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 with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016, with previous roles at UBS Financial Services, Citigroup Global Markets, and Legg Mason Wood Walker. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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 with Merrill in Cincinnati, Ohio, holding a Series 63 designation and bringing 20 years of industry experience. Her prior experience includes roles at Morgan Stanley Smith Barney and Citigroup Global Markets. 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 and profit-sharing plans, corporations, and charitable organizations.

Robert Franer III is a financial advisor with LPL Financial in Cincinnati, Ohio, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2012. 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, model portfolios, third-party asset management, and institutional platforms.

Augustus St Clair is a financial advisor with Edward Jones in Milford, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Western & Southern Financial Group and Blue & Co., LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

David Satterwhite is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 21 years. He also operates a tax preparation business, NTAX LLC, in Terrace Park, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Jacob Sandmann is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and three years of industry experience. He previously worked at Merrill and Bank of America and is the owner of Sandmann Vintage LLC, an e-commerce business specializing in the resale of mid-century bakeware and dishware. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and delivers recommendations on a non-discretionary basis.

Marc DeMain is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity Investments since 2007, progressing through roles including Financial Representative from 2007 to 2012, Investment Solutions Representative from 2012 to 2014, and currently serving as a Benefits & Planning Consultant since 2014. Prior to joining Fidelity, he worked as a Production Coordinator at Cox Financial Corporation from 2005 to 2007. Marc focuses on helping clients understand their options in personal investing and aims to maximize their workplace benefits. He is driven to assist clients in constructing financial plans that enable them to concentrate on the activities most important to their families.

Terra Cripe is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing more than 14,000 financial advisors. The firm offers both brokerage and advisory solutions, utilizing research and analytics from internal and third-party sources to support its investment approach.

Kimberly Foote is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2013 and at Key Investments/KeyCorp since 1996. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Nicholas Fauber is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2011. He began his career in the financial services industry in 2004. Nicholas focuses on helping clients develop potential solutions and provides investment guidance tailored to individuals, families, and their businesses by understanding their short and long-term financial objectives. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Nicholas holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree in Business Administration from Northern Kentucky University. Nicholas resides in Hillsboro with his wife, Cathy, and their two children. Outside of his professional work, he has interests in adventure sports, golfing, and hunting.

Matthew Weeks is a financial advisor at UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with UBS Financial Services since 2015. 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 offerings and provides research and capital markets services through its comprehensive platform.

Nicholas Frank is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation. His work history includes roles at UBS Financial Services since 2019 and prior experience at Xavier University and Saint Ignatius High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates both as an investment adviser and broker-dealer, offering institutional trading capabilities alongside wealth management services.

Daniel Snow is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

James Robinson is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2009. Based in Cincinnati, OH, Robinson works within one of the largest financial services firms in the industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a variety of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment solutions.