Stephen Dilbone is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

Donald Kunkel is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 65 and Series 66 credentials and 25 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 17 years before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and capital market assumptions into its advisory approach and offers institutional trading capabilities alongside wealth management services.

Thomas Nemec is a financial advisor with Edelman Financial Engines in Cincinnati, OH, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC from 2014 to 2016. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Jarred Hoctor is a financial advisor at Primerica Advisors in Cincinnati, OH, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes positions at Mercedes Benz of Cincinnati and Kyocera Senco Industrial Tools Inc. He is involved in sales of investment-related and home service referral products through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-driven investment strategies managed by third-party asset managers.

Robert Baker is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His career includes roles at Western & Southern Financial, PNC Bank, and TD Ameritrade. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management services.

Maximillian Ripperger is a CFP® and Series 66 licensed advisor at Cetera with three years of industry experience. He has previously worked as a busser at Augusta National Golf Club and serves as chairman and CEO of Alumni Link, LLC, a networking organization focused on connecting alumni and generating revenue for associated groups. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform featuring both discretionary and non-discretionary program options.

Matthew Daniels is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining Cetera in 2023, he worked at Fidelity Brokerage Services LLC from 2020 to 2023. Outside of his advisory role, Daniels has experience as an insurance agent selling life, disability, annuities, and long-term care products. He also has a background with a boxing-related business from 2017 to 2020. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing more than $256 billion in assets through a nationwide network of over 10,000 advisors.

Mackenzie Hill is a financial advisor at LPL Financial with Series 65 and Series 63 credentials. While new to the financial industry, Hill has a background in legal and advocacy work, including roles with the WVU Veterans Advocacy Law Clinic and Disability Rights of West Virginia. Hill is also affiliated with West Virginia University College of Law. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services supported by research and technology-driven portfolio management.

Megan Watts is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds the Series 66 designation and has been with UBS since 2014. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Ryan Mikelonis is a CFP® professional with 16 years of industry experience, currently serving at J.P. Morgan Securities in Blue Ash, Ohio. His prior experience includes roles at PNC Bank and PNC Investments. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services through a non-discretionary program.

James Ortman is a CFP® and CFA® with 15 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Adam Flanagan is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at Fidelity Investments and FIDELITY Brokerage Services LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and uses algorithmic portfolio construction, incorporating AI techniques and formal governance procedures.

Neil Bailey is a financial advisor at LPL Financial with 18 years of industry experience. His background includes roles at Ameriprise Financial Services and Franklin Wealth Advisors. He is involved in independent insurance brokering and owns Franklin Financial Services, a consulting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a variety of discretionary and non-discretionary management options.

Martin Wilhelmy is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 24 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Wells Fargo in 2018. Wilhelmy serves on investment committees for Ohio Valley Voices and Old St. Mary's Church and is a member of the board of trustees at The Good Shepherd Catholic Montessori School. He also holds a 20% ownership in Punch House Productions, a local boxing gym, and is involved in local politics as a precinct executive for the Hamilton County Republican Party. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Michael Diorio is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Primerica Advisors since 2001 and concurrently works at CCC Information Services Inc. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses an operational model featuring tiered wrap fees and delegated trading managed by BNY Mellon Advisors.

Melissa Maier is a financial advisor at UBS Financial Services with eight years of industry experience. She has held prior roles at Bank of America, Merrill, and Edward Jones. Outside of finance, she has experience managing a sports bar and grill business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services.

Kyle Ward is a CFP® and holds a Series 66 license with 22 years of industry experience. He has been with Edward Jones since 2012, working out of West Chester, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christina Duffy is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2014. In addition to her advisory role, she is a fitness instructor at Pure Barre Cincinnati and serves on the board of directors for Found Village, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management and proprietary research to tailor investment plans aligned with client goals.

Seung Mishler is a financial advisor at Raymond James Financial with 16 years of industry experience. Prior to joining Raymond James in 2025, Mishler spent 15 years with Edward Jones. He holds a Series 66 designation. Mishler is also involved with Mishler Financial Planning, a non-investment business based in West Chester, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm uses tailored, non-discretionary planning tools and supports municipal and public-finance work through unique advisor affiliations.

Stephanie Russell is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2008. Outside of advisory work, she is involved in sales with Young Living. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocation to tailor financial plans aligned with clients’ goals and risk tolerances.