Benjamin Little is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 license and nine years of industry experience. Prior to joining Raymond James in 2024, he worked for Edward Jones for seven years and LEONI Wiring Systems for five years. Outside of his advisory role, he manages an agricultural business, Son of Little Farms, and operates a support company, Red Bird Wealth Planning. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs risk profiling and modeling tools to support client goals, with specialized municipal and public-finance services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Christine Engelkamp is a financial advisor with Raymond James Financial, holding a Series 63 designation and 14 years of industry experience. She worked at Edward Jones for 21 years before joining Raymond James Financial Services Advisors in 2021. Engelkamp is also an associate at Wilks Wealth Planning, where she supports branch operations. Raymond James Financial Services Advisors 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 offers tailored, non-discretionary planning and employs analytical tools to help illustrate potential investment outcomes.

Mitchell Deskins is a financial advisor at Morgan Stanley in Cincinnati, OH, with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Dinergy Wealth Management and Horter Financial Strategies, among other firms. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Garry Binegar Jr. is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 21 years of industry experience. He has been with UBS Financial Services since 2005. Outside of his advisory role, he serves as trustee of his family’s irrevocable life insurance trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Reed Carter is a financial advisor at UBS Financial Services in Cincinnati, OH, with eight years of industry experience. He holds the Series 66 designation and has been with UBS in various capacities since 2017, including four years prior at the University of Kentucky. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and a range of mutual fund and alternative product solutions. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocation.

Gregory Wells is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Rae Isaacs is a financial advisor with Robert W. Baird & Co. based in Ft Wright, KY, holding a Series 66 designation and having 26 years of industry experience. Isaacs has been with Robert W. Baird & Co. since 2007. Isaacs is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services using a range of strategies, including traditional and non-traditional investments, with options for discretionary management and overlays.

Stephen Fish is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He has been with UBS since 2013. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management and leveraging proprietary research and model-based asset allocations.

Dennis Sweeney is a financial advisor at LPL Financial in Cincinnati, OH, holding a Series 63 designation with 55 years of industry experience. He has been with LPL Financial since 2000 and has operated Dennis J. Sweeney Co. since 1970. In addition to his advisory work, he is an independent insurance agent with Sweeney & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

William Washburn is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley since 2015, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a comprehensive financial planning process, while offering a wide range of retail and institutional investment services.

Marc Gallenstein is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing a comprehensive approach to wealth management, tailoring financial strategies to align with clients’ individual financial situations, investment preferences, and risk tolerance. Marc offers clients access to investment insights from Merrill and banking services from Bank of America to address various aspects of their financial lives. His areas of focus include college education planning, divorce transition planning, employee benefits and financial health, legacy planning, personal retirement planning, tax minimization, and retirement income. Marc holds a Bachelor's Degree from Ohio University and has earned the Personal Investment Advisor (PIA) designation. He is committed to delivering personalized financial strategies designed to help clients pursue their long-term goals through a one-on-one collaborative approach. Beyond his professional responsibilities, Marc participates in community service through volunteering with organizations such as Matthew 25 Ministries. In his personal time, Marc enjoys activities such as baseball, basketball, fishing, football, golfing, music, running, traveling, watching movies, and spending time with his family.

Emerson Knowles is a financial advisor with Merrill, holding Series 63 and Series 65 designations and over 46 years of industry experience. Since 2010, he has been associated with Merrill Lynch and Bank of America. Outside of his advisory work, he serves as a speaker and trainer for FI360 – Center for Fiduciary Studies, helping boards and trustees understand their roles, and is an advisory board member for the Rotary Club of Saddlebrooke Foundation, which supports educational grants for underserved students. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Thomas Holocher is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as president and board member of the Cincinnati chapter of the Exit Planning Institute, organizing educational content for professional advisors and business owners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Erin Dale is a financial advisor at Merrill with eight years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining Merrill in 2018, she worked at Fidelity Brokerage Services and held roles outside the financial industry at Sephora and Cedar Fair. 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 serves individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies developed by internal and third-party managers.

Ross Morand is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill since 2013. Outside of his advisory role, he is the owner of Shamrocks, LLC, a for-profit entity with limited responsibilities. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Maxwell Mischkulnig is a CFP® with eight years of industry experience, currently serving at Wells Fargo Clearing Services LLC since 2018. His prior roles include positions at W&S Brokerage Services and Western Southern Life. Mischkulnig has also been involved in entrepreneurial activities outside finance, including managing Weeman Lawncare. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment principles and operates a broad platform that includes brokerage and advisory solutions.

Jeffrey Pacetti is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm offers a broad range of services, including fee-based financial planning, portfolio management, and capital markets activities.

Thomas Walsh is a CFA® charterholder with 38 years of industry experience. He is affiliated with Cambridge Investment Research Advisors and has been with the firm and its related entities since 2011. Walsh also serves as president of Walsh Asset Management LLC and Joda, LLC Sports, and is a trustee and board member of Hyde Park Golf and Country Club. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers tailored investment strategies through a network of independent financial professionals, utilizing various custodial platforms and both proprietary and third-party model portfolios.

Meghan Snouffer is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she partners with clients and their Private Wealth Management Advisors to build strong relationships and develop personalized financial plans that align with clients' goals, situations, and family dynamics. Meghan has been with Fidelity Investments since 2015, progressing through various roles including Client Service Associate, Relationship Manager, and Planning Consultant before assuming her current position in 2023. This experience has provided her with a comprehensive understanding of wealth management and client service. Further details about Meghan's education, credentials, personal interests, or community involvement have not been provided.

Melonie Kaiser is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and with 17 years of industry experience. She has worked with Morgan Stanley since 2013 and has been part of Morgan Stanley Private Bank, N.A. since 2019. Outside of her advisory role, she is involved as a cheer assistant coach for a local sports team in Milford, Ohio. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.