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.

Elaina Stuard is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding a Series 66 designation and 35 years of industry experience. She has been with Robert W. Baird & Co. since 2002. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and complex investment strategies.

Rodney Torbush is a Certified Financial Planner® with 11 years of industry experience, currently serving as an advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Ft Thomas, KY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, operating under a fiduciary standard.

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.

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, holding a Series 63 designation and bringing 42 years of industry experience. She previously worked for Coastal Investment Advisors, Inc. for 10 years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Ryan Antepenko is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He has held roles at Cambridge Investment Research Advisors since 2017 and previously worked at INVEST Financial Corp and The Rosselot Financial Group, where he was vice president. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts through independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services using a range of portfolio management and model-based solutions across multiple custody platforms.

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.

Lisa Wagner is a financial advisor with Edward Jones in Ft Thomas, KY, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. She previously worked at Concourse Financial Group Securities and Protective Life. 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 under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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 at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and worked previously at Lincoln Financial Advisors for 17 years. Additionally, he is licensed to offer disability, traditional life, and long-term care insurance and acts as power of attorney for his parents’ brokerage accounts. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using a variety of portfolio construction tools and both discretionary and non-discretionary account management.

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.

John Meyer is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Meyer Capital Management LLC since 2014. Meyer Capital Management provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as various institutional entities including sovereign wealth funds and state and municipal governments. The firm is notable for its small advisory team combined with a diverse institutional client base and emphasizes confidentiality, ethical standards, and security in its operations.

Timothy Meyer is a financial advisor at Meyer Capital Management LLC in Cincinnati, OH, holding a Series 65 designation with 26 years of industry experience. He has been with Meyer Capital Management, Inc. since 1996. Outside of his advisory role, Meyer is a partner in Athanatos, Ltd., a real estate development and leasing business. Meyer Capital Management provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as institutional entities including sovereign wealth funds and state and municipal governments. The firm is noted for its small advisory team serving a diverse range of institutional clients and its emphasis on confidentiality, ethical standards, and security controls.