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.

Richard Haeufle is a financial advisor with Ameriprise in Cincinnati, OH, holding the CFP® designation and Series 63 and 66 licenses. He has 21 years of industry experience, including prior roles at Fidelity Personal and Workplace Advisors and Horter Investment Management. Outside of his advisory work, he holds a seasonal position as Caddie Superintendent and outside services team member at Maketewah Country Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by internal research and algorithmic tools.

Amy Burgraff is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling in its financial planning process.

Thomas Vennemeyer is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services. Outside of finance, he has been involved with the Ohio Premier Volleyball Club and Yellow Brick Ventures LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and other investment vehicles.

Anthony Duggan is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and over 22 years of industry experience. His career includes 16 years at Bank of America and 21 years at Merrill prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various channels, including its Financial Advisors and Estate Planning Strategies Group.

Chad Clemons is a financial advisor at Edward Jones in Fairfield, OH, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm manages approximately $1.01 trillion in assets and has a nationwide network of over 23,700 advisors and 15,100 branch offices.

Robert Schaefer Jr. is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including 21 years at Fifth Third Securities prior to joining Cambridge in 2021. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

Kevin Walsh is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with LPL Financial and has previously worked at Niehaus Financial Services, Commonwealth Financial Network, and Securities America Advisors. In addition to his advisory work, he is involved in tax preparation through Niehaus Tax Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of advisors using both proprietary and third-party strategies.

Stephen Horn is a financial advisor with Ameriprise in Newport, KY, holding a Series 66 designation and 22 years of industry experience. Prior to joining Ameriprise in 2023, he worked at Cetera Advisors LLC for 11 years and Christopher Financial Group for 19 years, where he also owns and operates a financial planning and investment practice. He is a co-owner of Copper Path Financial Advisors, LLC, which supports his Ameriprise business. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm uses a centralized team to produce detailed recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies within a distinctive investment framework.

Samantha Roberts is a financial advisor at UBS Financial Services in Cincinnati, OH, with three years of industry experience. She previously worked at Union Savings Bank and U.S. Bank. Outside of her advisory role, she spends time supporting a family apiary business by handling communications and media. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and offers proprietary research and various capital markets services.

James Hider is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 26 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he co-teaches a security analysis class at the University of Cincinnati. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client investment strategies.

Kevin Smith is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at KeyBank and Clear Channel Communications. Outside of his advisory role, he is involved in managing private investment-related business ventures. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides customized retirement income planning through a written Recommendation Report and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

James Burchenal is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. He has worked with UBS Financial Services since 1997. Outside of his advisory role, he serves as a board member of a cattle ranch in Montana. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans aligned with client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of products including discretionary portfolio management and proprietary research.

John Willcox is a CFP®-certified financial advisor at Morgan Stanley with five years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, Merrill Lynch, and other financial institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to assist clients with their financial goals.

Brent Kassner is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007 and Bank of America, N.A. since 2018. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Richard Hidy is a Financial Advisor with The Evelo/Singer/Sullivan/Bruegge Group of Merrill Private Wealth Management. He works directly with clients to create, implement, and monitor personalized financial plans aligned with their long-term goals. Rich helps lead the group's corporate executive practice and serves as a senior member of the team's Investment Policy Committee, which sets the overall investment strategy for clients. From 2017 to 2020, Rich served as a Private Wealth Analyst, where he developed wealth strategy reviews for ultra-high net worth clients, conducted investment research, and executed investment activity across asset classes. He subsequently worked as an Assistant Vice President and Private Wealth Relationship Manager from 2021 to 2024. Rich holds the Accredited Asset Management Specialist (AAMS) and CERTIFIED FINANCIAL PLANNER (CFP) certifications. Rich earned his Bachelor of Business Administration with a minor in Journalism from the University of Notre Dame in 2016 and completed his MBA at Xavier University in 2017. He is a board member of May We Help, a nonprofit organization that provides free support to individuals with disabilities through innovative solutions and access to adaptive equipment.

Angie Keeley is a financial advisor at Stifel with 19 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Morgan Stanley Private Bank for seven years. Outside of her advisory role, she teaches a weekly Zumba class. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on asset allocation and planning analyses.

George Beddie Jr. is a financial advisor with Ameriprise in Southgate, KY, holding a Series 63 designation and over 56 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1988. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, delivering recommendations through a centralized consulting team in partnership with client advisors.

Kristin Biedenharn is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2013, concurrently serving at Bank of America, N.A. since 2015. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Anthony Pierson is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its subsidiaries since 2007. His career includes roles at Fidelity Investments and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.