Christopher Alverson is a Financial Advisor with Merrill Lynch Wealth Management. He works with high-income professionals to coordinate comprehensive financial strategies that include tax mitigation, equity compensation, retirement income, and estate planning. His approach involves integrating these elements into one framework to provide clear guidance on managing complex financial situations. With experience focusing on college education planning, legacy planning, and personal retirement planning, Christopher helps clients navigate issues such as concentration risk, capital gains, and multi-generational estate strategies. He offers access to resources typically available to ultra-high-net-worth families, including large equity event planning and executive compensation restructuring. Christopher holds a Master's Degree from the University of Cincinnati and a Bachelor's Degree from The Northern Kentucky University. He holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional work, he enjoys music, reading, and spending time with his family.

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 with Primerica Advisors based in Cincinnati, OH, holding a Series 63 designation and over 22 years of industry experience. His career includes roles at Maryhaven, Excel, PFS Investments Inc., Columbus Dispatch, and Primerica Financial Services. He is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure rather than fixed fees.

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 in Cincinnati, OH, holding Series 63 and Series 66 licenses with 26 years of industry experience. His career includes prior roles at E*Trade, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

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.

Craig Mc Carty is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018, following four years at The Hartford. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor client plans and operates with both wealth management and institutional trading capabilities.

Gregory Hopkins is a Wealth Management Advisor with over 20 years of experience, specializing in personalized retirement strategies and tax-efficient investing. Since joining Merrill in 2006, he has worked with individuals and families to develop disciplined, goals-based financial plans that incorporate risk tolerance, time horizon, liquidity needs, and overall financial objectives. Gregory's work centers on helping clients create, grow, preserve, and distribute wealth through thoughtful planning, diversified investment strategies, and ongoing review as circumstances and markets evolve. He holds a Bachelor's Degree in Chemical Engineering from the University of Cincinnati, which informs his analytical, process-driven approach to financial planning. Gregory is also a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). His client focus areas include college education planning, legacy planning, LGBT wealth planning, personal retirement planning, socially responsible and ESG investing, tax minimization, retirement income, and portfolio management services. Living in downtown Cincinnati since 2021, Gregory stays active by following the Cincinnati Reds and enjoys baseball, soccer, reading, traveling, watching movies, and spending time with his family.

Tricia Dorcheff is a financial advisor at Stifel with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2016, following a brief tenure at UBS Financial Services Inc. Dorcheff is also a commissioned notary public in the state of Ohio. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and model allocations intended to support client decision-making.

Jacob Santel is a CFP® professional with nine years of industry experience. He has worked at Edward Jones since 2025 and previously held roles at Fidelity Personal & Workplace Advisors and Fidelity Brokerage Services LLC. Prior to his financial services career, he was employed at Cintas Corporation for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William Black is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a wide array of services such as proprietary research, custody, underwriting, and securities-backed lending programs.

Daniel Hass is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the River Hills Group in Cincinnati in 2006 and has since focused on helping clients with various aspects of wealth management. Daniel earned his CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards, Inc. in 2015 and holds the Personal Investment Advisor (PIA) credential. He holds a bachelor's degree from Colorado State University. His approach incorporates insights from his educational background in politics and philosophy, with particular attention to family wealth management, behavioral finance, and financial motivators. His client focus areas include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Born and raised in Denver, Colorado, Daniel enjoys outdoor activities such as skiing, hiking, and fishing. He and his wife Courtney, along with their three daughters, spend time exploring city parks and vacationing at ocean destinations.

Adam Higgins is a financial advisor at Stifel with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services LLC before joining Stifel Nicolaus & Co Inc. Higgins serves as Vice President of the Young Professional Board at Cancer Family Care and is involved with the St. James Athletic Club as a trustee and marketing/sponsorship coordinator. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Mark Batty is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and 10 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined total of 10 years before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.