Briner Ellis is a financial advisor based in Cincinnati, OH, affiliated with Morgan Stanley. He holds Series 63 and Series 66 designations and has 18 years of industry experience. His prior roles include positions at W&S Brokerage Services and Western & Southern Life/Western Southern Financial Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate firm‑approved tools and methodologies to support tailored client strategies.

Carianne Straus is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for 19 years. Outside of her advisory role, she sells insurance products to meet client financial planning needs and serves as a power of attorney on certain family investment accounts. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by various analytical tools and offers access to alternative investments through third-party platforms.

Suzanne Frazier is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets operations.

Timothy Vollrath is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Principal Securities, Eagle Strategies, NYLIFE Securities, and Prudential Insurance. Outside of his advisory work, he serves as an elected trustee for Miami Township and is the commander of the Miller Stockum American Legion Post 485. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and supports a range of investment and educational services.

Michelle Payne is a financial advisor at Primerica Advisors with 10 years of industry experience. Her prior work includes roles at Miller Wilkins and Associates and PFS Investments Inc. She is based in West Chester, OH. In addition to her advisory work, she participates in sales of home-related products and services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based investment strategies managed by third parties and supports accounts with custodial and trade execution services through established providers.

Lauren Best is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and research.

Elizabeth Koob is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and eight years of industry experience. She has been with Primerica Advisors since 2018 and has been affiliated with Primerica Financial Services since 1992. Outside of her advisory role, she is involved with Timeless Charm Weddings & Events LLC, a part-time venture in event planning. Primerica Advisors provides discretionary asset management 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 uses third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Gregory Takas is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Abigail Robinson is a financial advisor with Equitable Advisors in Cincinnati, OH. She holds a Series 66 designation and has six years of industry experience. Her prior work includes roles at Starbucks and Taylor University. Equitable Advisors serves a diverse client base, including individuals across net worth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Angela Laux is a financial advisor at Merrill with 16 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015, also working with Bank of America N.A. since 2023. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Vicki Marsh is a financial advisor at Ameriprise with 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 1993 and holds a Series 63 designation. Based in Cincinnati, OH, Marsh has spent her entire advisory career within the Ameriprise organization. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized retirement income recommendations delivered through a centralized consulting team.

Kyle Mclaughlin is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Leonard Neeley is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Empower Financial Services, TD Ameritrade, Fidelity, Merrill, and Bank of America. Based in Cincinnati, OH, he has been with Charles Schwab since 2022. Charles Schwab serves a large client base, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operational and supervisory resources.

Caitlin Schauer is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. She has previously worked at Commonwealth Financial Network and Keller Williams Realty Seven Hills. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with model-based asset allocations to tailor financial plans and portfolio management. The firm operates both as a registered broker-dealer and investment adviser, providing a broad range of wealth management and institutional trading services.

Lauren Larson Long is a Series 66-licensed financial advisor with Morgan Stanley in Cincinnati, Ohio. She has nine years of experience with Morgan Stanley, beginning in 2017, and seven years in the industry overall. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm‑approved tools.

Ryan Whitford is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and joined UBS in 2023. Outside of his advisory role, Whitford participates in community theatre and has performed in the summer musical "Jersey Boys" with Cincinnati Landmark Productions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Christopher Pennington is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the governing board of the Burlington Spring Horse Show, an annual event that supports local charities, where he has been asked to take on the role of Treasurer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and banking services.

Mary Buquo is a financial advisor at UBS Financial Services with 38 years of industry experience. She holds the Series 63 and Series 65 designations and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets solutions.

Ryan Coffey is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. His background includes roles at UBS Financial Services since 2019 and prior experience with Alvarez & Marsal. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and delivering advisory work based on proprietary research and model-based asset allocations.

Brandon Vornhagen is a financial advisor with RBC Capital Markets in Cincinnati, Ohio. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and MassMutual Life Insurance Company. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.