Jennifer Dimmitt is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds the Series 66 designation and has been with UBS since 1996. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies.

Michael Sacher is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding 27 years of industry experience. He has worked at Mass Mutual and its affiliated firms since 2009, with additional roles at OneAmerica Securities and American United Life from 2017 to 2019. Sacher serves as a board member for the Entrepreneur's Organization, a nonprofit focused on peer-to-peer learning. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a range of investment programs and educational seminars.

Ethan Wing is a financial advisor with UBS Financial Services in Cincinnati, Ohio. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at Travis Mathew and Canopy Wealth Management, as well as work at Xavier University and Duneland School Corporation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining model-based asset allocations and research with institutional trading capabilities and wealth management services.

John Kopeck III is a financial advisor with Ameriprise in Mason, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering personalized, research-supported recommendations through a centralized consulting team. The firm combines modeling techniques and tax-efficiency analysis to create tailored retirement income strategies while offering a broad range of advisory, brokerage, and insurance solutions.

Audrey Koob is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and seven years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2018. Outside of her advisory role, she is involved in managing non-investment related partnerships in Mason, Ohio. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited number of separately managed account options 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.

Thomas Widener is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at The O. N. Equity Sales Company, J.J.B. Hilliard, W.L. Lyons, LLC, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Thomas Dragar is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. He has held roles at Freeman Heyne Toma, LLC since 2017 where he serves as a client relationship manager, in addition to his tenure with Cetera and its affiliates since 2013. Outside of financial advising, he is commissioned as a notary public. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and a multi-manager platform approach.

Crystal Brewer is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2014. Outside of her advisory work, she is involved in religious education at Fort Mitchell Baptist Church, where she teaches children, plans curriculum, and leads volunteers. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include comprehensive financial planning and estate planning strategies.

Timothy Bayer Jr. is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 designations and 14 years of industry experience. He previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2012 to 2021 before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to customize financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of capital markets and research resources.

J Hammond is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Hammond also owns Hammond Day Investment Group LLC, an investment-related business based in Cincinnati, OH. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Patrick Cahill is a financial advisor at OSAIC with 29 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior work includes seven years at Securities America Advisors and six years at LPL Financial. Outside of advising, he is engaged in insurance sales through a separate business entity. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services supported by proprietary asset-allocation tools and a variety of third-party managed account solutions.

Rebecca Dorton is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market outlook models.

Arthur Faulkner II is a financial advisor with Primerica Advisors in Cincinnati, OH, holding 19 years of industry experience. His career includes roles at Gentex Corporation, Omega Engineering, and Russel Tobin Engineering alongside his long-standing tenure at Primerica Advisors since 2006. Outside of financial advising, he works as an engineering consultant and also drives for Uber. 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 delegates trading responsibilities while employing a tiered wrap-fee structure.

Edward Rupert is a financial advisor at Cetera with 14 years of industry experience. He holds a Series 66 designation and has worked at Cetera Advisors LLC since 2015 and Freeman Heyne Toma, LLC since 2017. In addition to his advisory role, he is also licensed to sell life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationally registered investment adviser serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary account options.

Mark Meyrose is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors since 2018. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm’s investment approach combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

John Gray is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of finance, he serves as a 12C Bridge Crewmember in the United States National Guard and acts as camaraderie chairman for The Barracks Project, supporting veterans and their families. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a broad range of brokerage and advisory solutions.

Alec Manser is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. His prior roles include positions at Medpace and Black Bull Capital Partners. 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 and utilizes structured financial planning processes supported by firm-approved tools and comprehensive investment modeling.

Karen Levy is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and joined Wells Fargo Clearing in 2023. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Charles Cline is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and one year of industry experience. He has worked at multiple firms including Principal Securities Inc and New York Life Insurance Company. Outside of finance, he has been involved with River Hills Christian Church and is currently associated with eXp Realty/Keller Williams Associate Partners. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved tools and structured planning engagements.

Tina Hendricks is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for seven years. Additionally, she is an associate at Kuethe Wealth Planning LLC, where she serves as an operational and financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports clients through various advisory programs.