Ted Lucien is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and previously with Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of his advisory role, he is involved in lending activities in Cincinnati, Ohio. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a broad range of investment services, including private funds and structured-product activities.

William Mccarthy is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. He has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Stephen Ashworth is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research to help clients with their financial goals.

Benjamin Zureick is a financial advisor with Ameriprise in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes six years at Fidelity and multiple roles within Ameriprise since 2017. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tara Koob is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica, she worked at Trane and studied at The Ohio State University. Outside of her advisory role, she is a partner in several non-investment related LLCs based in Mason, Ohio. Primerica Advisors is a large firm serving primarily individual investors through a wrap-fee asset management program that uses model-driven strategies managed by unaffiliated asset managers. The firm supports nearly 3,700 advisors and manages approximately $15.5 billion in assets.

Jonathan Weber is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He has held roles at Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2015 to 2016. He holds the Series 66 designation and is based in Cincinnati, OH. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options including discretionary management and a range of financial products like insurance-related vehicles and bank deposit sweep programs.

Jill Salzarulo is a Wealth Management Planning Consultant at Fidelity Investments, specializing in supporting high net worth clients. She has held various roles within Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, Stock Plan Consultant, Stock Plan Associate, and Customer Relationship Advocate. This progression reflects her comprehensive experience in client relationship management and financial planning within the wealth management sector. Her professional journey at Fidelity Investments has equipped her with expertise in financial planning and client services tailored to meet the needs of high net worth individuals. Outside of her work, Jill has interests in art, the beach, social events with friends, movies, theater, and yoga.

Jacklyn King is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She worked at Nuveen Investments for 11 years before joining Wells Fargo Clearing in 2022. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jahn Gazder is a financial advisor with Ameriprise in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory role, he serves on the boards of directors for Landen HOA and Kings Local Pantry. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides customized retirement-income planning advice, focusing on reliable income sources and tax-aware withdrawal strategies.

Louis Moore is a CFP® and ChFC® with 44 years of industry experience. He currently works at OSAIC, having joined the firm in 2025 after 27 years at Lincoln Financial Advisors Corporation. He is also the owner of Wealthstrong Financial LLC, through which he markets and sells fixed insurance products. OSAIC serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services supported by firm-provided asset-allocation tools and third-party money managers. The firm is notable for its complex corporate structure and multiple platforms resulting from mergers and private-equity ownership.

Vance Copenhaver is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He worked for Prudential Insurance Company of America and Pruco Securities, LLC from 2005 to 2025 before joining LPL Enterprise. Outside of his advisory work, he is involved in horse training on a farm in Batavia, Ohio. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, model portfolios, third-party asset management, and access to various brokerage and insurance products via an integrated platform that combines adviser programs with insurance sales and lending services.

Beth Diacono is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2017, following three years at Bank of America Home Loans. Based in Cincinnati, OH, she focuses on serving clients through Merrill’s managed account services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Cook Jr. is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. His prior work includes roles at Cartridge Brewing and multiple financial services firms such as Mass Mutual and Park Avenue Securities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various portfolio management platforms and both proprietary and third-party investment strategies.

Judith Richards is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2006, as well as at Jpmorgan Chase Bank, N.A. since 2017. Prior to that, she was affiliated with Banc One Securities starting in 2004. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services through a select group of Wealth Advisors.

Adam Listerman is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Wells Fargo, he worked at Fidelity Investments and held positions at the University of Louisville and University of Louisville Hospital. 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.

Ryan Grote is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, Ohio, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior work includes positions at INVEST Financial Corp and multiple affiliated entities since 2015. He is also the owner of Grote Accumulation Strategy, a business he started in 2025. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, utilizing a variety of portfolio management approaches and proprietary models.

Richard Mettman is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with UBS since 2007. Mettman is also involved with MGTrio, LLC, a firm engaged in idea generation and suggestions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

William Etson is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of finance, he is a co-owner of a family oil business and serves as a board member on the City of Centerville Planning Commission, where he reviews development applications and enforces land use ordinances. 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 through a large network of advisors and offers both brokerage and advisory solutions.

Trenton Rogers is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked with Cambridge Investment Research Inc. since 2021. Prior to his advisory career, he was self-employed in landscaping and held various other roles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives.

Mark Massaro is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of his advisory role, Massaro owned Massaro & Associates, LLC, a legal entity formed for Primerica business purposes, and has been involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.