Ian Wilt is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 63 designation and over 43 years of industry experience. He worked at UBS Financial Services from 2008 to 2018 before joining Morgan Stanley and its Private Bank in 2018. Outside of his advisory role, Wilt serves as a board member of the Villas at Woodcutter Condominium Association. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning and a range of investment services supported by firm-approved tools and structured processes.

Erin Purcell is a financial advisor at UBS Financial Services with 13 years of industry experience. Her prior roles include positions at Morgan Stanley, U.S. Bancorp Investments, and Wells Fargo Clearing. She holds Series 63 and Series 66 credentials and is based in Cincinnati, OH. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans to client goals and risk tolerances.

Tyler Pelletier is a Financial Advisor at Merrill Lynch Wealth Management, specializing in assisting individuals and families with comprehensive financial planning, including retirement planning, wealth growth, and major financial decisions. He adopts a personalized, relationship-driven approach, focusing on listening to clients to tailor strategies based on their unique goals and priorities. His expertise encompasses areas such as education planning, family wealth management, legacy planning, liquidity management, and tax minimization. A lifelong resident of Northern Kentucky, Tyler graduated from Covington Catholic High School and earned a bachelor's degree with a double major in Marketing and Finance from the University of Louisville. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), enabling him to combine analytical skills with clear communication in guiding his clients. Outside of his professional role, Tyler enjoys outdoor activities like fly fishing, boating, wake surfing, camping, and traveling. He is also involved in community organizations such as the Freestore Food Bank and Habitat For Humanity.

Adam Kunsman is a financial advisor at Edward Jones in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. He previously worked at Fifth Third Bancorp for ten years before joining Edward Jones. Outside of his advisory role, he is a 25% investor in a property management business, Trauth Property Group, based in Crescent Springs, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm supports its offerings with a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Nathaniel Grant is a Series 63-licensed advisor with Primerica Advisors in Cincinnati, OH, bringing 37 years of industry experience. He has worked with Primerica Advisors since 1987 and Primerica Financial Services since 1986. Outside of his advisory role, he has been involved with the Miami Baptist Association since 2017. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing model-delivery strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm employs a third-party asset manager selection process and uses a tiered wrap-fee structure.

Joshua Miller is a financial advisor at Edward Jones in Fairfield, OH, holding a Series 66 designation with two years of industry experience. He has worked intermittently at Edward Jones since 2021 and has a background including roles at Amazon and TruTurf. Outside of finance, Miller serves as a part-time wrestling coach for Edgewood City Schools and has participated in acting and modeling, including a non-speaking role on a television show. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive advisor and branch network, as well as affiliated capabilities such as a trust company and securities-based lending.

Jeffrey Zeigler is a CFP®-certified financial advisor with 30 years of industry experience. He has worked at Wells Fargo Clearing since 2023 and previously spent 27 years at The Huntington Investment Company. He is based in Cincinnati, OH. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Hampton is a financial advisor at UBS Financial Services in Cincinnati, OH, with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Craig Callery is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 63 designation and 31 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he coaches freshman boys basketball at Holy Cross High School. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Jason Steeber is a Financial Advisor with Merrill Lynch Wealth Management, working in coordination with Bank of America, N.A. He focuses on helping clients develop long-term financial strategies tailored to their individual goals, time horizons, and risk tolerance. His advisory services include investment management, education planning, retirement planning, and collaboration with other professional advisors on trust and estate planning services when appropriate. Jason's expertise extends to wealth transfer strategies, credit and lending solutions, cash management, and 401(k) plan advisory services for business owners. He emphasizes a collaborative and evolving approach to meet clients' changing financial needs. His client focus areas include College Education Planning, Personal Retirement Planning, Small Business Strategies, and Individual and Corporate Investment Strategy. He holds a Bachelors Degree from Morehead State University and holds the Personal Investment Advisor (PIA) designation. Jason is involved with professional organizations including BNI Cincinnati and Pi Kappa Phi Alumni. In the community, he participates with the Clermont Chamber of Commerce and Special Olympics. He resides in Union Township with his girlfriend Jen and enjoys exploring the outdoors, golfing, and following Cleveland sports.

Shiri Ayalon is a CFP® with 17 years of industry experience, currently advising at Ameriprise in Cincinnati, OH. Her career includes roles at Ameriprise Financial Services Inc., Spectrum Financial Solutions, Inc., U.S. Bancorp Investments, Inc., and U.S. Bank. She serves on the boards of several local organizations, including WCET and the Ohio Lesbian Archives, and holds finance-related leadership positions with the Great Cincinnati Weavers Guild. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions.

Michael Metzger is a financial advisor at OSAIC with 14 years of industry experience. He previously worked for 17 years at Lincoln Financial Advisors. In addition to his advisory role, he is a notary public and offers fixed insurance products including annuities and life insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm’s investment approach combines firm-provided asset-allocation tools and third-party managed accounts, offering portfolios with stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kirsten Comment is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Fifth Third Bank, OJM Group, and Xavier University. 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 large institutional advisory capabilities with affiliated brokerage and investment management services.

Kenward Stone is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors and Investacorp Advisory Services. He has also operated Stone Financial Retirement Planning since 1991, advising clients on portfolios of ETFs and life insurance needs. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes asset-allocation tools and third-party platforms to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Michael Vassar is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he worked at Bartlett Wealth Management and Charles Schwab. Outside of his advisory role, he is involved in a family ice cream startup as a member and manager for estate purposes. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, and institutions. The group offers tailored financial planning and portfolio management services, utilizing a variety of investment strategies and overlays to meet client goals and risk tolerances.

Samuel Burchenal is a financial advisor at UBS Financial Services in Cincinnati, OH, with eight years of industry experience. He has been with UBS since 2017 following a period focused on full-time education at the University of Cincinnati. Burchenal holds the Series 66 designation. 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 utilizes proprietary research and model-based asset allocations in its advisory approach.

James Phillips is a financial advisor with Wells Fargo Clearing in Cincinnati, Ohio. He holds Series 63 and Series 65 credentials and has 29 years of industry experience, including over 17 years with Wells Fargo-affiliated firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Carol Parry is a financial advisor with Primerica Advisors in Milford, OH, holding 15 years of industry experience. She has worked with PFS Investments, Inc. since 2011 and Primerica Financial Services since 2010. In addition to advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,935 advisors and $15.5 billion in assets under management.

Kassia Cristello is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 31 years of industry experience. Her career includes prior roles at INVEST Financial Corp. and Acordia Personal Insurance Company. She is involved in managing operations at Tri-County Assurance Agency Inc. and works with SCOAPE Financial Group in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and diverse portfolio management strategies.

Nicholas Langan is a financial advisor at J.P. Morgan Securities in Cincinnati, Ohio, holding a Series 66 designation with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank and Incline Wealth Advisors, as well as work outside the industry at Ivy Hills Country Club and Little Mini Golf Center. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision authority.