Breanne Bovara is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Fifth Third Bank and Fifth Third Securities spanning from 2015 to 2025. She is also involved with Moto Wealth Partners in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Kyle Jones is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and five years of industry experience. His career includes roles at Brubaker Grain Inc., Carter Lumber, and Better Homes and Gardens Big Hill. Outside of his advisory work, Jones is active as a real estate agent with Exp Realty, handling residential property transactions. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers, supported by third-party custodians and overlay management.

David Kopser is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1999. Outside of his advisory role, he is involved with a family partnership focused on farming and livestock. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Nathan Young is a Series 66-credentialed financial advisor with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Cincinnati, OH. His prior experience includes roles at Somerville & Co and various positions outside the financial industry. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Antonella Hudson is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. Her career includes prior roles at Merrill and Fidelity Investments. She participates in community service through the Junior League of Cincinnati. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, integrating institutional trading capabilities with wealth management services.

Kevin Hyland is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in personal retirement planning, portfolio management services, and retirement income. He works closely with clients to understand their priorities and develop personalized financial strategies that align with their goals. Kevin holds a Bachelor's Degree from the University of Cincinnati, where he was also a member of the University of Cincinnati Football Team from 2011 to 2015 and is involved with the University of Cincinnati Football Letterman's Club. He maintains the Personal Investment Advisor (PIA) designation. Outside of his professional role, Kevin has interests in billiards, cooking, football, golfing, music, pickleball, running, yoga, watching movies, and spending time with his family.

Scott Mercalde is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously at UBS Financial Services Inc for five years. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling techniques.

Joseph Riazzi is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Leahy Cimis Fauber team since 2024. He relocated to Cincinnati in 2020 after spending five years working in New York City for Global X ETFs. He holds a Bachelor's degree from the University of Dayton and has obtained the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Joseph's professional experience includes areas such as family wealth management strategies, services for endowments, foundations and non-profits, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Outside of his professional work, Joseph pursues interests in music, aviation, and golf.

George Kaufman is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 27 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a wide range of capital markets and advisory solutions.

Joseph Weaver is a financial advisor at UBS Financial Services with three years of industry experience. Before joining UBS in 2023, he worked for six years at Ernst & Young LLP. He holds a Series 66 designation and is based in Cincinnati, OH. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 advice to clients’ goals and risk tolerances.

Jon Parker is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1995. He owns Jon D Parker & Associates, through which he manages his Ameriprise business. Ameriprise is an institutional firm serving clients primarily through its retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Sumner Colohan is a Financial Advisor with the KAL Wealth Management Group at Merrill Lynch Wealth Management. Based in Cincinnati, Ohio, he joined the KAL Group in September 2023. Sumner focuses on areas including Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, Individual and Corporate Investment Strategy, and Retirement Income. He works with clients to provide personalized wealth planning centered on clear communication and a repeatable process to help prepare for financial complexities and uncertainties. Sumner holds a Bachelor of Arts degree in Mathematical Economics and Business from Rice University in Houston, Texas. During his time at Rice, he served as Vice President of the Rice Undergraduate Investment Fund, where he developed financial models and created stock pitch decks. He also holds the Personal Investment Advisor (PIA) designation. In addition to his professional responsibilities, Sumner is involved with the Autism Society of Greater Cincinnati. His personal interests include basketball, golfing, music, pickleball, and tennis.

Anthony Trotta is a financial advisor at Ameriprise with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Trotta has been with Ameriprise since 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kenneth Rinehart is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the boards of two nonprofit organizations supporting adults with intellectual and developmental disabilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of financial planning, portfolio management, and capital markets functions. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Patrick Davis is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in sales and finance within the Aerospace industry. He joined Merrill Lynch in March 2020 and leads a team that specializes in helping clients, particularly corporate executives, manage their wealth and achieve their financial goals. His expertise includes corporate benefits, executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, philanthropic planning, and portfolio management services. Patrick's professional approach focuses on simplifying complex financial decisions and creating personalized strategies that consider each client's unique circumstances and goals. Patrick holds a Bachelor's Degree from the United States Military Academy and a Master of Business Administration (MBA) from the University of Kentucky. He is a Personal Investment Advisor (PIA) and supports community organizations including Folds of Honor and Unbroken Spirit. Outside of his professional work, Patrick enjoys biking, golfing, running marathons, skiing, surfing, swimming, and spending time with his family.

Kacie Mccool is a Series 66-licensed financial advisor with UBS Financial Services in Cincinnati, OH, where she has worked since 2016. She has nine years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Scott Hiles is a CFP® and holds a Series 66 license, with 10 years of industry experience. He has worked at UBS Financial Services Inc. since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers services such as fiduciary financial planning, principal trading, and proprietary research.

Michael Cure is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. 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 employs a structured planning process using firm‑approved tools and economic modeling.

Brad Vitucci is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2019. Prior to joining Morgan Stanley, he held roles at Scripps, Raymond James & Associates, and Sinclair Broadcast Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

James Rodd is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding a Series 63 designation and 40 years of industry experience. He has been with MML Investors Services since 2017 and has also worked with Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he is the owner of Clearview Financial Partners, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative planning engagements using advanced analytical tools and delivers written recommendations focused on investment categories and strategies.