Robert Patton Jr. is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Ameriprise in 2026, he spent over three decades at The Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on tax-aware withdrawal strategies and dependable income sources.

Phillip Sorum is a CFP® and Series 66-licensed financial advisor with LPL Financial, where he has been practicing for five years. Prior to joining LPL, he worked at Joyride Tours LLC and Creative Glass. He is also involved in insurance and tax services through his DBA, Sorum Insurance and Tax Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including third-party asset management and institutional platforms.

Dustin Martin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He has worked at Raymond James & Associates since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Nicholas Pierett is a financial advisor at UBS Financial Services with industry credentials including Series 63 and Series 66. He has been with UBS since 2026 and has prior experience at Fidelity Investments. Outside of his advisory work, he has been involved with Lebanon Presbyterian Church and has held various roles in education and local businesses. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

John Borchers is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over two decades of experience in the financial services industry. He collaborates with individuals and families to develop personalized financial strategies that address their unique needs and values. John's expertise spans a range of focus areas including corporate executive services, education planning, executive compensation, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategies, tax minimization, and retirement income. He emphasizes a team approach to wealth management, combining the insights of Merrill Lynch with access to the banking, credit, and lending services of Bank of America to provide comprehensive support. He holds a Bachelor's degree from Wright State University and the CERTIFIED FINANCIAL PLANNER (CFP) certification, along with the Personal Investment Advisor (PIA) designation. John resides in Kettering, Ohio with his wife and four daughters, and is involved in his community through children's various activities. He also enjoys football, golfing, music, and traveling.

Mark Meyer is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, he worked at Veritas Logistics from 2021 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Aukerman is a Series 66-licensed financial advisor with UBS Financial Services, based in Miamisburg, OH. He has 19 years of industry experience and has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and offers a wide range of capital markets services.

Nicholas Amos is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 22 years of experience in the financial services industry. He specializes in serving the unique and complex wealth management needs of entrepreneurs, business professionals, corporations, and retirees. Nicholas and his team employ a Goals-Based Wealth Management approach that centers on clients' individual goals and aspirations, rather than focusing solely on market performance. Nicholas holds a Bachelor's Degree from Ohio Northern University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise encompasses areas such as divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and individual and corporate investment strategy. Based in Springboro, Ohio, Nicholas lives with his wife and two daughters. In his spare time, he enjoys golf, physical fitness, basketball, fishing, traveling, and spending time with his family.

Michael Borchers is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry for over 20 years and has been with Merrill for more than 10 years. Michael focuses on building highly personalized relationships with his clients, aiming to be included in important family conversations and consulted during life-changing events to provide a disciplined, customized financial strategy. Before joining Merrill in 2014, Michael was an Executive Director at another financial institution where he worked for 14 years in various roles. His areas of expertise include college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Michael holds the Chartered Financial Analyst (CFA) designation and is a Personal Investment Advisor (PIA). Michael earned his Bachelor's degree in business administration from the University of Dayton and his Master of Business Administration (MBA) from Capital University. He volunteers with Shoes for the Shoeless, an organization that provides shoes and socks to children in the Dayton area. Michael resides in Kettering with his wife and daughter and enjoys activities such as running, golf, hiking, and fishing.

Jeffrey Richardson is a financial advisor at Stifel with 13 years of industry experience. He has held his current position since 2011 and holds the Series 66 designation. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Shaun Nicholson is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, Nicholson serves on the boards of the Greene County Community Foundation and WDPR Public Radio, contributing to finance and education committees, and he teaches continuing education courses at the University of Dayton. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored through research and model-based asset allocations.

Pierce Blalock is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Touchstone Securities Inc. Outside of advisory work, he provides business-to-business marketing and solicitation related to Separately Managed Accounts and Model Portfolio Delivery options. 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 research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

James Young is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 credentials and has 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley. In addition to his advisory work, Young serves as the elected 42nd District State Representative for Ohio and has been involved with the Montgomery County Republican Party as a precinct captain. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

John Bradley is a financial advisor at Robert W. Baird & Co. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert W. Baird since 2019, following a 19-year tenure at UBS Financial Services. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Matthew Aliaga is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Laticia Little is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and eight years of industry experience. Her work history includes roles at Citizens Bank, First Financial Bank, and Primerica Financial Services. Outside of financial advising, she has experience as a delivery driver for DoorDash. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and offers a range of portfolio approaches supported by BNY Mellon Advisors and Pershing.

Robert Blommel is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Merrill and Bank of America in various roles since 1995. Outside of his advisory work, he serves on the finance committee of the Miami Valley Child Development Corporation, which oversees Head Start educational programs in Montgomery County, Ohio. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Mark Batty is a financial advisor with LPL Financial in Cincinnati, Ohio, holding a Series 66 designation and 10 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a total of 10 years before joining LPL Financial in 2026. 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 financial planning and investment services through a large network of advisors and utilizes various portfolio management strategies and technology tools to support advisory activities.

Steven Nelson is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and bringing 16 years of industry experience. His work history includes roles at PFS Investments, Inc. and Primerica Financial Services since 2010, as well as positions at Rural King and Redkey Express. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Craig Janeck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics to support portfolio diversification and investment selection.