Christopher Goad is a financial advisor at Morgan Stanley in Cincinnati, OH, with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including E*Trade, Wells Fargo Clearing, Charles Schwab, and Fidelity. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Robert O’Brien is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Bank of America and Merrill since 2010. Merrill, along 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.

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.

Keith Sams is a financial advisor with Robert Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Robert Baird & Co. since 1999. Outside of his advisory role, he performs as a piano player and singer in a cover band called Model Behavior. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management practice serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage services. They tailor advice to client goals and risk tolerances, utilizing a range of investment strategies including traditional and non-traditional allocations.

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.

Elaina Stuard is a Series 66-credentialed advisor at Robert W. Baird & Co. in Cincinnati, Ohio, with 36 years of industry experience. She has been with Robert W. Baird & Co. since 2002. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing a mix of manager-traded and model-traded SMA strategies, tax-management, and direct-indexing capabilities.

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 with Stifel in Blue Ash, Ohio, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for five years before joining Stifel in 2019. Outside of his advisory role, Higgins serves as Vice President of the Young Professional Board at Cancer Family Care and holds board and coordinator roles with the St. James Athletic Club, focusing on youth sports and sponsorship management. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Burger is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 credential and six years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at KPMG from 2016 to 2019. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

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.

Lisa Wagner is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 66 and Series 63 registrations. Prior to joining Edward Jones in 2023, Wagner worked eight years at Concourse Financial Group Securities and nine years at Protective Life. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Christopher Desimio is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and UBS Financial Services. Outside of his advisory role, he co-owns a farm where he grows organic vegetables and serves on the finance committee of Cincinnati Public Radio. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Michael Klaber is a financial advisor with Osaic in Cincinnati, OH, holding Series 63 and Series 65 credentials and having 29 years of industry experience. His prior experience includes 17 years at Lincoln Financial Advisors and three years at Mass Mutual Investors Services. Outside of advising, he is licensed to offer disability, traditional life, and long-term care insurance and serves as a power of attorney for family investment accounts. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization on a large multi-advisor platform.

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.