Camden Mcclung is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding a Series 63 designation and over 26 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Donna Lynn is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, following a long tenure at JPMorgan Chase Bank, N.A. beginning in 1993. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thomas Frank is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 1994 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Jeffrey Scheper is a CFP®-designated financial advisor with 18 years of industry experience, currently with Stifel since 2019. He previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2019. Scheper serves on the Board of Directors for the Anderson Area Chamber of Commerce, contributing to local business leadership and economic development. Stifel serves a broad client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Beth Mc Donald is a financial advisor with Ameriprise in Florence, KY, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, and also spent time at Neat Method of Cincinnati. Outside of Ameriprise, she serves as an Associate Financial Advisor at BFM & Associates, LLC, focusing on financial planning. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets. The firm provides tailored, non-discretionary recommendations using a combination of research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with client advisors.

Ben Osborne is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served in various positions at Fidelity Investments, including Investment Consultant from 2022 to 2023, and multiple levels of Workplace Planning Consultant from 2020 to 2022. Before joining Fidelity, Ben worked as a Mortgage Loan Officer at Sibcy Cline Mortgage Services from 2018 to 2020. In his current role, Ben partners with clients and their families to understand their unique personal and financial situations. He collaborates with them to create and implement comprehensive and personalized financial plans aligned with their values and goals, aiming to provide financial peace of mind. Outside of his professional responsibilities, Ben engages in family activities, fitness, golf, outdoor adventures, spending time with pets, and traveling.

Brian Kilby is a financial advisor at Morgan Stanley in Cincinnati, OH, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Gallagher Fiduciary Advisors, Hauser Retirement Solutions, Creative Retirement Systems, and BB&T Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Leonard Weinstein is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with various Fidelity entities since 1998. Outside of his advisory role, he serves as a referee for polo matches at the Cincinnati Polo Club and is involved in bookkeeping for a wedding venue business. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also provides advisory services to multiple registered investment companies and utilizes algorithmic methods and AI in its research process.

Stephen Bascom is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a range of advisory programs and services.

Lisa Mullen is a financial advisor with Wells Fargo Advisors in Mason, OH, holding a Series 63 designation and 22 years of industry experience. She previously worked at Raymond James & Associates for 16 years before joining Wells Fargo Clearing in 2022. Outside of her advisory role, she acts as a power of attorney for her mother. Wells Fargo Advisors is an institutional firm with over 2,200 advisors providing investment services across a broad client base.

John Dakoske is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with UBS since 2014. 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 employs proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.

Sean Mcfarland is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. He has worked at Fidelity Investments since 2020 and has prior experience at Northern Kentucky University and Great American Insurance Group. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research and quantitative analysis to construct algorithm-driven model portfolios, and it holds roles such as commodity pool operator registration and advisory positions for multiple registered investment companies.

Kimberly Thompson is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. She has worked at Ameriprise since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, supported by algorithmic tools and oversight committees.

Edward Apfel is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 63 designation and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has prior experience at Citigroup Global Markets dating back to 1995. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

Hannah Meihaus is a financial advisor at Morgan Stanley with nine years of industry experience. She previously worked at Fidelity Brokerage Services for seven years before joining Morgan Stanley in 2023. Meihaus holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Andrew Peter is a financial advisor at Charles Schwab in Cincinnati, OH, holding the CFP® designation along with Series 66 and Series 63 licenses. He has 12 years of industry experience, including prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Since 2019, he has been with Charles Schwab and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios along with a formal alternative-investment selection process.

George Miller is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual Wealth Management Company and American Modern Insurance. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor investment plans aligned with clients’ goals and risk tolerances.

Stuart Sutphin is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager in the Private Client Group, Workplace Guidance Consultant, and Defined Contribution Representative. In his current role, Stuart partners with clients and their families to design and execute comprehensive wealth plans. His professional experience spans multiple facets of financial consulting and client relationship management within Fidelity Investments. Additional details regarding Stuart's education, credentials, personal interests, or community involvement were not provided.

Todd Ille is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds the Series 66 designation. His prior work includes roles at Edward Jones, Cabot Lodge Securities, Premium 72 Capital, and Dempsey Lord Smith, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of investment approaches and platform solutions tailored to client objectives.

Patrick Lause is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been affiliated with PFS Investments Inc. since 1993 and Primerica Financial Services since 1992. In addition to his advisory role, Lause is involved in non-investment activities including independent contracting for 3M Cogent, Inc. and ownership of DBASolutions, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm uses model-delivery investment strategies managed by unaffiliated asset managers and provides trading and custody support through BNY Mellon Advisors and Pershing.