Matthew Watson is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 credential and previously worked at Alps Distributors, Inc. for seven years. Watson serves as an advisor on the investment committee for the Wright State University Foundation. 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 strategies.

Tyler Clark is a financial advisor with Ameriprise in Springboro, Ohio, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering customized advice through a centralized consulting team.

Judith Budnik is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 23 years of industry experience. Her career includes long-term roles at Kroger and Pfs Investments Inc., alongside her ongoing work with Primerica Financial Services. Outside of finance, she owns Stoney Roads, a business that sells stones and minerals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating model implementation to BNY Mellon Advisors.

Tyler Schmidt is a financial advisor with Edward Jones in Lebanon, Ohio, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at BMW of Cincinnati North for three years and has served in the Army National Guard since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers diverse advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Amy Emrick is a financial advisor with Ameriprise in Middletown, Ohio, holding 21 years of industry experience. She has been with Ameriprise and its affiliate since 2000. Emrick is involved in an outside business activity as a paraplanner for Centurion Holdings LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.

Kerry Beeber is a financial advisor at Fidelity with 12 years of industry experience and holds a Series 66 designation. Kerry has worked at various Fidelity entities since 2013, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Timothy Reese is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining LPL Financial in 2021, he worked at U.S. Bancorp Investments, Inc. for nine years and was affiliated with Waddell & Reed, Inc. and various insurance carriers between 2015 and 2021. 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 advisory and brokerage services through a wide network of investment adviser representatives, providing financial planning, model portfolios, third-party asset management, and institutional platforms.

Kayla Wolf is a financial advisor with Edward Jones in Morrow, OH, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 10 years of industry experience, having previously worked at Charles Schwab & Co., Inc. and Fidelity Brokerage Services, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Brian Smith is a financial advisor with Charles Schwab in Cincinnati, OH, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Charles Schwab since 2004 and affiliated with Charles Schwab Bank, SSB since 2018. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary and discretionary investment options with centralized custody and operational support, serving a large client base across multiple programs.

Douglas Galloway is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving affluent families of success and complexity since 2012. Douglas provides advice and guidance to executives, small business owners, and families, aligning clients' investments with their life goals through personalized planning processes. His professional career spans 13 years, including experience from small start-ups to international business and wealth management. Douglas employs risk management strategies to help clients pursue their financial objectives. His client focus areas include corporate benefits, education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, small business strategies, individual and corporate investment strategy, and retirement income. Douglas holds a Bachelor's Degree from the University of Kentucky, an MBA from the Williams College of Business at Xavier University, and is a Personal Investment Advisor (PIA). He also participates in community activities, volunteering with organizations locally. His personal interests include boating, camping, cooking, fishing, gardening, hiking, hunting, reading, skiing, and traveling.

Jennifer Stanley is a financial advisor with Edward Jones in Lebanon, OH, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2007. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of more than 23,700 advisors nationwide.

John Anderson is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America, N.A., Merrill, PNC Wealth Management, and Fidelity. 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 plans, corporations, and charitable organizations.

Keevin Davis serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2010. He joined Fidelity in 2004 and has held various positions including Investment Consultant, Proactive Representative, and Investment Representative. Throughout his tenure, he has focused on engaging clients in detailed discussions about their concerns, investment objectives, and family goals to develop tailored financial strategies. Davis emphasizes the importance of building long-lasting relationships with clients by understanding their individual needs and leveraging planning tools and innovative products. His approach centers on creating customized strategies to address specific client requirements. Outside of his professional responsibilities, Keevin Davis enjoys family activities, food, football, golf, and outdoor adventures.

Mollie Marot is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2019. Prior to her current role, she worked for three years at the Children's Home of Cincinnati. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services through a variety of portfolio management styles and affiliated research.

Andrew Napier is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 63 designation and previously worked at PFS Investments Inc. and Primerica Financial Services. Outside of advising, he has been involved in the sale of loan products and home-related services through affiliated companies connected to his prior firms. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and 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 client solutions.

Christopher Carter is a financial advisor at Edward Jones in Cincinnati, OH, holding Series 63 and Series 66 credentials with 14 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory services under a fiduciary standard and is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

Mark Sutton is a CFP® with 33 years of experience in the financial services industry. He has been with Ameriprise since 1992 and currently operates out of Cincinnati, OH. Outside of his advisory role, he owns and consults for MBS Management, LLC. Ameriprise provides retirement-income planning services designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Matthew Palmer is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill and Bank of America, N.A. for nearly two decades. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maria Tschuor is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Outside of her advisory role, she serves as an officer for the Four Bridges Swim Team, where she helps organize volunteers and fundraisers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Gary Holstine is a financial advisor at Stifel with 42 years of industry experience. He holds a Series 63 designation and has worked at Stifel since 2023, following seven years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning analyses without guaranteeing outcomes.