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 at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and previously worked for Stepleton Law, LLC / Stepleton Dugan LLC for twelve years. Outside of her advisory role, she is involved with Little Miami Brewing Company, a restaurant and bar in Milford, Ohio. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market scenario modeling.

Donna Bostwick is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. In addition to her advisory role, she serves as a notary public in Miamisburg, Ohio. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options using diversification principles and modern portfolio theory.

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.

Frank Hotze is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 12 years of industry experience. He has worked at Merrill and Bank of America since 2019, and previously held roles with PNC Bank and PNC Investments from 2013 to 2019. Merrill, together 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.

John Dougherty III is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 21 years. Dougherty is also involved in Dougherty Tedesco and Associates, a firm related to non-variable insurance activities. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Keith Lum is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Lum serves on the board of directors for Every Child Succeeds, a nonprofit that delivers evidence-based home visitation services in Ohio and Kentucky. 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 uses proprietary capital market assumptions and research to tailor investment plans aligned with clients’ goals and risk tolerances.

Sarah Ross is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012. Prior to that, she was associated with Younique, LLC from 2015 to 2017 and Jpmorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Vicky Mattison Leguillon is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has worked at LPL Financial since 2017 and previously held roles at Thurston Springer Miller Herd & Titak, Inc. and Private Client Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various operational and research tools.

Cynthia Dwyer is a financial advisor with Merrill in Cincinnati, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2003. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Bruce Myers is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of advisory work, he also works as a Lyft driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities, utilizing a tiered wrap fee structure and various investment models.

Robert Bedinghaus is a CFP® professional with 11 years of industry experience, currently affiliated with Raymond James Financial in Lebanon, OH. Prior to joining Raymond James, he worked at Edward Jones for seven years. He is also an author working on a book targeted at near-retirees and early retirees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals and institutional clients. The firm delivers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and specialized services.