Bryan Hatfield is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, Birchcreek Wealth Management, Merrill, and U.S. Bancorp Investments. He is also the owner of a photo booth company, Tron The Photo Booth LLC, which has been inactive since 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets, custody, and lending solutions.

Andrew Dilbone is a financial advisor at UBS Financial Services with 12 years of industry experience. He has held prior positions at Touchstone Securities and IFS Financial Services. He holds Series 63 and Series 66 designations and is based in Cincinnati, Ohio. 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 and provides proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Linda Austin is a financial advisor at Edward Jones in West Chester, OH, with two years of industry experience. She previously worked at Fidelity Investments and Vandyk Mortgage Corp, where she held a marketing assistant role. Outside of her advisory work, she serves as a trustee for Move With Kenny LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branches.

Kim Sherwood is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes long-term roles at Lang Financial Group and Cetera Wealth Services, as well as ownership of Center Stage Financial since 2020. Outside of finance, she is involved in stand-up comedy and related podcast and video production and serves on the board of directors for Westview Condominiums. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management, financial planning, and retirement services, supporting both discretionary and non-discretionary account management across multiple program structures.

Allison Arthur is a financial advisor at Merrill based in Cincinnati, OH, with six years of industry experience. She holds the Series 63 and Series 65 licenses. Prior to joining Merrill in 2020, her work history includes roles in the restaurant and hospitality sectors as well as positions at the University of Cincinnati and University of Alabama. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, pension plans, and charitable organizations. The firm integrates investment management with broader Bank of America services, providing access to a wide range of financial products and strategies.

Easton Wolf is a financial advisor with J.P. Morgan Securities in Cincinnati, OH. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2026. His background includes studies at Texas Christian University and Southern Illinois University and experience in various roles outside finance, including work with Detillion Landscaping Co Inc and Lloyd's Pizzeria. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Michael Loth is a financial advisor with Robert Baird & Co. in Cincinnati, OH, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Robert Baird & Co. since 2019 and concurrently affiliated with J.J.B. Hilliard, W.L. Lyons, Inc. since 2005. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, employing a variety of investment strategies that include traditional and non-traditional asset allocations, as well as discretionary and non-discretionary management.

Adam Atkinson is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. His career includes positions at Morgan Stanley Private Bank, Salomon & Company, and prior work outside finance at Fischer Homes and the University of Kentucky. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses advanced modeling tools to support financial plans.

Gregory Leahy is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. Since joining Merrill in 1991, he has focused on assisting clients with constructing customized investment portfolios tailored to meet their growth and income objectives while emphasizing risk management. Greg works with a diverse clientele, including corporate executives, professionals, medical practitioners, and families, helping them simplify complex financial decisions and proactively prepare for their future. Greg holds the Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Planning CounselorSM (CRPC) professional designations. He earned a bachelor's degree in Accounting from Indiana University. His advisory expertise spans areas such as college education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and portfolio management services. Outside of his professional role, Greg enjoys several personal interests including go-karting, water skiing, and car enthusiasm, participating in the Cincinnati Concours d’Elegance. He is a father to a young son, a son in high school, and a daughter in college.

Katherine Lauer is a financial advisor at Morgan Stanley in Cincinnati, OH, with 18 years at the firm and seven years of industry experience. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Dianna Knudsen is a CFP®-credentialed financial advisor with 10 years of industry experience, currently affiliated with Raymond James Financial in Mason, OH. She previously worked at Edward Jones for 11 years. Knudsen is also the owner of a sole proprietorship managing an Edward Jones office. Raymond James Financial Services Advisors provides a range of financial planning and investment consulting services to individual and institutional clients, including municipal entities, with a focus on customized, non-discretionary advisory solutions and specialized programs for small business retirement plans.

Samantha Ray is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 10 years of experience with the firm. She previously worked at Bank of America and has an academic background from Capital University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other institutional investors. The firm is integrated with Bank of America’s corporate platform, providing access to a broad set of products and services.

Kristin Fedders is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 2015. Outside of her advisory role, she is an independent distributor for Advocare, a health and wellness company. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Katie Sanford is a Private Wealth Manager and Investment Management Consultant at Fidelity. She has been serving in this role since 2008, partnering with clients and their Wealth Management Advisors to align accounts with their financial goals. Her professional experience is centered on investment management consultancy within the wealth management sector.

Brian Rogers is a financial advisor with LPL Financial in Mason, Ohio, holding the ChFC® designation and Series 63 license. He has 52 years of industry experience, including five years at National Planning Corporation before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jennifer Sherwood is a financial advisor with J.P. Morgan Securities in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. Her career includes roles at Merrill and JPMorgan Chase Bank, N.A., among others. She serves on the advisory board of Talbert House and is a board and committee member at NewPath Child & Family Solutions, both charitable organizations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jane Welch is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has been with LPL Financial since 2008. Jane also operates two business entities for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by extensive research and various investment strategies.

Mark Ryan is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1995 and Bank of America since 2009. Ryan serves on the investment committee for St. Xavier High School and is a board member of the National Underground Railroad Freedom Center in Cincinnati. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Joseph Spicer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings over 29 years of financial market experience to his role, focusing on delivering disciplined planning and investment services to his clients. Joe has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA). He completed his Certified Portfolio Manager designation through the Academy of Certified Portfolio Managers, with coursework at Columbia University's Industrial Engineering & Operations Research Department in 2018. He holds a Bachelor's Degree from the University of Cincinnati. By carefully listening to clients' current situations, concerns, and future objectives, Joe creates customized financial strategies designed to meet their desired outcomes. His approach emphasizes patience, thoroughness, and adaptability, grounded in time-tested investment principles suited to evolving economic conditions.

Carol Ernst is a financial advisor at UBS Financial Services with 42 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2012. UBS Financial Services Inc. 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 utilizes proprietary research to tailor investment strategies to clients' goals and risk tolerances.