Stephen Bascom is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a range of advisory programs and services.

John Dakoske is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.

Sean Mcfarland is a financial advisor with Fidelity Investments in Cincinnati, OH, holding Series 63 and Series 66 credentials and six years of industry experience. His work history includes roles at Fidelity and Northern Kentucky University, among others. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing and advising on portfolios.

Edward Apfel is a financial advisor at Morgan Stanley in Cincinnati, OH, with 29 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to Morgan Stanley, he was with Citigroup Global Markets from 1995 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range 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 that uses firm‑approved planning tools and modeling techniques.

Hannah Meihaus is a financial advisor at Morgan Stanley with nine years of industry experience. She previously worked at Fidelity Brokerage Services for seven years before joining Morgan Stanley in 2023. Meihaus holds the Series 63 and Series 66 designations. 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.

Martin Brennen is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Fidelity Personal and Workplace Advisors and Instacart. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes specialized capabilities in derivatives and commodities.

Brandon Barker is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Lifestylez Productions and UK College. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment advice grounded in modern portfolio theory and acting as an ERISA fiduciary. The firm’s approach includes both discretionary and non-discretionary services tailored to plan objectives and offers a broader set of financial product options than typical for large institutional advisers.

George Miller is a financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 63 and Series 66 designations and has held positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and American Modern Insurance. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and 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.

Robert Fitzpatrick is a financial advisor with Ameriprise in Cincinnati, OH, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior experience includes roles at The Huntington Investment Company and PNC Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice. The firm’s approach combines proprietary research and third-party data to guide asset allocation and withdrawal strategies within a defined investment framework.

Stuart Sutphin is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager in the Private Client Group, Workplace Guidance Consultant, and Defined Contribution Representative. In his current role, Stuart partners with clients and their families to design and execute comprehensive wealth plans. His professional experience spans multiple facets of financial consulting and client relationship management within Fidelity Investments. Additional details regarding Stuart's education, credentials, personal interests, or community involvement were not provided.

Thomas Gilday is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Invest Financial Corp. since 2007. Outside of his advisory role, he has been active as a mortgage loan officer with American Mortgage Service Corporation since 2005. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Todd Ille is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Edward Jones, Cabot Lodge Securities, Premium 72 Capital, and Dempsey Lord Smith, LLC. He is also involved with Hyde Park Insurance Partners, LLC, and Hyde Park Wealth Advisors LLC in Cincinnati, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organization clients by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers a range of platforms and model strategies, including those under the Founders Gate Capital brand.

Jordan De Perio is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 credential and three years of industry experience. Prior to joining Equitable Advisors, he held roles at SUNY Oswego and the State University of New York College at Oswego. He serves as a board member of the Clarence Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, corporations, charitable organizations, and institutional clients through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party managers to tailor investment solutions based on client needs and risk tolerance.

Brooke Barker is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and previously worked at Procter & Gamble. Brooke spent nine years in full-time education before beginning her advisory career. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jordan Moore is a financial advisor at Osaic Wealth with six years of industry experience. He holds the Series 66 designation and has worked at firms including Lincoln Financial Advisors Corporation and Besomebody, Inc. prior to joining Osaic in 2025. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, offering discretionary and advisor-managed strategies as well as third-party manager options.

Stephen Fortin is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He previously worked at Lincoln National Life and Lincoln Financial Advisors for 22 years. He is also a partner in Flores and Fortin Planning Group and works as an independent insurance agent at Three Corners Capital. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Patrick Sledz is a financial advisor at UBS Financial Services with 19 years of industry experience. He has been with UBS since 2014 and holds a Series 66 designation. Outside of his advisory role, he serves as an advisor on corporate strategy and platform implementation for The Cyber Bear Group, a cyber security breach response and education platform. UBS Financial Services serves individual, corporate, and institutional clients with a range of 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 plans to clients’ goals and risk tolerances.

Christopher Rueve is a CFP® with nine years of industry experience, currently serving as a financial advisor at Morgan Stanley in Cincinnati, OH. His prior experience includes roles at Fifth Third Private Bank and Fifth Third Securities. Outside of his advisory work, he is a partner at ARC Cincinnati LLC, a real estate-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to both individual and institutional clients, including customized financial planning supported by firm-approved tools and processes.

Scott Litwin is a financial advisor at Stifel with 44 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2005. Outside of his advisory role, he serves as President and Treasurer of the Wyoming Ohio Cycling Foundation, where he is involved in fundraising and managing grants. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide forward-looking asset allocation and financial planning analyses.

Angela Malton is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2013, progressing through various roles including Planning and Guidance Consultant II, Guidance Support Specialist, and multiple team leader positions in Workplace Planning, Retirement Solutions, and Investment Solutions before becoming a Financial Consultant in 2018. Her experience spans a diverse background in the financial services industry, where she collaborates with clients to develop customized financial plans tailored to their specific needs and goals. She utilizes a detailed planning process supported by top-notch tools and a team of specialists. Outside of her professional work, Angela has interests in art, food, social events with friends, pets, traveling, and volunteering.