Daniel Brown is a financial advisor with LPL Financial in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and having 24 years of industry experience. His prior roles include positions at JP Morgan Securities, U.S. Bancorp Investments, PNC Wealth Management, and Natcity Investments. Outside of his advisory work, he is associated with Brownstone Financial, an investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging IARs who implement diverse investment strategies and utilize advanced operational tools.

Howard Kaplan is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Stifel Nicolaus & Co., Inc. for 17 years. Kaplan serves on the finance and investment committees of the Greater Cincinnati Foundation and Wise Temple, where he holds executive roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a non-discretionary approach tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Nicholas Grimm is a financial advisor at Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses with 20 years of industry experience. He previously worked at Fifth Third Securities for nine years before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Kerianne Cummings is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has a background that includes work in travel nursing and the hospitality industry. 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 uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Mary Schuler is a financial advisor at UBS Financial Services with 33 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she serves as a caretaker for her disabled husband and is involved with the Center for Independent Living Options, a nonprofit providing financial assistance for personal care attendants. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Huimin Shi is a financial advisor with Merrill based in West Chester, Ohio. She holds Series 63 and Series 66 licenses and has five years of industry experience. Her work history includes roles at Bank of America, Merrill, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Sterling Bank & Trust. 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 a range of model-based and discretionary investment strategies for individuals and institutions.

Thomas Taylor is a financial advisor with Ameriprise in Loveland, Ohio, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining Ameriprise in 2020, he worked at PNC Investments for 13 years. He also manages investments as a bank branch employee at Heritage Bank. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations.

Michael Smith is a financial advisor with Robert W. Baird & Co. in Anderson Township, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2007. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a broad range of clients, including individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a variety of investment strategies and management approaches to meet client goals and risk tolerances.

Christopher Flores is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and was previously with Lincoln Financial Advisors Corp for 15 years. Outside of his advisory role, Flores serves as a board member and volunteer for Green Umbrella in Cincinnati and is the treasurer for the Clifton Area Neighborhood School Parent Teacher Organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides customizable investment solutions through multiple platforms and combines proprietary and third-party strategies to meet client objectives.

Brooke Robinson is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Brooke worked at Consolidated Boring Inc, VonLehman CPA & Advisory, and Envisage Wealth, an Ameriprise Franchise. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Richard Gianni Jr. is a financial advisor at Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Equitable Advisors since 2000, including its predecessor AXA Advisors. Outside of advisory work, he is a partner and investor in YOGA ALIVE LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Todd Blessing is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. His prior roles include positions at Cuso Financial Services, LP and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of investment adviser representatives and advanced operational tools.

Anthony Campbell is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and over 30 years of industry experience. He has been with Primerica Advisors since 1994 and has been affiliated with Primerica Financial Services since 1986. Outside of his advisory role, he is involved in selling home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services facilitated by BNY Mellon Advisors and Pershing.

Megan Tiemeier is a financial advisor at Ameriprise with three years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2014. In addition to her advisory role, she is an Associate Financial Advisor at Solomon Professional Services, 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 through a centralized consulting team.

Mark Monbeck is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He has held positions at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing in 2016. Monbeck holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to offer diversified investment solutions across brokerage and advisory platforms.

Kagen Butler is a financial advisor at Morgan Stanley in Cincinnati, Ohio, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Morgan Stanley in 2022, Butler worked at Fidelity Investments and Northwestern Mutual in various roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning services primarily in an advisory capacity.

Molly Lionberger is a financial advisor with Raymond James Financial in Cincinnati, OH, holding Series 63 and Series 66 designations and having eight years of industry experience. Her work history includes positions at First Financial Bank, LM Kohn & Company, and Fidelity. She also serves as a financial advisor for Yellow Cardinal Brokerage Services through First Financial Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to model potential outcomes and supports its clients through various advisory programs and institutional consulting services.

Stacey King is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at Raymond James & Associates Inc for nine years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using tools like Monte Carlo simulations and Secular Return Estimates.

Theodore Mehlman is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 license and over 31 years of industry experience. His career includes long-term roles at Primerica Financial Services and PFS Investments Inc., as well as involvement with GO Concepts and Camp Properties. Outside of advising, he serves as a trustee responsible for administering his father's trust according to the will. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Michael Selm is the Regional Director of Executive Services at Fidelity Investments, a position he has held since 2025. In this role, he supports a team of Benefits & Planning Consultants and Executive Planning Consultants focused on helping clients align their financial goals with personalized benefit strategies. Michael has extensive experience at Fidelity Investments, having served in several leadership roles including Team Leader of Advisory Services from 2021 to 2025, Team Leader of Fixed Income from 2019 to 2021, and Team Leader of Client Services from 2015 to 2019. His work centers on providing strategic insight and collaborative leadership to promote financial well-being for clients at every stage of life.