Richard Brendza is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. He is also the owner of DGB Management LLC, a business formed for liability purposes with occasional hands-on duties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles supported by extensive research and affiliate resources.

Ryan Krift is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and concurrently with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Joseph Moretti Jr. is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and previously worked for Securities America Advisors, Inc. and Securities America, Inc. from 2009 to 2024. OSAIC serves a broad mix of retail and institutional clients, including high-net-worth investors and charitable organizations, through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios.

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, providing guidance on financial aspects related to business growth and career advancement, including tax savings, pre-liquidity planning, and executive compensation. Additionally, she works closely with clients and their families to prepare for the implications of significant wealth, involving education for adult children and facilitating family discussions about money. Katherine brings over 10 years of industry experience combined with a background in engineering, which adds analytical skills and strategic insight to her approach in wealth planning. She holds the Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER (CFP) professional. She earned her Bachelor of Science degree from the University of Tennessee System. Beyond her professional work, Katherine is actively involved with the arts community in Cincinnati. She serves as a board member of the Cincinnati Opera and has participated in the ArtsWave Women's Leadership Roundtable Steering Committee. She is also a member of the Alpha Chi Omega Alumnae.

Glenn Schnell is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial and LCNB National Bank since 2012. He serves as a trustee on a homeowners association and is a member of the investment committee for St. Peter & St. Paul U.C.C. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 23 years of industry experience, currently serving as a financial advisor at Stifel since 2019. He previously worked at UBS Financial Services from 2011 to 2019. Lieser is active in the Cincinnati community, serving on finance advisory boards at Xavier University and DePaul Cristo Rey High School, and is involved with a family charitable foundation. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and planning analyses, with clients retaining discretion over implementation.

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 credentials and bringing 31 years of industry experience. He previously worked at Stonex Advisors Inc and StoneX Securities Inc for 10 years, as well as Cox Financial for 30 years. Outside of his advisory role, he is involved with Maynard Asset Management LLC and has a retail business named Soggy Dollar. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management supported by research and model portfolios.

Jamie Morgan is a Private Wealth Advisor with Merrill Private Wealth Management, collaborating with The Evelo|Singer|Sullivan Group, a nationally recognized private wealth management team. He works with affluent individuals and families to develop tailored wealth strategies that reflect their personal, business, and philanthropic goals. Jamie emphasizes the importance of cohesive wealth management plans and collaborates closely with clients' attorneys, accountants, and other advisors to provide comprehensive financial advice and guidance. Since 1999, Jamie has provided wealth strategies and offerings focused on long-term wealth strategies, insurance, and lending for high-net-worth clients. He has particular expertise in family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, special needs planning, tax minimization, and retirement income. Jamie has also assisted clients 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. He also has additional professional designations including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jamie has been recognized by Forbes in their annual list of Best-In-State Wealth Advisors from 2020 to 2025. Beyond his advisory role, he serves on the corporate board for CancerFree KIDS and actively participates in Cincinnati Golfers for Charity. His personal interests include football, golfing, running, and spending time with 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 with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and has also operated as a self-employed financial professional since 2009. Outside of his advisory role, McClurg serves on the board of Iron Sharpens Iron Community Care, where he assists with event planning for community projects, and contributes as a member, author, educator, podcast host, and speaker for the National Association of Certified Financial Fiduciaries. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing proprietary models and access to third-party strategists across multiple platform arrangements.

Daniel Leugers is a financial advisor with Raymond James & Associates in Covington, KY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a dually registered 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

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.

Michael Comperchio is a CFP® professional with 25 years of industry experience, currently affiliated with Equitable Advisors since 2024. His prior roles include positions at Osaic Institutions, Inc. and infinex Investments, Inc. He holds the Series 66 designation and is based in Cincinnati, OH. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk profiles.

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, OH, holding Series 63 and 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Fifth Third Securities and W&S Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Thomas Palmer II is a financial advisor with LPL Financial in Lawrenceburg, IN, holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and currently serves as Vice President and Relationship Manager at Civista Bank. Outside of his advisory role, Palmer is the owner of Silberhorn Health LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.