George Miller is a financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 63 and Series 66 designations and has held positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and American Modern Insurance. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based 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 plans.

Brooke Barker is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and previously worked at Procter & Gamble. Brooke spent nine years in full-time education before beginning her advisory career. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jordan Moore is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation, BSB Group International, and Besomebody, Inc. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.

Mark Gorsuch is a financial advisor with Charles Schwab in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2007. 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, offering both non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operations.

Stephen Fortin is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 33 years of industry experience. Prior to joining Cambridge in 2023, he worked for Lincoln National Life and Lincoln Financial Advisors from 2001 to 2023. He is also a partner and owner of Flores and Fortin Planning Group and serves as an independent insurance agent with Three Corners Capital. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, charitable organizations, and retirement plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing multiple custody and platform arrangements and a mix of proprietary and third-party investment strategies.

Patrick Sledz is a financial advisor at UBS Financial Services with 19 years of industry experience. He has been with UBS since 2014 and holds a Series 66 designation. Outside of his advisory role, he serves as an advisor on corporate strategy and platform implementation for The Cyber Bear Group, a cyber security breach response and education platform. UBS Financial Services serves individual, corporate, and institutional clients with a range of 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 plans to clients’ goals and risk tolerances.

Christopher Rueve is a CFP® with nine years of industry experience, currently serving as a financial advisor at Morgan Stanley in Cincinnati, OH. His prior experience includes roles at Fifth Third Private Bank and Fifth Third Securities. Outside of his advisory work, he is a partner at ARC Cincinnati LLC, a real estate-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to both individual and institutional clients, including customized financial planning supported by firm-approved tools and processes.

Mike Bell is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior roles include positions at L.M. Kohn & Company, Greensky, Inc., and Fifth Third Securities. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.

Michelle Metzger is a CFP® professional with 27 years of experience in financial advising. She has been with Osaic since 2025 and previously worked at Lincoln Financial Advisors Corporation for 26 years. Outside of her advisory role, she operates Sage Wealth Management, LLC, a legal entity for managing business expenses, and serves as an agent offering fixed insurance products including fixed annuities, disability, and traditional life insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools and third-party programs to construct diversified portfolios for a variety of client types.

Cynthia Yozwiak is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007 and Bank of America since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Payne is a CFP® and Series 66-registered financial advisor with Edward Jones in Loveland, Ohio. He has 15 years of industry experience and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Traci Manford is a financial advisor at Morgan Stanley with a Series 66 designation and over 25 years of industry experience. Before joining Morgan Stanley in 2026, she spent 25 years at JPMorgan Asset Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and global investment research.

Alyson Workman is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds a Series 63 designation and previously worked at Goldman Sachs for five years before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Gavon Baker is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at Chase Bank, Walmart, Chick-fil-A, and Gordon Lumber, alongside periods of full-time education. Charles Schwab & Co., Inc. serves a large client base of primarily 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 guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Chase Slyder is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and five years of industry experience. He has worked at UBS since 2019 and previously held roles at Plante Moran and Education At Work. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through proprietary research and a range of capital markets services.

Nicholas Baumgartner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides comprehensive wealth planning services tailored to clients' unique ambitions and personal priorities. His work focuses on helping clients pursue goals such as funding education, planning for retirement, covering potential healthcare costs, and achieving long-term family objectives. Nicholas holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Xavier University.

Christopher Denicola is a Certified Financial Planner (CFP®) with 11 years of experience in the financial services industry. He has been with UBS Financial Services since 2011 and holds the Series 66 designation. He is based in Cincinnati, OH. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services to tailor investment strategies to clients’ goals and risk tolerances.

Christopher Lehan is a financial advisor with Wells Fargo Clearing in Cincinnati, Ohio. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, including a long tenure at PNC Investments prior to joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Alec Pfriem is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. He previously held positions at Morgan Stanley and has worked with High Five Sports Academy and Valhalla Golf Club in roles outside the financial industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver customized investment solutions.

Misty Wilson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years at Morgan Stanley. Based in Cincinnati, OH, her career spans over a decade with major national firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research and analytics with a broad platform of brokerage and advisory solutions, supporting over 14,000 advisors and managing approximately $671 billion in assets.