Robert Anning is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and bringing 58 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Anning serves as a trustee for several nonprofit organizations, including the Anning Family Charitable Foundation, Cincinnati Children’s Hospital Medical Center, and Ronald McDonald House Charities, and holds a position with the Cincinnati Park Board. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor strategies to clients’ goals and risk tolerances. The firm operates with both wealth management and institutional trading capabilities, offering a broad spectrum of financial products and services.

Jean Carville is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Wells Fargo Advisors from 2012 to 2016 and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, Carville serves on the endowment committee for McNicholas High School, where she participates in meetings and assists with donation procedures and marketing efforts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is guided by investment policy statements and modern portfolio theory, with an emphasis on tailored solutions and a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

David Ditzel is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and over 42 years of industry experience. He has been with Ameriprise since 2016, serving in both the Financial Services, Inc. and LLC entities. Based in Cincinnati, OH, his career spans more than four decades in the financial sector. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Samuel Taylor is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with eight years of industry experience. Before joining Morgan Stanley in 2018, he worked at Innovative Mattress Solution and was affiliated with the University of Kentucky. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Nicholas Shine is a Series 66-licensed financial advisor with UBS Financial Services in Cincinnati, Ohio, where he has worked since 2013. He has 13 years of industry experience. Outside of his advisory role, Shine serves as a finance advisor and mentor to the student treasurer for the Epsilon Nu Chapter of Sigma Nu Fraternity at Miami University, providing guidance on budgeting and financial management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to support client goals.

Kyle Trischler is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Benchmark Wealth and Johnson Investment Counsel. Outside of his advisory role, he holds insurance licenses in life, accident, and health. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Timothy Donovan is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he officiates high school basketball games during the winter season. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research and capital markets solutions across a broad range of client needs.

Christopher Stiver is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at LPL Financial since 2013 and previously spent five years at Ameriprise. Outside of his advisory role, he is involved with Huck Venture, an online seller of apparel and accessories. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services and supports its network of advisors with research, technology, and institutional platforms.

Jessica Marohn is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and previously spent five years with Comprehensive Sub Solutions (Center for Collaborative Solutions). 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 that utilize structured discovery processes and advanced modeling tools.

Brandon Sullivan is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Money Concepts Capital Corp and has been associated with Benefit Planning LLC since 2024. Outside of his advisory work, he was involved with Oasis Golf Club for 12 years. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jeffrey Page is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals and families to develop personalized financial strategies that align with their goals, values, and priorities. His focus areas include retirement planning, investment management, tax-efficient strategies, wealth accumulation and preservation, legacy planning, and income distribution planning. Jeffrey aims to simplify financial complexities and provide proactive guidance to help clients make confident decisions throughout every stage of life. Before beginning his career in financial advising, Jeffrey was a student-athlete at Marietta College, where he played as an outfielder on the baseball team for four years. He graduated with degrees in finance and economics. His experience as a student-athlete taught him the value of hard work, teamwork, and trusting a process to achieve long-term goals. Jeffrey holds the Personal Investment Advisor (PIA) designation and a bachelor's degree from Marietta College. Outside of his professional life, he enjoys baseball, football, golf, martial arts, being outdoors, spending time with his family, cooking, and traveling.

Brian Albach is a financial advisor at Morgan Stanley with over 35 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. His credentials include Series 63 and Series 65 licenses. 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, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Todd Butler is a financial advisor with LPL Financial in Loveland, Ohio, holding a Series 63 designation and possessing 37 years of industry experience. He has been with LPL Financial since 1996. 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, model portfolio programs, and institutional platforms, leveraging a large network of investment adviser representatives and advanced operational tools.

Jeffrey Parker is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Brueggers' Bagels and is involved in a talent agency where he occasionally acts and models. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Ethan Lex is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at ELEEO Brands, Capital City Financial Partners, and Relational Wealth Management. Prior to his advisory career, he spent four years at the University of South Carolina and six years at Madeira City Schools. Merrill, along 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.

Raymond Scacchetti is a CFP® professional with 37 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC for seven years. His outside activities include serving as a power of attorney for investment-related matters for his mother. 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 utilizes research and analytics to guide investment selection and offers a range of brokerage and advisory solutions.

Alexander Rinehart is a Financial Advisor at UBS Financial Services with eight years of industry experience. He previously worked at Jezerinac Geers & Associates, Inc. for three years before joining UBS in 2017. Rinehart holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Lee Benmlouka is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he serves on the finance committee for St. Ursula Villa Grade School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of investment products and capital markets services.

Dennis Grothaus is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Osaic Wealth, where he has worked since 2025, and previously worked at Lincoln Financial Securities and AllState Insurance Company. Grothaus continues to operate Grothaus Financial Group LLC, offering a range of insurance products alongside his wealth management practice. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services, employing various asset allocation tools and third-party solutions to tailor investment portfolios.

Jacquelin Kunkel is a CFP®-designated financial advisor with 37 years of industry experience. She has worked at UBS Financial Services since 2017, following eight years at Bank of America and a 29-year tenure with Merrill. She serves as co-trustee of the V.R. Special Needs Trust. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through a wide range of offerings including fee-based financial planning and discretionary portfolio management.