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.

Jeffrey Layne is a financial advisor with Charles Schwab in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with Charles Schwab since 2002 and was involved with Aerials Athletics LLC for 15 years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment placement process.

Daniel Clark is a CFP® professional with seven years of industry experience. He is currently affiliated with Charles Schwab in Cincinnati, OH. His prior experience includes roles at Fidelity Investments and Fidelity Brokerage Services LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary advisory services alongside access to discretionary separately managed accounts and multi-asset model portfolios. The firm is notable for its scale, integrated operational structure, and combination of advisory and brokerage services.

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.

Darrin Bollenbacher is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and LCNB National Bank. 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 institutional platforms, supported by extensive resources and a large network of advisors.

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.

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.

Justin Barrett is a financial advisor with Edward Jones in Hamilton, OH, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Color Brite Display from 2014 to 2018. Outside of his advisory role, he hosts trivia events at a bar one night a week. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors and 15,000 branch offices.

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.

Christopher Flores is a CFP®-designated financial advisor with 18 years of industry experience, currently with Cambridge Investment Research Advisors. Prior to joining Cambridge, he worked for Lincoln Financial Advisors Corp and Mass Mutual Investors Services. He serves as a board member and volunteer for Green Umbrella and as treasurer and volunteer for the Clifton Area Neighborhood School Parent Teacher Organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm utilizes multiple platforms and custodians, offers access to third-party advisers and sub-advisors, and manages proprietary model strategies under the Founders Gate Capital brand.

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.

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.