Huimin Shi is a financial advisor with Merrill based in West Chester, Ohio. She holds Series 63 and Series 66 licenses and has five years of industry experience. Her work history includes roles at Bank of America, Merrill, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Sterling Bank & Trust. 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, offering a range of model-based and discretionary investment strategies for individuals and institutions.

Thomas Taylor is a financial advisor with Ameriprise in Loveland, Ohio, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining Ameriprise in 2020, he worked at PNC Investments for 13 years. He also manages investments as a bank branch employee at Heritage Bank. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations.

Christopher Flores is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and was previously with Lincoln Financial Advisors Corp for 15 years. Outside of his advisory role, Flores serves as a board member and volunteer for Green Umbrella in Cincinnati and is the treasurer for the Clifton Area Neighborhood School Parent Teacher Organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides customizable investment solutions through multiple platforms and combines proprietary and third-party strategies to meet client objectives.

Brooke Robinson is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Brooke worked at Consolidated Boring Inc, VonLehman CPA & Advisory, and Envisage Wealth, an Ameriprise Franchise. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Todd Blessing is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. His prior roles include positions at Cuso Financial Services, LP and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of investment adviser representatives and advanced operational tools.

Anthony Campbell is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and over 30 years of industry experience. He has been with Primerica Advisors since 1994 and has been affiliated with Primerica Financial Services since 1986. Outside of his advisory role, he is involved in selling home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services facilitated by BNY Mellon Advisors and Pershing.

Megan Tiemeier is a financial advisor at Ameriprise with three years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2014. In addition to her advisory role, she is an Associate Financial Advisor at Solomon Professional Services, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations through a centralized consulting team.

Mark Monbeck is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He has held positions at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing in 2016. Monbeck holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to offer diversified investment solutions across brokerage and advisory platforms.

Kagen Butler is a financial advisor at Morgan Stanley in Cincinnati, Ohio, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Morgan Stanley in 2022, Butler worked at Fidelity Investments and Northwestern Mutual in various roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning services primarily in an advisory capacity.

Molly Lionberger is a financial advisor with Raymond James Financial in Cincinnati, OH, holding Series 63 and Series 66 designations and having eight years of industry experience. Her work history includes positions at First Financial Bank, LM Kohn & Company, and Fidelity. She also serves as a financial advisor for Yellow Cardinal Brokerage Services through First Financial Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to model potential outcomes and supports its clients through various advisory programs and institutional consulting services.

Stacey King is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at Raymond James & Associates Inc for nine years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using tools like Monte Carlo simulations and Secular Return Estimates.

Theodore Mehlman is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 license and over 31 years of industry experience. His career includes long-term roles at Primerica Financial Services and PFS Investments Inc., as well as involvement with GO Concepts and Camp Properties. Outside of advising, he serves as a trustee responsible for administering his father's trust according to the will. 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 accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Joseph Savage is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 11 years of industry experience. His career includes roles at Anautics, Inc., Primerica Life, Pfs Investments Inc., and the Air Force Reserve Command. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Anne Sun is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at TD Ameritrade and in roles with The Fellowship of Catholic University Students and the Archdiocese of Milwaukee. 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’s approach includes proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor client plans.

Thomas Puetz is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank and his own consulting firm, Puetz Consulting LLC. Outside of his advisory work, he has been involved with Traverse City Golf & Country Club and Crystal Downs Country Club. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its offerings.

Timothy Dumont is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Cincinnati, OH. He has been with UBS since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, 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 solutions.

Tara Cook is a financial advisor at UBS Financial Services with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS Financial Services, Bank of America, Merrill, U.S. Bancorp Investments, and U.S. Bank. Outside of her advisory work, she occasionally teaches yoga classes at local fitness centers. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management services.

Justin Dunn is a financial advisor at Edward Jones in West Chester, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked with the Los Angeles Clippers from 2018 to 2024 and the Columbus Blue Jackets from 2012 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and affiliated services through a large national network of advisors and branches.

Evan Clinkenbeard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has offered financial strategies to successful individuals and families since joining the firm in 2009. Evan holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. Evan assists clients across a wide range of financial areas, including education planning, employee benefits, executive and equity compensation, legacy planning, liquidity management, personal retirement planning, tax minimization, and retirement income. He collaborates with resources from Bank of America Private Bank, Banking from Bank of America, N.A., and the retirement and investment specialists of Merrill to provide comprehensive wealth management guidance tailored to clients' goals. He earned a Bachelor's Degree from the University of Cincinnati and is actively involved in community organizations. Evan serves as Board President of the Adopt A Class Foundation and volunteers at Norwood View Elementary. He has previously served on the Board of Directors for the Dan Beard Council and holds a board position with the University of Cincinnati College of Business. He resides in Anderson Township with his wife and daughter and enjoys biking, golfing, running, and spending time with his family.

Marcia Futel is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 18 years of industry experience. She has been with Primerica since 2005 and also works with PFS Investments Inc. Outside of her advisory role, Futel is an incorporator of the nonprofit Connecting For Impact, LLC, and serves as a board member for the Cincinnati City School District. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities while maintaining oversight of the investment models offered.