Jeffrey Gensheimer is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 designations with 27 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2018. Outside of his advisory role, he coaches baseball for Miami Valley Prep MVP Baseball in Dayton, OH. 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 over 14,000 financial advisors.

Molly Ellis is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and eight years of industry experience. She has been with UBS since 2017 and worked concurrently at Miami University from 2014 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through 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. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Bradley Shelley is a financial advisor at Ameriprise with 12 years of industry experience and holds the Series 66 designation. He has worked at Ameriprise and its affiliate since 2014. Outside of his advisory role, he owns and manages B.P. Shelley & Associates, an investment-related business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Barbara Johnson is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC for seven years. Johnson is involved in community and educational organizations, including serving on the finance committee of the Northern Kentucky Chamber of Commerce and chairing the investment committee for the Northern Kentucky University Foundation. 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 both brokerage and advisory solutions.

Jacqueline Stacey is a CFP®-certified financial advisor with 21 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has worked with several firms, including Private Client Services and Sunset Financial Services. Outside of her advisory role, she serves as Treasurer for a local homeowners association and has independent insurance agent activities. Cambridge Investment Research Advisors is an SEC-registered firm serving 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 broad network of independent professionals, utilizing various customizable investment platforms and proprietary model strategies.

Troy Anderson Debord is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has been with UBS Financial Services in Cincinnati, OH since 2015. Outside of his advisory role, he serves on the board of directors for Best Point Education and Behavioral Health, a nonprofit focused on services for at-risk youth and their families. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.

Richard Severt is a financial advisor with Cetera, holding a Series 63 designation and over 30 years of industry experience. He is the owner and president of Severt Financial Group, Inc., and has worked at firms including Voya Financial Advisors and Eagle Financial Partners. In addition to his advisory roles, he operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Logan Dawes is a CFP® professional with five years of experience in the financial services industry. He currently works at Charles Schwab & Co., Inc. in Cincinnati, OH, and has previously held roles at JPMorgan Chase and KeyBank. Charles Schwab & Co., Inc. serves primarily 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 both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a formal alternative-investment process.

Elizabeth Chatterton is a CFP® credentialed financial advisor with 10 years of industry experience. She is currently with Ameriprise in Cincinnati, OH, having joined the firm in 2026 after a decade with Northwestern Mutual in various capacities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Chaitanya Kane is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked for ten years at the University of Cincinnati. 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 provides access to proprietary research and a broad range of capital markets services.

Vickie Schaaf is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, 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 allocation to tailor investment strategies.

Jennifer Hall is a financial advisor with Merrill in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2015. Outside of her advisory role, she serves as president of the Northeast Women's Republican Club, where she organizes meeting agendas and represents the club at state meetings. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage and custody services. The firm integrates closely with Bank of America affiliates and emphasizes manager selection, tax-efficient strategies, and a variety of program options for client and advisor discretion.

Emily Spyrou is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016, with a two-year period at Merrill from 2022 to 2024. Outside of her advisory role, she is a commissioned notary public in the state of Ohio. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial product options than many large institutional advisers.

Jason Gulbrandson is a CFP®-designated financial advisor with 12 years of experience, currently practicing at Edward Jones since 2014. He holds the Series 66 license and is based in West Chester, Ohio. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Nicole Wulker is a financial advisor at Merrill with over 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2000. Outside of her advisory role, she is an owner of rental properties in Cincinnati, Ohio. 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 both model-based and discretionary investment strategies for a range of individual and institutional clients.

Brian Toma is a financial advisor with Cetera, holding CFP® and Series 66 credentials and bringing 21 years of industry experience. He is involved in several business ventures, including founding and serving as president of Safe Ohio Schools (SOS), a nonprofit focused on promoting safety in Ohio schools. He also serves on the boards of the ALS Foundation and the USS Cleveland Legacy Foundation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a large nationwide network of advisors and over $256 billion in assets under management.

Christopher Koob is a financial advisor with Primerica Advisors in Mason, OH, holding a Series 63 designation and over 42 years of industry experience. He has been with Primerica since 1983 and has involvement in related business activities, including referrals for home security and automation products. Koob also manages an entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Christine Jaun is a financial advisor at UBS Financial Services with nine years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017. Prior to joining UBS, she spent one year at Creative Artists Agency. Jaun serves on the board of the Wesley Chapel Mission Center, a nonprofit that provides tutoring and a safe environment for children in an urban setting. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor strategies based on proprietary research and capital market models.

Chloe Bierman is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms, including Bank of America, Merrill, Charles Schwab, Fisher Investments, and Fidelity Brokerage Services. Outside of finance, she has experience working in the hospitality and winery sectors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Adam Schoster is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning and access to various investment products and strategies.