Michael Taylor is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes 16 years at Wells Fargo Advisors Financial Network and 6 years at UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, and other institutions through a large network of investment adviser representatives. The firm provides a variety of financial planning and investment management options, including model portfolios and third-party asset management, supported by extensive operational and research tools.

David Glover Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America, N.A. since 2013 and 2014, respectively. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

Kevin Rice is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving affluent clients, foundations, and institutions since 1994, bringing over four decades of experience in wealth management. Kevin's approach focuses on comprehensive financial strategies that encompass investment management, tax minimization, estate planning, charitable giving, and corporate benefit programs such as equity compensation and retirement plans. He works closely with clients to align wealth management solutions with their personal goals and aspirations. Kevin holds a Bachelor of Science degree in Accountancy from Miami University in Oxford, Ohio, and is a Certified Public Accountant. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). While he carries CPA certification, he does not provide tax advice in his role at Merrill. Kevin is committed to delivering high-quality service and financial guidance, fostering lasting client relationships. Originally from New York, Kevin and his wife Janice have lived in Cincinnati for 30 years and have two children. He serves on the boards of Mount Saint Joseph University, UCAN, and Cincinnati Works. Outside of his professional work, Kevin enjoys music, travel, baseball, cooking, dancing, fishing, hunting, and spending time with his family.

Kimberly Martin is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and bringing 24 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 25 years before joining UBS in 2023. 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 combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Michael Rossini is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to develop and implement financial plans tailored to their specific goals and objectives. He has been with Fidelity Investments since 2023, progressing from Customer Relationship Advocate to Financial Representative before assuming his current role in 2025. In his capacity as an Investment Consultant, Michael focuses on navigating the complexities of clients' financial situations to provide personalized planning and support. Beyond his professional responsibilities, he has personal interests that include camping, hiking, exploring food, movies, music, and parenthood.

Margaret Brenner is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and previously worked for Stepleton Law, LLC / Stepleton Dugan LLC for twelve years. Outside of her advisory role, she is involved with Little Miami Brewing Company, a restaurant and bar in Milford, Ohio. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market scenario modeling.

Donna Bostwick is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. In addition to her advisory role, she serves as a notary public in Miamisburg, Ohio. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options using diversification principles and modern portfolio theory.

Alexa Casey is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at LPL Financial, Protective Life, and Northwestern Mutual Investment Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through various platforms, including its Financial Advisors and Estate Planning Strategies Group.

Frank Hotze is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 12 years of industry experience. He has worked at Merrill and Bank of America since 2019, and previously held roles with PNC Bank and PNC Investments from 2013 to 2019. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

John Dougherty III is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 21 years. Dougherty is also involved in Dougherty Tedesco and Associates, a firm related to non-variable insurance 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Keith Lum is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Lum serves on the board of directors for Every Child Succeeds, a nonprofit that delivers evidence-based home visitation services in Ohio and Kentucky. 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 capital market assumptions and research to tailor investment plans aligned with clients’ goals and risk tolerances.

Vicky Mattison Leguillon is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has worked at LPL Financial since 2017 and previously held roles at Thurston Springer Miller Herd & Titak, Inc. and Private Client Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various operational and research tools.

Cynthia Dwyer is a financial advisor with Merrill in Cincinnati, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2003. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Eiben is a financial advisor with Edward Jones in Milford, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of advisory work, he manages the upkeep and maintenance of the building housing his Edward Jones office. 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 and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Benjamin King is a CFP® with 21 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. He holds the Series 66 designation and is based in Cincinnati, OH. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a large network of more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Sherry Hitch Thomas is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Judith Robb is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 1998. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bethany Strunk is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and spent one year at Citigroup, Inc. prior to that. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Margaret Vanluit is a financial advisor with Fidelity in Cincinnati, OH, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Roosters, Country Bow Brewing, and Texas Roadhouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

George Haddad is a CFP®-credentialed financial advisor with over 31 years of industry experience. He is currently with Morgan Stanley in Cincinnati, Ohio, where he has worked since 2021. His prior experience includes roles at Bank of America and Merrill. Haddad serves on the Board of Executive Advisors for the Department of Finance at the Williams College of Business at Xavier University, providing advice and guidance to students and faculty. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.