Christina Lawson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2017, previously working at JPMorgan Chase Bank, N.A. since 2013. 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 an ESG eligibility framework in its investment process.

Clinton Louiso is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Wells Fargo Clearing Services, J.P. Morgan Securities, and Chase Investment Services Corp. He also worked with Team BeachBody and managed a photography business for several years. 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 access to third-party asset management, supported by a large network of investment adviser representatives.

James Ortman is a CFP® and CFA® with 15 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Neil Bailey is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Franklin Wealth Advisors, and his own firm, Bailey Financial. Outside of his advisory work, he is involved in independent insurance brokering and consulting through Franklin Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Martin Wilhelmy is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 24 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Wells Fargo in 2018. Wilhelmy serves on investment committees for Ohio Valley Voices and Old St. Mary's Church and is a member of the board of trustees at The Good Shepherd Catholic Montessori School. He also holds a 20% ownership in Punch House Productions, a local boxing gym, and is involved in local politics as a precinct executive for the Hamilton County Republican Party. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Melissa Maier is a financial advisor at UBS Financial Services with eight years of industry experience. She has held prior roles at Bank of America, Merrill, and Edward Jones. Outside of finance, she has experience managing a sports bar and grill business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services.

Christina Duffy is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2014. In addition to her advisory role, she is a fitness instructor at Pure Barre Cincinnati and serves on the board of directors for Found Village, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management and proprietary research to tailor investment plans aligned with client goals.

Stephanie Russell is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2008. Outside of advisory work, she is involved in sales with Young Living. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocation to tailor financial plans aligned with clients’ goals and risk tolerances.

Tricia Mercalde is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley since 2018, following five years at UBS Financial Services Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by proprietary tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides planning services directly and through corporate agreements.

Jeff Lee is a financial advisor at J.P. Morgan Securities with credentials including Series 63 and Series 66 licenses. He has over 25 years of experience in the financial industry, having worked at Fidelity for 25 years before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2026. Outside of his advisory role, he is involved with Array Ministry Center LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of specialized products and strategies, focusing on non-discretionary advisory services.

Ryan Small is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

Manda Cash is a Series 66-licensed financial advisor with six years at UBS Financial Services and a total of five years of industry experience. Prior to joining UBS in 2020, she worked with Advantage Marketing Services and was involved with the University of Dayton’s The Write Place. 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.

Thomas Brizzolara is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Ameriprise since 2016, including his current role at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lauren Saulnier is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. before joining Ameriprise in 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Rami Elkhatib is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at GETChoice Energy Management. Elkhatib’s background includes full-time education at the University of Kentucky and Kentucky Country Day School. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides investment and planning services through a structured discovery process.

Alissa Vanselow is a Series 66 licensed financial advisor at Merrill with four years of industry experience. She has worked at Merrill since 2021 and previously was involved with Roof Guard Roofing for two years. She spent eleven years as a stay-at-home parent before starting her advisory career. 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 plans, corporations, and charitable organizations.

Mackenzie Bennett is a Series 66-licensed financial advisor with Raymond James Financial in Cincinnati, Ohio, and has eight years of industry experience. He has served in the U.S. Navy since 2013, including active military duty and continuing service from 2019 to the present. Bennett is involved in business development for Cornerstone Retirement Advisor, Inc., and serves as an insurance agent selling fixed, index, life, and Medicare-related products. He also participates in the finance and investment committee of the International Order of Odd Fellows, Dekalb Lodge #12. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a municipal advisor affiliation.

Michael O'Brien is a financial advisor at UBS Financial Services with four years of industry experience. He has worked at UBS since 2021 and previously held positions at OJM Group and Cincinnati Financial Corporation. His background also includes roles at Xavier University and the Portland Regency Hotel and Spa. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 financial plans and also provides custody, underwriting, and capital markets services.

Jason Sirotak is a CFP® and ChFC® with 26 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at Metlife Securities Inc. He also services life, accident, and health insurance independently. Mass Mutual 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, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and provides various programs including educational seminars and event-driven planning services.

William Di Johnson is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 65, 66, and 63 licenses and six years of industry experience. Before joining UBS in 2025, he worked at Walnut Grove Capital Partners and several other firms. He also has experience with Columbia Business School from 2020 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor investment strategies to client goals and risk tolerances.