Ryan Stallkamp is a financial advisor with J.P. Morgan Securities and holds the Series 63 and Series 66 designations. He has 14 years of industry experience, including ten years at Fidelity Investments and five years at JP Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program offers non-discretionary, written asset allocation advice and manager searches, supported by a centralized due diligence process that incorporates both quantitative and qualitative research.

Robert Baker is a CFP® professional with 12 years of experience in the financial services industry. He is currently with J.P. Morgan Securities and has held prior roles at Western & Southern Financial, PNC Bank, TD Ameritrade, and Fidelity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes an ESG eligibility framework.

Thomas Hurley is a Private Wealth Advisor at Merrill Private Wealth Management, where he partners with The Evelo|Singer|Sullivan Group. He provides customized, long-term investment advice primarily to C-suite and senior-level executives, focusing on managing investment portfolios and advising on concentrated stock positions to address inherent risks and opportunities. Since joining Merrill in 2009, Tom has worked with affluent individuals and families to design wealth strategies that align with clients' long-term objectives, risk management, and wealth preservation goals. He assists business owners and senior corporate executives in navigating concentrated equity positions through strategies such as pre-liquidity event planning, succession plans for private companies, and hedging or sales strategies for public companies. Additionally, as a member of the group's investment committee, he contributes to setting strategic asset and style allocations within client wealth management plans. Tom holds a bachelor's degree with honors from Princeton University and an M.S. in Taxation from the University of Cincinnati. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Originally from Cincinnati, he is engaged in the community by serving on the board of CISE and the investment committee of Ohio Valley Voices. His personal interests include basketball, football, golfing, spending time with family, and traveling.

Steven G. Trimble is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at UBS since 2014. Outside of his advisory role, he serves on the Board of Directors for Ruah Woods, where he contributes to developing religious education programs for Catholic schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and institutional trading capabilities with wealth management services.

Nancy Del Grosso is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 and Series 65 designations. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm employs a structured planning process using firm-approved tools and offers investment advisory services alongside broad retail and institutional solutions.

Paul Vonluehrte is a financial advisor at Merrill with Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Merrill since 2017 and also has experience with Bank of America, N.A., and the Fund Evaluation Group. Based in Cincinnati, OH, he has been involved in various roles within these firms. 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 plans, corporations, and charitable organizations.

Oliver Just is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He has prior work experience at PFS Investments Inc. and Primerica Financial Services. He is based in Fort Wright, KY. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates through a large network of advisors who deliver model-based investment recommendations, utilizing a range of strategic and tactical models supported by third-party asset managers.

Patrick Burke is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Avantax Advisory Services and Avantax Investment Services. Outside of advising, he has authored works since 2012 and serves on the boards of Service Management Systems, Inc. and United Audit Systems, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a variety of financial planning and investment management solutions for individuals, retirement plans, banks, and institutions, supported by a wide range of strategic, tactical, and alternative investment options.

Jonathan Hembree is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments in various roles since 2007. Outside of his advisory work, he provides travel advisory services through Fora Travel. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies, using a combination of proprietary research, quantitative analysis, and systematic portfolio construction.

Adam Flanagan is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at Fidelity Investments and FIDELITY Brokerage Services LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and uses algorithmic portfolio construction, incorporating AI techniques and formal governance procedures.

Kenneth Sykes is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 32 years of industry experience. He has been with Primerica Financial Services and PFS Investments Inc. for 15 years and previously worked in executive transportation for four years. Outside of advising, he is involved in the sale of home security, automation, and loan products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers and provides trade execution and custody through third-party partners.

Michael Diorio is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Primerica Advisors since 2001 and concurrently works at CCC Information Services Inc. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses an operational model featuring tiered wrap fees and delegated trading managed by BNY Mellon Advisors.

Emily Hogya is a financial advisor at UBS Financial Services with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Foster & Motley and FEG Investment Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Crystal Mann is a financial advisor at Charles Schwab with 28 years of industry experience. She has held positions at Charles Schwab since 2018 and previously worked at TIAA and TIAA-CREF Individual and Institutional Services from 2007 to 2018. Mann holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base consisting mainly 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 offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios, research, and a structured alternative-investment program.

Seung Mishler is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 15 years. Mishler also maintains a financial planning support business under the name Mishler Financial Planning. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Andrew Felger is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Merrill and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies while generally acting in an advisory capacity.

Ian Bullis is a Series 66-licensed financial advisor with LPL Financial in Cincinnati, OH. He has one year of industry experience and previous roles at Burke CPAs & Advisors and Concentric Wealth Management. Outside of finance, his background includes various positions in athletics and admissions offices at Earlham College and work in the food service industry. 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 portfolios, third-party asset management, and institutional platforms.

David Kathman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping successful business owners and executives grow and preserve their wealth to support their personal and family goals. David's expertise encompasses areas such as divorce transition planning, education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and tax minimization. With over 30 years of experience as a CPA and business owner, David brings a depth of understanding to his financial advisory role. He begins his process with in-depth discovery to identify each client's unique needs and goals, then creates tailored investment strategies that align with their vision and risk tolerance. While he does not provide tax or accounting advice in his role at Merrill nor use his CPA license, his holistic approach ensures clients feel financially secure and confident in their plans. David holds a Bachelor's Degree from Northern Kentucky University and the Personal Investment Advisor (PIA) designation. A native of Northern Kentucky, he resides there with his wife Maria and their three college-age children. He is active in his community and has served on the Boards of Directors for The Family Nurturing Center, St Agnes Athletic Boosters, Covington Catholic Boosters, and Elliot Feltner - No Limits for Spinal Cord Injuries, where he is involved in various leadership roles.

John Vansteenkiste is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes a role at Lifetime Financial Growth and positions related to aquatic centers and swim clubs in Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered funds and model portfolios.

Richard Kohl is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Raymond James, Kohl worked at Fidelity Investments and has held roles in the hospitality industry. He is also associated with Bisbe Capital in a support role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored non-discretionary planning and uses analytical tools to support client goals, with specialized programs in municipal finance and employer SIMPLE IRA advisory services.