Robert Anning is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and bringing 58 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Anning serves as a trustee for several nonprofit organizations, including the Anning Family Charitable Foundation, Cincinnati Children’s Hospital Medical Center, and Ronald McDonald House Charities, and holds a position with the Cincinnati Park Board. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor strategies to clients’ goals and risk tolerances. The firm operates with both wealth management and institutional trading capabilities, offering a broad spectrum of financial products and services.

Philip Murphy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000 and is also associated with Torchlight Financial Group. In addition to advisory services, he is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers, supported by discretionary separately managed accounts and trade execution services.

Kyle Rohrs is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Bank of America, Raymond James Financial Services, and Farmers and Merchants State Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Redelman is a financial advisor with Charles Schwab in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Charles Schwab since 2006 and Charles Schwab Bank, SSB since 2014. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational oversight.

Jean Carville is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Wells Fargo Advisors from 2012 to 2016 and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, Carville serves on the endowment committee for McNicholas High School, where she participates in meetings and assists with donation procedures and marketing efforts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is guided by investment policy statements and modern portfolio theory, with an emphasis on tailored solutions and a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Kerrie Lydell is a financial advisor at Edward Jones with over 21 years of experience in the industry. She holds a Series 66 designation and is based in West Chester, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,000 financial advisors, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Ditzel is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and over 42 years of industry experience. He has been with Ameriprise since 2016, serving in both the Financial Services, Inc. and LLC entities. Based in Cincinnati, OH, his career spans more than four decades in the financial sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Samuel Taylor is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with eight years of industry experience. Before joining Morgan Stanley in 2018, he worked at Innovative Mattress Solution and was affiliated with the University of Kentucky. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Danielle Sauter is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across a broad investable universe and employing oversight controls and AI-driven methodologies.

Nicholas Shine is a Series 66-licensed financial advisor with UBS Financial Services in Cincinnati, Ohio, where he has worked since 2013. He has 13 years of industry experience. Outside of his advisory role, Shine serves as a finance advisor and mentor to the student treasurer for the Epsilon Nu Chapter of Sigma Nu Fraternity at Miami University, providing guidance on budgeting and financial management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to support client goals.

Trent Ledbetter is an Investment Consultant at Fidelity Investments, where he collaborates with individuals and their families to develop and implement personalized financial plans. He works closely with clients to understand their goals and objectives, aiming to create tailored strategies that align with their priorities. Prior to his current role, Trent served as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025, and as a Financial Advisor at Northwestern Mutual from 2020 to 2023. Trent's professional experience spans multiple roles within the financial services industry, providing him with a comprehensive understanding of investment consulting and workplace planning. Outside of his professional responsibilities, Trent is engaged in family activities and enjoys interests such as football, golf, parenthood, and volunteering.

Kyle Trischler is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Benchmark Wealth and Johnson Investment Counsel. Outside of his advisory role, he holds insurance licenses in life, accident, and health. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Timothy Donovan is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he officiates high school basketball games during the winter season. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research and capital markets solutions across a broad range of client needs.

Kevin Steel is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to implement, monitor, and maintain financial plans. His approach ensures that these plans support clients' goals and adapt to changing market conditions and personal circumstances. Kevin's career at Fidelity Investments began in 2006 as a Premium Services Representative. Over the years, he has held several roles including Financial Representative, Private Client Specialist, Investment Consultant, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2019. This progression reflects his extensive experience within Fidelity and expertise in financial planning and client relationship management.

Lane Padgett is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including TD Ameritrade, Citi Bank, and Fidelity Brokerage Services. Padgett has been with Charles Schwab since 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios with periodic reviews and due diligence on alternative investments.

Christopher Stiver is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at LPL Financial since 2013 and previously spent five years at Ameriprise. Outside of his advisory role, he is involved with Huck Venture, an online seller of apparel and accessories. 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 asset management services and supports its network of advisors with research, technology, and institutional platforms.

Jessica Marohn is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and previously spent five years with Comprehensive Sub Solutions (Center for Collaborative Solutions). 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 and financial planning services that utilize structured discovery processes and advanced modeling tools.

Tom Unkraut serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity Investments since 2002, progressing through various positions including Financial Consultant, Account Executive, and Investment Representative, among others. His career at Fidelity reflects a long-term commitment to financial advisory services. Tom's expertise encompasses retirement planning, investment strategies, tax-efficient investing, and estate planning considerations. He focuses on helping clients develop simple, effective, and customized financial plans aligned with their key investment goals and objectives. This approach is designed to enhance clients' comfort and security regarding their financial decisions. Outside of his professional responsibilities, Tom has interests in baseball, family activities, fitness, football, hiking, and traveling.

Amanda Michael is a financial advisor at LPL Enterprise with Series 66 credentials. She has one year of industry experience. Outside of her advisory role, she has held positions in the hospitality sector, including at Montgomery Inn Boathouse. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment approaches with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust and lending services.

Jeffrey Page is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals and families to develop personalized financial strategies that align with their goals, values, and priorities. His focus areas include retirement planning, investment management, tax-efficient strategies, wealth accumulation and preservation, legacy planning, and income distribution planning. Jeffrey aims to simplify financial complexities and provide proactive guidance to help clients make confident decisions throughout every stage of life. Before beginning his career in financial advising, Jeffrey was a student-athlete at Marietta College, where he played as an outfielder on the baseball team for four years. He graduated with degrees in finance and economics. His experience as a student-athlete taught him the value of hard work, teamwork, and trusting a process to achieve long-term goals. Jeffrey holds the Personal Investment Advisor (PIA) designation and a bachelor's degree from Marietta College. Outside of his professional life, he enjoys baseball, football, golf, martial arts, being outdoors, spending time with his family, cooking, and traveling.