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.

Maxwell Festa is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Spot Health, Unilever, Cintrifuse, Oakley/Luxottica, Cedar Fair, and Chick-fil-A. He attended Xavier University from 2021 to 2025. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

John Kopeck III is a financial advisor with Ameriprise in Mason, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering personalized, research-supported recommendations through a centralized consulting team. The firm combines modeling techniques and tax-efficiency analysis to create tailored retirement income strategies while offering a broad range of advisory, brokerage, and insurance solutions.

Landen Long is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. He has worked at Fidelity Investments since 2024 and previously held positions at Charles Schwab and the University of Cincinnati. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Audrey Koob is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and seven years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2018. Outside of her advisory role, she is involved in managing non-investment related partnerships in Mason, Ohio. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Thomas Widener is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at The O. N. Equity Sales Company, J.J.B. Hilliard, W.L. Lyons, LLC, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Crystal Brewer is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2014. Outside of her advisory work, she is involved in religious education at Fort Mitchell Baptist Church, where she teaches children, plans curriculum, and leads volunteers. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include comprehensive financial planning and estate planning strategies.

Timothy Bayer Jr. is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 designations and 14 years of industry experience. He previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2012 to 2021 before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to customize financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of capital markets and research resources.

Corey Fogel is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Equitable Advisors since 2018. His prior work includes roles at Axa Advisors, Fidelity, and Merrill. Equitable Advisors serves a wide range of clients, including individuals and institutional entities, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes a client-specific approach that matches personal and plan information with advisory models, utilizing both proprietary and third-party investment solutions.

Diane Gaal is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Robert W. Baird & Co. since 2002 with additional experience at Morgan Stanley from 2004 to 2007. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

J Hammond is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Hammond also owns Hammond Day Investment Group LLC, an investment-related business based in Cincinnati, OH. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Patrick Cahill is a financial advisor at Osaic with 29 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Securities America Advisors, LPL Financial, Morgan Stanley, Citigroup Global Markets, and Merrill. Outside of advising, he is involved in insurance sales through a separate business activity. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by multiple custodial and program arrangements and a mix of proprietary and third-party investment strategies.

Brandon Maxwell is a financial advisor at Robert Baird & Co. with three years of industry experience. He has worked at Baird since 2022 and previously spent eight years at Luxottica. Maxwell holds the Series 66 designation. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.