George Kaufman is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 27 years of industry experience. He has been with UBS Financial Services since 2013. 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, offering a wide range of capital markets and advisory solutions.

Richard Carmel is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 27 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience with MassMutual Life Insurance Company and Metlife Securities. Carmel serves as treasurer for the Cincinnati Chapter of Legatus and is a committee member reviewing the financial affairs of Mother Theresa Catholic Elementary School. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software for goal analysis and offers asset management, wrap programs, and educational seminars.

Joseph Weaver is a Series 66 licensed financial advisor with UBS Financial Services in Cincinnati, OH, and has two years of industry experience. Prior to joining UBS, he worked at Ernst & Young LLP for six years and was employed at Miami University for four years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Jon Parker is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1995. He owns Jon D Parker & Associates, through which he manages his Ameriprise business. Ameriprise is an institutional firm serving clients primarily through its retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Sumner Colohan is a Financial Advisor with the KAL Wealth Management Group at Merrill Lynch Wealth Management. Based in Cincinnati, Ohio, he joined the KAL Group in September 2023. Sumner focuses on areas including Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, Individual and Corporate Investment Strategy, and Retirement Income. He works with clients to provide personalized wealth planning centered on clear communication and a repeatable process to help prepare for financial complexities and uncertainties. Sumner holds a Bachelor of Arts degree in Mathematical Economics and Business from Rice University in Houston, Texas. During his time at Rice, he served as Vice President of the Rice Undergraduate Investment Fund, where he developed financial models and created stock pitch decks. He also holds the Personal Investment Advisor (PIA) designation. In addition to his professional responsibilities, Sumner is involved with the Autism Society of Greater Cincinnati. His personal interests include basketball, golfing, music, pickleball, and tennis.

Anthony Trotta is a financial advisor at Ameriprise with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Trotta has been with Ameriprise since 2017. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Applegate is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2005. He has held various roles within the company, including Retirement Investment Services Representative from 2005 to 2008, Relationship Officer from 2008 to 2010, and Vice President Financial Consultant since 2010. With 20 years of experience, Michael partners with high net worth clients to understand their comprehensive goals related to retirement, tax-efficient investing, and estate considerations. His financial planning approach emphasizes creating customized plans based on trust, reliability, and competency. Outside of his professional work, Michael enjoys family activities, fishing, football, and outdoor adventures.

Kenneth Rinehart is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the boards of two nonprofit organizations supporting adults with intellectual and developmental disabilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of financial planning, portfolio management, and capital markets functions. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

David Wolf is a CFP®-designated financial advisor with 10 years of industry experience, currently serving at Charles Schwab. His prior experience includes roles at Fidelity Brokerage Services, LLC. Wolf holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. 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 multi-asset model portfolios supported by proprietary research.

Joy Steinmetz is a financial advisor with Fidelity Investments in Cincinnati, OH, holding a Series 66 designation. She has one year of industry experience and previously held positions in diverse fields including education and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, employing a process that blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and serves both retail and institutional investors, including registered investment companies.

Jason Murray is a financial advisor with Edward Jones in Cincinnati, OH, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Kenneth Blanton is a financial advisor with Equitable Advisors holding a Series 66 designation and based in Cincinnati, OH. He has a varied work history including roles at Lowe’s Home Improvement, Valco Melton, and ownership of Plant Ur Flag LLC. He has no prior experience in the financial advisory industry. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Jeffrey Meier is a financial advisor with Raymond James Financial Services Advisors, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Bank of America, Merrill, LPL Financial, and Edward Jones. Outside his primary role, he serves as an independent contractor financial advisor for J. Owens Wealth Planning. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Patrick Davis is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in sales and finance within the Aerospace industry. He joined Merrill Lynch in March 2020 and leads a team that specializes in helping clients, particularly corporate executives, manage their wealth and achieve their financial goals. His expertise includes corporate benefits, executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, philanthropic planning, and portfolio management services. Patrick's professional approach focuses on simplifying complex financial decisions and creating personalized strategies that consider each client's unique circumstances and goals. Patrick holds a Bachelor's Degree from the United States Military Academy and a Master of Business Administration (MBA) from the University of Kentucky. He is a Personal Investment Advisor (PIA) and supports community organizations including Folds of Honor and Unbroken Spirit. Outside of his professional work, Patrick enjoys biking, golfing, running marathons, skiing, surfing, swimming, and spending time with his family.

Amy Hollowell is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and previously worked at Cambridge Investment Research, Inc. and Saxon Financial Consulting. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.

Kacie Mccool is a Series 66-licensed financial advisor with UBS Financial Services in Cincinnati, OH, where she has worked since 2016. She has nine years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Scott Hiles is a CFP® and holds a Series 66 license, with 10 years of industry experience. He has worked at UBS Financial Services Inc. since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers services such as fiduciary financial planning, principal trading, and proprietary research.

Michael Cure is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and economic modeling.

Brad Vitucci is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2019. Prior to joining Morgan Stanley, he held roles at Scripps, Raymond James & Associates, and Sinclair Broadcast Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Stephen Eadicicco is a financial advisor at Edward Jones with one year of industry experience. He previously worked for 12 years at 84.51. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.