Rebecca Dorton is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market outlook models.

Arthur Faulkner II is a financial advisor with Primerica Advisors in Cincinnati, OH, holding over 20 years of industry experience. He has worked in various roles including positions at Gentex Corporation, Omega Engineering, and Russel Tobin Engineering. Outside of his advisory work, he is an engineering consultant and has also worked as an Uber driver. 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 provides advisory services through a large network of advisors using model-delivery strategies managed by third-party asset managers.

Ethan Nyman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Before joining Fidelity, he held positions at Best Buy, the Cincinnati Reds, Costco, and Thomas More University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment products.

John Gray is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of finance, he serves as a 12C Bridge Crewmember in the United States National Guard and acts as camaraderie chairman for The Barracks Project, supporting veterans and their families. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a broad range of brokerage and advisory solutions.

Alec Manser is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. His prior roles include positions at Medpace and Black Bull Capital Partners. 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 utilizes structured financial planning processes supported by firm-approved tools and comprehensive investment modeling.

Karen Levy is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and joined Wells Fargo Clearing in 2023. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Charles Cline is a financial advisor with MML Investors Services holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Principal Securities, New York Life, and Black Bull Capital Partners. Outside of finance, he has been involved with River Hills Christian Church and Milford Christian Church and has worked as a real estate associate with eXp Realty/Keller Williams since 2018. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software to provide collaborative, annual planning engagements without discretionary investment management.

Tina Hendricks is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for seven years. Additionally, she is an associate at Kuethe Wealth Planning LLC, where she serves as an operational and financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports clients through various advisory programs.

Tyler Zmich is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients and their families to develop personalized financial plans that reflect their goals and objectives, aiming to navigate the complexities of their financial situations. Prior to his current position, Tyler worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025. Tyler's approach involves collaborating closely with clients to co-create financial strategies tailored to their unique needs. Outside of his professional responsibilities, he has interests in baseball, football, golf, skiing, swimming, and traveling.

Alex De Mann is a Series 66-registered financial advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at Wallace Hart Capital Management, Fidelity Investments, and Journey Advisory Group. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to develop model allocations and incorporates an ESG eligibility framework.

Tracey Brooks is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 66 credentials and 20 years of industry experience. She previously worked at Ameritas Investment Corp, Capital Choice Financial Services, and Fifth Third Securities. Brooks is also active in delivering presentations related to investment topics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services with a mix of proprietary research models, third-party subadvisors, and customized strategies.

Dana Krutka is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2018. In addition to his advisory role, he is employed in client service positions at Aspire Wealth Planning and JW-CIN Inc, both based in Cincinnati, OH. 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, and institutional investors. The firm offers tailored non-discretionary planning and uses various analytical tools to assist clients in making informed decisions.

Steven Frank is a CFP® professional with over 40 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously spent four years at Prudential Equity Group, LLC. Outside of his advisory work, he serves on the Covington Economic Development Authority board and is a member of the City of Covington Committee of Form of Government Transition. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Tyler Hewlett is a financial advisor at Osaic with a Series 66 designation and no prior industry experience before joining the field. His career includes roles at Faith Financial Advisors and a four-year period at Asbury University. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale and complex affiliate network.

Krista Runyon currently serves as the Regional Director of Wealth Management at Fidelity Investments, a role she has held since 2023. In this position, she partners with a team of Wealth Management Planning Consultants, focusing on coaching and developing them to meet client needs. Her professional experience at Fidelity Investments spans several roles, including Fixed Income Team Leader (2022-2023), Investment Solutions Team Leader (2020-2022), Investment Solutions Representative (2018-2020), and Financial Representative (2016-2018). This progression reflects her involvement in various aspects of wealth management and investment solutions. No information regarding her education, credentials, personal interests, or community involvement was provided.

Brandon Barlow is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has worked within various divisions of Fidelity since 2012, 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, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and utilizes systematic methodologies and AI-driven research tools.

Christopher Moll is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Hyde Park Golf and Country Club and GoJet Airlines, among other roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs structured discovery conversations and proprietary planning tools to support its services, managing approximately $2.74 trillion in client assets.

Jeffry Diacono is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Merrill since 1995. Outside of his advisory role, he owns and directs 241 Water Polo & Swim Club, providing athletic training and managing club operations. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Richard Mirrielees is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at UBS Financial Services since 2017 and previously worked at Fidelity Brokerage Services LLC from 2012 to 2017. He is based in Cincinnati, OH. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Robin Mcconn is a CFP® with 27 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 2019. Prior to this, Mcconn spent over two decades at Hilliard Lyons. Mcconn is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.