Parker Payne is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining UBS, he worked at Fidelity Investments and has an academic background with five years at Northern Kentucky University and four years at the University of Dayton. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and asset allocation models to tailor client strategies.

Chaely Williams is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Morgan Stanley Smith Barney LLC since 2019. Her previous experience includes positions at optionsXpress, Inc. and Charles Schwab. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, serving clients through both direct and corporate financial planning agreements.

Brandon Cantelmo is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He works closely with clients to develop financial plans tailored to their unique backgrounds, investment preferences, and risk tolerance. Brandon and his team provide access to investment insights from Merrill and banking solutions from Bank of America to support clients in achieving their financial goals. Originally from New York, Brandon earned both his bachelor's and master's degrees from Bryant University. He started his career in the accounting industry with a focus on banking and capital markets and maintains an active CPA license, though he does not provide tax advice in his current role. Brandon holds the Personal Investment Advisor (PIA) designation. Brandon emphasizes building relationships with his clients through honest and transparent communication. His client focus areas include family wealth management strategies, personal retirement planning, and portfolio management services. In addition to his professional work, he engages in community volunteering.

Lynn Goedde is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and a range of investment services supported by structured planning tools and risk modeling techniques.

William Goheen is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63, 65, and 66 designations and 23 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC, as well as a brief tenure at Waddell & Reed. Outside of his advisory work, Goheen is involved as a coach in a sport, fitness, and gaming organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Todd Hicks is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Stifel in 2019, he worked for Morgan Stanley Private Bank. He serves on the board of the SOR Cincinnati Area Foundation, which raises funds to support economically disadvantaged children’s education. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. Its investment approach utilizes proprietary methodologies from the Investment Strategy Group to provide asset allocation and financial planning guidance.

William Olson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work experience includes roles outside the financial sector at companies such as Great Lakes Valet, Stagnaro Distributing, and Integrity Express Logistics LLC. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Hannah Law is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2012. 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.

Jose Chavez is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including roles at INVEST Financial Corp., PNC Wealth Management, and Fidelity. Outside of his advisory work, he volunteers as a committee member at the Cincinnati Nature Center. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through various platforms and third-party advisers.

Steven Rivard is a Series 66-credentialed financial advisor with Ameriprise in Cincinnati, OH, with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Wilkison is a Wealth Management Advisor and the founder of Wilkison Wealth Management. Since joining the firm in 2015, he has provided financial strategies to successful individuals and families across the country. He focuses on developing customized strategies that help navigate risk, address personal goals throughout all life stages, and preserve wealth for future generations. Michael emphasizes collaboration with his clients to create personalized plans designed around their priorities, family, goals, and aspirations. With over a decade of experience, Michael serves affluent individuals, retirees, entrepreneurs, business owners, professional athletes, and entertainers. He takes a holistic approach by working closely with a network of internal and external professionals to evaluate all aspects of a client's financial life, including tax, retirement, estate planning, and recommended asset allocations. As a specially qualified Portfolio Manager, he manages discretionary portfolios using personalized strategies such as individual stocks and bonds, Merrill model portfolios, and third-party investments. Michael holds the Accredited Wealth Management Advisor™ and Sports & Entertainment Accredited Wealth Management Advisor™ designations. Michael earned his Bachelor's degree, dual-majoring in Economics and Business Communication from DePauw University, where he received an academic full scholarship and served as Captain of the Men's Basketball team. He is involved in the Evendale Chamber of Commerce and supports Parent Project Muscular Dystrophy. Michael resides in the greater Cincinnati area with his wife, Amanda, and two daughters, June and Elena.

Henry Mautner is a financial advisor at Osaic with 33 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is active as a composer and performer and also works as a commercial voice-over artist. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach is model-based, utilizing asset allocation, portfolio optimization, and risk assessment tools, with access to discretionary strategies and third-party managers.

Theodore Taylor is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Fidelity Investments and JPMorgan Chase Bank, N.A., as well as involvement with several entrepreneurial and hospitality ventures. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process uses both quantitative and qualitative research supported by a manager solutions team and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Dawn Potts is a financial advisor with Merrill in Loveland, OH, holding Series 63 and Series 65 licenses and 31 years of industry experience. She has been with Merrill since 1994. Outside of her advisory work, she is involved with Creative Memories, a scrapbooking and framing supplies business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Emily Stork is a Series 66 licensed financial advisor at UBS Financial Services with seven years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Matthew Buchheit is a CFP® professional with 11 years of experience in the financial services industry. He currently works at OSAIC and has previously held roles at Woodbury Financial Services, MML Investors Services, Mass Mutual Life Insurance Company, and Schlosser Financial Planning. Outside of his advisory work, he operates a sole proprietorship focused on the sale and service of life and health insurance, property and casualty insurance, and fixed annuities. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through multiple programs featuring model-based asset allocation, portfolio optimization, and various managed account strategies.

Timothy Kamp is a CFP® professional with nine years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has prior experience with firms including Fifth Third Bank, Ameriprise, and Edward Jones. Outside of his advisory work, Kamp is also associated with Cornerstone Retirement Advisors in a financial advisor role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to institutions and charitable organizations. The firm employs a tailored, non-discretionary approach to planning and consulting, utilizing various analytical tools, and maintains unique affiliations that support municipal and public-finance advisory services.

Nathaniel Arthur is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to provide financial clarity and develop strategies aligned with their goals. His approach emphasizes building long-term relationships through trust, listening, and understanding clients' priorities. Nathaniel holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Dayton. He is involved in community organizations such as the Anthony Munoz Foundation, Rebuilding Together Dayton, and maintains ties with the University of Dayton.

Shawn Keller is a financial advisor at Edelman Financial Engines in Cincinnati, OH, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Financial Engines Advisors L.L.C. since 2014, following prior roles at The Mutual Fund Store and Chase Investment Services Corp. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios, rebalancing, and fiduciary management across a broad range of accounts and product exposures.

John Adams is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Robert W. Baird & Co. since 1998. Outside of his advisory role, he owns Pittsburgh Subs, Inc., a restaurant and food/beverage business. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary management, across a range of traditional and non-traditional investment strategies.