 2019. Prior to joining Stifel, he worked at UBS from 2015 to 2019. He holds a Series 66 license and is based in Cincinnati, Ohio. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology from its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Katherine Anderson is a Financial Advisor with the Evelo|Singer|Sullivan|Bruegge Group at Merrill Lynch Wealth Management. She specializes in working with female entrepreneurs and business leaders, offering guidance on financial aspects related to business growth and career success, including tax savings, pre-liquidity planning, and executive compensation. She also supports her clients in preparing their families for significant wealth through education and facilitation of family financial discussions. With over 10 years of industry experience and a background in chemical and biomolecular engineering, Katherine combines analytical skills and strategic insight with a personalized approach to wealth planning. She holds the Chartered Financial Analyst (CFA) designation, is a CERTIFIED FINANCIAL PLANNER (CFP), and a Personal Investment Advisor (PIA). Katherine earned her Bachelor's degree from the University of Tennessee System. She is actively engaged in the Cincinnati arts community, serving on the Cincinnati Opera Board of Trustees and having formerly participated in the ArtsWave Women's Leadership Roundtable Steering Committee. Additionally, she is a member of the Alpha Chi Omega Alumnae.

Glenn Schnell is a financial advisor with LPL Financial in Cincinnati, Ohio, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones before joining LPL Financial and LCNB National Bank in 2012. Outside of his advisory role, Schnell serves as a trustee for a homeowners association and is a member of the investment committee at St. Peter & St. Paul U.C.C. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Stephen Meihaus is a financial advisor at Morgan Stanley with 10 years of industry experience. He previously worked at Fidelity Brokerage Services, LLC for six years before joining Morgan Stanley in 2022. He holds the Series 63 and Series 66 registrations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Thomas Lieser is a CFP® with 24 years of experience in the financial services industry. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Lieser serves on the Finance Executive Board of Advisors at Xavier University and is a Finance Board Member at DePaul Cristo Rey High School. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and advisory services with an investment approach based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kimberly Walko is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In her current role, she works closely with clients to help them understand their company benefits, build financial plans, and provide service. She emphasizes developing strong relationships with clients through clear and direct communication to build trust. Kimberly has extensive experience in financial services, having worked as a Benefits and Planning Consultant at Fidelity Investments since 2022, and previously as a Workplace Planning Consultant at the same firm. Her background also includes roles as a Licensed Banker at Huntington Bank and Key Bank, and Mortgage Loan Officer positions at Fifth Third and Coldstream. She holds insurance licenses in Arkansas and California. Outside of her professional work, Kimberly enjoys cooking and baking, fitness activities including yoga and skiing, reading, and traveling.

Edward Maynard is a financial advisor with LPL Financial in Covington, KY, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He previously worked at Stonex Advisors Inc and StoneX Securities Inc for 10 years each, and at Cox Financial for 30 years. Outside of his advisory role, he is involved with Maynard Asset Management LLC and has a small retail business named Soggy Dollar. 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 wide range of investment and advisory services, including model portfolio programs and third-party asset management, supported by technological tools but makes investment decisions through advisor discretion.

Jamie Morgan is a Private Wealth Advisor and partner with The Evelo|Singer|Sullivan Group at Merrill Private Wealth Management. He works with affluent individuals and families to develop tailored wealth strategies that align with their personal, business, and philanthropic objectives. Jamie emphasizes a cohesive approach to financial planning, collaborating with clients' attorneys, accountants, and other advisors to provide comprehensive guidance. Since beginning his career in 1999, Jamie has focused on long-term wealth strategies, insurance, and lending for high-net-worth clients. His expertise includes family wealth management, managing new wealth, liquidity management, personal retirement planning, special needs planning strategies, tax minimization, and retirement income. Jamie is experienced in designing and implementing strategies for special needs children and eldercare. Jamie holds a B.S. in Business from Xavier University and is a CERTIFIED FINANCIAL PLANNER® professional. Additionally, he has earned designations including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He has been recognized by Forbes as a Best-In-State Wealth Advisor from 2020 through 2025. Jamie serves on the corporate board of CancerFree KIDS and is actively involved with the Cincinnati Golfers for Charity. Outside of work, he enjoys football, golfing, running, and spending time with his family.

Katie Andrews is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including L.M. Kohn & Company, Northstar Financial Services, Fidelity Brokerage Services, and Bank of America. Based in Cincinnati, OH, Andrews has been with Merrill since 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Kenneth Apking is a financial advisor with Cetera in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2008. Outside of his advisory role, he works as an insurance agent selling health, life, annuity, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing more than $256 billion in assets.

Carl Mcclurg Jr. is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cambridge since 2014. Outside of his advisory role, he serves as a board member for Iron Sharpens Iron Community Care, assisting with event planning for community projects, and contributes as an author, educator, and speaker with the National Association of Certified Financial Fiduciaries. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Daniel Leugers is a financial advisor at Raymond James & Associates with 41 years of industry experience. He has held positions at Morgan Keegan & Company, LLC and UBS Financial Services before joining Raymond James in 2013. He holds Series 63 and Series 65 designations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mario Hristovski is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He focuses on integrating workplace benefits into personalized wealth strategies to assist clients in making informed financial decisions. Mario has been with Fidelity Investments since 2019, progressing from Workplace Planning Associate to Workplace Planning Consultant, and currently serving as a Benefits & Planning Consultant. Prior to Fidelity, he worked as an Investment Associate at Marcus & Millichap from 2017 to 2018. He takes a consultative approach by building trusted relationships and understanding each client's unique priorities, aiming to provide greater confidence and peace of mind in financial planning.

Jason Doublett is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. He previously worked at PRUCO Securities and has held a full-time role as a Senior Program Manager at T-Mobile since 2015. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, with additional services such as affiliated trust custody and insurance products.

Virginia Copley is a CFP® with 17 years of industry experience, currently advising at Ameriprise in Cincinnati, OH. Her prior experience includes roles at The Huntington National Bank, TIAA, Raymond James Financial Services, Truist, BB&T, and PNC Wealth Management. She serves on the Board of Trustees for Playhouse in the Park, participating in community and nonprofit activities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm emphasizes tax-aware withdrawal strategies and dependable income sources within a structured investment framework.

Michael Comperchio is a CFP® with 25 years of industry experience, currently affiliated with Equitable Advisors since 2024. His prior roles include positions at Osaic Institutions, Infinex Investments, and Signator Investors among others. He holds various outside insurance appointments. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party investment models and offers ERISA fiduciary services through credentialed advisers.

Emily Cecil is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 credential and previously worked at Fidelity Investments for six years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and a broad array of affiliated financial services.

Eugene Weber is a financial advisor with LPL Financial in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior roles include positions at Fifth Third Securities and W&S Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of investment adviser representatives.

Thomas Palmer II is a financial advisor with LPL Financial in Lawrenceburg, IN, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior positions include roles at CIVISTA Bank, U.S. Bancorp Investments, Inc., and Huntington Wealth Planning Advisors. In addition to his advisory work, he is the business owner of Silberhorn Health LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional wealth platforms.

Brian Cassin is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to this, he worked at Touchstone Securities and IFS Financial Services from 2013 to 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.