Christopher Desimio is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he co-owns and manages an organic vegetable farm and serves on the finance committee of Cincinnati Public Radio. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Klaber is a financial advisor with OSAIC in Cincinnati, OH, holding Series 63 and Series 65 licenses and with 29 years of industry experience. His prior work includes 17 years at Lincoln Financial Advisors and three years at Mass Mutual Investors Services. Klaber serves as a power of attorney for his parents’ investment accounts, managing transactions on their behalf. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services across multiple platforms. The firm utilizes a range of asset-allocation and portfolio-construction tools and provides access to third-party money managers and managed-account solutions.

Jackson Kuhn is a financial advisor at Stifel with a Series 66 credential and less than one year of industry experience. His prior roles include positions at UBS, First Financial Bank, and Wells Fargo. Kuhn’s background includes both educational and recreational sector work. Stifel serves a broad client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

John Meyer is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Meyer Capital Management LLC since 2014. Meyer Capital Management provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as various institutional entities including sovereign wealth funds and state and municipal governments. The firm is notable for its small advisory team combined with a diverse institutional client base and emphasizes confidentiality, ethical standards, and security in its operations.

Timothy Meyer is a financial advisor at Meyer Capital Management LLC in Cincinnati, OH, holding a Series 65 designation with 26 years of industry experience. He has been with Meyer Capital Management, Inc. since 1996. Outside of his advisory role, Meyer is a partner in Athanatos, Ltd., a real estate development and leasing business. Meyer Capital Management provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as institutional entities including sovereign wealth funds and state and municipal governments. The firm is noted for its small advisory team serving a diverse range of institutional clients and its emphasis on confidentiality, ethical standards, and security controls.