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 in Cincinnati, OH, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes positions at Mercedes Benz of Cincinnati and Kyocera Senco Industrial Tools Inc. He is involved in sales of investment-related and home service referral products through affiliates of Primerica. Primerica Advisors manages 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 delivers advisory services through a large network of advisors and utilizes model-driven investment strategies managed by third-party asset managers.

Kristen Mangus is a financial advisor at Equitable Advisors in Cincinnati, OH, holding a Series 66 designation. She has one year of industry experience, including prior roles at WM and other businesses. Outside of her advisory work, she serves as power of attorney for her mother. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through a range of third-party programs. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Shayne Clephane Jr. is a financial advisor at Merrill based in Cincinnati, OH, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Merrill in 2026, he worked at Fidelity Investments from 2023 to 2025. He is also involved with Media Influence LLC, a business he has been associated with 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 a range of clients including individuals, high-net-worth clients, and organizations.

Eric Schaller is a financial advisor at Merrill in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. He has worked at Merrill and Bank of America, N.A., as well as Fidelity Investments and Comcast earlier in his career. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing 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 16 years of industry experience, currently serving at J.P. Morgan Securities in Blue Ash, Ohio. His prior experience includes roles at PNC Bank and PNC Investments. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services through a non-discretionary program.

Clinton Louiso is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial. His career includes roles at Wells Fargo Clearing, J.P. Morgan Securities, and Team BeachBody. Outside of finance, he operated Nicole Lynn Photography for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

James Ortman is a CFP® and CFA® with 15 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Martin Wilhelmy is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2018. Outside of his advisory role, Wilhelmy serves on investment and finance committees for local organizations, including Ohio Valley Voices and Old St. Mary’s Church, and is a trustee for The Good Shepherd Catholic Montessori School. He is also a partial owner of a local boxing gym and participates in political activities as a precinct executive for the Hamilton County Republican Party. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven, modern portfolio theory-based approach and serves as an ERISA fiduciary, with options for both discretionary and non-discretionary plan services.

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.

Tricia Mercalde is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley since 2018, following five years at UBS Financial Services Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by proprietary tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides planning services directly and through corporate agreements.

Jeff Lee is a financial advisor at J.P. Morgan Securities with credentials including Series 63 and Series 66 licenses. He has over 25 years of experience in the financial industry, having worked at Fidelity for 25 years before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2026. Outside of his advisory role, he is involved with Array Ministry Center LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of specialized products and strategies, focusing on non-discretionary advisory services.

Ryan Small is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

John Vansteenkiste is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2020, with prior experience at Lifetime Financial Growth and Ohio University Aquatic Center. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products.

Richard Kohl is a financial advisor with Raymond James Financial in Fort Thomas, KY, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments and Concurrent Advisors, and he has experience supporting a non-investment-related business, Bisbe Capital, in an associate capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing tailored, non-discretionary strategies supported by analytical modeling.

Manda Cash is a Series 66-licensed financial advisor with six years at UBS Financial Services and a total of five years of industry experience. Prior to joining UBS in 2020, she worked with Advantage Marketing Services and was involved with the University of Dayton’s The Write Place. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Thomas Brizzolara is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.