Gregory Takas is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Rui Mao is a CFP® with five years of industry experience, currently advising at Edelman Financial Engines. Prior to joining Edelman in 2026, he was with Fidelity Investments from 2021 to 2026. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions.

Margaret Hawk is a financial advisor at Edward Jones in Ft Thomas, KY, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Aerotek for four years and at Extended Travel for two years. Outside of her advisory role, she owns a personal branding business that focuses on growing clients’ social media presence through referrals and online channels. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and trust services.

Abigail Robinson is a financial advisor with Equitable Advisors in Cincinnati, OH. She holds a Series 66 designation and has six years of industry experience. Her prior work includes roles at Starbucks and Taylor University. Equitable Advisors serves a diverse client base, including individuals across net worth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Angela Laux is a financial advisor at Merrill with 16 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015, also working with Bank of America N.A. since 2023. 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 and profit-sharing plans, corporations, and charitable organizations.

Kyle Mclaughlin is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Caitlin Schauer is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. She has previously worked at Commonwealth Financial Network and Keller Williams Realty Seven Hills. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with model-based asset allocations to tailor financial plans and portfolio management. The firm operates both as a registered broker-dealer and investment adviser, providing a broad range of wealth management and institutional trading services.

Lauren Larson Long is a Series 66-licensed financial advisor with Morgan Stanley in Cincinnati, Ohio. She has nine years of experience with Morgan Stanley, beginning in 2017, and seven years in the industry overall. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm‑approved tools.

Mary Buquo is a financial advisor at UBS Financial Services with 38 years of industry experience. She holds the Series 63 and Series 65 designations and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets solutions.

Ryan Coffey is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. His background includes roles at UBS Financial Services since 2019 and prior experience with Alvarez & Marsal. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and delivering advisory work based on proprietary research and model-based asset allocations.

Brandon Vornhagen is a financial advisor with RBC Capital Markets in Cincinnati, Ohio. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and MassMutual Life Insurance Company. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Peter Bouley is a Senior Financial Advisor and senior partner with The OHB Group at Merrill Lynch Wealth Management. He oversees investment strategy implementation, analysis, intergenerational planning, and options strategies management. He is primarily responsible for creating and managing investment allocations, trading and execution, tax loss harvesting for clients, and serves as the team's liaison to the Chief Investment Officer. With over 25 years of experience, Peter works closely with individuals and families who have attained financial success, assisting them in preserving, transferring, and stewarding their wealth effectively. After spending significant time understanding client needs and objectives, he determines appropriate levels of risk based on time horizons, preferences, expectations, and market conditions. His approach to building and managing investment portfolios includes keeping up with relevant investment and trade news and meeting with investment analysts and researchers to understand market conditions. Originally from Fairport, New York, Peter holds a Bachelor's Degree from the University of Dayton. He is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is married to Jenny, and they have four children. In his free time, Peter enjoys golfing, spending time with his family, engaging in outdoor activities, and reading.

Michael Braun is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-based, tailored investment strategies.

Carla Hellmann is a financial advisor with Mass Mutual Investors Services in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her career includes roles at METLIFE Securities Inc and Massachusetts Mutual Life Insurance Company. She is also an independent insurance agent specializing in Medicare-related products, dental and group disability income, and life/accident/health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes ongoing, collaborative planning relationships using firm-approved analytical tools and offers specialized planning programs including estate settlement and divorce planning.

Nancy Harrill is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2015, serving in various roles including Planning Consultant from 2020 to 2024, Relationship Manager from 2018 to 2020, and Financial Representative from 2015 to 2018. With 10 years of experience, Nancy focuses on investment strategies, retirement income, tax, and estate planning considerations. She adopts an educational approach aimed at simplifying financial concepts and collaborating with clients to prioritize their most important financial decisions.

Jesse Mullins is a financial advisor with LPL Financial in Cincinnati, Ohio. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wells Fargo Advisors Financial Network LLC for 16 years and UBS Financial Services for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various investment strategies and technological tools.

Jason Jones is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and over 21 years of industry experience. His prior roles include positions at J.J.B. Hilliard, W.L. Lyons, LLC, and PNC Wealth Management. Outside of his advisory work, he has been an Uber driver and is a notary public in the state of Ohio; he also engages in tax preparation and has begun authoring content. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocations and approaches.

Larson Graham is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Wyoming, Ohio. He is a member of the Guggenheim Group team in Cincinnati, Ohio, which manages client balances exceeding $520 million and operates in 33 states. Larson focuses on providing wealth management services to individuals and families with investable assets of $250,000 or more. Larson's expertise includes college education planning, personal retirement planning, and retirement income strategies. He holds a Bachelor's Degree from Duquesne University's AJ Palumbo School of Business, graduating in 2016. Prior to his financial services career, Larson played professional football with teams including the Atlanta Falcons, Pittsburgh Steelers, and the Birmingham Iron in the AAF. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Larson resides with his wife Olivia, daughter Ruby, and their boxer Georgia. He is involved in the Wyoming Youth Football Association and enjoys activities such as baseball, fishing, football, hiking, hunting, traveling, and woodworking.

David Baller is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo since 2016, following prior roles at UBS Financial Services and Securian Financial Services. Outside of his advisory work, Baller serves as treasurer and a finance committee member for Dayton Crayons to Classrooms, a nonprofit organization that collects and distributes school supplies to teachers in need. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to evaluate investment options within the custodian platform.

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.