Stacey King is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at Raymond James & Associates Inc for nine years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using tools like Monte Carlo simulations and Secular Return Estimates.

Theodore Mehlman is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 license and over 31 years of industry experience. His career includes long-term roles at Primerica Financial Services and PFS Investments Inc., as well as involvement with GO Concepts and Camp Properties. Outside of advising, he serves as a trustee responsible for administering his father's trust according to the will. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Sarah Pott is an advisor at LPL Financial with Series 63 and Series 66 licenses and three years of industry experience. Her prior roles include positions at Fidelity and LCNB National Bank, as well as work at the University of Cincinnati and LaRosa's Pizzeria. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, supported by a large network of investment adviser representatives.

Michael Selm is the Regional Director of Executive Services at Fidelity Investments, a position he has held since 2025. In this role, he supports a team of Benefits & Planning Consultants and Executive Planning Consultants focused on helping clients align their financial goals with personalized benefit strategies. Michael has extensive experience at Fidelity Investments, having served in several leadership roles including Team Leader of Advisory Services from 2021 to 2025, Team Leader of Fixed Income from 2019 to 2021, and Team Leader of Client Services from 2015 to 2019. His work centers on providing strategic insight and collaborative leadership to promote financial well-being for clients at every stage of life.

John Barnes is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. He has been with MML Investors Services, Inc. since 2001 and associated with MassMutual since 2000. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning processes to deliver tailored financial recommendations without discretionary authority.

Joseph Savage is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 11 years of industry experience. His career includes roles at Anautics, Inc., Primerica Life, Pfs Investments Inc., and the Air Force Reserve Command. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Michael Popil is a CFP® professional with 15 years of industry experience, currently affiliated with OSAIC. He has worked with Securities America Advisors, Inc. and Securities America Inc. for over a decade. Outside of his advisory role, he volunteers as a youth sports coach and serves on the finance committee for St. Henry Highschool. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk assessments, and automated portfolio rebalancing, providing clients access to a range of investment options managed on both discretionary and non-discretionary bases.

Karin Ruth is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Prior to entering the financial sector, she worked for five years at Hattori Hanzo Shears and spent eighteen years at JJ's Hair Salon. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using a collaborative approach that emphasizes client goals and firm-approved analytical tools.

Clinton Kersting is a Series 66-licensed financial advisor with Equitable Advisors in Cincinnati, OH, where he has worked since 2006. He has 20 years of industry experience, including 14 years with Axa Advisors, LLC. Outside of his advisory work, he is the founder and president of Triplecrown Wealth Management LLC and serves as a board member of Pregnancy Center West in Cincinnati. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of internal and third-party advisory models and investment solutions.

Anne Sun is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at TD Ameritrade and in roles with The Fellowship of Catholic University Students and the Archdiocese of Milwaukee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s approach includes proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor client plans.

Rex Points II is a financial advisor at Stifel with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Morgan Stanley, HORAN Securities, Cetera Advisors, Freeman Heyne Toma, and Paycor. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance relies on a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses to support client decision-making.

Thomas Puetz is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank and his own consulting firm, Puetz Consulting LLC. Outside of his advisory work, he has been involved with Traverse City Golf & Country Club and Crystal Downs Country Club. J.P. Morgan Securities LLC 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 offerings.

Timothy Dumont is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Cincinnati, OH. He has been with UBS since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including 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.

Susan Stone is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity in various capacities since 2013, including positions as Financial Consultant, Relationship Manager, Central Relationship Manager, Investment Solutions Representative, High Opportunities Brokerage Representative, 401k Service Representative, and Proactive Sales Representative. Prior to joining Fidelity, Susan was a Registered Representative at Scudder, Stevens, and Clark from 1990 to 1996. With over two decades of experience in the financial industry, Susan partners with her clients to help them make educated decisions within their financial plans. She emphasizes the importance of purposeful planning and utilizes Fidelity's technology to collaborate on personalized retirement and investment plans tailored to clients' needs. Outside of her professional role, Susan has interests in concerts, fitness, gardening, kayaking, music, and pets.

Nicole Cutcher is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her career includes positions at DNA Diagnostics Center, Standard Retirement Services, StanCorp Equities, Schaeffer's Investment Research, and Huntington National Bank prior to joining J.P. Morgan Securities in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Christopher Schalk is a financial advisor with Ameriprise Financial Services, LLC in Cincinnati, OH, holding CFP® certification and Series 63 and 66 licenses. He has 18 years of industry experience, including prior roles at PNC Bank and PNC Investments. Outside of his primary role, he is also an associate financial advisor with TMTS LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm's approach integrates investment research and third-party data to address asset allocation and withdrawal strategies within a framework influenced by its affiliated product ecosystem.

Tara Cook is a financial advisor at UBS Financial Services with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS Financial Services, Bank of America, Merrill, U.S. Bancorp Investments, and U.S. Bank. Outside of her advisory work, she occasionally teaches yoga classes at local fitness centers. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management services.

Samuel Mayne is a financial advisor at RBC Capital Markets in Cincinnati, OH, holding a Series 66 designation with six years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC, Polson Higgs Wealth Management, and Blackridge Asset Management, LLC. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients, offering various advisory programs that include portfolio management, financial planning, and brokerage services. The firm employs tailored investment strategies supported by both in-house and third-party managers, complemented by RBC’s extensive capital-markets capabilities.

Justin Dunn is a financial advisor at Edward Jones in West Chester, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked with the Los Angeles Clippers from 2018 to 2024 and the Columbus Blue Jackets from 2012 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and affiliated services through a large national network of advisors and branches.

Evan Clinkenbeard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has offered financial strategies to successful individuals and families since joining the firm in 2009. Evan holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. Evan assists clients across a wide range of financial areas, including education planning, employee benefits, executive and equity compensation, legacy planning, liquidity management, personal retirement planning, tax minimization, and retirement income. He collaborates with resources from Bank of America Private Bank, Banking from Bank of America, N.A., and the retirement and investment specialists of Merrill to provide comprehensive wealth management guidance tailored to clients' goals. He earned a Bachelor's Degree from the University of Cincinnati and is actively involved in community organizations. Evan serves as Board President of the Adopt A Class Foundation and volunteers at Norwood View Elementary. He has previously served on the Board of Directors for the Dan Beard Council and holds a board position with the University of Cincinnati College of Business. He resides in Anderson Township with his wife and daughter and enjoys biking, golfing, running, and spending time with his family.