Elizabeth Adkins is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and 9 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2019 and previously worked at PNC Investments and PNC Bank from 2016 to 2018. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Jack Lehman is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at KMK Financial and Thoroughbred Financial Agency. Outside of his advisory roles, he has been employed at Kroger since 2018. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation and portfolio management tools and provides access to third-party money managers and wrap programs.

Stephanie Brown is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2010. She has been with Fidelity for 25 years, during which she has held various positions including Financial Consultant, Investment Consultant, Relationship Manager, and roles in Service and Trading. Prior to her current role, she also served as a Wealth Advisor at Fifth Third Bank from 2004 to 2005. Throughout her career, Stephanie has partnered with clients and their families to create and monitor financial plans aimed at pursuing their financial objectives and freedom. Her work leverages Fidelity's planning resources, investment strategies, and technology to support client goals. Outside of her professional responsibilities, Stephanie enjoys reading, running, and traveling.

Andrew Tate is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining Raymond James, he served five years in the United States Army and has experience in small business ownership through Tate Welding LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses fact-finding and risk-profiling tools to deliver non-discretionary planning tailored to client goals and supports a wide network of advisors and affiliate firms.

Ellen Chadwick is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2024. She collaborates closely with Wealth Management Advisors to build strong client relationships and understand the priorities of clients and their families as they pursue their lifetime goals and legacies. Ellen has been with Fidelity Investments since 2016, progressing through roles including High Net Worth Associate, Financial Representative, Relationship Manager, and Planning Consultant. Her experience spans various facets of wealth management, enabling her to support clients effectively in their financial planning needs. Outside of her professional work, Ellen has interests in cooking and baking, family activities, fitness, hiking, parenthood, and traveling.

Sean Dempsey is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He has been with Robert Baird & Co. since 2015 and holds a Series 66 designation. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers financial planning, discretionary and non-discretionary portfolio management, and a range of separately managed account programs tailored to client goals and risk tolerances.

Alexander Peak is a financial advisor at Equitable Advisors in Cincinnati, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Tri State Parking and Triplecrown Wealth Management, as well as positions in education and landscaping. Outside of advising, he is involved with Tri State Parking. Equitable Advisors serves a broad range of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and endorsed third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Wallace Murphy is a financial advisor with Primerica Advisors in Villa Hills, KY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1989. In addition to advisory work, he is involved in sales of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Kathleen Morman is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2021, she worked at UBS Financial Services for 14 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Mark Mechley is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Advisors since 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services through a large network of advisors. The firm provides tailored planning in areas such as retirement, education, and business-owner transition, utilizing proprietary research and planning tools.

Christian Cox is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and with Primerica Financial Services since 2010. In addition to investment-related activities, he receives compensation for sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies developed by unaffiliated managers and maintains approximately $15.5 billion in assets under management across a large network of advisors.

Michael Vagle is a financial advisor with Edward Jones in Cincinnati, OH, holding a Series 66 license and 18 years of industry experience. He has worked at Edward Jones since 2007. Outside of his advisory role, he is the owner of a commercial property management business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large national network of advisors and branch offices.

Milissa Brennan is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. She is based in Cincinnati, OH. UBS Financial Services 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 and offers proprietary research and capital markets services.

Jensen Quinn is a CFP® with four years of industry experience, currently serving as a financial advisor at Raymond James & Associates. Prior to joining Raymond James, he worked at The Vanguard Group and has held roles at Vanderbilt University and Winterpast Capital Partners. His background includes a mix of financial services and academic experience. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a focus on tailored, non-discretionary advice supported by a range of portfolio management styles and affiliated research.

Landen Long is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. He has worked at Fidelity Investments since 2024 and previously held positions at Charles Schwab and the University of Cincinnati. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Audrey Koob is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and seven years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2018. Outside of her advisory role, she is involved in managing non-investment related partnerships in Mason, Ohio. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Corey Fogel is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity and Axa Advisors, LLC. Based in Cincinnati, OH, he has been with Equitable Advisors since 2018. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Diane Gaal is a financial advisor with Robert W. Baird & Co. Inc. in Ft Wright, KY, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has been with Robert W. Baird & Co. since 2007. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

J Hammond is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Hammond also owns Hammond Day Investment Group LLC, an investment-related business based in Cincinnati, OH. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Matthew Tarka is a financial advisor with LPL Financial in Cincinnati, OH, holding the Series 66 designation and seven years of industry experience. His prior roles include positions at Concentric Wealth Management, Avantax Investment Services, HORAN Securities, Merrill, and others. Outside of advising, he is involved with Burke CPAs and Advisors, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and a variety of investment strategies.