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.

Samuel Warren is a financial advisor at Merrill based in Cincinnati, OH, holding a Series 66 designation. He joined Merrill and Bank of America in 2025 and has less than one year of industry experience. Prior to his advisory role, his work history includes positions outside the financial sector, such as roles at Texas Roadhouse and local parks departments. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services within the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Stallmeyer is Vice President and Executive Planning Consultant at Fidelity Investments. In his role, he assists executives in maximizing their employer benefits and integrating these benefits into broader wealth planning goals. Since 2016, he has provided executive planning consulting at Fidelity Investments. Ryan holds insurance licenses in Arkansas and California.

Elizabeth Adkins is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and 9 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2019 and previously worked at PNC Investments and PNC Bank from 2016 to 2018. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Kathleen Morman is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2021, she worked at UBS Financial Services for 14 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Milissa Brennan is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. She is based in Cincinnati, OH. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Jensen Quinn is a CFP® with four years of industry experience, currently serving as a financial advisor at Raymond James & Associates. Prior to joining Raymond James, he worked at The Vanguard Group and has held roles at Vanderbilt University and Winterpast Capital Partners. His background includes a mix of financial services and academic experience. Raymond James & Associates is a large, 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, and municipal entities, offering financial planning and consulting with a focus on tailored, non-discretionary advice supported by a range of portfolio management styles and affiliated research.

Matthew Tarka is a financial advisor with LPL Financial in Cincinnati, OH, holding the Series 66 designation and seven years of industry experience. His prior roles include positions at Concentric Wealth Management, Avantax Investment Services, HORAN Securities, Merrill, and others. Outside of advising, he is involved with Burke CPAs and Advisors, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Olivia White is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked primarily with Fidelity Investments since 2018, with additional experience at Paycor and Wiefit. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various portfolios, including fund-of-funds and model portfolios, and serves as an advisor to multiple registered investment companies.

Timothy Gandy is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Western International Securities, Inc. for 12 years and operated Ecowristwest for 10 years. Outside of his advisory work, he is an author of the book "Giving Sucks - The Prosperity Vacuum." 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Hais is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and previously worked with Securities America Advisors and Securities America, Inc. He volunteers as a coach for Special Olympics Hamilton County, coaching soccer and skiing teams. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios.

Laurel Markley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 42 years of industry experience. Her prior work includes positions at Ameriprise Financial Services, Inc. and Fifth Third Securities. She is also a managing partner in a business unrelated to investment management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing various portfolio management styles and affiliated research to support its advisory relationships.

Joseph Stark IV is a financial advisor at Morgan Stanley in Cincinnati, OH, with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Brokerage Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including corporate financial planning agreements.

Dominic Palmisano Jr. is a financial advisor at UBS Financial Services with 12 years of industry experience. He has been with UBS since 2013 and holds a Series 66 designation. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Kerry Beeber is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 designation and has worked with Fidelity Brokerage Services since 2013, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to multiple registered investment companies, use of systematic methodologies, and application of AI in research.

Steven Thomas is a financial advisor with Wells Fargo Advisors in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. His career includes over a decade of service within various Wells Fargo entities since 2009. Outside of his advisory role, he is involved in a golf ball cleaning activity at Glenview Golf Course. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory services with other financial products and referral channels.

Charles Hais is a financial advisor with OSAIC based in Cincinnati, OH, holding Series 63 and Series 65 licenses and having four years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc., and before entering the financial industry, he held positions at Advics Manufacturing Ohio and Toyota Boshoku America. Outside of his advisory role, he is involved in a general partnership focused on sales of life insurance and Medicare supplements. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple investment platforms, utilizing various asset allocation and portfolio construction tools.

Anna Makris is a financial advisor with OSAIC in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. Before joining OSAIC in 2018, she worked at Signator Investors Inc and was involved in the clothing business with Kotsovos Fine Apparel. Outside of finance, she sells consignment clothing items online through the Poshmark platform. OSAIC serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services supported by a variety of asset-allocation tools, investment platforms, and third-party managed-account solutions.

Daniel Smith is a financial advisor at Fidelity with 27 years of industry experience. He has been associated with various Fidelity entities since 1998, including Fidelity Brokerage Services, Fidelity Personal And Workplace Advisors, and Fidelity Investments. He holds Series 63 and Series 66 designations. Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Benjamin Kress is a financial advisor with Morgan Stanley in Cincinnati, OH. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining Morgan Stanley, he worked at PC Bennett Solutions and has experience in diverse roles including business operations and university employment. Morgan Stanley Wealth Management serves individual and institutional clients with comprehensive advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers tailored planning using structured processes and advanced modeling tools.