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 in Cincinnati, OH, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026 and previously operated Puetz Consulting LLC. Outside of his advisory roles, he has experience working with golf and country clubs and spent two years at Xavier University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

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 credential and 19 years of industry experience. She has been associated with Primerica and its affiliated entities since 2005. Outside of her advisory work, she is an incorporator for Connecting For Impact, LLC, a nonprofit organization, and serves as a board member for the Cincinnati City School District. Primerica Advisors manages 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-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Geoffrey Ziegler is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2016 to 2019. Outside of his financial advisory role, he serves as a finance committee member for St. John the Baptist Parish in Cincinnati, focusing on budgeting and parish growth. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Molly Grimm is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at Ameriprise Financial Services and Independent Financial Partners. She serves on the board of directors for the National Association of Stock Plan Professionals Ohio Chapter as secretary and is an advisory board member for the Butler County Ohio Special Olympics. 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 services and investment platforms, combining broad financial activities with oversight of substantial discretionary assets and a large network of advisors.

Aubrey Herman is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation alongside a centralized consulting team to support its retirement-income planning approach.

Donna Bryant is a financial advisor at OSAIC based in Cincinnati, OH, holding Series 63 and Series 65 licenses with 24 years of industry experience. She previously worked at Signator Investors, Inc. and has operated her own CPA tax preparation and consulting sole proprietorship since 1994. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing a range of brokerage and advisory services focused on model-based asset allocation and portfolio optimization.

Jacob Ford is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His background includes military service in the U.S. Air Force and work with Customs and Border Protection. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Kathleen Mills is a financial advisor at Cetera with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Cetera and affiliated firms since 2015, with prior experience at Fifth Third Securities. Outside of her advisory role, she serves as office manager for Twin Power Heating & Air, an HVAC service and installation business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to affiliated and third-party investment strategies.

Charles Cooper is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 20 years of industry experience. He previously worked at MetLife Securities from 2010 to 2017 and has been with Mass Mutual entities since 2016. Outside of his financial career, Cooper performs as a lyric tenor at various venues. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning without discretionary investment authority.

Andrew Cottrell is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he serves personal and corporate clients through a full suite of services. He is part of the Cottrell & Klaus Group, a team focused on helping corporate executives and business owners pursue meaningful outcomes, especially those involved with restricted stock, options, profit sharing, and private business ownership. Andrew began his career in 2010 at Merrill's Carmel, Indiana office. He holds the Certified Private Wealth Advisor (CPWA) designation, focusing on high-net-worth clients and senior executives, and the Certified Exit Planning Advisor (CEPA) credential, which centers on exit and succession planning for private business owners. Andrew graduated from Butler University with an Honors degree in Finance. He lives in Mason, Ohio with his wife Paige and their four children. Andrew volunteers with several organizations including Butler University Alumni - Cincinnati Chapter, Happy Hollow Children's Camp, Mason Youth Football and Softball, and serves as a board member for OneCity For Recovery, a nonprofit supporting individuals battling substance abuse.

Kyle Broderick is a Wealth Management Advisor at Merrill Lynch Wealth Management where he provides financial strategies focused on retirement planning, investment planning, estate planning, and tax minimization. He counsels individuals, families, and small business owners, aiming to create clear and actionable financial plans that address their specific needs and objectives. Kyle holds a bachelor's degree in Accounting and a Master of Business Administration (MBA) from Indiana University's Kelley School of Business. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also maintains Series 7 and 66 FINRA registrations. In addition to his professional work, Kyle serves as the Membership Director for the Financial Planning Association of Southwest Ohio and is a board member of the IKRON Corporation. He resides in Columbia Tusculum with his wife and daughter.

Brandon Bischof is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked for ten years at Canterbury Investment Management and has held credentials including Series 63 and Series 65. 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 provides a range of services including financial planning, portfolio management, and access to proprietary research and capital markets activities.

Amy Turner is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. She has been with UBS since 2007. UBS Financial Services 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 and provides a range of capital markets services supported by proprietary research and model-based asset allocations.

Derek Budzinski is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held roles at First Watch and has also worked as a French horn and brass instructor at Campbell County Public Schools. Outside of financial advising, he teaches private French horn lessons. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and various institutional entities through a network of investment adviser representatives. The firm primarily uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product facilitation.

David Pryor is a financial advisor with Edward Jones in Milford, OH, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining Edward Jones in 2020, he worked at several firms including The Huntington Investment Company and Cetera. Outside of his advisory role, he serves as a Village Council Member in Batavia, OH, and is a Worship Director at East River Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with an SEC-registered advisory program and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including managed accounts and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.