Kayla Grimslid is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years. Outside of her advisory role, she is involved with Schuring Farms Inc., an agricultural business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Christina Jimison is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 63 designation and bringing 27 years of industry experience. She previously worked at THE O.N. Equity Sales Company for 26 years before joining Wells Fargo Clearing in 2022. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gary Rhinehimer is a financial advisor with Ameriprise based in Cincinnati, OH, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Fidelity Investments and several financial services firms. He has been with Ameriprise and its affiliates since 2019. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, offering tailored written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory oversight to deliver these services, emphasizing managed accounts and proprietary product offerings.

Brady Jeffcott is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Cincinnati, OH. He joined Wells Fargo in 2024 and has prior experience at Cedar Fair Entertainment Company and Loveland City Schools. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing 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.

Stephanie Brown is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2010. She has been with Fidelity for 25 years, during which she has held various positions including Financial Consultant, Investment Consultant, Relationship Manager, and roles in Service and Trading. Prior to her current role, she also served as a Wealth Advisor at Fifth Third Bank from 2004 to 2005. Throughout her career, Stephanie has partnered with clients and their families to create and monitor financial plans aimed at pursuing their financial objectives and freedom. Her work leverages Fidelity's planning resources, investment strategies, and technology to support client goals. Outside of her professional responsibilities, Stephanie enjoys reading, running, and traveling.

Andrew Tate is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining Raymond James, he served five years in the United States Army and has experience in small business ownership through Tate Welding LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses fact-finding and risk-profiling tools to deliver non-discretionary planning tailored to client goals and supports a wide network of advisors and affiliate firms.

Andrew Schweitzer is a PFS™ credentialed advisor with Cetera, bringing one year of industry experience. He also serves as president of an independent property and casualty insurance agency and an independent CPA firm offering tax compliance and financial statement services. Schweitzer has a background that includes prior roles at Avantax Advisory Services and longstanding leadership of his own business entities in insurance and tax services. Cetera Investment Advisers LLC is an SEC-registered firm providing advisory services through a nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning solutions across multiple program structures.

Ellen Chadwick is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2024. She collaborates closely with Wealth Management Advisors to build strong client relationships and understand the priorities of clients and their families as they pursue their lifetime goals and legacies. Ellen has been with Fidelity Investments since 2016, progressing through roles including High Net Worth Associate, Financial Representative, Relationship Manager, and Planning Consultant. Her experience spans various facets of wealth management, enabling her to support clients effectively in their financial planning needs. Outside of her professional work, Ellen has interests in cooking and baking, family activities, fitness, hiking, parenthood, and traveling.

John Kopeck Jr. is a financial advisor with Ameriprise in Hamilton, Ohio, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise Financial Services LLC since 2022. Prior to his advisory role, his work history includes positions at DoorDash and The Ohio State University. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary recommendations through a centralized consulting team.

Alexander Peak is a financial advisor at Equitable Advisors in Cincinnati, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Tri State Parking and Triplecrown Wealth Management, as well as positions in education and landscaping. Outside of advising, he is involved with Tri State Parking. Equitable Advisors serves a broad range of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and endorsed third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Amy Mcfadden is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. She has been with UBS since 2001. Outside of her advisory role, she is involved in retail sales at a men's clothing store in Cincinnati. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk profiles.

Mark Mechley is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Advisors since 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services through a large network of advisors. The firm provides tailored planning in areas such as retirement, education, and business-owner transition, utilizing proprietary research and planning tools.

Donovan Donohoo is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has six years of industry experience, including previous roles at Edward Jones and Milford Winnelson. Outside of financial advising, he owns and operates a personal farm in Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary advice to client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Jessica Hays is a financial advisor at UBS Financial Services in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. She has worked at UBS since 2020 and previously spent six years at Cardinal Health. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Zachary Werner is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo. Outside of finance, he has been involved with Werner Landscaping, Bob's Trophy Charters, and the Cincinnati Nature Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and investment solutions.

Lauren Beckert is a Wealth Management Advisor with Merrill Lynch Wealth Management who began her career at Merrill in 2010. She focuses on developing long-term financial strategies tailored to each client’s unique financial situation, prioritizing their cash-flow needs and risk tolerance at every stage. Lauren works with clients to construct and monitor customized investment portfolios aimed at balancing growth, income, and risk management. Her areas of expertise include college education planning, family wealth management, legacy planning, liquidity management, retirement income, philanthropic planning, tax minimization, and portfolio management services. Lauren earned her CERTIFIED FINANCIAL PLANNER® certification in December 2018 and holds a Bachelor’s degree from Miami University. In addition to her professional pursuits, she spends time with her family, enjoys kickboxing and ballet, and participates in community service activities.

Damian Lyons is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of his advisory role, he also works as a courier for DoorDash. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio management and trading delegated to BNY Mellon Advisors.

Jennifer Dimmitt is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds the Series 66 designation and has been with UBS since 1996. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies.

Michael Sacher is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding 27 years of industry experience. He has worked at Mass Mutual and its affiliated firms since 2009, with additional roles at OneAmerica Securities and American United Life from 2017 to 2019. Sacher serves as a board member for the Entrepreneur's Organization, a nonprofit focused on peer-to-peer learning. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a range of investment programs and educational seminars.

Ethan Wing is a financial advisor with UBS Financial Services in Cincinnati, Ohio. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at Travis Mathew and Canopy Wealth Management, as well as work at Xavier University and Duneland School Corporation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining model-based asset allocations and research with institutional trading capabilities and wealth management services.