Nicole Wulker is a financial advisor at Merrill with over 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2000. Outside of her advisory role, she is an owner of rental properties in Cincinnati, Ohio. 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 both model-based and discretionary investment strategies for a range of individual and institutional clients.

Christine Jaun is a financial advisor at UBS Financial Services with nine years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017. Prior to joining UBS, she spent one year at Creative Artists Agency. Jaun serves on the board of the Wesley Chapel Mission Center, a nonprofit that provides tutoring and a safe environment for children in an urban setting. 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 to tailor strategies based on proprietary research and capital market models.

Adam Schoster is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning and access to various investment products and strategies.

Matthew Cronin is a financial advisor at Ameriprise with a Series 66 credential and less than one year of industry experience. His prior work includes roles at the University of Cincinnati, Target Inc., and the Loveland City School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning through written recommendation reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

David Rodrigo is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He holds the Series 66 designation and is based in Cincinnati, OH. Outside of advising, Rodrigo is a partner in a real estate entity established to facilitate a lease agreement for a new branch office. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

Edward Mc Dannold is a financial advisor with LPL Financial, holding a Series 66 license and 13 years of industry experience. His prior roles include positions at Coordinated Capital Securities, Morgan Stanley Private Bank, Morgan Stanley, and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and other institutions. The firm offers a range of financial planning, model portfolio, and institutional services, supported by both proprietary research and third-party subadvisors.

Juliann Scruggs is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is involved with UPSHIFT, where she contributes through cooking, cleaning, and order management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from its own investment institute and third-party sources to offer diversified investment options within brokerage and advisory frameworks.

Steven Ott is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005 and previously worked at Flint Ink Corp for 15 years. Outside of advising, he is a co-owner of a business in Cincinnati and is involved in part-time sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Dayna Byrd Mattress is a financial advisor with Primerica Advisors in Cincinnati, OH, holding 11 years of industry experience. She has worked with PFS Investments Inc. since 2013 and has been associated with Primerica Financial Services since 1992. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Erik Waldron is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and over 32 years of industry experience. He previously worked for CUSO Financial Services, LP from 2014 until 2025. Waldron is associated with GECU Wealth Management, a DBA for his LPL business. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Robert Cannon is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS Financial Services since 2007. Prior to that, he worked at Mcdonald Investments Inc. since 1992. 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 integrates proprietary research and capital market assumptions to tailor investment strategies and combines institutional trading capabilities with wealth management services.

Lisa Mc Manis is a financial advisor with UBS Financial Services in Cincinnati, OH. She holds a Series 66 designation and has experience dating back to 2020, including five years at Kuethe Wealth Planning within the Raymond James independent channel. Prior to her advisory career, she was a homemaker for 17 years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management services.

Lawrence Rogers III is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he supervises investment allocations and tax matters for multiple family trusts established for inheritance and lifetime gifts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research, model-based asset allocation, and a broad platform of capital markets services.

Anna Kohlem is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Ryan Fromm is a CFP® with 25 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously spent eight years at UBS Financial Services. Based in Cincinnati, OH, he holds Series 63 and Series 66 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its diversified and theory-based investment approach.

Hunter Gillespie is a financial advisor at Raymond James Financial with CFP® and Series 66 credentials and five years of industry experience. His prior work includes positions at Robertshaw Capital Group, J.P. Morgan Securities LLC, JPMorgan Chase Bank, and Cincytech. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting supported by risk profiling and analytical tools, and it maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Stephanie Stegmuller is a Financial Advisor at Merrill Lynch Wealth Management, bringing over 16 years of experience in the financial services industry. She offers comprehensive wealth management strategies, focusing on areas such as college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Stephanie began her career with a niche in qualified plans and has since expanded her expertise to cover broader financial planning, investments, retirement, and estate planning services. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Stephanie earned her high school diploma from Colerain High School. Outside of her professional role, Stephanie enjoys cooking, gardening, interior decorating, playing pickleball, traveling, practicing yoga, and spending time with her husband and four children.

Julie Seavey is a financial advisor with Morgan Stanley in Cincinnati, OH. She holds Series 63 and Series 66 licenses and has 29 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides investment advisory and brokerage services to both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, using a structured process supported by firm-approved tools and analytics.

Gregory Hang is a financial advisor with LPL Financial in Mason, Ohio, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial for 26 years. Outside of his advisory role, he is also involved as an agent with various insurance companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing tools and a breadth of non-advisory financial activities.

Kari Day is a financial advisor with UBS Financial Services in Cincinnati, OH. She holds a Series 66 designation and has 15 years of industry experience. Kari has been with UBS Financial Services since 2007. UBS Financial Services Inc. 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 provides proprietary research and a range of capital markets services.