Brian Casey is a Certified Financial Planner® with 16 years of industry experience. He currently works at Cerity Partners LLC and has previously held positions at ARGI Investment Services, TD Ameritrade Inc, Chase Investment Services Corp., and Waddell & Reed. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and employs a client-specific investment framework that combines quantitative screening, manager selection, and both third-party and direct security strategies.

Lance Lohr is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, focusing on advising and managing client portfolios and wealth management strategies. Lance holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation, along with FINRA Series 7, 63, and 65 registrations. His expertise encompasses a broad range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Lance graduated from Moeller High School, played football at Vanderbilt University, and earned his Bachelor of Science in Business Administration from the University of Cincinnati. Lance follows Merrill's tradition of community service by volunteering with local organizations. His personal interests include football, golfing, hiking, traveling, and spending time with his family. He emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Jennifer Metz is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 26 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of her advisory role, Metz is involved in other business activities including sales of loan products and home-related services, and she is a co-owner of TJ3AM, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that uses model-delivery strategies and offers limited discretionary separately managed account options, supported by third-party managers and custodians.

Andrew Grombala is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on serving corporate executives and high-earning professionals who have complex compensation structures, including equity awards such as RSUs, stock options, ESPP programs, deferred compensation packages, and performance awards. In his role, he helps clients manage concentration risk, reduce tax implications, and align their equity compensation with long-term, goals-based wealth strategies. Since entering the industry in 2017, Andrew has adopted a structured, plan-first approach that incorporates compensation, cash flow, family priorities, retirement planning, and overall risk management. He guides clients through various financial events, including vesting, diversification, liquidity management, and retirement income planning. His expertise extends to executive compensation, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and tax minimization. Andrew holds FINRA Series 7 and Series 66 registrations and is licensed in Accident & Health, Life, and Variable Insurance. He earned a Bachelor's degree in Economics from Trinity College in Hartford, Connecticut, where he also competed as a student-athlete in football and lacrosse. He resides in Anderson Township with his wife and two children. Outside of work, Andrew enjoys boating, golfing, football, ice hockey, music, and spending time with his family.

Sydney Johnson is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Sydney held positions at Stevens Investment Group, CASTO Residential, and Village Green Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by extensive resources and technology across a large network of advisors.

Matthew Perry is a financial advisor at UBS Financial Services with 10 years of industry experience. He previously worked at Raymond James & Associates, Morgan Stanley, and Fidelity Brokerage Services. Perry holds Series 63 and Series 66 designations and is based in Cincinnati, OH. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research from its Chief Investment Office and UBS Global Research to tailor client strategies.

Corbin Guggenheim is a Wealth Management Advisor with The Guggenheim Group, bringing over eleven years of experience in financial planning and investment management. He began his career with the firm in 2015 as a summer intern and transitioned to a full-time role in 2016 after earning his Bachelor's degree in Finance from Miami University's Farmer School of Business. His expertise encompasses a broad range of areas including college education planning, executive compensation, family wealth management, retirement planning, philanthropic planning, portfolio management, socially responsible investing, tax minimization, and retirement income strategies. Corbin holds several professional designations: CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), and CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA). He and his team employ a holistic approach to wealth management, collaborating with internal and external professionals to address all aspects of a client's financial life including tax strategy, estate planning, asset allocation, and investment management. Corbin emphasizes understanding clients' goals, values, and visions to develop personalized strategies aimed at sustaining wealth and supporting their priorities. Outside of his professional role, Corbin participates in community volunteering activities. His personal interests include hiking, reading, and skiing.

Casey Armstrong is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, as well as prior roles at The Flaherty Consulting Group and Commonwealth Financial Network. Morgan Stanley Wealth Management offers a range of advisory programs serving both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through dedicated financial advisors and estate planning specialists.

Afetsi Aidam is a financial advisor with Charles Schwab in Cincinnati, OH, holding a Series 63 designation and possessing 21 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2007. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Grant Kelly is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he operated Kelly Landscaping for four years and was a full-time student for six years. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Andrew Kearns is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and three years of industry experience. Before joining UBS in 2022, he worked at Fidelity Investments and has experience at Miami University and The Hillman Group. He serves on the Miami University Alpha Delta Phi Alumni Council, advising on organizational activities and financial matters. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to tailor solutions based on proprietary research and asset allocation models.

Katherine Morgan is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding Series 63 and Series 65 credentials and having 15 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. 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. Their advisory process combines quantitative and qualitative research and may incorporate an ESG framework, with implementation supported by affiliated investment-management entities.

John Cassin IV is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Tyler Hardtke is a CFP® with nine years of industry experience. He is currently with Charles Schwab, where he has worked since 2021, and previously was with Fidelity Investments from 2017 to 2021. Outside of his advisory roles, he has experience with Beat the Streets-Cleveland and ran a business called Thirsty Parrot from 2015 to 2017. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab operates a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Julie Winn is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 designations and 29 years of industry experience. She has been with Wells Fargo Clearing and its related entities since 2007, including a tenure at A. G. Edwards & Sons, Inc. from 2007 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Colin Fogel is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2014, including time with the predecessor firm AXA Advisors. He serves on the board of the Lindner Investment Banking Club and works as a consultant for an IT service company. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporate, pension, and charitable clients. The firm utilizes a network of investment adviser representatives and offers client solutions through a variety of firm-offered and third-party advisory programs.

Zachary Blankenship is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, progressing through various roles including 401k Representative, Investment Solutions Representative, Client Management Representative, Investment Management Consultant II and III, before assuming his current position in 2025. Throughout his career at Fidelity, Zachary has focused on helping individuals and families build financial plans tailored to their goals. He emphasizes understanding each client's personal financial landscape and works collaboratively to create forward-looking strategies. Outside of his professional work, Zachary has interests in football, golf, and parenthood.

Joseph Steele Jr. is a financial advisor with MassMutual Investors Services in Cincinnati, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including 25 years at Metlife Securities Inc. before joining MassMutual in 2016. In addition to his advisory role, he is an independent insurance agent specializing in property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, utilizing firm-approved tools to deliver written recommendations through annual, collaborative client relationships.

Lucas Baker is a financial advisor at Morgan Stanley with five years of industry experience. He has previously worked at Fidelity Investments, American Income Life, and Capital Choice Financial Group. Outside of finance, he works as a server and cook at Quatman Cafe in Norwood, Ohio. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by structured processes and firm-approved tools.

Ellen Heekin is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. She has been with Wells Fargo Clearing since 2024 and maintains an academic role at Xavier University, where she serves as a professor and center director focused on women in business and leadership. Her university activities include teaching courses in economics and developing programming to support women in business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, participant education, and discretionary management options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options.