Robert Bullock is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2005. Outside of his advisory role, he serves on the Finance Committee of LADD, an organization that supports adults with developmental disabilities in living and working independently. 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 applying an ESG eligibility framework in its recommendations.

Michael Arthur is a Senior Vice President and Wealth Management Advisor with 28 years of experience in the financial services industry, specializing in providing customized wealth management advice and guidance to high net worth individuals and institutional clients. He leads The Renie DeGroft Arthur Hall Group as part of Merrill Lynch Wealth Management. A native of Houston, Texas, Michael graduated from Texas A&M University with a Bachelor of Science degree. He holds the Certified Private Wealth Advisor® designation from the Investments & Wealth Institute™ in conjunction with the UCLA Anderson School of Management, the Chartered Retirement Plans Specialist℠ designation from the College for Financial Planning Institutes Corp., the Certified Plan Fiduciary Advisor (CPFA) designation, Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) credentials. In his college years, Michael was a starting center for the Texas A&M Aggies football team, earning recognition as an All American and Outland Trophy Award Semi-Finalist. He was later inducted into the Texas A&M Football Hall of Fame. Michael spent six years in the NFL, playing for teams including the Cincinnati Bengals, New England Patriots, and Green Bay Packers. He and his wife reside in the Cincinnati area with their two dogs and enjoy playing pickleball, traveling, and exploring new eclectic restaurants.

Tracy Patrick is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. Prior to joining RBC in 2026, Tracy worked at Morgan Stanley Smith Barney LLC for four years and Truist Bank for seven years. Outside of his advisory role, Tracy serves on the Finance Committee for St. Henry Catholic Parish in Elsmere, Kentucky, acting as a parent liaison between the parish and school related to parish funds. RBC Wealth Management serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a variety of wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs a tailored investment approach based on each client’s Advisory Risk Profile and uses a combination of in-house and third-party investment managers.

Seann Schaller is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has worked at Cetera Advisors LLC since 2014 and has prior experience with ClaimLinx. Outside of his advisory work, he is involved as a health benefits advisor and insurance agent through his own business ventures. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services through a large network of independent advisors. The firm uses a multi-manager platform with various program options and manages over $256 billion in assets.

Lee Kremer is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Lee collaborates with clients and Wealth Management Advisors to address families' financial service needs, aiming to meet and exceed planning and service goals. The team supports clients in growing and protecting their wealth, making informed investment decisions, and simplifying their financial lives. Lee has been with Fidelity Investments since 2011, holding various roles including Wealth Management Service Senior Specialist, Retirement Solutions Representative, Investment Solutions Representative, High Net Worth Trading Representative, and Defined Benefits & Defined Contributions Representative. This experience spans a comprehensive range of wealth management and retirement solution services. Additional information regarding education, credentials, personal interests, or community involvement was not provided.

Joseph Candito is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously at Fidelity Brokerage Services from 2014 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Bryan Hatfield is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, Birchcreek Wealth Management, Merrill, and U.S. Bancorp Investments. He is also the owner of a photo booth company, Tron The Photo Booth LLC, which has been inactive since 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets, custody, and lending solutions.

Andrew Dilbone is a financial advisor at UBS Financial Services with 12 years of industry experience. He has held prior positions at Touchstone Securities and IFS Financial Services. He holds Series 63 and Series 66 designations and is based in Cincinnati, Ohio. 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 provides proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Allison Arthur is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles, including brief positions in the restaurant and hospitality sectors as well as at the University of Cincinnati. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Easton Wolf is a financial advisor with J.P. Morgan Securities in Cincinnati, OH. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2026. His background includes studies at Texas Christian University and Southern Illinois University and experience in various roles outside finance, including work with Detillion Landscaping Co Inc and Lloyd's Pizzeria. 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 in its investment recommendations.

Michael Loth is a financial advisor with Robert Baird & Co. in Cincinnati, OH, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Robert Baird & Co. since 2019 and concurrently affiliated with J.J.B. Hilliard, W.L. Lyons, Inc. since 2005. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, employing a variety of investment strategies that include traditional and non-traditional asset allocations, as well as discretionary and non-discretionary management.

Adam Atkinson is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. His career includes positions at Morgan Stanley Private Bank, Salomon & Company, and prior work outside finance at Fischer Homes and the University of Kentucky. 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 employs a structured planning process that uses advanced modeling tools to support financial plans.

Nick Ritter is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2001. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research and quantitative methodologies to construct model portfolios and maintains a distinctive role as a commodity pool operator and advisor to multiple registered investment companies.

Gregory Leahy is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. Since joining Merrill in 1991, he has focused on assisting clients with constructing customized investment portfolios tailored to meet their growth and income objectives while emphasizing risk management. Greg works with a diverse clientele, including corporate executives, professionals, medical practitioners, and families, helping them simplify complex financial decisions and proactively prepare for their future. Greg holds the Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Planning CounselorSM (CRPC) professional designations. He earned a bachelor's degree in Accounting from Indiana University. His advisory expertise spans areas such as college education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and portfolio management services. Outside of his professional role, Greg enjoys several personal interests including go-karting, water skiing, and car enthusiasm, participating in the Cincinnati Concours d’Elegance. He is a father to a young son, a son in high school, and a daughter in college.

Katherine Lauer is a financial advisor at Morgan Stanley in Cincinnati, OH, with 18 years at the firm and seven years of industry experience. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Samantha Ray is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She has been with Merrill since 2016 and previously worked at Bank of America for one year. She also has experience from Capital University. 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.

Shane Crist is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 66 licenses with 30 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc. for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Maxwell Roberto Bailey is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation. He has been with Cambridge Investment Research and its affiliates since 2024 and has prior work experience including roles at Great American Insurance Group and the University of Cincinnati. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a variety of portfolio management strategies across multiple platform arrangements.

Kristin Fedders is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2015. Outside of her advisory role, she is an independent distributor for Advocare, a health and wellness company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katie Sanford is a Private Wealth Manager and Investment Management Consultant at Fidelity. She has been serving in this role since 2008, partnering with clients and their Wealth Management Advisors to align accounts with their financial goals. Her professional experience is centered on investment management consultancy within the wealth management sector.