Maggie Ellis is a financial advisor at UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining UBS, she worked for Duke Energy from 2022 to 2024 and spent eight years in education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad set of financial solutions.

Christopher Wood is a CFP® professional with 14 years of industry experience. He is currently with Charles Schwab in Cincinnati, OH, where he has worked since 2022. Prior to Schwab, he spent over a decade at Fidelity in various advisory and brokerage roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a comprehensive alternative investments platform.

Nicholas Riordan is a financial advisor at The Evelo|Singer|Sullivan|Bruegge Group, a part of Merrill Lynch Wealth Management, joining the team in 2024. He brings over two decades of experience in corporate finance, asset management, and strategic planning to assist clients in achieving their financial goals. Before his current role, Nicholas served as a Business Development Officer and Senior Wealth Advisor at Fort Washington, a subsidiary of Western & Southern Financial Group, where he was responsible for managing endowments, foundations, and nonprofits. He also held positions as a global finance leader at Procter & Gamble and worked with KPMG leading advisory client engagements focused on mergers and acquisitions, accounting and tax issues, and process optimization. In his current work, he leads business development initiatives targeting entrepreneurs and business owners with complex investment and financial planning needs and serves as the team's director of philanthropy, providing tailored investment advice to endowments and foundations. Nicholas holds an MBA from the Carl H. Lindner College of Business at the University of Cincinnati and a BS in Economics and Accounting from the Farmer School of Business at Miami University. He is a Certified Public Accountant licensed in Ohio and a Personal Investment Advisor (PIA). Outside of his professional pursuits, Nicholas serves on the board of the School of Creative and Performing Arts (SCPA) as Vice Chairman and has previously held board roles with Cancer Family Care, Starfire Council, American Diabetes Association (Cincinnati Chapter), and Cincinnati Children's Hospital Corporate Leadership Council. He has also been involved in leadership roles for multiple United Way campaigns. His personal interests include fitness, spending time outdoors, and family.

Paul Roetenberger is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he serves as a trustee providing investment advice and monitoring, and participates in the finance committee of a local nonprofit church and school, reviewing their financial statements and budgets. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning and investment consulting through multiple programs, and is notable for its municipal advisory services and broad affiliate ecosystem.

Brady Mcdonough is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at PNC Bank. Mcdonough is currently based in Cincinnati, OH. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Tim Dippold is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner in BTEC Realty LLC, a real estate partnership. Morgan Stanley Wealth Management (MSWM) provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a wide range of investment and financial solutions, including estate planning and access to private funds and other specialized investment strategies.

Simarjeet Klair is a Financial Advisor with Merrill Lynch Wealth Management, focusing on providing personalized investment strategies tailored to clients' individual goals. She works closely with clients to understand their priorities and develop approaches for pursuing financial objectives, including general investing, retirement planning, and saving for unforeseen events. Simarjeet also offers access to banking and lending services through Bank of America to support comprehensive financial needs. She holds the Personal Investment Advisor (PIA) designation and has completed the Accredited Certificate Program from the University of Cincinnati. Simarjeet emphasizes ongoing dialogue with clients to address their questions and adjust strategies as their needs evolve.

Dallas Gibson is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual, he was with Northwestern Mutual from 2021 to 2023. Outside of his advisory role, he is involved in insurance brokerage focusing on life, disability, long-term care, Medicare supplement, fixed annuities, and health insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing technology such as Monte Carlo simulations and automated asset-allocation tools to support client goals.

Dominic Kariofiles is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. Prior to joining UBS, he held positions with Cincinnati Pool Management, Flyer Enterprises, and the Great Miami Valley YMCA. 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. The firm utilizes proprietary capital market assumptions and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

David Mestemaker is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2022, following an eight-year tenure at TD Ameritrade Investment Management and ten years at TD Ameritrade, Inc. He is based in Cincinnati, Ohio. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment solutions combined with brokerage, custody, and cash-sweep services. The firm’s large scale and integrated operational structure provide clients access to multi-asset model portfolios, alternative investment due diligence, and centrally managed client support.

Gary Dowdell is a financial advisor with UBS Financial Services in Cincinnati, Ohio. He holds a Series 66 designation and has 21 years of industry experience, including 13 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates proprietary market research and model-based asset allocations to tailor strategies for clients and combines institutional trading capabilities with wealth management services.

Baily Kennedy Oldiges is a financial advisor at UBS Financial Services with seven years of industry experience. They hold a Series 66 designation and have worked at UBS since 2018. Prior to UBS, they held positions at The Christ Hospital and Five Seasons Family Sports Club. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses model-based asset allocations and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Jake Meyer is a Financial Consultant who collaborates with clients to develop tailored financial plans aimed at meeting their specific needs and goals. He has been associated with Fidelity Investments since 2016, holding various roles including Financial Representative, Full Trader, Relationship Manager, and most recently, Planning Consultant. This progression demonstrates his extensive experience within the financial services industry. Throughout his career at Fidelity Investments, Jake has gained expertise in client relationship management and financial planning. His approach centers on understanding each client's unique situation to create effective strategies for financial success. Outside of his professional work, Jake has personal interests that include boating, cars, football, social events with friends, horseback riding, and caring for pets.

Patrick Magarian is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes roles at Xavier University, Kelly Bros Lumber & Design, MAI Capital Management, Ohio State University, Von Lehman CPA & Advisory, Elon University, and Cincinnati Country Day School. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edward Ullrich is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes 17 years at Fidelity Investments and a year at AW Securities prior to joining Wells Fargo Clearing in 2025. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Hunter Rambin is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He previously worked at Avantax Advisory Services and PricewaterhouseCoopers LLP. In addition to his advisory work, Rambin manages the tax division at Hicks & Mann Wealth Management, where he prepares tax returns, oversees tax-related processes, and provides tax consultation services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment strategies across diverse program platforms.

Stephen Caton is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1996 and has held several roles outside of finance in the automotive sector. Caton also receives compensation related to loan product sales and home security and automation service referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven strategies developed by unaffiliated asset managers and operates at scale with thousands of advisors, managing approximately $15.5 billion in assets under management.

William Lendl is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Raymond James and its affiliated entities since 2013. Lendl is also the owner of Voyacy Wealth Advisors and Lendl Enterprises, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary investment consulting using advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Molly Koester is a financial advisor at Morgan Stanley with 19 years of industry experience. She has held roles at both Morgan Stanley and UBS Financial Services over her career. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analytics. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Joanna Ward is a financial advisor with Primerica Advisors in Monroe, Ohio, holding seven years of industry experience. She has worked with PFS Investments Inc. since 2018 and has been associated with Primerica Financial Services since 2008. Outside of her advisory role, Joanna participates as a part-time shopper for Shipt. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm employs a curated selection of third-party asset managers and uses a tiered wrap-fee structure for its services.