Gregory Faust is a financial advisor at Edward Jones in Blue Ash, OH, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Maritz Travel from 2014 to 2018. He is also a limited partner in a family limited partnership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.

Phillip Sorum is a CFP® and Series 66-licensed financial advisor with LPL Financial, where he has been practicing for five years. Prior to joining LPL, he worked at Joyride Tours LLC and Creative Glass. He is also involved in insurance and tax services through his DBA, Sorum Insurance and Tax Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including third-party asset management and institutional platforms.

James Kent II is a financial advisor at Primerica Advisors in Cincinnati, OH, with seven years of industry experience. He holds a Series 63 designation and has worked with Primerica Financial Services since 1999. In addition to his advisory role, Kent is a tax preparer and is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and selects third-party asset managers using independent due diligence.

Dustin Martin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He has worked at Raymond James & Associates since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Thanh Pham is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliated Private Bank since 2009. Pham serves as a board member and participates on the investment and finance committees of ArtsWave, a Cincinnati-based arts and culture organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers structured planning processes and a wide range of investment programs, including services through its Financial Advisors and Estate Planning Strategies Group.

Kevin W. Frye is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management. He has been with Merrill since 1993, providing financial planning services that support clients through various stages of life. He specializes in areas including employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, and small business strategies. Kevin holds a bachelor's degree in math and economics from Denison University in Granville, Ohio. He is a CERTIFIED FINANCIAL PLANNER® certificant, a qualified Portfolio Manager in Merrill's Investment Advisory Program, and holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise includes managing personalized or defined investment strategies that may incorporate individual stocks, bonds, model portfolios, and third-party strategies. Kevin lives in Mariemont with his wife and five children. He has been involved with community organizations such as the Hyde Park Community UMC Endowment, where he served as a committee chairperson, and the Mariemont Athletic Boosters. His approach to wealth management emphasizes education, clarity, and trust to help clients develop personalized financial strategies aligned with their long-term goals.

Cindy Rowland is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has over 30 years of experience in the financial services industry, having represented mutual fund companies such as Nuveen, Van Kampen, State Farm VP Management Corp, and Delaware Investments to financial advisors nationally. Since joining Merrill Lynch in 2012, Cindy has focused on understanding the priorities of high-net-worth individuals, families, and entrepreneurs, providing personalized attention and customized financial strategies. Cindy holds a Bachelor's Degree from Xavier University and an Associate's Degree from Miami International University of Art & Design. She is a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA). She values a comprehensive approach to wealth management, considering all forms of wealth capital including spiritual, intellectual, relational, financial, and human resources to help clients achieve their goals. Cindy works closely with her team to simplify clients' financial lives and foster confidence in their financial journeys. In addition to her professional work, Cindy serves on the Board of Trustees for The Addiction Services Council of Cincinnati and is involved with the Purposeful Planning Institute and Vineyard Northwest. She is an active member of Crossroads Community Church and enjoys lifelong learning, culinary arts, design, discovering fine coffees, supporting young entrepreneurs, and spending time with her family and friends.

Madison Hartley is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Wells Fargo Clearing, Madison worked at RGBSI Aerospace and attended Wittenberg University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Eric Hendrix is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been part of Merrill Lynch since 2016 and focuses on assisting clients with their financial objectives through personalized strategies. Eric primarily works with corporate benefit plans, including defined benefit plans, across the United States. Eric holds a Bachelor's Degree from the University of Nebraska and an MBA with a concentration in Finance from Creighton University. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). His expertise includes corporate benefits, executive compensation, equity compensation services, retirement planning, and investment consulting for defined contribution plans. In his approach, Eric emphasizes understanding his clients' financial positions and goals to develop tailored plans that address both current and future needs. Outside of work, he enjoys camping, chess, and fishing.

Lia Schnell is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She worked at AXA Advisors, LLC from 2016 to 2018 before joining Wells Fargo Clearing in 2018. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Michelle Healey is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch Pierce Fenner & Smith from 2013 to 2024. She also serves as an executor for a private estate. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management to client goals and risk tolerances.

Syrrel Wilks is a financial advisor with Raymond James Financial in Milford, Ohio, holding a Series 63 designation and bringing 33 years of industry experience. His prior experience includes 28 years at Edward D. Jones & Co., L.P. Wilks is also the owner and president of Wilks Wealth Planning LLC, a support company based in Milford. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, and supports its clients through various advisory and consulting programs.

Michael Daniels is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2013. Outside of his advisory role, he participates in community activities such as working concession stands at Cincinnati Bengals and Cincinnati Reds games to earn credit toward his children's private school tuition. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and uses structured financial planning tools, managing approximately $2.74 trillion in client assets.

Matthew Aliaga is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Wesley Holbert is a financial advisor at Primerica Advisors with 23 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including Primerica Financial Services since 2001 and PFS Investments Inc. since 2013. Holbert is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Edward Reiser is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and 39 years of industry experience. He previously worked at PNC Investments for 12 years before joining Wells Fargo 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, managing approximately $671 billion in assets through more than 14,000 financial advisors. The firm utilizes research and analytics to evaluate investment options, offering both brokerage and advisory solutions across various financial products.

Matthew Barnes is a CFP® with 20 years of experience in the financial services industry. He has been with UBS Financial Services since 2014. Barnes serves on the Alumni Board advising the undergraduate chapter of Delta Tau Delta, is chairperson of the Oasis Golf Club Advisory Board, and will serve as Treasurer for the Ryland Lakes Country Club HOA board. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm provides a broad range of services including fee-based financial planning, portfolio management, and capital markets activities.

Catherine Wash is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. 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 investment plans.

Christopher Goad is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including E*Trade, Wells Fargo, Charles Schwab, and Fidelity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning approach uses structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Robert O’Brien is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Bank of America and Merrill since 2010. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.