Brett Bryant is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation. He has been with Equitable Advisors since 2025, with prior experience at firms including Millson Walker Financial Group, Spectrum, Catalyst and Rational, and Jackson Hewitt. Equitable Advisors serves a wide range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, with a delivery model that includes LPL-sponsored programs and endorsed TAMPs.

Kelly Kelp is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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 alongside broad retail and institutional offerings.

J Degroft is a Wealth Management Advisor with Merrill Lynch Wealth Management, supported by a team known as The Renie DeGroft Arthur Hall Group. They provide customized wealth management advice and fiduciary services to high net worth individuals and institutional clients. J Degroft has over 35 years of experience with Merrill. His areas of expertise include investment management, fiduciary services, retirement income planning, wealth structuring, college funding, lending, and tax minimization strategies. He holds professional designations such as Certified Investment Management Analyst (CIMA) and Certified Plan Fiduciary Advisor (CPFA). J Degroft earned a bachelor's degree from the University of Dayton and completed executive education programs at the University of Pennsylvania's Wharton School of Business and Harvard University. His team utilizes resources from both Merrill and Bank of America to create customized investment portfolios tailored to clients' risk and return objectives. Outside of his professional responsibilities, J Degroft volunteers coaching special needs hockey with the Cincinnati Cyclones Special Hockey Program. He resides in Mason, Ohio, and focuses on working one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals.

Mark Clippinger is a Series 66 licensed advisor with UBS Financial Services in Cincinnati, Ohio, where he has worked since 2011. He has nine years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Allen Zaring IV is a financial advisor with UBS Financial Services and holds Series 63 and Series 66 designations. He has 10 years of industry experience, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his financial career, he is involved with a business called Swampthang. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers extensive capital markets and research resources.

Vincenzo Montelisciani is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at BDO USA, LLP and Total Quality Logistics. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence, including an ESG eligibility framework.

Nick Wesselman is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he serves as the primary point of contact for families. In this role, he provides a high level of service and works with the Private Wealth Management Team to help clients and their families grow and protect their wealth, make sound investment decisions, and simplify their financial lives. Nick has progressed through several roles at Fidelity Investments, including Wealth Management Planning Consultant from 2021 to 2022, Managed Account Support Specialist from 2019 to 2021, and positions in Help Desk and Client Services from 2015 to 2019. This experience has provided him with a comprehensive understanding of wealth management and client support. Outside of his professional responsibilities, Nick enjoys board games, camping, golf, motorcycles, pets, and skiing.

Genevieve Monier is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has prior work experience including roles at Cincinnati Animal CARE, Amify, and University of Alabama Athletics Communications. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Kerri Boss is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 1994. 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 charitable organizations.

Nancy Cicolino is a Series 66-credentialed financial advisor with Morgan Stanley in Cincinnati, Ohio, where she has worked since 2014. She has eight years of industry experience. Outside of her advisory role, she serves on the finance committee of Torch Community Church, a nonprofit organization in Florence, Kentucky. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Ajna Ahir is a financial advisor at J.P. Morgan Securities with Series 66 registration and one year of industry experience. Prior to joining J.P. Morgan in 2025, Ajna worked at Merrill and Bank of America from 2021 to 2025. 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, distribution, and investment management capabilities.

Maggie Edwards is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and has prior work experience including roles at the Cincinnati Sports Club and Just Candy. 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 third-party programs. The firm operates a hybrid referral and implementation model, utilizing both advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.

William Neat Jr. is a financial advisor at Edward Jones in Montgomery, Ohio, holding a Series 66 designation with 15 years of industry experience, all at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and specialized services such as tax-loss harvesting and securities-based lending.

Lee Stroop is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he partners with executives to assist them in navigating their executive benefit packages, equity compensation, and wealth planning. Lee provides holistic guidance to clients and their families to help them work toward their retirement and financial goals. He has been with Fidelity Investments since 2018, serving as a Retirement Brokerage Services professional until 2020, then as a Workplace Planning Consultant until 2023, before assuming his current position. Over the course of his career, Lee has developed specialized expertise in executive benefits and retirement planning. Outside of his professional work, Lee enjoys family activities, fishing, hiking, and kayaking.

Jeffrey Mumper is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise in Cincinnati, OH. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he has interests in non-investment-related real estate ownership. Ameriprise is a large institutional firm offering advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service for clients meeting specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

John Bishop is a Financial Consultant at Fidelity Investments, where he currently partners with clients to develop personalized financial plans that reflect their individual goals and values. He works collaboratively with his team to deliver tailored financial strategies. John has been with Fidelity Investments since 2018, gaining experience in various roles including Investment Consultant, Workplace Planning Consultant at multiple levels, Health Savings Account Specialist III, and Defined Contributions Representative. His professional background encompasses a broad range of financial and investment consulting expertise. In his personal time, John enjoys fitness, football, and traveling.

Mark Mann is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2009 and 2015, respectively. Outside of his advisory role, Mann is engaged in liquidating a memorabilia collection as a sole proprietor. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery and firm-approved planning tools, including Global Investment Committee return estimates and Monte Carlo simulations, to support client financial planning.

Rachel Shal is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Goldman Sachs from 2022 to 2024 and has held various roles in both public and private sectors, including positions at The Ohio State University and Crowe. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by the firm's structured processes and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer financial planning agreements.

Deborah Sutton is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with 24 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Michael Rolfes is a CFP® professional with 14 years of experience in financial services. He is currently with UBS Financial Services and has previously worked at Fifth Third Securities, Fifth Third Bank, and The Ayco Company, L.P./Mercer Allied. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.