Elizabeth Galvin is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2007. Outside of her advisory work, she serves on the board of directors for the Children's Theatre of Cincinnati, where she assists in advising staff and organizing fundraising activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad set of capital markets services.

Saiprakash Goli is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bank of America, George + Company Investment Bank, UBS, and Integrus Partners. He also has experience working in community settings, including the Glenview Park District and Northwestern University. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Kyle Sweeney is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Fidelity Investments, Citi, Bank of America, and Charles Schwab Bank. He has also worked in athletic training and sports facility roles before entering the financial industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and multi-asset investment approach.

Kimberly Peck is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Merrill for five years and at Vineyard Vines for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Keith Carpenter is a financial advisor at Charles Schwab with six years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity and TIAA-CREF before joining Charles Schwab in 2025. Prior to his financial career, he was employed at Ourback Steak House for five years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Karen Glover 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 Advisors since 2007 and concurrently works with Volta Tax Center. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a wrap-fee structure with an operational model that includes independent due diligence and delegated trading responsibilities.

Michael Amos is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. He specializes in assisting executives in navigating and making informed decisions about their benefits. Michael emphasizes listening to clients to understand their individual needs, goals, and values, working to simplify complex financial topics. Michael has extensive experience at Fidelity Investments, having served in multiple roles since 2007. His positions have included Benefits and Planning Consultant for Executive Services, Help Desk staff for Workplace Planning & Advice, Workplace Planning Consultant II, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. He holds a California Insurance License. Outside of his professional duties, Michael enjoys baseball, beach activities, family activities, football, and golf.

Christina Tumbleson is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and nine years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2024. Outside of her advisory role, she operates Empyrean Notarization LLC, providing notary services to the public. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Scott Cengia is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds the Series 66 designation and has been with UBS since 2005. Outside of his advisory role, he manages YRCP LLC, an entity established for trademark protection of an app. 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, offering proprietary research and a broad range of capital markets services.

Emily Morris is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career with Merrill Lynch in 2017 and focuses on providing comprehensive wealth management strategies tailored to clients' individual needs. Emily integrates investment insights from Merrill along with banking services from Bank of America to address various aspects of clients' financial lives. Emily holds a Bachelor's Degree from Louisiana Tech University and maintains multiple professional designations including Certified Financial Planner (CFP), Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also a member of the Financial Planning Association. In addition to her professional commitments, Emily participates in community organizations such as the CFP® Board Center for Financial Planning and the United Way of NELA. Her practice covers areas including college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, and retirement income planning.

Ian Sellers is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he held various positions including roles at the University of Cincinnati and PetSmart. Outside of his advisory work, Sellers is involved in reselling collectible trading cards on eBay. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jon Scott is a Certified Financial Planner (CFP®) with 37 years of industry experience. He has worked at UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings and uses proprietary research and model-based asset allocations to tailor financial plans.

Christopher Green is a Series 66-licensed financial advisor with Morgan Stanley in Cincinnati, Ohio, bringing 26 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery conversations and firm-approved tools.

Jack Skidmore is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, and prior to that was with Bank of America and Merrill from 2014 to 2017. Outside of his advisory work, Skidmore serves on the University of Kentucky Alumni Club’s advisory board and golf tournament committee, helping to raise funds for scholarships, and he is a member of the grounds committee at Hyde Park Country Club in Cincinnati. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning that incorporates firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Matthew White is a financial advisor with Primerica Advisors in West Chester, OH, holding seven years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services, along with involvement in educational and community organizations such as Great Oaks Career Campuses and Miami University Regionals. Outside of advising, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Jodi Stevens is a financial advisor with LPL Financial, holding a Series 66 designation and over four years of industry experience. She has been involved with Stevens Insurance Agency, LLC and Stevens & Associates, LLC for more than a decade, where she serves as owner and CPA, respectively. Stevens also operates Enterprises 21 LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing a range of discretionary and non-discretionary management approaches supported by in-house and third-party research.

Shannon Friend is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has worked previously at U.S. Bancorp Investments, Inc. and was involved with Monroe Presbyterian Church for eight years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker‑dealer, investment adviser, and futures commission merchant.

James Roetenberger is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 66 years of industry experience. He has been with Raymond James & Associates since 2008. In addition to his advisory role, he serves as trustee and successor trustee for the Nicholas Roetenberger Trust, making investment decisions in that capacity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Jane Shaffer is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2017. Prior to that, she worked at Simpleshow USA for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Amanda Paulik is a financial advisor at UBS Financial Services with six years of industry experience. She has worked at UBS since 2019 and previously held roles at Barnes Dennig and PricewaterhouseCoopers LLP. Outside of advisory work, she occasionally assists with a family-owned LLC, Cincy Barn Doors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad platform of investment and capital markets solutions.