Alexander Rinehart is a CFP® with nine years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2017. Prior to joining UBS, he worked at Jezerinac Geers & Associates for three years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and offers research and analytics from its Chief Investment Office and UBS Global Research to support client portfolios.

Edwin Strickling is a financial advisor with Cetera, holding a Series 66 designation and over 40 years of industry experience. His career includes lengthy tenures at 1st Global Advisors, Inc. and Avantax Advisory Services. He also provides financial services through Matoaka Money Management, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to multiple program structures and third-party money managers.

Lee Benmlouka is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he serves on the finance committee for St. Ursula Villa Grade School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of investment products and capital markets services.

Robyn Urig is a financial advisor with Primerica Advisors in Springdale, OH, holding a Series 63 designation and nine years of industry experience. She has worked with multiple firms including Torchlight Financial Group and PFS Investments Inc. Outside of investment advising, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management services primarily through its Lifetime Investment Program, which offers model-driven strategies and separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of model offerings.

Jacquelin Kunkel is a CFP®-designated financial advisor with 37 years of industry experience. She has worked at UBS Financial Services since 2017, following eight years at Bank of America and a 29-year tenure with Merrill. She serves as co-trustee of the V.R. Special Needs Trust. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through a wide range of offerings including fee-based financial planning and discretionary portfolio management.

Anthony Anzer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing, and he has owned Anzer Wealth Planning & Financial Counsel since 2021. He also acts as an insurance agent, selling life, health, annuities, and long-term care products. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing both affiliated and third-party managers across multiple program platforms.

David Harvey is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and 42 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1984. Outside of advisory services, he is involved in sales of loan products as well as home security and automation product referrals through affiliated companies. Primerica Advisors is a large firm that primarily serves individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program relying mainly on model-driven strategies created by third-party asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Andrew Tedesco is a CFP® professional with 26 years of industry experience, currently advising at LPL Financial since 2024. He spent 24 years at Lincoln Financial Advisors prior to joining LPL. Tedesco is involved with Dougherty Tedesco & Associates, a non-variable insurance business based in Cincinnati, OH. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by proprietary research and technology tools.

Steven Fennessey is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and seven years of industry experience. Prior to joining Primerica Advisors in 2019, he worked at General Electric from 2015 to 2018. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap-fee basis.

Gregory Helterbridle is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked with Fidelity Brokerage Services and related entities since 1995, with a brief one-year hiatus. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.

Matthew Olson is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in serving business owners, entrepreneurs, and high-net-worth families. He is a CERTIFIED FINANCIAL PLANNER® and holds the Personal Investment Advisor designation. His professional experience includes investment selection and management, insurance review and analysis, estate planning services, tax minimization strategies, risk management, and financial education. Mr. Olson earned his bachelor's degree in accounting from Miami University. He uses his expertise to assist clients with retirement planning, legacy planning, executive compensation, employee benefits planning, and family wealth management strategies. Fluent in English and Spanish, he emphasizes educating clients to help them make informed financial decisions. He lives in Hyde Park, Ohio with his wife Meghan and their five children. Beyond his professional work, Mr. Olson serves on the Board of the William S. Olson Memorial Foundation and supports community organizations including CancerFree Kids and The Make-A-Wish Foundation. His personal interests include spending time with family, playing golf, reading, and traveling.

John Stevens is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2006 and was previously with Ameriprise Advisor Services, Inc. from 2003 to 2006. Stevens is also the endorsed local provider for Dave Ramsey, a national personal financial counselor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Ozgur Mert is a CFP® professional associated with Charles Schwab, bringing 13 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Outside of his advisory role, he owns a small disc golf business where he organizes events and sells related merchandise. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client advisory with access to discretionary separately managed accounts, leveraging multi-asset model portfolios and centralized operational infrastructure.

Dennis Horr is a financial advisor at LPL Financial with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Faith Financial Advisors, Inc. and Royal Alliance Associates, Inc. He operates in Loveland, Ohio. 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 third-party asset management, supported by a large network of investment adviser representatives.

Joel Handorf is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its Private Bank since 2009. Outside of his advisory role, he serves on the advisory board of Found Village, an organization focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Eric Jaun is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining UBS in 2019, he worked briefly at Fidelity Brokerage Services and Huntington Bank. He also has experience with Cincinnati Reds Baseball Camps and Babson College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Laura Johnson is a financial advisor with RBC Capital Markets based in Loveland, Ohio. She holds Series 63 and Series 66 designations and has 24 years of industry experience. Prior to joining RBC in 2021, she worked at Strategic Wealth Investment Group, Raymond James, and U.S. Bancorp Investments. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies and portfolio management services supported by a variety of investment managers and tools.

Jessica Byrd is a financial advisor with Merrill in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 15 years of industry experience. She has been with Merrill since 2016. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jerri Wentz is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory role, she is involved as a partner in a construction and engineering business, Wentz Design LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Aaron Goldhoff is a financial advisor at UBS Financial Services with the Series 66 designation and two years of industry experience. He previously worked at C.H. Robinson for six years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and brokerage solutions.