Michael Kessling is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 40 years of industry experience, having worked at Mass Mutual Investors Services since 1985 and with Massachusetts Mutual Life Insurance Company since 1982. In addition to his advisory role, he is involved as an owner and agent in The Kessling Financial Group, which offers life, group life, group health, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including wrap and money-manager options and conducts educational seminars.

Christine Engelkamp is a financial advisor with Raymond James Financial, holding a Series 63 designation and 13 years of industry experience. She worked at Edward Jones from 2000 to 2021 before joining Raymond James Financial Services Advisors in 2021. Outside of her advisory role, she is an associate at Wilks Wealth Planning, where she is involved in branch operations. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing detailed client risk profiles and firm research to develop tailored recommendations.

Mitchell Deskins is a financial advisor at Morgan Stanley in Cincinnati, OH, with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Dinergy Wealth Management and Horter Financial Strategies, among other firms. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Garry Binegar Jr. is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 21 years of industry experience. He has been with UBS Financial Services since 2005. Outside of his advisory role, he serves as trustee of his family’s irrevocable life insurance trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, 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.

Reed Carter is a financial advisor at UBS Financial Services in Cincinnati, OH, with eight years of industry experience. He holds the Series 66 designation and has been with UBS in various capacities since 2017, including four years prior at the University of Kentucky. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and a range of mutual fund and alternative product solutions. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocation.

Gregory Wells is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Darrin Mcaninch is a CFP® professional with 33 years of industry experience. He currently serves as an advisor at OSAIC, having previously worked for Lincoln Financial Advisors Corporation for over three decades. He is a board member of his neighborhood homeowners association. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, and access to various managed account platforms, utilizing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios.

Donald Mcclurg is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and United Advisors. Outside of his advisory work, he owns and operates a condo rental business in Cincinnati. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

William Hennessy is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 and Series 63 designations and has prior experience at Fidelity Investments. Outside of finance, he has been involved with several food service businesses, including Crowley's Highland House Cafe and Angie's Restaurant and Pizzeria. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Rae Isaacs is a financial advisor with Robert W. Baird & Co. based in Ft Wright, KY, holding a Series 66 designation and having 26 years of industry experience. Isaacs has been with Robert W. Baird & Co. since 2007. Isaacs is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services using a range of strategies, including traditional and non-traditional investments, with options for discretionary management and overlays.

Stephen Fish is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He has been with UBS since 2013. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management and leveraging proprietary research and model-based asset allocations.

Dennis Sweeney is a financial advisor at LPL Financial in Cincinnati, OH, holding a Series 63 designation with 55 years of industry experience. He has been with LPL Financial since 2000 and has operated Dennis J. Sweeney Co. since 1970. In addition to his advisory work, he is an independent insurance agent with Sweeney & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

William Washburn is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley since 2015, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a comprehensive financial planning process, while offering a wide range of retail and institutional investment services.

Kristen Makari is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has been with LPL Financial since 2016. Outside of her advisory role, she serves as a notary for Hamilton County. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, incorporating both discretionary and non-discretionary management supported by model portfolios and research.

Tyler Smith is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Bankers Life, CNO Services LLC, and Family First Life. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Matthew Wissman is a financial advisor with Ameriprise in Hamilton, Ohio, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Wissman serves on the Badin High School Investment Committee and operates his own financial planning business, BFM & Associates, 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. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Travis Vance is a financial advisor with Primerica Advisors in Springdale, OH, holding seven years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2018 and has been involved with Fairfield Local Schools since 2008. Outside of his advisory role, he tutors through Wyzant and is engaged in sports betting as a personal business activity. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select discretionary separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure while maintaining oversight of its model offerings.

Marc Gallenstein is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing a comprehensive approach to wealth management, tailoring financial strategies to align with clients’ individual financial situations, investment preferences, and risk tolerance. Marc offers clients access to investment insights from Merrill and banking services from Bank of America to address various aspects of their financial lives. His areas of focus include college education planning, divorce transition planning, employee benefits and financial health, legacy planning, personal retirement planning, tax minimization, and retirement income. Marc holds a Bachelor's Degree from Ohio University and has earned the Personal Investment Advisor (PIA) designation. He is committed to delivering personalized financial strategies designed to help clients pursue their long-term goals through a one-on-one collaborative approach. Beyond his professional responsibilities, Marc participates in community service through volunteering with organizations such as Matthew 25 Ministries. In his personal time, Marc enjoys activities such as baseball, basketball, fishing, football, golfing, music, running, traveling, watching movies, and spending time with his family.

Emerson Knowles is a financial advisor at Merrill with Series 63 and Series 65 credentials and 46 years of industry experience. He has worked at both Bank of America and Merrill Lynch since 2010. Outside of his advisory role, he serves as a speaker and trainer for FI360 - Center for Fiduciary Studies, helping boards and trustees understand their fiduciary roles, and is an advisory board member of the Rotary Club of Saddlebrooke Foundation, which provides educational grants to underserved students. Merrill delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, and institutional fiduciaries.

Thomas Holocher is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as president and board member of the Cincinnati chapter of the Exit Planning Institute, organizing educational content for professional advisors and business owners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.