Burke Neville is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is involved in managing an LLC focused on real estate investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services to support tailored client solutions.

Nicholas Gray is a financial advisor with Edward Jones in Mount Orab, Ohio, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he maintains a rental property in Mount Orab. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Alex Westerbeck is an Investment Consultant at Fidelity Investments, where he has been serving clients since 2025. In this role, he works closely with individuals and families to organize their financial priorities and develop personalized financial plans aimed at achieving their goals. Prior to this position, Alex was a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025. Alex's approach focuses on providing clear and thoughtful guidance to help clients navigate complex financial decisions and move forward with confidence. Outside of his professional work, he enjoys spending time with family, participating in fitness activities, playing golf, and traveling.

Elizabeth Fitzwater is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Timothy Foster is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and six years of industry experience. He previously worked at Fifth Third Bank for five years before joining MML Investors Services and Mass Mutual Life Insurance Company in 2020. Outside of his advisory work, he co-owns and co-hosts a sports review podcast called Average Joes Football with Mike & Tim. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships and utilizes firm-approved software tools to analyze client goals and deliver written recommendations.

John Casey is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2026, he worked at The Huntington Investment Company and Huntington National Bank from 2018 to 2025, and spent six years at Salient Capital Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services 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 modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Stephen Dilbone is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

Donald Kunkel is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 65 and Series 66 credentials and 25 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 17 years before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and capital market assumptions into its advisory approach and offers institutional trading capabilities alongside wealth management services.

Jarred Hoctor is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. Prior to his current role, he worked in the automotive and retail sectors, including positions at Mercedes Benz of Cincinnati and Autozone. He also engages in sales of investment-related and home-related products through affiliated companies. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies managed by unaffiliated asset managers and supports accounts through custodial and trade execution services from BNY Mellon Advisors and Pershing.

Kristen Mangus is a Series 66–licensed financial advisor at Equitable Advisors with one year of industry experience. She previously worked at WM for ten years and has held roles outside of finance, including positions at California Golf Course and Body Alive. She is also a power of attorney for her mother. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party managers.

Shayne Clephane Jr. is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Merrill and Bank of America, he worked at Fidelity Investments for two years. Outside of finance, he has entrepreneurial involvement with Media Influence LLC since 2022. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Megan Watts is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Ryan Mikelonis is a CFP® professional with 17 years of industry experience, currently serving at J.P. Morgan Securities in Cincinnati, OH. His work history includes roles at JPMorgan Chase Bank, N.A., PNC Bank and Investments, and USAA Financial Planning Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary framework.

Christina Lawson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and nine years of industry experience. She has been with J.P. Morgan Securities since 2017 and has worked at JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Clinton Louiso is a CFP® with 22 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Wells Fargo Clearing Services, J.P. Morgan Securities, and Chase Investment Services Corp. He also operated Nicole Lynn Photography for eight years. 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 and access to third-party asset managers, supported by a large network of investment adviser representatives.

James Ortman is a CFP® and CFA® with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Cincinnati, OH. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. 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 process integrates quantitative and qualitative research, employs a forward-looking capital market framework, and includes unique regulatory registrations reflecting its derivatives and commodities capabilities.

Martin Wilhelmy is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 24 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Wells Fargo in 2018. Wilhelmy serves on investment committees for Ohio Valley Voices and Old St. Mary's Church and is a member of the board of trustees at The Good Shepherd Catholic Montessori School. He also holds a 20% ownership in Punch House Productions, a local boxing gym, and is involved in local politics as a precinct executive for the Hamilton County Republican Party. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Melissa Maier is a financial advisor at UBS Financial Services with eight years of industry experience. She has held prior roles at Bank of America, Merrill, and Edward Jones. Outside of finance, she has experience managing a sports bar and grill business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services.

Christina Duffy is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2014. In addition to her advisory role, she is a fitness instructor at Pure Barre Cincinnati and serves on the board of directors for Found Village, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management and proprietary research to tailor investment plans aligned with client goals.

Stephanie Russell is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2008. Outside of advisory work, she is involved in sales with Young Living. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocation to tailor financial plans aligned with clients’ goals and risk tolerances.