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.

Neil Bailey is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Franklin Wealth Advisors, and his own firm, Bailey Financial. Outside of his advisory work, he is involved in independent insurance brokering and consulting through Franklin Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Martin Wilhelmy is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 24 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Wells Fargo in 2018. Wilhelmy serves on investment committees for Ohio Valley Voices and Old St. Mary's Church and is a member of the board of trustees at The Good Shepherd Catholic Montessori School. He also holds a 20% ownership in Punch House Productions, a local boxing gym, and is involved in local politics as a precinct executive for the Hamilton County Republican Party. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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.

Melissa Maier is a financial advisor at UBS Financial Services with eight years of industry experience. She has held prior roles at Bank of America, Merrill, and Edward Jones. Outside of finance, she has experience managing a sports bar and grill business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services.

Kyle Ward is a CFP® and holds a Series 66 license with 22 years of industry experience. He has been with Edward Jones since 2012, working out of West Chester, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christina Duffy is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2014. In addition to her advisory role, she is a fitness instructor at Pure Barre Cincinnati and serves on the board of directors for Found Village, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management and proprietary research to tailor investment plans aligned with client goals.

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.

Stephanie Russell is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2008. Outside of advisory work, she is involved in sales with Young Living. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocation to tailor financial plans aligned with clients’ goals and risk tolerances.

Tricia Mercalde is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley since 2018, following prior roles at UBS Financial Services and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a broad spectrum of investment and financial services.

Jeff Lee is a financial advisor at J.P. Morgan Securities with credentials including Series 63 and Series 66 licenses. He has over 25 years of experience in the financial industry, having worked at Fidelity for 25 years before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2026. Outside of his advisory role, he is involved with Array Ministry Center LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of specialized products and strategies, focusing on non-discretionary advisory services.

Ryan Small is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients with a range of 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 financial plans.

Enid Santiago is a financial advisor at Edelman Financial Engines with 13 years of industry experience. She holds the Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2016, following two years at TMFS Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Manda Cash is a Series 66-licensed financial advisor with six years at UBS Financial Services and a total of five years of industry experience. Prior to joining UBS in 2020, she worked with Advantage Marketing Services and was involved with the University of Dayton’s The Write Place. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Thomas Brizzolara is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Ameriprise since 2016, including his current role at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

John Mogush is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with JPMorgan Securities LLC since 2014. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Lauren Saulnier is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. before joining Ameriprise in 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Aaron Brown is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and its affiliated entities since 2012, as well as Bank One prior to that. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Rami Elkhatib is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at GETChoice Energy Management. Elkhatib’s background includes full-time education at the University of Kentucky and Kentucky Country Day School. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides investment and planning services through a structured discovery process.

Matthew Rupe is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and nine years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Rupe is co-owner of Vertical Advantage Helicopters, where he serves as a pilot and flight instructor. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance product sales through affiliated entities.