Lisa Mc Manis is a financial advisor with UBS Financial Services in Cincinnati, OH. She holds a Series 66 designation and has experience dating back to 2020, including five years at Kuethe Wealth Planning within the Raymond James independent channel. Prior to her advisory career, she was a homemaker for 17 years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management services.

Lawrence Rogers III is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he supervises investment allocations and tax matters for multiple family trusts established for inheritance and lifetime gifts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research, model-based asset allocation, and a broad platform of capital markets services.

Anna Kohlem is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Teela Myers is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Schwab in 2022, she worked at Citibank, Ultimus Fund Distributors, Merrill, Bank of America, Freeman Heyne, and Cetera Advisors. Outside of her advisory role, she works as a delivery driver for DoorDash on a limited basis. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining strategic asset allocation with centralized custody and operational support.

Tyler Schreck is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He collaborates with clients to support their short and long-term financial goals, emphasizing the importance of building lasting relationships. Tyler aims to be a reliable contact for clients, providing assistance in various situations. Prior to his current position, Tyler held several roles at Fidelity Investments, including Relationship Manager (2023-2024), Financial Representative (2022-2023), and Customer Relationship Advocate (2022). Before joining Fidelity, he gained experience at Heartland Bank as a Credit Assistant (2021-2022) and Retail Banking Intern (2021). Outside of his professional work, Tyler enjoys fitness, football, golf, spending time with friends, social events, and caring for pets.

Ryan Fromm is a CFP® with 25 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously spent eight years at UBS Financial Services. Based in Cincinnati, OH, he holds Series 63 and Series 66 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its diversified and theory-based investment approach.

Charles Locy is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with MML Investors Services and MassMutual since 2011. Outside of his advisory role, he owns Mature Strategies, LLC, an agency focused on individual life, health, Medicare, Medicaid, and disabled veterans benefits, and he is also an author through this venture. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing annual, collaborative planning engagements using firm-approved analytical tools.

Dennis Fehlinger is a financial advisor at Edward Jones in Cincinnati, OH, holding the CFP® designation and Series 63 license with 23 years of industry experience. He has been with Edward Jones since 2002. 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. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Hunter Gillespie is a financial advisor at Raymond James Financial with CFP® and Series 66 credentials and five years of industry experience. His prior work includes positions at Robertshaw Capital Group, J.P. Morgan Securities LLC, JPMorgan Chase Bank, and Cincytech. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting supported by risk profiling and analytical tools, and it maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Nicole Hemm is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and beginning her advisory career in 2026. She has prior experience with Merrill Lynch, Hauser Insurance, and US Bank. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Stephanie Stegmuller is a Financial Advisor at Merrill Lynch Wealth Management, bringing over 16 years of experience in the financial services industry. She offers comprehensive wealth management strategies, focusing on areas such as college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Stephanie began her career with a niche in qualified plans and has since expanded her expertise to cover broader financial planning, investments, retirement, and estate planning services. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Stephanie earned her high school diploma from Colerain High School. Outside of her professional role, Stephanie enjoys cooking, gardening, interior decorating, playing pickleball, traveling, practicing yoga, and spending time with her husband and four children.

Christopher Dolle is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as a board member for a condominium association in Longboat Key, Florida. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management solutions, utilizing a range of firm-offered programs and third-party managers. The firm’s approach includes matching clients to program models or discretionary managers and providing ERISA fiduciary services through credentialed representatives.

Alexander Mac Phail Fausey is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds the Series 66 designation and serves as an online adjunct professor at Cedarville University. Outside of his advisory role, he assists with inventory management and website development for his spouse’s crocheted goods business and is a worship leader at Lightpoint Church. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a wide range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Michael Nienaber is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Investment Solutions Representative, and Investment Consultant. Michael focuses on forming strong relationships with clients and their families, aiming to provide trusted and reliable financial planning guidance. His expertise includes various aspects of financial consulting and investment services developed through his continuous roles at Fidelity. Michael emphasizes partnership with clients to navigate the complexities of financial planning. Outside of his professional life, he enjoys family activities, gardening, golf, hiking, outdoor adventures, and skiing.

Julie Seavey is a financial advisor with Morgan Stanley in Cincinnati, OH. She holds Series 63 and Series 66 licenses and has 29 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides investment advisory and brokerage services to both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, using a structured process supported by firm-approved tools and analytics.

Odell Graves is a financial advisor with Primerica Advisors in Cincinnati, OH, holding five years of industry experience. He has worked with PFS Investments Inc. since 2020 and with Primerica Financial Services since 2019. Outside of his advisory role, he is approved as a franchisee for a restaurant venture, though the business has not yet been developed. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees.

Lucas Mcomber is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at various Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Coleman Goldsmith is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 63 license and 33 years of industry experience. His prior roles include positions at Citigroup Global Markets, Raymond James & Associates, and multiple wealth management and securities firms. Outside of advisory roles, he is involved in selling long-term care insurance policies. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

James Sigg is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 21 years of industry experience. He has worked with Primerica Advisors since 2004 and has been affiliated with Primerica Financial Services since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Kari Day is a financial advisor with UBS Financial Services in Cincinnati, OH. She holds a Series 66 designation and has 15 years of industry experience. Kari has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a range of capital markets services.