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.

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 CFP® with 10 years of industry experience, currently serving as a financial advisor at LPL Financial since 2016. She previously worked at Stifel for one year. In addition to her advisory work, she is a notary for Hamilton County. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various investment solutions, including financial planning, model portfolios, and institutional platforms, supported by advanced research and operational tools.

Tyler Smith is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021 and has prior experience at Family First Life, CNO Services LLC, and Bankers Life. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research, with a range of specialized regulatory registrations supporting broader derivatives and commodities capabilities.

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 with Merrill in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His prior roles include positions at Bank of America, Morgan Stanley, and Citigroup Global Markets. He serves as a speaker and trainer for the FI360 Center for Fiduciary Studies and is an advisory board member of the Rotary Club of Saddlebrooke Foundation. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

Mark Stusek is a CFP® with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan in various roles since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Erin Dale is a financial advisor at Merrill with eight years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining Merrill in 2018, she worked at Fidelity Brokerage Services and held roles outside the financial industry at Sephora and Cedar Fair. Merrill, along 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 serves individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies developed by internal and third-party managers.

Ross Morand is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill since 2013. Outside of his advisory role, he is the owner of Shamrocks, LLC, a for-profit entity with limited responsibilities. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Andrea Piovesan is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and seven years of industry experience. She has worked with PFS Investments Inc. since 2018 and Primerica Financial Services since 2017. Outside of her advisory role, she is involved with Amazon Flex. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Maxwell Mischkulnig is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior experience includes roles at W&S Brokerage Services and WESTERN SOUTHERN Life. Outside of finance, he has worked with a lawn care business. Wells Fargo Advisors is a national securities firm that provides 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 both brokerage and advisory solutions backed by research and analytics from Wells Fargo Investment Institute.

Joe Simpson is a financial advisor with Primerica Advisors, holding a Series 63 designation and 15 years of industry experience. His prior work includes roles at Huff Realty, Infosys, Sibly Cline Realtors, and Pfs Investments Inc. Outside of advising, he is involved in several entrepreneurial ventures, including founding and managing businesses in construction, IT consulting, and real estate. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Adam Ireton is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 65 licenses and is based in Lebanon, OH. Edward Jones is a full-service wealth management firm providing advisory services to over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Jeffrey Pacetti is a financial advisor with UBS Financial Services in Cincinnati, Ohio. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment 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.

Shane Sauter is an Executive Planning Consultant at Fidelity Investments. In this role, he partners with executives to navigate benefits planning, equity compensation, and wealth planning. He collaborates with clients and their families to manage the complexities of company benefits and holistic financial planning. Shane has been with Fidelity Investments since 2014, progressing through roles including Benefits & Planning Consultant, Workplace Planning Consultant III, Investment Solutions Representative, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Associate at Summit Financial from 2010 to 2014. Outside of his professional work, Shane has interests in baseball, cooking and baking, fishing, football, parenthood, and swimming.

Melonie Kaiser is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and with 17 years of industry experience. She has worked with Morgan Stanley since 2013 and has been part of Morgan Stanley Private Bank, N.A. since 2019. Outside of her advisory role, she is involved as a cheer assistant coach for a local sports team in Milford, Ohio. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Erin Staveskie is a financial advisor with Primerica Advisors in Lebanon, Ohio, holding 13 years of industry experience. She has been with Primerica Advisors since 2010 and has worked with Primerica Financial Services since 2009. Outside of investment advisory, she is involved in sales and referrals related to home security, automation products, and loan products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan management.