Nancy Johnson is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. She has 30 years of industry experience and has worked concurrently in dental hygiene roles, including as a dental hygienist for various dentists. Johnson has been affiliated with Primerica Financial Services since 1995 and PFS Investments Inc. since 1996. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm provides advisory services through a large network of advisors and utilizes model-delivery strategies alongside discretionary separately managed accounts.

Daniel Tewes is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2013. He partners with high-net-worth clients to assist them in making informed decisions regarding their financial plans. His work involves helping clients consider appropriate investment strategies aligned with their future goals, including tax-efficient investing and estate planning considerations. He also specializes in building customized retirement plans to ensure that all aspects of clients' financial profiles are properly structured. Daniel's career with Fidelity Investments began in 2004, progressing through roles including Workplace Investing Customer Service, Personal Investing Trading, and Financial Consultant before assuming his current vice president position. He holds a California Insurance License. Outside of his professional responsibilities, Daniel's interests include baseball, family activities, social events with friends, outdoor adventures, and parenthood.

Brian Cassin is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to this, he worked at Touchstone Securities and IFS Financial Services from 2013 to 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Samuel Warren is a financial advisor at Merrill based in Cincinnati, OH, holding a Series 66 designation. He joined Merrill and Bank of America in 2025 and has less than one year of industry experience. Prior to his advisory role, his work history includes positions outside the financial sector, such as roles at Texas Roadhouse and local parks departments. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services within the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Stallmeyer is Vice President and Executive Planning Consultant at Fidelity Investments. In his role, he assists executives in maximizing their employer benefits and integrating these benefits into broader wealth planning goals. Since 2016, he has provided executive planning consulting at Fidelity Investments. Ryan holds insurance licenses in Arkansas and California.

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 and holds the Series 66 designation. His prior work includes roles at KMK Financial and Thoroughbred Financial Agency, as well as employment at Kroger. OSAIC Wealth serves a diverse client base through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio options. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

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 with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Before entering the financial services sector, he served five years in the United States Army and has experience running Tate Welding LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations, using tailored, non-discretionary planning and investment consulting supported by analytical tools and risk profiling.

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 with Equitable Advisors in Cincinnati, OH. He holds the Series 66 designation and has one year of industry experience. His prior work history includes roles at Tri State Parking, Ohio State University, and Planet Fitness. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a variety of advisory models primarily through third-party sponsors and focuses on matching clients with appropriate program models or discretionary managers.

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.

Matthew Held is a CFP®-designated financial advisor with 20 years of industry experience. He is currently with LPL Financial and is the owner of Clarity Wealth Management, LLC. Held has previous experience at Commonwealth Financial Network and Lincoln Financial Advisors Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of investment options including financial planning and model portfolio programs.

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.