Alexander Rinehart is a CFP® with nine years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2017. Prior to joining UBS, he worked at Jezerinac Geers & Associates for three years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and offers research and analytics from its Chief Investment Office and UBS Global Research to support client portfolios.

Alexander Fox is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has been involved with several businesses including LouVino, where he continues to have an outside role. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and charitable entities. The firm employs a model-driven investment approach, providing access to third-party asset managers and offering financial planning, brokerage, and insurance services through its affiliated entities.

Brittany Reynolds is an Investment Consultant at Fidelity Investments, where she partners with clients to develop personalized financial plans aimed at achieving long-term goals. She emphasizes a holistic approach to investment consulting, working closely with clients to visualize and pursue their financial objectives. Prior to her current role, Brittany gained experience as a Wealth Management Advisor at U.S. Bancorp Investments from 2021 to 2024 and served as a Premier Client Relationship Consultant at U.S. Bank between 2016 and 2021. She holds insurance licenses for Arkansas and California.

Lee Benmlouka is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he serves on the finance committee for St. Ursula Villa Grade School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of investment products and capital markets services.

Dennis Grothaus is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Securities and AllState Insurance Company. Grothaus also owns Grothaus Financial Group LLC, where he offers various insurance products alongside his financial advisory work. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, providing both brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and risk management tools.

Jacquelin Kunkel is a CFP®-designated financial advisor with 37 years of industry experience. She has worked at UBS Financial Services since 2017, following eight years at Bank of America and a 29-year tenure with Merrill. She serves as co-trustee of the V.R. Special Needs Trust. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through a wide range of offerings including fee-based financial planning and discretionary portfolio management.

Andrew Tedesco is a CFP® professional with 26 years of industry experience, currently advising at LPL Financial since 2024. He spent 24 years at Lincoln Financial Advisors prior to joining LPL. Tedesco is involved with Dougherty Tedesco & Associates, a non-variable insurance business based in Cincinnati, OH. 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, model portfolios, third-party asset management, and institutional platforms, supported by proprietary research and technology tools.

Matthew Olson is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in serving business owners, entrepreneurs, and high-net-worth families. He is a CERTIFIED FINANCIAL PLANNER® and holds the Personal Investment Advisor designation. His professional experience includes investment selection and management, insurance review and analysis, estate planning services, tax minimization strategies, risk management, and financial education. Mr. Olson earned his bachelor's degree in accounting from Miami University. He uses his expertise to assist clients with retirement planning, legacy planning, executive compensation, employee benefits planning, and family wealth management strategies. Fluent in English and Spanish, he emphasizes educating clients to help them make informed financial decisions. He lives in Hyde Park, Ohio with his wife Meghan and their five children. Beyond his professional work, Mr. Olson serves on the Board of the William S. Olson Memorial Foundation and supports community organizations including CancerFree Kids and The Make-A-Wish Foundation. His personal interests include spending time with family, playing golf, reading, and traveling.

Jodi Crouch is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked extensively with Huntington National Bank and The Huntington Investment Company. Outside of her advisory work, she engages in crafting personalized clothing and gifts as a small-scale hobby business. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines investment research, third-party data, and algorithmic tools to provide tailored, tax-aware withdrawal strategies within a structured product ecosystem.

Dennis Horr is a financial advisor at LPL Financial with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Faith Financial Advisors, Inc. and Royal Alliance Associates, Inc. He operates in Loveland, Ohio. 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 third-party asset management, supported by a large network of investment adviser representatives.

Joel Handorf is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its Private Bank since 2009. Outside of his advisory role, he serves on the advisory board of Found Village, an organization focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Eric Jaun is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining UBS in 2019, he worked briefly at Fidelity Brokerage Services and Huntington Bank. He also has experience with Cincinnati Reds Baseball Camps and Babson College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

James Stewart is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Mass Mutual Investors Services, MetLife Resources, and Banc One Securities Corporation. Stewart is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies under the Founders Gate Capital brand.

Jessica Byrd is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2016. 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 developed by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

Jerri Wentz is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory role, she is involved as a partner in a construction and engineering business, Wentz Design LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Aaron Goldhoff is a financial advisor at UBS Financial Services with the Series 66 designation and two years of industry experience. He previously worked at C.H. Robinson for six years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and brokerage solutions.

Casey Marsh is a Certified Financial Planner® with 24 years of industry experience, currently serving clients at UBS Financial Services since 2021. Prior to UBS, he worked at Bank of America and Merrill from 2010 to 2021. He is based in Cincinnati, Ohio. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocation to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management, offering services that include portfolio management, financial planning, and capital markets activities.

Chelsea Kavanaugh Lazarus is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and has worked at firms including Fidelity Brokerage Services and Fidelity Investments prior to joining UBS. Outside of finance, she has experience in the fitness and customer service industries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, delivering both fiduciary financial planning and a broad range of capital markets services.

Patrick Dammert is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory work, he is involved in managing Dammert, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with both proprietary and third-party investment strategies.

Kelly L. Wittich is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 25 years of industry experience. She has been with UBS since 2013. Wittich serves on the board of directors for ArtsWave, a nonprofit focused on promoting arts and culture in the region. She is also a member of the customer advisory board for PreOncology, a startup developing early cancer screening products. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations with institutional trading capabilities.