Dana Cox is a financial advisor at Equitable Advisors with 28 years of industry experience. He has held roles at Equitable Advisors since 2007, following a year at J.J.B. Hilliard, W.L. Lyons, LLC. Cox holds Series 63 and Series 65 licenses. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a range of advisory models, including third-party TAMPs and discretionary portfolio management, and offers ERISA fiduciary services to qualified plans through credentialed representatives.

Steve Molloy is a Wealth Management Senior Relationship Manager at Fidelity Investments. He works exclusively with Fidelity's most affluent self-directed investors and their families, focusing on delivering personalized service and support tailored to each family's unique needs and preferences. When comprehensive planning is needed, he coordinates discussions with Wealth Management Advisors and other specialized planning professionals. Steve has been with Fidelity Investments since 2012, holding roles including Private Client Group Representative from 2012 to 2017, Wealth Management Planning Consultant from 2017 to 2021, and his current position since 2021.

Kyle Broderick is a Wealth Management Advisor at Merrill Lynch Wealth Management where he provides financial strategies focused on retirement planning, investment planning, estate planning, and tax minimization. He counsels individuals, families, and small business owners, aiming to create clear and actionable financial plans that address their specific needs and objectives. Kyle holds a bachelor's degree in Accounting and a Master of Business Administration (MBA) from Indiana University's Kelley School of Business. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also maintains Series 7 and 66 FINRA registrations. In addition to his professional work, Kyle serves as the Membership Director for the Financial Planning Association of Southwest Ohio and is a board member of the IKRON Corporation. He resides in Columbia Tusculum with his wife and daughter.

Brandon Bischof is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked for ten years at Canterbury Investment Management and has held credentials including Series 63 and Series 65. 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 provides a range of services including financial planning, portfolio management, and access to proprietary research and capital markets activities.

Amy Turner is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. She has been with UBS since 2007. UBS Financial Services 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 and provides a range of capital markets services supported by proprietary research and model-based asset allocations.

David Pryor is a financial advisor with Edward Jones in Milford, OH, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining Edward Jones in 2020, he worked at several firms including The Huntington Investment Company and Cetera. Outside of his advisory role, he serves as a Village Council Member in Batavia, OH, and is a Worship Director at East River Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with an SEC-registered advisory program and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including managed accounts and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Gail Rukenbrod is a financial advisor with Merrill in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing six years of industry experience. Her work history includes roles at Fidelity Brokerage Services and Bank of America, N.A., as well as positions related to financial wellness and education at the University of Kentucky. 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 model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Ben Verchick is a financial advisor at LPL Financial with two years of industry experience. His prior roles include positions at Mariner Wealth Advisor and Key Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kyle Fryer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, he worked at Miami University and MyUSA Credit Union. 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 databases.

Mark Allen is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked with Strategic Advisers since 2003 and has been with Fidelity Personal and Workplace Advisors and Fidelity Investments in various capacities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios across multiple platforms.

Griffin Kelp is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2019 and previously worked at Schmidt Architectural Iron, Inc. and Euromonitor International. Outside of his advisory role, he is a songwriter and receives music royalties through ASCAP and CDBaby. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes supported by firm-approved tools and serves a broad range of clients through various financial products and strategies.

Cody Nesbitt is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and having 10 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Matthew Mann is a CFP® certificant affiliated with Cetera, bringing 14 years of industry experience. He has held roles with Avantax Advisory Services and Avantax Insurance Agency, and he is a partner at Hicks & Mann, an accounting and tax preparation firm. He is also a part-owner and accountant for The Goat Bar & Grill LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a large network of independent advisors. The firm offers a multi-manager platform with various investment and portfolio management options, managing over $256 billion in assets.

Erin Kaplan is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in roles at Xerox Business Solutions, Xometry, and several entrepreneurial ventures including Erin Cowan Designs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

David Smith is a CFP® professional with 14 years of industry experience and has been with Edward Jones since 2011. He holds the Series 66 designation and is based in Mt. Carmel, Ohio. Outside of his advisory role, he is CEO of a property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing over $1 trillion in assets through a broad network of advisors and branch offices. The firm offers a range of advisory programs and proprietary investment products, operating under a fiduciary standard.

Dale Ballbach is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Laura Walker is a financial advisor with UBS Financial Services in Cincinnati, OH. She holds Series 63 and Series 66 licenses and has 11 years of industry experience, including four years at Fidelity Brokerage Services prior to joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Leah Poat is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including work at Target and involvement with the Paducah Symphony Orchestra. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Beckham Wyrick III is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 31 years of industry experience. He has been with Cambridge since 2005 and previously worked at Osaic FA, Inc. Wyrick also owns an accounting and bookkeeping services business. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a variety of platforms and proprietary model strategies.

Dennis West is a Certified Financial Planner® with 32 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Fidelity from 2003 to 2010. West is also a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives, offering a range of financial planning and investment management solutions.