Dean Trindle is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Nicholas Aguglia is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Equitable Advisors since 2013, including time at its predecessor, AxA Advisors. Outside of his advisory role, he serves as a board member for Chesterton Academy of Buffalo. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Amr Hamouda is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. His prior background includes roles at Bank of America, T-Mobile, Uber/Lyft, and HSBC Bank Egypt. Outside of advising, he works as a delivery contractor for DoorDash and Amazon. Merrill provides managed account services primarily to Bank of America fiduciary clients, offering model-based and discretionary investment strategies through its Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donald Nickerson is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2010. He served on a seven-person economic development advisory committee for Anderson Township in 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary market research and model-based asset allocation to tailor services to client goals. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, integrating institutional trading capabilities with wealth management services.

Justin Dammel is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2015. Outside of his advisory role, he serves as a board member on the Kenton County Library Foundation's Investment Committee. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals, utilizing a range of investment strategies and management approaches.

Guy Richardson is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to inform asset allocation and financial planning analyses.

Jason Williams is a financial advisor with J.P. Morgan Securities based in Norwood, OH. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Merrill, Bank of America, and KeyBank. 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 searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and supports implementation through affiliated investment-management entities.

Brandon Kerley is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds a Series 63 designation and has been with Mass Mutual and MML Investors Services since 2018. Prior to this, he worked at the University of Cincinnati and Western Hills Country Club. Outside his advisory work, he is licensed as a life and health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations in collaborative annual planning engagements.

Michelle Altman serves as the Branch Leader at the Cincinnati Investor Center for Fidelity Investments, a role she has held since 2024. In this capacity, she coaches and develops associates to achieve their career goals and supports clients in working toward their financial objectives. Prior to this position, Michelle held several roles at Fidelity Investments, including Planning Consultant (2023-2024), Relationship Manager (2022-2023), Financial Representative (2021-2022), Investment Solutions Representative (2021), and Customer Relationship Advocate (2020-2021). This progression reflects her experience in client relationship management and financial planning within Fidelity Investments. Further details regarding her education, credentials, personal interests, or community involvement have not been provided.

Terrence Hosty Sr. is a financial advisor at Robert Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including J.J.B. Hilliard, W.L. Lyons, Wells Fargo Clearing, A.G. Edwards & Sons, Citigroup Global Markets, and Legg Mason Wood Walker. Hosty is a passive investor in private equity through Vine Street Venture Fund 2 and in Greentech Motors Corporation, a company focused on electric motor manufacturing technology. Robert Baird & Co. serves individual, corporate, pension, and charitable clients through the DDK Group within its Private Wealth Management department, offering a variety of financial planning, portfolio management, and custody services. The firm employs a range of managed account strategies, tax management, and internal research tools, and has reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Heather Mardis is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she has worked in warehouse personnel at Kohl's distribution center since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Tricia Plumhoff is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her work history includes roles at Intuit, Inc., ERA Integrity Real Estate, and PFS Investments Inc., alongside her longstanding association with Primerica Financial Services. Outside of investment advising, she owns an accounting firm called Tricia's Tax Service. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Sonia Demoss is a financial advisor at OSAIC with 26 years of industry experience. She holds a Series 63 designation and has previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation. Outside of advising, she instructs group fitness cycling classes and serves as the court-appointed guardian for her granddaughter. OSAIC serves a wide range of clients, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform that features model-based asset allocation, portfolio optimization, and various managed account programs.

Robert Kinsella is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Investments and Morgan Stanley. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and a long-term investment approach.

Lorelei Tumino is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, 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 financial plans.

Ashley Droppelman is a financial advisor at Fidelity with Series 66 designation and one year of industry experience. Prior to her current role, she held positions in healthcare and retail sectors, including at IntelyCare and Target. She has also taken time as a stay-at-home parent. Fidelity’s Strategic Advisers LLC, where she works, provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Stuart Swift is a CFP®-designated financial advisor with nine years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously at UBS Financial Services, Inc. from 2017 to 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Robert Hodgson is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he acts as a trustee and successor trustee for an investment-related trust. Raymond James & Associates 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 clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Gregg Fogel is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers, as well as operating SGF Associates, LLC. Outside of his advisory work, he is a notary and has involvement with insurance agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Laura Davitt is a financial advisor with LPL Financial based in Cincinnati, OH. She holds the CFP® designation and has 28 years of industry experience. Her prior work includes roles at Niehaus Financial Services, Commonwealth Financial Network, and Securities America Advisors. Outside of her advisory work, she is involved in tax preparation through Niehaus Tax Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.