Ethan Clark is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously at Fidelity Brokerage Services, LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Brenning is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 license and has prior work experience at Ernst & Young and Cotton & Company. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client solutions.

Anthony Ventura is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Schaeffers Investment Research, Western & Southern Financial Group, and PNC Investments. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients, operating primarily as a wrap-fee solution.

Walter Wilson Jr. is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes operating his own practice and roles at Waddell & Reed Inc. Wilson has also been involved with community and professional organizations such as the Greater Harrison Rotary and the Financial Planning Association Southwestern Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions.

Billy Habermehl is a financial advisor with Edward Jones in Mason, OH, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at Dealer Tire, Avery Dennison, and various other firms in diverse roles. He has also been involved with AllSTEM Connections. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Cameron Moore is a financial advisor at Equitable Advisors in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. Before joining Equitable Advisors, he worked at Siemens and Myriad Neuroscience, and has a background that includes time as a full-time student and at Howards Company. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a network of Investment Adviser Representatives and utilizes both third-party managers and proprietary programs to deliver its advisory services.

Carter Earls is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at RC Capital, Western & Southern Financial Group, and Prosource Technology Solutions, as well as experience at Wildwood Golf Course and the Butler County Juvenile Detention Center. He attended the University of Cincinnati from 2021 to 2025. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Richard Brizzolara Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory work, he is involved in assigning referees for high school and youth soccer games in the Cincinnati area. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Elizabeth Moore is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she serves on the board and several committees of the Cincinnati Squash Academy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering tailored financial planning and advisory programs to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved planning tools in its financial planning services.

Evan Milz is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2014, progressing through various roles including Planning Consultant, Workplace Planning Associate, Investment Solutions Representative, High Net Worth Associate, and Client Relationship Advocate. In his current role, Evan partners with clients to understand their comprehensive financial objectives and develops customized plans to meet their unique and evolving needs. His approach emphasizes building strong relationships with families based on trust, reliability, and competency. Outside of his professional work, Evan has interests in camping, hiking, military service, parenthood, and soccer.

Austin Sheehan is a financial advisor at Charles Schwab with six years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Fidelity Investments, Coca-Cola Consolidated, and the University of Kentucky. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured alternative investment program.

Stephen Kaimer is a financial advisor with Primerica Advisors in Cincinnati, OH, holding 14 years of industry experience. His career includes roles at Anthem BCBS, The UPS Store, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory work, he is involved in non-investment activities such as referrals for home security and automation products and holds a partnership in KDP Properties, LLC, which owns land used for recreational purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Julie Tapke is a CFP®-designated financial advisor with Robert W. Baird & Co. in Cincinnati, Ohio, with 21 years of industry experience. She has been with Robert W. Baird since 2015. Outside of her advisory role, she serves on the board of the Julie Learning Center, a nonprofit organization. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies along with tax management and direct indexing.

William Ciolino is a financial advisor with Charles Schwab in Cincinnati, OH, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade for four years and has held roles at Charles Schwab Bank, Fifth Third Bank, The National Exemplar, and DePaul University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and alternative investment options.

Robert Jerger is a financial advisor with LPL Financial in West Chester, OH, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Simply Money Advisors. Outside of advisory work, he is involved in independent insurance sales focused on life, disability, and long-term care insurance. 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 wide range of financial planning and investment management services through a large network of advisors, combining advisory portfolios with insurance and banking products.

Bradley Hohlbein is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Fifth Third Bank for two years. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Erin Mullen is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Alex Templin is a financial advisor at Stifel with two years of industry experience. He holds the Series 66 designation and previously worked at Ameritas Advisory Services, Ameritas Investment Company, Premier Planning Group, DLAK Wealth Advisors, and Wells Fargo Advisors. Outside of Stifel, he is associated with Premier Planning Group, LLC, where he manages processes for investment business including processing, tracking, and client reviews. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Scott Noelcke is a financial advisor at Fidelity with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with various Fidelity entities since 2009. 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 to manage discretionary and non-discretionary portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Jackson Street is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity in 2023, he held roles at several companies including RMH Franchise Holdings, First Round Draft, Flynn Restaurant Group, and Miami University’s Farmer School of Business. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a role in managing model portfolios and multi-manager funds.