Andrew Seta is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 designations with five years of industry experience. His prior roles include positions at Northwestern Mutual and a year of service in the United States House of Representatives. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering comprehensive financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools.

Aaron Till is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 designations and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Michael George is a ChFC® credentialed financial advisor with 44 years of industry experience. He has been with Osaic since 2025, following a 44-year career at Lincoln Financial Advisors Corporation. In addition to his advisory role, he owns and operates an insurance brokerage, Tri-State Financial Group, offering disability, fixed annuities, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through various platforms, utilizing asset-allocation tools and third-party managers to construct portfolios across a range of investment types.

Michael Scovic is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2018, following an 11-year tenure at UBS Financial Services Inc. Based in Cincinnati, OH, he is currently associated with Morgan Stanley Private Bank, N.A. alongside his advisory role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client decision-making.

Mark Redden is a financial advisor with UBS Financial Services in Cincinnati, Ohio. He holds Series 63 and Series 65 designations and has 31 years of industry experience, including 17 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors who utilize proprietary research and model-based asset allocations.

David Spindle is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His work history includes roles at JP Morgan Chase Bank, JP Morgan Securities, AXA Advisors, and MD2U. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Robert Edwards is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. Prior to joining UBS in 2026, he worked at Morgan Stanley in various capacities from 2013 to 2026. Outside of his advisory role, he owns and manages a real estate property in Kannapolis, North Carolina. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services through its integrated platform.

L Calvin Decker is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018. Outside of his advisory role, he works as a delivery driver for DoorDash. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a variety of brokerage and advisory solutions supported by in-house and third-party research.

Thomas Carns Jr. is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2007 and 2015, respectively. Outside of his advisory role, Carns is a co-owner of Protech Auto Care Inc. and founder of the Karen Carns Foundation, a charity based in Mason, OH. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Sean Grinsted is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. Before joining UBS in 2024, he worked at DoorDash and Xavier University and operated Grinsted Landscaping for 14 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of financial planning and portfolio management solutions. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Brandon Knutson is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Cetera Advisor Networks and Notre Dame Federal Credit Union. In addition to his advisory work, he serves as an executor for a family estate, administering and distributing the estate. 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 combines research-driven investment evaluation with a broad range of brokerage and advisory solutions.

Don Livio II is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Rutgers University and Quadrant Capital Management, LLC. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Misty Busam is a financial advisor at Morgan Stanley in Cincinnati, Ohio, with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at UBS Financial Services and TD Ameritrade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis techniques.

Austin Poston is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and United Audit Systems, Inc. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through its integrated platform and proprietary research.

Scott Green is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Tisha Cummings is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at UBS Financial Services, Financial Design Group, Minnesota Life Insurance Co, Securian Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory career, she manages a rental property business. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a broad range of investment advisory services and financial planning solutions, utilizing research and analytics to support its investment strategies.

Christine Gebhardt is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo 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 investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Amanda Gwin is a financial advisor at Morgan Stanley in Cincinnati, OH, with 11 years at the firm and 4 years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she occasionally referees sand volleyball league nights at Grand Sands. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and investment modeling, serving clients both directly and through corporate financial planning agreements.

Brittney Barnes is a financial advisor at UBS Financial Services with two years of industry experience. She holds the Series 66 designation and previously worked at Jean Stewart State Farm for six years. Prior to her advisory career, she spent twelve years in full-time education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

Cheri Fitzgerald is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 63 designation and has worked at Merrill since 2017. Her prior experience includes roles at Uber, Morgan Stanley Smith Barney, and Citigroup Global Markets. Merrill 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, and institutional investors.