Kyle Fryer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, he worked at Miami University and MyUSA Credit Union. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Mark Allen is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked with Strategic Advisers since 2003 and has been with Fidelity Personal and Workplace Advisors and Fidelity Investments in various capacities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios across multiple platforms.

Griffin Kelp is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2019 and previously worked at Schmidt Architectural Iron, Inc. and Euromonitor International. Outside of his advisory role, he is a songwriter and receives music royalties through ASCAP and CDBaby. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes supported by firm-approved tools and serves a broad range of clients through various financial products and strategies.

Cody Nesbitt is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and having 10 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Erin Kaplan is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in roles at Xerox Business Solutions, Xometry, and several entrepreneurial ventures including Erin Cowan Designs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

David Smith is a CFP® professional with 14 years of industry experience and has been with Edward Jones since 2011. He holds the Series 66 designation and is based in Mt. Carmel, Ohio. Outside of his advisory role, he is CEO of a property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing over $1 trillion in assets through a broad network of advisors and branch offices. The firm offers a range of advisory programs and proprietary investment products, operating under a fiduciary standard.

Steve Hornsberger is an Investment Solutions Representative III at Fidelity Investments, where he has served since 2022. In his role, he collaborates with clients to develop comprehensive financial plans tailored to their unique situations and goals. He focuses on building long-term relationships to create adaptable strategies that adjust to changing circumstances and objectives. Steve has extensive experience in investment solutions, having previously held positions as an Investment Solutions Representative II and as a Fixed Income Specialist at Fidelity Investments from 2013 to 2022. He holds an Arkansas Insurance License, supporting his work in providing financial and insurance-related guidance. Outside of his professional responsibilities, Steve engages in activities such as baseball, family events, social gatherings with friends, hiking, outdoor adventures, and spending time with pets.

Dale Ballbach is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of his advisory role, he is involved 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, offering model-delivery strategies and discretionary 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.

Madeline Grosse is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with one year of industry experience. Before joining Morgan Stanley, she worked in various roles including at Taste Of Belgium and Amazon. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis.

Alexandra Christman is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Her prior work experience includes roles at Buffalo Wild Wings and Lowe's. She completed her education at Robert Morris University. 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, offering model-based and discretionary strategies for a range of clients including individuals and institutions.

Mary Kay Carter is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2019. In this capacity, she leads a team of advisors and support staff dedicated to providing personalized planning and guidance for investors across all stages of life. Her team focuses on understanding clients' needs and goals to ensure a consistent and high-quality customer experience. Her career at Fidelity Investments spans over two decades, during which she has held various positions including Director and Team Leader of Stock Plan Services, Customer Experience Manager, Retail Brokerage Trading Manager, and Retail Brokerage Trader. Prior to joining Fidelity, she worked as a Trainer in Credit Granting and as a Credit Analyst at FACS Group. Mary Kay's personal interests include cooking and baking, visiting museums, parenthood, traveling, and volunteering.

Laura Walker is a financial advisor with UBS Financial Services in Cincinnati, OH. She holds Series 63 and Series 66 licenses and has 11 years of industry experience, including four years at Fidelity Brokerage Services prior to joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include 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 to tailor plans to clients’ goals and risk tolerances.

Leah Poat is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including work at Target and involvement with the Paducah Symphony Orchestra. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Beckham Wyrick III is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 31 years of industry experience. He has been with Cambridge since 2005 and previously worked at Osaic FA, Inc. Wyrick also owns an accounting and bookkeeping services business. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a variety of platforms and proprietary model strategies.

Cory Youngs is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with Raymond James Financial. He serves as Vice President and Advisor/Trust Administrator at Peoples Bank in Mason, OH, where he is also a Relationship Manager for Peoples Investment Services. Youngs has held roles across multiple related entities since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains unique municipal advisory capabilities alongside specialized retirement plan consulting services.

David Wood is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2003 and 2004, respectively. In addition to his advisory role, he sells health insurance and health plans to small businesses and individuals. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Seth Knudsen is a financial advisor with Raymond James Financial Services Advisors, Inc. in Loveland, Ohio, holding a Series 66 designation and over 19 years of industry experience. He previously worked at Edward Jones for 16 years and is currently the CEO of Knudsen Wealth Planning. Outside of his advisory work, Knudsen is a partner in KelJac CAC, a business entity established for potential real estate activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting through a large advisor network, with specialized offerings in municipal finance and SIMPLE IRA Employer Advisory services.

Michael Mckay is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 66 credential and has been with UBS since 2005. Mckay is involved with the United Way of Greater Cincinnati’s Tocqueville Society, a charitable organization. UBS Financial Services Inc. 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 to tailor investment strategies to clients’ goals and risk tolerances.

Christopher Atkinson is a Series 66 licensed financial advisor with Edward Jones in Loveland, OH, where he has worked since 2021. He has five years of industry experience and previously spent ten years with Carmel Clay Schools. Outside of his advisory role, he is owner and consultant of School Culture Matters, an educational leadership coaching and consulting business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, managing over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Matt Stricker is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages and consults on a range of funds and model portfolios, employing systematic methods and oversight controls.