Yazan Khatib is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. He has worked at UBS since 2021 and previously was with Nationwide Investment Services Corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and capital market assumptions to tailor investment strategies.

Jordan Burger is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and nine years of industry experience. He worked at PNC Investments for three years before joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans and investment strategies.

Jeffrey Rodd is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services, where he has worked since 2017, and has prior experience with MetLife Securities. Outside of his advisory role, he is the owner of Clearview Financial Partners, LLC. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning to deliver written recommendations.

Adrianne Haber is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 15 years of industry experience. She has worked at Torchlight Financial Services, PFS Investments Inc., and Primerica Financial Services since 2009. Outside of her advisory role, she is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a percentage-based wrap fee structure for its services.

Thomas Zazycki is a financial advisor with Ameriprise in Mason, Ohio, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1996. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Sutton is a financial advisor with Thrivent Investment Management in Cincinnati, Ohio. He holds Series 63 and Series 65 designations and has five years of industry experience. Prior to joining Thrivent, he worked at Fifth Third Securities and Fifth Third Bank, and has been involved with several community organizations including Linwood Baptist Church and Columbia Baptist Church. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without discretionary portfolio management. The firm’s approach includes written recommendations across a range of planning topics and offers a consolidated billing option for combined planning and managed-account services.

Sarah Moghari is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She holds the designation of Personal Investment Advisor (PIA) and provides a range of services including general investing, retirement planning, and financial preparation for unforeseen circumstances.\n\nSarah earned both her Bachelor's Degree and Master of Business Administration (MBA) from John Carroll University. She communicates professionally in English, Farsi, and Spanish.\n\nIn her role, Sarah focuses on understanding clients' personal priorities and works collaboratively to develop financial strategies tailored to their unique goals. She emphasizes transparency and simplicity in financial planning to help clients navigate the complexities of investing.

Kevin Grosskoph is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and one year of industry experience. His background includes roles at Lifepoint Financial Solutions and involvement with the Spina Bifida Coalition, Inc. Outside of finance, he has experience in real estate with Comey & Shepherd Realtors. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of discretionary and non-discretionary strategies across multiple platforms.

Bill Bowdy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2010, progressing through various roles including Financial Consultant, Investments Consultant, Investment Solutions Representative, and Financial Representative. With over a decade of experience, Bill specializes in working with High Net Worth individuals on retirement planning, income planning, tax-efficient investment planning, and estate planning considerations. He focuses on designing financial plans that account for all market scenarios to support his clients and their families. Outside of his professional work, Bill's personal interests include beach activities, fitness, football, golf, and spending time at the lake.

Kelly Wertz is a financial advisor at Wells Fargo Advisors in Cincinnati, OH, with nine years of industry experience. She has been with Wells Fargo Advisors since 2018, following two years at Wells Fargo Clearing and two years at Wells Fargo Advisors, LLC. Wertz holds a Series 63 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various areas such as retirement, education, and special-needs analysis, and it integrates advisory services with other financial product offerings and referral channels.

Nathaniel Bowman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. Prior to joining Fisher, he worked at Fifth Third Securities and Fifth Third Bank from 2013 to 2021. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach that integrates quantitative and qualitative research to construct diversified portfolios and uses various risk management techniques, including tax-aware processes and defensive tactics.

Donald W. Harden is a CFP® and ChFC® professional with 37 years of industry experience, currently affiliated with UBS Financial Services in Cincinnati, OH since 2008. He is also a licensed independent insurance agent specializing in fixed products. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings.

Mark Conrad is a financial advisor at UBS Financial Services with 17 years of industry experience. He has held positions at UBS since 2016 and previously worked at Bank of America, N.A. and Merrill from 2014 to 2016. He holds Series 63 and Series 66 designations and is based in Cincinnati, OH. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research, capital markets services, and affiliated banking programs.

Nicole Glowka is a financial advisor at Ameriprise with 30 years of industry experience. She has been with Ameriprise and its affiliates since 1998 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves clients through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Paul Antoun III is a Financial Advisor at Merrill Lynch Wealth Management. He supports clients in managing their financial goals through tailored investment strategies. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). Paul earned a bachelor's degree from the University of Cincinnati. Further personal interests or details related to community involvement are not provided.

Katherine Conniff is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. She previously worked at Cintas Corporation for five years before joining Fidelity in 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

James Murphy Jr. is a financial advisor with Merrill in Cincinnati, OH, holding Series 65 and Series 66 licenses and bringing 29 years of industry experience. He has been with Merrill since 1997 and has concurrently worked with Bank of America since 2011. Outside of his advisory role, he is the founder, director, and coach of the St. Xavier High School Triathlon Team, a local nonprofit organization. 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 a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Mark Bonfield is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 registrations. He has 19 years of industry experience and has previously worked with firms including PNC Investments, Fidelity Investments, and Allstate Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services. The firm offers multiple investment programs and combines extensive financial activities with oversight of substantial discretionary assets through a large network of advisors.

Philip Ochs IV is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with UBS Financial Services since 2004. Outside of his primary role, he advises on investments for the Christy A Ochs Rev Trust. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Erik Shifflett is a CFP® and Series 66-licensed financial advisor with 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He serves as a trustee for a friend and co-worker in Lebanon, Ohio. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment products, including insurance-related vehicles and bank deposit sweep options.