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.

Kyle Trischler is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at Benchmark Wealth, Johnson Investment Counsel, Northwestern Mutual, and Fidelity Investments. Trischler is also licensed in life, accident, and health insurance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG considerations, and supports implementation through affiliated entities.

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 CFP® with eight years of experience in the financial services industry. He is currently with Charles Schwab and Co., Inc., having worked there since 2022, following prior roles at TD Ameritrade, Citi Bank, Fidelity Brokerage Services, and other firms. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 and integrates brokerage, custody, and advisory services within a centralized operational structure.

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.

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.

Michelle Reynolds is a financial advisor at Primerica Advisors in Cincinnati, OH, holding Series 65 and Series 63 licenses with seven years of industry experience. Prior to joining Primerica in 2019, she worked at Burke, INC for three years and spent over two decades at Cengage. She is currently involved with the West Chester Liberty Chamber Alliance. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm employs model-based strategies developed by third-party asset managers and supports account custody and trade execution through established partners.

Jacob Bohanan is a financial advisor with Primerica Advisors in Springdale, Ohio, holding a Series 63 designation and four years of industry experience. His work history includes roles at Torchlight Financial Group, PFS Investments Inc, Primerica Financial Services, and The Christ Hospital. He also serves in the United States Air Force, where he has been active for ten years. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Brian Albach is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes positions at UBS Financial Services from 2000 to 2009 and various roles within Morgan Stanley since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad 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 through Financial Advisors and specialized planning groups.

Todd Butler is a financial advisor with LPL Financial in Loveland, Ohio, holding a Series 63 designation and possessing 37 years of industry experience. He has been with LPL Financial since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, leveraging a large network of investment adviser representatives and advanced operational tools.

Jeffrey Parker is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Brueggers' Bagels and is involved in a talent agency where he occasionally acts and models. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Ethan Lex is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at ELEEO Brands, Capital City Financial Partners, and Relational Wealth Management. Prior to his advisory career, he spent four years at the University of South Carolina and six years at Madeira City Schools. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anne Beavan is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 63 designation and 17 years of industry experience. She has been with Ameriprise and its related entities since 2009. Outside of her advisory role, she is employed through BFM & Associates, LLC, a franchise of Ameriprise Financial Services. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax efficiency and income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Raymond Scacchetti is a CFP® with 37 years of industry experience, currently with Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a power of attorney for his mother, overseeing account due diligence. Wells Fargo Advisors is a national securities firm offering investment advisory, 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.

Alexander Rinehart is a CFP® with nine years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2017. Prior to joining UBS, he worked at Jezerinac Geers & Associates for three years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and offers research and analytics from its Chief Investment Office and UBS Global Research to support client portfolios.

Heather Michael is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and 39 years of industry experience. She previously worked at Pruco Securities, LLC for 33 years and has been affiliated with Prudential Insurance Company of America for 35 years. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Edwin Strickling is a financial advisor with Cetera, holding a Series 66 designation and over 40 years of industry experience. His career includes lengthy tenures at 1st Global Advisors, Inc. and Avantax Advisory Services. He also provides financial services through Matoaka Money Management, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to multiple program structures and third-party money managers.