Megan Watts is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 plans.

Ryan Mikelonis is a CFP® professional with 16 years of industry experience, currently serving at J.P. Morgan Securities in Blue Ash, Ohio. His prior experience includes roles at PNC Bank and PNC Investments. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services through a non-discretionary program.

Christina Lawson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2017, previously working at JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Clinton Louiso is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Wells Fargo Clearing Services, J.P. Morgan Securities, and Chase Investment Services Corp. He also worked with Team BeachBody and managed a photography business for several 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

James Ortman is a CFP® and CFA® with 15 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Martin Wilhelmy is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 24 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Wells Fargo in 2018. Wilhelmy serves on investment committees for Ohio Valley Voices and Old St. Mary's Church and is a member of the board of trustees at The Good Shepherd Catholic Montessori School. He also holds a 20% ownership in Punch House Productions, a local boxing gym, and is involved in local politics as a precinct executive for the Hamilton County Republican Party. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Melissa Maier is a financial advisor at UBS Financial Services with eight years of industry experience. She has held prior roles at Bank of America, Merrill, and Edward Jones. Outside of finance, she has experience managing a sports bar and grill business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services.

Christina Duffy is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2014. In addition to her advisory role, she is a fitness instructor at Pure Barre Cincinnati and serves on the board of directors for Found Village, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management and proprietary research to tailor investment plans aligned with client goals.

Stephanie Russell 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 2008. Outside of advisory work, she is involved in sales with Young Living. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocation to tailor financial plans aligned with clients’ goals and risk tolerances.

Tricia Mercalde is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley since 2018, following five years at UBS Financial Services Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by proprietary tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides planning services directly and through corporate agreements.

Jeff Lee is a financial advisor at J.P. Morgan Securities with credentials including Series 63 and Series 66 licenses. He has over 25 years of experience in the financial industry, having worked at Fidelity for 25 years before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2026. Outside of his advisory role, he is involved with Array Ministry Center LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of specialized products and strategies, focusing on non-discretionary advisory services.

Ryan Small is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients with 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 uses proprietary research and model-based asset allocations to tailor financial plans.

John Vansteenkiste is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes a role at Lifetime Financial Growth and positions related to aquatic centers and swim clubs in Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered funds and model portfolios.

Richard Kohl is a financial advisor with Raymond James Financial in Fort Thomas, KY, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments and Concurrent Advisors, and he has experience supporting a non-investment-related business, Bisbe Capital, in an associate capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing tailored, non-discretionary strategies supported by analytical modeling.

Manda Cash is a Series 66-licensed financial advisor with six years at UBS Financial Services and a total of five years of industry experience. Prior to joining UBS in 2020, she worked with Advantage Marketing Services and was involved with the University of Dayton’s The Write Place. 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.

Thomas Brizzolara is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Ameriprise since 2016, including his current role at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lauren Saulnier is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. before joining Ameriprise in 2022. 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 ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Rami Elkhatib is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at GETChoice Energy Management. Elkhatib’s background includes full-time education at the University of Kentucky and Kentucky Country Day School. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides investment and planning services through a structured discovery process.

Alissa Vanselow is a Series 66 licensed financial advisor at Merrill with four years of industry experience. She has worked at Merrill since 2021 and previously was involved with Roof Guard Roofing for two years. She spent eleven years as a stay-at-home parent before starting her advisory career. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Logan Doane is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this position, he served as a Workplace Planning Consultant at Fidelity Investments from 2020 to 2023. His professional focus involves collaborating with clients to develop financial strategies tailored to their individual goals. Logan emphasizes understanding each client's unique story and priorities as the foundation for meaningful financial planning. He is committed to building trusted relationships and working closely with clients and their families as their financial needs change over time. Outside of his professional responsibilities, Logan has interests in football, golf, skiing, traveling, food, and parenthood.