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.

Donald W. Harden is a CFP® and ChFC® professional with 37 years of industry experience, currently affiliated with UBS Financial Services in Cincinnati, OH since 2008. He is also a licensed independent insurance agent specializing in fixed products. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings.

Mark Conrad is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at UBS since 2016 and previously at Merrill and Fidelity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based allocations to tailor investment plans.

Nicole Glowka is a financial advisor at Ameriprise with 30 years of industry experience. She has been with Ameriprise and its affiliates since 1998 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves clients through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Paul Antoun III is a Financial Advisor at Merrill Lynch Wealth Management. He supports clients in managing their financial goals through tailored investment strategies. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). Paul earned a bachelor's degree from the University of Cincinnati. Further personal interests or details related to community involvement are not provided.

Katherine Conniff is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. She previously worked at Cintas Corporation for five years before joining Fidelity in 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

James Murphy Jr. is a financial advisor with Merrill in Cincinnati, OH, holding Series 65 and Series 66 licenses and bringing 29 years of industry experience. He has been with Merrill since 1997 and has concurrently worked with Bank of America since 2011. Outside of his advisory role, he is the founder, director, and coach of the St. Xavier High School Triathlon Team, a local nonprofit organization. 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 a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Mark Bonfield is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 registrations. He has 19 years of industry experience and has previously worked with firms including PNC Investments, Fidelity Investments, and Allstate Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services. The firm offers multiple investment programs and combines extensive financial activities with oversight of substantial discretionary assets through a large network of advisors.

Philip Ochs IV is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with UBS Financial Services since 2004. Outside of his primary role, he advises on investments for the Christy A Ochs Rev Trust. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Erik Shifflett is a CFP® professional with 25 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC from 2001 to 2003. Outside of his advisory role, he serves as a trustee for a friend and co-worker. 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 combines research and analytics with a broad range of brokerage and advisory solutions.

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 financial advisor with Charles Schwab in Cincinnati, OH, holding CFP®, Series 63, and Series 66 designations and 15 years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, and Fidelity, covering both advisory and brokerage services over more than a decade. Charles Schwab & Co., Inc. serves a large client base, mainly 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 and discretionary investment guidance using multi-asset model portfolios and maintains a centralized operational structure that supports a wide range of advisory and custody services.

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. His prior experience includes five years at PNC Bank before joining Fidelity Brokerage Services in 2019. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of AI and algorithmic methods, its advisory role to multiple registered investment companies, and its delivery of model portfolios through Fidelity Institutional Wealth Adviser.

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. In this role, she works closely with clients to understand their personal priorities and financial objectives. She provides tailored investment advice and access to banking and lending services through Bank of America. Klair's expertise encompasses a range of financial services, including general investing, retirement planning, and preparing for unexpected financial needs. She adopts a client-focused approach to develop strategies that align with individual goals. Klair holds the Personal Investment Advisor (PIA) designation and completed the Accredited Certificate Program at the University of Cincinnati.

Theryn Aragon is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been affiliated with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, combining fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and formal advisory roles to multiple registered investment companies.

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.