Trisha Farver is a financial advisor with Ameriprise in Loveland, OH, holding a Series 66 designation and 16 years of industry experience. Her prior work includes roles at The Huntington National Bank and The Huntington Investment Company spanning over a decade. Outside of advising, she owns a retail business called Best You. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies.

Jason Nelson is a financial advisor with LPL Financial in Cincinnati, OH, holding the CFP® designation and Series 66 license. He has 28 years of industry experience, including prior roles at Coordinated Capital Securities, Inc. and Cambridge Investment Research, Inc. In addition to his advisory work, he is a licensed attorney and a public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms.

Darrell Masters is a CFP® with 35 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. He held prior roles at Osaic FA, Inc. from 2000 to 2005. Masters is also an owner and partner of Kenwood Financial Group in Cincinnati, OH. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, employing various platform arrangements and a mix of proprietary and third-party investment strategies.

Emily Frank is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Her prior work includes roles at Fidelity Investments and an entrepreneurial venture operating an online digital products shop. Emily also has experience with various organizations, including Green Beagle Lodge and MedSend. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Cynthia Armstrong is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James & Associates Inc. and Merrill. Armstrong served on the Avon Board of Education from 2011 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Chelsea Nichols is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2013, with a two-year tenure at Merrill in between. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its financial planning process.

Michelle Ward is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Cox Media Group-WHIO Channel 7 and The Reynolds and Reynolds Company. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm uses a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Allen White is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he collaborates with clients to develop financial plans aimed at supporting their financial goals. He has been with Fidelity Investments since 2014, progressing through roles including High Net Worth Service Associate from 2014 to 2016, Workplace Planning Consultant III from 2016 to 2021, and his current position since 2021.

Breanne Bovara is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Fifth Third Bank and Fifth Third Securities spanning from 2015 to 2025. She is also involved with Moto Wealth Partners in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Kyle Jones is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and five years of industry experience. His career includes roles at Brubaker Grain Inc., Carter Lumber, and Better Homes and Gardens Big Hill. Outside of his advisory work, Jones is active as a real estate agent with Exp Realty, handling residential property transactions. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers, supported by third-party custodians and overlay management.

Zachary Hiler is a Series 66-licensed financial advisor at Raymond James & Associates with four years of industry experience. His career includes roles at Raymond James & Associates and Janney Montgomery Scott LLC, as well as experience at the University of Cincinnati and Hiler Company Ltd. Outside of his advisory work, he is a partner at Hiler Marot Investment Group LLP, involved in property acquisition and management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Andrew Randall is a Series 66-licensed financial advisor with Edward Jones in Waynesville, Ohio, where he has worked since 2019. He has seven years of industry experience and previously held roles with Dunn & Bowling, LLC, a KFC franchisee, and Middletown City Schools. Randall is also the managing member of St. Therese Brass, LLC, a music performance group that organizes rehearsals and supports substitute performers through donations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

David Kopser is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2009, including a role with Morgan Stanley Private Bank since 2015, and previously spent 10 years at Citigroup Global Markets. Outside of his advisory role, he is involved with a family partnership focused on farming and livestock. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Antonella Hudson is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. Her career includes prior roles at Merrill and Fidelity Investments. She participates in community service through the Junior League of Cincinnati. 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 financial plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, integrating institutional trading capabilities with wealth management services.

Kevin Hyland is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in personal retirement planning, portfolio management services, and retirement income. He works closely with clients to understand their priorities and develop personalized financial strategies that align with their goals. Kevin holds a Bachelor's Degree from the University of Cincinnati, where he was also a member of the University of Cincinnati Football Team from 2011 to 2015 and is involved with the University of Cincinnati Football Letterman's Club. He maintains the Personal Investment Advisor (PIA) designation. Outside of his professional role, Kevin has interests in billiards, cooking, football, golfing, music, pickleball, running, yoga, watching movies, and spending time with his family.

Ronda Garner Cecil is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2013. Her reported outside business activity involves a family-owned auto body shop, in which her husband is a part silent owner; she has no involvement in the business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sebastian Fidder is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and previously spent nine years in full-time education before joining Ameriprise in 2022. Outside of his primary role, he is also involved with BFM & Associates, LLC as an associate financial advisor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Ameriprise Premier Retirement Income service.

Scott Mercalde is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously at UBS Financial Services Inc for five years. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling techniques.

Joseph Riazzi is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Leahy Cimis Fauber team since 2024. He relocated to Cincinnati in 2020 after spending five years working in New York City for Global X ETFs. He holds a Bachelor's degree from the University of Dayton and has obtained the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Joseph's professional experience includes areas such as family wealth management strategies, services for endowments, foundations and non-profits, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Outside of his professional work, Joseph pursues interests in music, aviation, and golf.

George Kaufman is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 27 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, offering a wide range of capital markets and advisory solutions.