Richard Stadelmaier is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill and Bank of America N.A. in 2022, he served in the United States Air Force from 2011 to 2022. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

James Markley is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He works with clients to develop dynamic financial plans tailored to their individual goals. Prior to this, he served as an Investment Consultant and a Financial Representative at Fidelity Investments from 2022 to 2025. Before joining Fidelity, he worked as a Financial Advisor at Raymond James from 2019 to 2022. James brings experience in financial planning and investment consulting to his current position. He applies his professional background to assist clients in achieving confidence in their financial decisions. Outside of his professional life, James is a husband and father of three, which informs his understanding of the complexities involved in creating financial plans for families. In his personal time, James enjoys attending concerts, participating in football, gardening, playing tennis, going to the theater, and volunteering.

William Hawkins is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked in broadcasting at Hearst Television and also has a background in education at Clemson University and Moeller High School. He holds a Series 66 designation. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes using proprietary research and third-party data to deliver tailored recommendations within a defined investment universe influenced by affiliated products.

Alison Cantor is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she is involved in several ventures, including Pixie Lane, a children's clothing business, and JewFolk Cincinnati, where she contributes as a writer. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using firm-approved tools and offers both retail and institutional investment solutions.

Samuel Riber is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2019. His work history includes roles at Indiana University and Camargo Country Club. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brian Kremer is a Planning Consultant at Fidelity Investments, where he has worked since 2023. In his role, he partners closely with clients to co-create personalized financial plans that align with their individual goals and values. He collaborates with his team to develop strategies tailored to each client's unique situation. Brian's experience at Fidelity Investments has focused on workplace planning, helping clients navigate their financial planning needs. Outside of his professional responsibilities, Brian enjoys attending concerts, engaging in family activities, participating in social events with friends, and traveling. He also has an interest in soccer and values his role as a parent.

David Lange is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with 27 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, and Merrill. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning solutions.

Michael Grefer is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including fund-of-funds and model portfolios.

Jeremy Woolridge is a financial advisor with Ameriprise in West Chester, Ohio, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2008. Woolridge is also involved outside the investment industry with BFM & Associates, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Yazan Khatib is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. He has worked at UBS since 2021 and previously was with Nationwide Investment Services Corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and capital market assumptions to tailor investment strategies.

Jordan Burger is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and nine years of industry experience. He worked at PNC Investments for three years before joining UBS in 2019. 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 and proprietary research to tailor financial plans and investment strategies.

Jeffrey Rodd is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services, where he has worked since 2017, and has prior experience with MetLife Securities. Outside of his advisory role, he is the owner of Clearview Financial Partners, LLC. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning to deliver written recommendations.

Adrianne Haber is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 15 years of industry experience. She has worked at Torchlight Financial Services, PFS Investments Inc., and Primerica Financial Services since 2009. Outside of her advisory role, she is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors offers 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 employs a percentage-based wrap fee structure for its services.

Thomas Zazycki is a financial advisor with Ameriprise in Mason, Ohio, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1996. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Sutton is a financial advisor with Thrivent Investment Management in Cincinnati, Ohio. He holds Series 63 and Series 65 designations and has five years of industry experience. Prior to joining Thrivent, he worked at Fifth Third Securities and Fifth Third Bank, and has been involved with several community organizations including Linwood Baptist Church and Columbia Baptist Church. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without discretionary portfolio management. The firm’s approach includes written recommendations across a range of planning topics and offers a consolidated billing option for combined planning and managed-account services.

Sarah Moghari is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She holds the designation of Personal Investment Advisor (PIA) and provides a range of services including general investing, retirement planning, and financial preparation for unforeseen circumstances.\n\nSarah earned both her Bachelor's Degree and Master of Business Administration (MBA) from John Carroll University. She communicates professionally in English, Farsi, and Spanish.\n\nIn her role, Sarah focuses on understanding clients' personal priorities and works collaboratively to develop financial strategies tailored to their unique goals. She emphasizes transparency and simplicity in financial planning to help clients navigate the complexities of investing.

Kevin Grosskoph is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and one year of industry experience. His background includes roles at Lifepoint Financial Solutions and involvement with the Spina Bifida Coalition, Inc. Outside of finance, he has experience in real estate with Comey & Shepherd Realtors. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of discretionary and non-discretionary strategies across multiple platforms.

Bill Bowdy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2010, progressing through various roles including Financial Consultant, Investments Consultant, Investment Solutions Representative, and Financial Representative. With over a decade of experience, Bill specializes in working with High Net Worth individuals on retirement planning, income planning, tax-efficient investment planning, and estate planning considerations. He focuses on designing financial plans that account for all market scenarios to support his clients and their families. Outside of his professional work, Bill's personal interests include beach activities, fitness, football, golf, and spending time at the lake.

Kelly Wertz is a financial advisor at Wells Fargo Advisors in Cincinnati, OH, with nine years of industry experience. She has been with Wells Fargo Advisors since 2018, following two years at Wells Fargo Clearing and two years at Wells Fargo Advisors, LLC. Wertz holds a Series 63 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various areas such as retirement, education, and special-needs analysis, and it integrates advisory services with other financial product offerings and referral channels.

Nathaniel Bowman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. Prior to joining Fisher, he worked at Fifth Third Securities and Fifth Third Bank from 2013 to 2021. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach that integrates quantitative and qualitative research to construct diversified portfolios and uses various risk management techniques, including tax-aware processes and defensive tactics.