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 with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Sarah Pott is an advisor at LPL Financial with Series 63 and Series 66 licenses and three years of industry experience. Her prior roles include positions at Fidelity and LCNB National Bank, as well as work at the University of Cincinnati and LaRosa's Pizzeria. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, supported by a large network of investment adviser representatives.

Joseph Savage is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 11 years of industry experience. His career includes roles at Anautics, Inc., Primerica Life, Pfs Investments Inc., and the Air Force Reserve Command. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Anne Sun is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at TD Ameritrade and in roles with The Fellowship of Catholic University Students and the Archdiocese of Milwaukee. 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’s approach includes proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor client plans.

Thomas Puetz is a financial advisor at J.P. Morgan Securities in Cincinnati, OH, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026 and previously operated Puetz Consulting LLC. Outside of his advisory roles, he has experience working with golf and country clubs and spent two years at Xavier University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Timothy Dumont is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Cincinnati, OH. He has been with UBS since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including 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 solutions.

Tara Cook is a financial advisor at UBS Financial Services with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS Financial Services, Bank of America, Merrill, U.S. Bancorp Investments, and U.S. Bank. Outside of her advisory work, she occasionally teaches yoga classes at local fitness centers. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management services.

Justin Dunn is a financial advisor at Edward Jones in West Chester, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked with the Los Angeles Clippers from 2018 to 2024 and the Columbus Blue Jackets from 2012 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and affiliated services through a large national network of advisors and branches.

Evan Clinkenbeard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has offered financial strategies to successful individuals and families since joining the firm in 2009. Evan holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. Evan assists clients across a wide range of financial areas, including education planning, employee benefits, executive and equity compensation, legacy planning, liquidity management, personal retirement planning, tax minimization, and retirement income. He collaborates with resources from Bank of America Private Bank, Banking from Bank of America, N.A., and the retirement and investment specialists of Merrill to provide comprehensive wealth management guidance tailored to clients' goals. He earned a Bachelor's Degree from the University of Cincinnati and is actively involved in community organizations. Evan serves as Board President of the Adopt A Class Foundation and volunteers at Norwood View Elementary. He has previously served on the Board of Directors for the Dan Beard Council and holds a board position with the University of Cincinnati College of Business. He resides in Anderson Township with his wife and daughter and enjoys biking, golfing, running, and spending time with his family.

Marcia Futel is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 credential and 19 years of industry experience. She has been associated with Primerica and its affiliated entities since 2005. Outside of her advisory work, she is an incorporator for Connecting For Impact, LLC, a nonprofit organization, and serves as a board member for the Cincinnati City School District. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Geoffrey Ziegler is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2016 to 2019. Outside of his financial advisory role, he serves as a finance committee member for St. John the Baptist Parish in Cincinnati, focusing on budgeting and parish growth. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Molly Grimm is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at Ameriprise Financial Services and Independent Financial Partners. She serves on the board of directors for the National Association of Stock Plan Professionals Ohio Chapter as secretary and is an advisory board member for the Butler County Ohio Special Olympics. 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 services and investment platforms, combining broad financial activities with oversight of substantial discretionary assets and a large network of advisors.

Aubrey Herman is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation alongside a centralized consulting team to support its retirement-income planning approach.

Donna Bryant is a financial advisor at OSAIC based in Cincinnati, OH, holding Series 63 and Series 65 licenses with 24 years of industry experience. She previously worked at Signator Investors, Inc. and has operated her own CPA tax preparation and consulting sole proprietorship since 1994. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing a range of brokerage and advisory services focused on model-based asset allocation and portfolio optimization.

Jacob Ford is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His background includes military service in the U.S. Air Force and work with Customs and Border Protection. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.