Shawn Simmons is a CFP®-certified financial advisor with 38 years of industry experience, currently at UBS Financial Services since 2008. Based in Cincinnati, OH, he holds Series 63 and Series 65 licenses. Outside of his advisory role, Simmons is a partner in Mountain-Time LLC, a business managing vacation property in Breckenridge, Colorado. 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, supported by proprietary research and a broad range of capital markets functions.

Sarah Montague is a financial advisor at UBS Financial Services with five years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes six years at Fidelity Investments and one year at Veritude. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Jan Frazee is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Life Time Fitness, Buckle, Inc., and ERMI, Inc. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Elizabeth Misheff is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and eight years of industry experience. She has been with UBS Financial Services, Inc. since 2012. UBS Financial Services serves individual, corporate, and institutional clients through 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 provides access to proprietary research and capital markets platforms.

Amanda Gall is a financial advisor at Robert Baird & Co. with 15 years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of her advisory role, she is involved with BMG Marketing, where she conducts promotional beverage tasting events. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing a variety of strategies including traditional and non-traditional allocations, with discretionary and non-discretionary management options.

Allison Cummings is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Colin Driscoll is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 63 designation and 43 years of industry experience. He has been with UBS since 1995. Outside of his advisory work, he is the sole proprietor of Big Sky Outfitters, a retail business specializing in camping, pet, and outdoor products. UBS Financial Services serves individual, corporate, and institutional clients through both brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

James Jones is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and five years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019. Prior to his advisory role, he worked in the landscaping industry. Outside of his advisory duties, he is involved in sales of loan products and home security and automation services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Nicole Wanek is currently serving as Vice President and Financial Consultant at Fidelity Investments. She has been with Fidelity since 2014, advancing through various roles including Financial Representative, Stock Plan Consultant, Senior SPS Executive Services Specialist, Relationship Manager, Benefits & Planning Consultant, Investment Consultant, and Financial Consultant. Nicole's experience spans benefits and planning, stock plan consulting, relationship management, and investment consulting. She emphasizes the importance of building and sticking to a plan to help clients work towards their financial goals. Her professional approach involves understanding client objectives and mapping clear paths to achieve them. Outside of her professional role, Nicole enjoys hiking, music, spending time with pets, running, and theater.

Cheryl Henderson is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 credentials and 18 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Henderson serves on the board of directors for the Miami Valley Youth Soccer Association. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Lori Fox is a Series 66 licensed financial advisor with 18 years of industry experience. She has been with Thrivent Investment Management since 2021 and previously worked at various Thrivent entities and Vantage Financial Partners. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial analyses and written recommendations covering retirement, tax, estate, business continuation, and other planning topics. The firm separates planning from managed-account services and conducts periodic reviews without accepting discretionary trading authority for the Dedicated Planning Service.

Peter Krinas is a financial advisor with Raymond James Financial in Cincinnati, OH, holding a Series 66 designation and 10 years of industry experience. He previously worked at Stifel Nicolaus for 15 years before joining Raymond James in 2022. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various programs and emphasizes advisory relationships supported by comprehensive research and asset-allocation analysis.

Brian Nelson is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 19 years of industry experience. He has been with Primerica Advisors since 2021 and previously operated as a self-employed advisor for several years. Outside of advising, Nelson is involved in sales of investment-related products and receives compensation for referrals related to home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates through a large network of financial advisors.

Douglas Sammons is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2019, following four years at Sanford C. Bernstein & Co., LLC. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Nicholas Aguglia is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at AxA Advisors. Aguglia serves as a board member of the Chesterton Academy of Buffalo. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage channels to meet client needs.

Amr Hamouda is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, T-Mobile, Uber/Lyft, and HSBC Bank Egypt. Outside of his advisory role, he works as a delivery driver for DoorDash and as a consultant and independent contractor for Amazon. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Thomas Burkholder is a financial advisor with Primerica Advisors in Milford, OH, holding a Series 63 designation and 19 years of industry experience. He has worked with PFS Primerica Financial Services and PFS Investments Inc. since 2005 and 2006, respectively, and is currently employed at New Richmond EVSD. Outside of advisory services, he is involved in sales of investment-related products and also participates in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides 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 uses a tiered wrap-fee structure for its services.

Marianna Narita is a financial advisor with Merrill based in Cincinnati, OH, holding a Series 66 designation and beginning her career in 2024. Prior to joining Merrill, she worked at Bank of America and has a background that includes roles at the University of Rochester and teaching positions in Indian Hill schools. Outside the financial industry, Narita serves as a board member of the Cincinnati Art Museum and owns a business teaching violin lessons, drawing on her experience as a competitive and performing violinist. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Jeffrey Atkinson is a CFP® professional with 38 years of industry experience, currently affiliated with Edward Jones since 1997. He maintains a partnership in JACMA LLC, a real estate business based in Loveland, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Michael Sauer is a CFP® with 27 years of industry experience, currently affiliated with Raymond James Financial. He has worked at Edward Jones for 17 years before joining Raymond James in 2021. Sauer is a part owner of Ascension Partners, LLC, which oversees multiple satellite branches, and he manages client accounts through his own firm, Sauer Wealth Planning, in conjunction with Raymond James. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a wide affiliate network.