Douglas Galloway is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving affluent families of success and complexity since 2012. Douglas provides advice and guidance to executives, small business owners, and families, aligning clients' investments with their life goals through personalized planning processes. His professional career spans 13 years, including experience from small start-ups to international business and wealth management. Douglas employs risk management strategies to help clients pursue their financial objectives. His client focus areas include corporate benefits, education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, small business strategies, individual and corporate investment strategy, and retirement income. Douglas holds a Bachelor's Degree from the University of Kentucky, an MBA from the Williams College of Business at Xavier University, and is a Personal Investment Advisor (PIA). He also participates in community activities, volunteering with organizations locally. His personal interests include boating, camping, cooking, fishing, gardening, hiking, hunting, reading, skiing, and traveling.

Brandi Kohlsmith is a Series 66-licensed financial advisor with Raymond James Financial in Fort Thomas, KY, bringing four years of industry experience. Prior to joining Raymond James, she worked at Edward Jones for 20 years. Outside of her advisory role, she is also involved as an associate at Bisbe Capital, providing administrative support. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting using advanced analytical tools and supports a wide advisor network with specialized municipal and public finance capabilities.

Michael George is a ChFC® credentialed financial advisor at OSAIC with 44 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 44 years before joining OSAIC in 2025. Outside of his advisory role, he owns and operates Tri-State Financial Group, an insurance brokerage offering disability, fixed annuities, and traditional life insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing both brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Michael Scovic is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2018, following an 11-year tenure at UBS Financial Services Inc. Based in Cincinnati, OH, he is currently associated with Morgan Stanley Private Bank, N.A. alongside his advisory role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client decision-making.

Jaden Warner is a financial advisor at Equitable Advisors in Cincinnati, OH, holding a Series 66 designation. He began his advisory career in 2026 and has prior experience working in various roles, including positions at Abigail Robinson and Hamilton Public Schools. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs, utilizing a range of third-party and proprietary solutions delivered through its network of Investment Adviser Representatives.

Mark Redden is a financial advisor with UBS Financial Services in Cincinnati, Ohio. He holds Series 63 and Series 65 designations and has 31 years of industry experience, including 17 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors who utilize proprietary research and model-based asset allocations.

Josh Schneider is a Planning Consultant at Fidelity Investments, where he supports advisors in helping clients and their families create personalized financial plans. He has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Workplace Planning Consultant before assuming his current position in 2024. Throughout his tenure, Josh has developed experience in various aspects of financial planning and client relationship management. His work focuses on assisting advisors to deliver tailored financial strategies to meet the unique needs of clients. No additional information about his education, credentials, personal interests, or community involvement has been provided.

David Spindle is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at J.P. Morgan Chase Bank and AXA Advisors, among other firms. 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 supported by a centralized manager solutions team and includes broader capabilities in derivatives and commodities.

Celestina Curiel Robb is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 34 years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and Waddell & Reed. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

Robert Edwards is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. Prior to joining UBS in 2026, he worked at Morgan Stanley in various capacities from 2013 to 2026. Outside of his advisory role, he owns and manages a real estate property in Kannapolis, North Carolina. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services through its integrated platform.

L Calvin Decker is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018. Outside of his advisory role, he works as a delivery driver for DoorDash. 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 a variety of brokerage and advisory solutions supported by in-house and third-party research.

Thomas Carns Jr. is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2007 and 2015, respectively. Outside of his advisory role, Carns is a co-owner of Protech Auto Care Inc. and founder of the Karen Carns Foundation, a charity based in Mason, OH. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Amber Thoerner is a financial advisor at Robert W. Baird & Co. in Cincinnati, OH, with 10 years of industry experience and a Series 66 designation. She has been with Robert W. Baird since 2015. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Sean Grinsted is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. Before joining UBS in 2024, he worked at DoorDash and Xavier University and operated Grinsted Landscaping for 14 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of financial planning and portfolio management solutions. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Brandon Knutson is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Cetera Advisor Networks and Notre Dame Federal Credit Union. In addition to his advisory work, he serves as an executor for a family estate, administering and distributing the estate. 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 combines research-driven investment evaluation with a broad range of brokerage and advisory solutions.

Don Livio II is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Rutgers University and Quadrant Capital Management, LLC. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Misty Busam is a financial advisor at Morgan Stanley in Cincinnati, Ohio, with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at UBS Financial Services and TD Ameritrade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis techniques.

Bryan Barker is a Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity for 19 years, working in various roles including Investment Consultant and Financial Representative before his current appointment. Bryan's work focuses on helping clients and families pursue their financial goals. Throughout his tenure at Fidelity, Bryan has developed a professional approach centered on dedication and integrity, emphasizing client-focused service. His experience spans multiple facets of financial consulting and investment advising within the organization. Outside of his professional duties, Bryan has interests in golf, outdoor adventures, and traveling.

Austin Poston is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and United Audit Systems, Inc. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through its integrated platform and proprietary research.

Scott Green is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.