Angela Laux is a financial advisor at Merrill with 16 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015, also working with Bank of America N.A. since 2023. 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 and profit-sharing plans, corporations, and charitable organizations.

Leonard Neeley is a financial advisor at Charles Schwab in Cincinnati, OH, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Empower Financial Services, TD Ameritrade, Fidelity, Merrill, and Bank of America. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with an integrated structure that includes brokerage, custody, and cash-sweep services.

Caitlin Schauer is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. She has previously worked at Commonwealth Financial Network and Keller Williams Realty Seven Hills. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with model-based asset allocations to tailor financial plans and portfolio management. The firm operates both as a registered broker-dealer and investment adviser, providing a broad range of wealth management and institutional trading services.

Lauren Larson Long is a Series 66-licensed financial advisor with Morgan Stanley in Cincinnati, Ohio. She has nine years of experience with Morgan Stanley, beginning in 2017, and seven years in the industry overall. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm‑approved tools.

Mary Buquo is a financial advisor at UBS Financial Services with 38 years of industry experience. She holds the Series 63 and Series 65 designations and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets solutions.

Ryan Coffey is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. His background includes roles at UBS Financial Services since 2019 and prior experience with Alvarez & Marsal. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and delivering advisory work based on proprietary research and model-based asset allocations.

Peter Bouley is a Senior Financial Advisor and senior partner with The OHB Group at Merrill Lynch Wealth Management. He oversees investment strategy implementation, analysis, intergenerational planning, and options strategies management. He is primarily responsible for creating and managing investment allocations, trading and execution, tax loss harvesting for clients, and serves as the team's liaison to the Chief Investment Officer. With over 25 years of experience, Peter works closely with individuals and families who have attained financial success, assisting them in preserving, transferring, and stewarding their wealth effectively. After spending significant time understanding client needs and objectives, he determines appropriate levels of risk based on time horizons, preferences, expectations, and market conditions. His approach to building and managing investment portfolios includes keeping up with relevant investment and trade news and meeting with investment analysts and researchers to understand market conditions. Originally from Fairport, New York, Peter holds a Bachelor's Degree from the University of Dayton. He is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is married to Jenny, and they have four children. In his free time, Peter enjoys golfing, spending time with his family, engaging in outdoor activities, and reading.

Michael Braun is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-based, tailored investment strategies.

Jeffrey Layne is a financial advisor with Charles Schwab in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with Charles Schwab since 2002 and was involved with Aerials Athletics LLC for 15 years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment placement process.

Daniel Clark is a CFP® professional with seven years of industry experience. He is currently affiliated with Charles Schwab in Cincinnati, OH. His prior experience includes roles at Fidelity Investments and Fidelity Brokerage Services LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary advisory services alongside access to discretionary separately managed accounts and multi-asset model portfolios. The firm is notable for its scale, integrated operational structure, and combination of advisory and brokerage services.

Jason Jones is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and over 21 years of industry experience. His prior roles include positions at J.J.B. Hilliard, W.L. Lyons, LLC, and PNC Wealth Management. Outside of his advisory work, he has been an Uber driver and is a notary public in the state of Ohio; he also engages in tax preparation and has begun authoring content. 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 management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocations and approaches.

Larson Graham is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Wyoming, Ohio. He is a member of the Guggenheim Group team in Cincinnati, Ohio, which manages client balances exceeding $520 million and operates in 33 states. Larson focuses on providing wealth management services to individuals and families with investable assets of $250,000 or more. Larson's expertise includes college education planning, personal retirement planning, and retirement income strategies. He holds a Bachelor's Degree from Duquesne University's AJ Palumbo School of Business, graduating in 2016. Prior to his financial services career, Larson played professional football with teams including the Atlanta Falcons, Pittsburgh Steelers, and the Birmingham Iron in the AAF. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Larson resides with his wife Olivia, daughter Ruby, and their boxer Georgia. He is involved in the Wyoming Youth Football Association and enjoys activities such as baseball, fishing, football, hiking, hunting, traveling, and woodworking.

Darrin Bollenbacher is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and LCNB National Bank. 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 advisory and brokerage services, including financial planning and institutional platforms, supported by extensive resources and a large network of advisors.

David Baller is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as treasurer and finance committee member for Dayton Crayons to Classrooms, a nonprofit supporting teachers by collecting school supplies. 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 leverages research and analytics to evaluate investment options and offers a comprehensive range of financial products and services.

Paul Robbins is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2010. His current role at Fidelity Investments began in 2025 following seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm employs a systematic investment process incorporating fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to multiple registered investment companies and use of advanced technologies in its strategies.

Daniel Brown is a financial advisor with LPL Financial in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and having 24 years of industry experience. His prior roles include positions at JP Morgan Securities, U.S. Bancorp Investments, PNC Wealth Management, and Natcity Investments. Outside of his advisory work, he is associated with Brownstone Financial, an investment-related business entity. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging IARs who implement diverse investment strategies and utilize advanced operational tools.

Howard Kaplan is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Stifel Nicolaus & Co., Inc. for 17 years. Kaplan serves on the finance and investment committees of the Greater Cincinnati Foundation and Wise Temple, where he holds executive roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a non-discretionary approach tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Nicholas Grimm is a financial advisor at Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses with 20 years of industry experience. He previously worked at Fifth Third Securities for nine years before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Kerianne Cummings is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has a background that includes work in travel nursing and the hospitality industry. 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 according to clients’ goals and risk tolerances.

Mary Schuler is a financial advisor at UBS Financial Services with 33 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she serves as a caretaker for her disabled husband and is involved with the Center for Independent Living Options, a nonprofit providing financial assistance for personal care attendants. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.