Casey Marsh is a Certified Financial Planner® with 24 years of industry experience, currently serving clients at UBS Financial Services since 2021. Prior to UBS, he worked at Bank of America and Merrill from 2010 to 2021. He is based in Cincinnati, Ohio. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocation to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management, offering services that include portfolio management, financial planning, and capital markets activities.

Hugh Patton Jr. is a financial advisor with Ameriprise in Mason, OH, holding a Series 63 designation and 45 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Patton serves as Treasurer on the Board of Directors for Aikido of Cincinnati and manages his own business entity, H. S. Patton & Associates. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise with a range of brokerage and insurance solutions.

Chelsea Kavanaugh Lazarus is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and has worked at firms including Fidelity Brokerage Services and Fidelity Investments prior to joining UBS. Outside of finance, she has experience in the fitness and customer service industries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, delivering both fiduciary financial planning and a broad range of capital markets services.

Veronica Jaeger is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has prior experience at CUSO Financial Services, LP, Robert Half, and General Electric Credit Union. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Kelly L. Wittich is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 24 years of industry experience. She has been with UBS since 2013. Wittich serves on the board of directors for ArtsWave, a regional arts charity, where she participates in strategic oversight and advocacy efforts. She is also a member of the customer advisory board for PreOncology, a medical startup focused on early cancer screening. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Sean Fields is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and eight years of industry experience. His work history includes roles at Superior Logistics and PFS Investments Inc, alongside his ongoing tenure at Primerica Financial Services. He is involved in the sale of investment-related and non-investment related products through affiliated companies, including residential loan products and home security services. Primerica Advisors primarily serves individual investors, both non-high-net-worth and high-net-worth, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

David Glover Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America for over a decade. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The program combines Merrill’s Chief Investment Office strategies with implementations by Managed Account Advisors LLC, leveraging the broader Bank of America platform.

Patrick Mc Namara is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Fidelity and Bank of America, before joining Charles Schwab in 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized custody and operational infrastructure.

David Beiswanger is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Cetera. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2016. Outside of advisory work, he is also involved as an insurance agent selling life, health, disability, annuities, and long-term care products, and operates Center Stage Financial, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a nationwide network of independent advisors to individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and a multi-manager platform.

Kevin Rice is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving affluent clients, foundations, and institutions since 1994, bringing over four decades of experience in wealth management. Kevin's approach focuses on comprehensive financial strategies that encompass investment management, tax minimization, estate planning, charitable giving, and corporate benefit programs such as equity compensation and retirement plans. He works closely with clients to align wealth management solutions with their personal goals and aspirations. Kevin holds a Bachelor of Science degree in Accountancy from Miami University in Oxford, Ohio, and is a Certified Public Accountant. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). While he carries CPA certification, he does not provide tax advice in his role at Merrill. Kevin is committed to delivering high-quality service and financial guidance, fostering lasting client relationships. Originally from New York, Kevin and his wife Janice have lived in Cincinnati for 30 years and have two children. He serves on the boards of Mount Saint Joseph University, UCAN, and Cincinnati Works. Outside of his professional work, Kevin enjoys music, travel, baseball, cooking, dancing, fishing, hunting, and spending time with his family.

Thomas Nead is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding a Series 63 designation and 21 years of industry experience. He has worked at Primerica Financial Services since 2002 and is also affiliated with PFS Investments Inc. and Comprehensive Sub Solutions. Outside of advisory services, he is involved in the sale of home security, automation products, and loan products through related affiliates. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and delivers advisory services through a model-based investment approach supported by unaffiliated asset managers and custodial services.

Keith Reed is a Series 63 licensed financial advisor with 41 years of industry experience, currently associated with Cambridge Investment Research Advisors since 2018. He has also been involved with Private Client Services since 2015. Outside of his advisory role, Reed owns and operates a farm in Maineville, Ohio, where he raises rice and crawfish. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, employing a range of portfolio management strategies across various custody platforms.

Mark Hoffman is a financial advisor with Edward Jones in Montgomery, Ohio, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked briefly at Labster. Hoffman is also involved with Freeland Ventures, a multi-unit passive investing business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of approximately 23,700 financial advisors and 15,100 branch offices.

Kimberly Martin is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and bringing 24 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 25 years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Michael Rossini is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to develop and implement financial plans tailored to their specific goals and objectives. He has been with Fidelity Investments since 2023, progressing from Customer Relationship Advocate to Financial Representative before assuming his current role in 2025. In his capacity as an Investment Consultant, Michael focuses on navigating the complexities of clients' financial situations to provide personalized planning and support. Beyond his professional responsibilities, he has personal interests that include camping, hiking, exploring food, movies, music, and parenthood.

Drew Tuchfarber is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, Northwestern Mutual, and Fifth Third Securities. Outside of his advisory role, he has worked as an UberEats delivery driver over the past decade. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a collaborative, non-discretionary approach that incorporates investment research, third-party data, and algorithmic tools.

Gregory Kaiser is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 2006. Charles Schwab & Co., Inc. serves primarily 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 affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Margaret Brenner is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2021 and previously worked for Stepleton Law, LLC / Stepleton Dugan LLC for 12 years. Outside of her advisory role, she is involved with Little Miami Brewing Company in Milford, Ohio, a restaurant and bar business. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and modeling tools, with a broad range of retail and institutional investment offerings.

Alexa Casey is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at LPL Financial, Protective Life, and Northwestern Mutual Investment Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through various platforms, including its Financial Advisors and Estate Planning Strategies Group.

Donald Richards is a financial advisor with Primerica Advisors, holding 14 years of industry experience. He has been associated with Primerica Financial Services since 2009 and PFS Investments Inc. since 2011. Outside of his advisory role, Richards has a long-standing involvement with the Ohio High School Athletic Association since 2013. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.