Daniel Brown is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JP Morgan Securities LLC and U.S. Bancorp Investments, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Howard Kaplan is a financial advisor with Raymond James Financial in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. Prior to joining Raymond James in 2022, he worked at Stifel Nicolaus & Co., Inc. for 17 years. He serves on the finance and investment committees of nonprofit organizations including the Greater Cincinnati Foundation and Wise Temple, where he also holds executive board roles. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and supports a range of institutional and municipal clients through its broad affiliate network and specialized consulting programs.

Kerianne Cummings is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. Prior to entering the financial industry, she worked in travel nursing and operated a cafe. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

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 at Merrill with Series 63 and Series 66 designations and five years of industry experience. Their prior roles include positions at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, Sterling Bank & Trust, and Huafa Industrial CO., Ltd Zhuhai. Outside of their advisory work, Shi is co-owner of a family rental property business. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

Meghan Broderick is an Associate Resident Director at Merrill, where she has worked since 2007. She began her career after graduating from Indiana University with a Bachelor's Degree in 2009 and has experience working in both the Indianapolis and Cincinnati offices. Meghan focuses on building multi-generational relationships with families and assisting business owners with the structuring and servicing of employer-sponsored retirement plans. Her areas of client focus include employee benefits planning, family wealth management strategies, personal retirement planning, philanthropic planning, tax minimization, and retirement income. She holds the Series 7 and 66 FINRA registrations, the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, and the Certified Plan Fiduciary Advisor (CPFA™) designation. Meghan also holds professional titles including Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). She is a graduate of Indiana University and attended Saint Ursula Academy for high school. Meghan is a member of professional organizations such as Business Networking International (BNI), Kenzie's Closet, and Pi Beta Phi Fraternity. Meghan lives in Cincinnati with her husband Adam and their two children. She actively volunteers with organizations including Freestore Foodbank, Kenzie's Closet, Our Daily Bread, and her women's fraternity Pi Beta Phi. Meghan enjoys spending time with her family and participating in activities such as biking, cooking, football, music, reading, traveling, and volleyball.

Richard Gianni Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Equitable Advisors since 2000, following a twenty-year tenure at AXA Advisors, LLC. Outside of his advisory role, he is a partner and investor in a local yoga business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing various program sponsors and endorsed third-party managers to provide advisory and brokerage solutions.

Todd Blessing is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. He previously worked at CUSO Financial Services, LP for 15 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

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.

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, holding Series 63 and Series 66 licenses and having eight years of industry experience. Her prior roles include positions at First Financial Bank and LM Kohn & Company, as well as experience at Fidelity. She is also an associate at Yellow Cardinal Brokerage Services through First Financial Bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a broad affiliate network.

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.

John Barnes is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. He has been with MML Investors Services, Inc. since 2001 and associated with MassMutual since 2000. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning processes to deliver tailored financial recommendations without discretionary authority.