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 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including UBS Financial Services, Wells Fargo Clearing, and Robert Baird & Co. Dorcheff is also a notary public in the state of Ohio. Stifel serves a diverse client base, offering brokerage and advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

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, Ohio, holding a Series 66 designation and 10 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a total of 10 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors and utilizes various portfolio management strategies and technology tools to support advisory activities.

John Burger is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at KPMG from 2016 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates firm-approved tools and models to assist in developing comprehensive plans.

Sheli Schweinhart serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. She collaborates with individuals, families, and business owners to develop long-term financial strategies tailored to their goals, time horizons, and risk tolerances. Her practice includes investment management, education planning, retirement planning, wealth transfer strategies, and 401(k) plan advisory services. Sheli also works in coordination with Bank of America, N.A., to provide clients with a comprehensive range of investment and banking services. Sheli holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards and the Chartered Retirement Planning Counselor™ (CRPC™) designation. She earned her bachelor's degree in Finance from the University of Dayton and has accumulated over 25 years of experience with Merrill. Her approach involves conducting an in-depth analysis of each client's financial situation to develop and implement customized wealth plans that evolve with life changes. Outside of her professional work, Sheli is involved in community activities and volunteering efforts. She enjoys cooking, reading, spending time with her family, playing tennis, traveling, and practicing yoga.

Doris Candito is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 63 designation and 43 years of industry experience. She has worked at Wells Fargo Clearing since 2021 and previously spent 10 years with Coastal Investment Advisors, Inc. 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 supported by research from Wells Fargo Investment Institute.

James O'Reilly is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2008 and Bank of America, NA since 2009. Merrill, in partnership with 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 using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Craig Janeck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics to support portfolio diversification and investment selection.

Christopher Desimio is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he co-owns and manages an organic vegetable farm and serves on the finance committee of Cincinnati Public Radio. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Klaber is a financial advisor with OSAIC in Cincinnati, OH, holding Series 63 and Series 65 licenses and with 29 years of industry experience. His prior work includes 17 years at Lincoln Financial Advisors and three years at Mass Mutual Investors Services. Klaber serves as a power of attorney for his parents’ investment accounts, managing transactions on their behalf. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services across multiple platforms. The firm utilizes a range of asset-allocation and portfolio-construction tools and provides access to third-party money managers and managed-account solutions.

Jackson Kuhn is a financial advisor at Stifel with a Series 66 credential and less than one year of industry experience. His prior roles include positions at UBS, First Financial Bank, and Wells Fargo. Kuhn’s background includes both educational and recreational sector work. Stifel serves a broad client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Frederick Gartenlaub is a CFP® with 18 years of industry experience. He has been associated with Sound Asset Management, Inc. since 1997 and is the sole member of Garden Leaf Financial Services LLC, which provides income tax preparation and IRS representation services. Sound Asset Management, Inc. manages approximately $15.4 million in client assets across about 55 client relationships, offering portfolio management and advisory services to a diverse range of clients, including institutional and governmental entities. The firm is also affiliated with an accounting firm, a combination that is uncommon among independent advisers of similar size.