Alissa Vanselow is a Series 66 licensed financial advisor at Merrill with four years of industry experience. She has worked at Merrill since 2021 and previously was involved with Roof Guard Roofing for two years. She spent eleven years as a stay-at-home parent before starting her advisory career. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael O'Brien is a financial advisor at UBS Financial Services with four years of industry experience. He has worked at UBS since 2021 and previously held positions at OJM Group and Cincinnati Financial Corporation. His background also includes roles at Xavier University and the Portland Regency Hotel and Spa. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and also provides custody, underwriting, and capital markets services.

John Weigel is a financial advisor with LPL Financial, holding a Series 66 credential and 28 years of industry experience. He has worked at LPL Financial since 2008 and was previously employed at Fifth Third Securities, Inc. from 2005 to 2008. In addition to his advisory role, he operates a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Jason Sirotak is a CFP® and ChFC® with 26 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at Metlife Securities Inc. He also services life, accident, and health insurance independently. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and provides various programs including educational seminars and event-driven planning services.

Alexander Overcash is a Benefits & Planning Consultant specializing in Executive Services. In his role, he collaborates with clients to understand their short-term, intermediate, and long-term financial goals, aiming to create customized financial plans tailored to their unique needs. Since 2018, Alexander has worked as a Workplace Planning Consultant at Fidelity Investments. He emphasizes building strong, in-depth relationships with clients and their families, focusing on trust, reliability, and comprehensive knowledge to support effective financial planning. Outside of his professional work, Alexander has interests in cars, cooking and baking, fitness, golf, hiking, and kayaking.

William Di Johnson is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63, 65, and 66 licenses and six years of industry experience. Prior to joining UBS in 2025, he worked at Walnut Grove Capital Partners and Wells Fargo Securities, among other firms. He also served at Columbia Business School from 2020 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Joshua Manners is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Morgan Stanley Smith Barney, and Ultimus Fund Solutions. Based in Cincinnati, OH, he joined Charles Schwab in 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by strategic asset allocation models and centralized custody and supervisory arrangements.

Kendall Harden is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 registrations and five years of industry experience. Prior to joining UBS, Harden worked at Gearhart & Associates and Raymond James & Associates, Inc., and has spent time affiliated with the University of North Carolina at Chapel Hill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Joseph Jeffcott is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Wells Fargo in 2020, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he owns Green Mountain Boys, LLC, a business involved in buying and trading baseball cards, and serves on the finance committee of Cooperative for Education, an organization supporting educational programs. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related products and bank deposit sweep options as part of its investment menu.

Allison Cogburn is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has previously worked at US Bank, Boaz CO of Ohio, and PNC Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Ryan Hoover is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial Services, Truist Bank, and PNC Investments. Hoover is based in Loveland, OH. LPL Financial is a national broker-dealer and registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and customized investment strategies.

Renee Milyiori is a CFP®-designated financial advisor with 16 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and spent six years at UBS Financial Services 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 recommend approved funds and strategies.

Casey Hull is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones, Hull worked at Bank of America, N.A./Merrill Lynch for four years and held positions at Gateway Logistics and Verizon Wireless. Hull holds a Series 66 designation and is based in Cincinnati, OH. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Scott Richter is currently serving as Vice President, Wealth Planner at Fidelity Investments since 2022. In this role, he collaborates with clients to develop financial plans by examining potential outcomes and strategies, providing education through data, insights, and research to support informed decision-making. His professional experience includes positions as Co-founder and Wealth Planner at OTIUMfinancial from 2020 to 2022, Wealth Management Advisor at TIAA from 2014 to 2020, Investment Representative at Fidelity Investments from 2010 to 2014, and Financial Advisor at Premier Wealth Group from 2008 to 2010. Throughout his career, he has focused on wealth planning and financial advisory services. No information about education, credentials, personal interests, or community involvement was provided.

Eric Mills is a financial advisor with Primerica Advisors in West Chester, OH, holding 10 years of industry experience. He has worked with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. 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 through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Forrest Beilby is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2013. 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 operations with affiliated brokerage and investment management capabilities.

Jeffrey Murphy is a financial advisor with Primerica Advisors in Springdale, OH, holding 11 years of industry experience. He has worked at Primerica Advisors since 2015 and has additional experience with Primerica Financial Services dating back to 2014. Outside of his advisory role, he receives non-investment related compensation through referrals of home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and utilizes model-driven investment strategies supported by third-party asset managers and custodians.

Angela Geraci Lawson is a financial advisor at Morgan Stanley in Cincinnati, OH, with 25 years of industry experience. She has held roles at Morgan Stanley since 2009 and previously worked at Citigroup Global Markets from 1997 to 2009. Lawson holds the Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Tina Pasternak is a Financial Advisor at Merrill Lynch Wealth Management based in Cincinnati, Ohio. With over 15 years of experience in the financial industry, she specializes in guiding individuals and families through financial planning complexities, including wealth management, retirement income strategies, college education planning, and divorce financial analysis. Tina holds designations as a Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Tina attended California State University in Bakersfield where she earned All-American NCAA Swimming honors in 2001, 2003, and 2004 and was on the Academic Dean's List in 2004 while studying psychology. She holds a high school diploma from Los Alamos High School. Her approach as a financial advisor focuses on listening closely to clients' priorities to develop personalized financial plans that aim to grow and preserve wealth effectively. In addition to her advisory role, Tina is involved in community initiatives including Habitat for Humanity's Greater Cincinnati Area Women Build 2025 committee and the Dress for Success Greater Cincinnati fashion shows in 2025 and 2026. Outside of work, she enjoys gardening, painting, and spending time with her family.

Gina Sellet is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has been with UBS since 2017, following four years at Bank of America Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines wealth management services with institutional trading capabilities and provides a range of capital markets and advisory services.