Dwight Mayo is a financial advisor at Edward Jones in Middletown, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Stryker and Worldpay by FIS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network supported by approximately $1.01 trillion in assets under management.

Michael Kristian is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. He has worked at Primerica Financial Services since 2000 and PFS Investments Inc. since 2001, alongside a position at Menards, Inc. since 2010. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based and separately managed account strategies primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Michael Sheehan is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Horter Investment Management and Fidelity Brokerage Services. He is based in Cincinnati, OH. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kenneth Goldhoff is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as co-chair of the Allocations Committee for the Jewish Federation of Cincinnati. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and access to institutional trading capabilities alongside wealth management.

Christine Jacobs Schaadt is a financial advisor at Morgan Stanley Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenarios to support its financial planning process.

Bart Metzler is a CFP® with 28 years of experience in the financial services industry. He has been with Ameriprise since 1998, currently serving as an advisor in West Chester, OH. Outside of his advisory role, Metzler owns and operates Metzler Enterprise, a business installing home security and camera systems. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, delivering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory support to provide tailored retirement-income solutions.

Cameron Collins is a financial advisor at UBS Financial Services with three years of industry experience. He has previously worked at Great American Insurance Group and studied at the University of Kentucky. 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 fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, leveraging proprietary research and model-based asset allocations to tailor strategies to clients’ goals.

Lisa Martin is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with UBS Financial Services in Cincinnati, OH since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients using brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, incorporating proprietary research and model-based asset allocations to customize strategies for clients.

Mitchell Deskins is a financial advisor at Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 designations with eight years of industry experience. He has worked at Morgan Stanley since 2023, following roles at Dinergy Wealth Management and Horter Financial Strategies. Prior to his advisory career, he was employed at Kings Island for three years. Morgan Stanley Wealth Management offers a broad range of advisory programs for individual and institutional clients, including tailored financial planning supported by structured tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

Garry Binegar Jr. is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 21 years of industry experience. He has been with UBS Financial Services since 2005. Outside of his advisory role, he serves as trustee of his family’s irrevocable life insurance trust. 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 utilizes proprietary research and model-based asset allocations to tailor client solutions.

Reed Carter is a financial advisor at UBS Financial Services in Cincinnati, OH, with eight years of industry experience. He holds the Series 66 designation and has been with UBS in various capacities since 2017, including four years prior at the University of Kentucky. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and a range of mutual fund and alternative product solutions. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocation.

Gregory Wells is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Donald Mcclurg is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and United Advisors. Outside of his advisory work, he owns and operates a condo rental business in Cincinnati. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Davis is an Investment Consultant at Fidelity Investments, where he has been employed since 2026. In his role, he partners with clients to create financial plans tailored to their individual goals. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2022 to 2026, and as a Relationship Manager at the same firm from 2019 to 2022. Andrew's professional experience includes positions at Chase Bank as a Private Client Banker from 2017 to 2019 and a Relationship Banker from 2014 to 2017. He also worked as a Client Service Specialist at Compass Financial Group from 2012 to 2014, and as an Agent at Primerica Financial Services from 2005 to 2010. He holds a California Insurance License. Outside of his professional career, Andrew enjoys family activities, golf, outdoor adventures, running, and traveling.

William Hennessy is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities, he worked at Fidelity Investments and has a diverse background including roles in admissions at Xavier University and various service industry positions. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a process that combines quantitative modeling with centralized due diligence.

Stephen Fish is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He has been with UBS since 2013. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management and leveraging proprietary research and model-based asset allocations.

William Washburn is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley since 2015, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a comprehensive financial planning process, while offering a wide range of retail and institutional investment services.

Kristen Makari is a CFP® with 10 years of industry experience, currently serving as a financial advisor at LPL Financial since 2016. She previously worked at Stifel for one year. In addition to her advisory work, she is a notary for Hamilton County. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various investment solutions, including financial planning, model portfolios, and institutional platforms, supported by advanced research and operational tools.

Tyler Smith is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 registrations and four years of industry experience. His career includes roles at JPMorgan Chase Bank, Family First Life, CNO Services LLC, and Bankers Life. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Matthew Wissman is a financial advisor with Ameriprise in Hamilton, Ohio, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Wissman serves on the Badin High School Investment Committee and operates his own financial planning business, BFM & Associates, 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. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.