Kendall Harden is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Gearhart & Associates and Raymond James & Associates. Harden’s background also includes roles connected to the University of North Carolina at Chapel Hill and involvement with the Western & Southern Open. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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 plans.

Joseph Jeffcott is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Wells Fargo in 2020, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he owns Green Mountain Boys, LLC, a business involved in buying and trading baseball cards, and serves on the finance committee of Cooperative for Education, an organization supporting educational programs. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related products and bank deposit sweep options as part of its investment menu.

Allison Cogburn is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has previously worked at US Bank, Boaz CO of Ohio, and PNC Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Renee Milyiori is a CFP®-designated financial advisor with 16 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and spent six years at UBS Financial Services prior to that. 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 an ESG eligibility framework to recommend approved funds and strategies.

Casey Hull is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones, Hull worked at Bank of America, N.A./Merrill Lynch for four years and held positions at Gateway Logistics and Verizon Wireless. Hull holds a Series 66 designation and is based in Cincinnati, OH. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Scott Richter is currently serving as Vice President, Wealth Planner at Fidelity Investments since 2022. In this role, he collaborates with clients to develop financial plans by examining potential outcomes and strategies, providing education through data, insights, and research to support informed decision-making. His professional experience includes positions as Co-founder and Wealth Planner at OTIUMfinancial from 2020 to 2022, Wealth Management Advisor at TIAA from 2014 to 2020, Investment Representative at Fidelity Investments from 2010 to 2014, and Financial Advisor at Premier Wealth Group from 2008 to 2010. Throughout his career, he has focused on wealth planning and financial advisory services. No information about education, credentials, personal interests, or community involvement was provided.

Eric Mills is a financial advisor with Primerica Advisors in West Chester, OH, holding 10 years of industry experience. He has worked with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Forrest Beilby is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2013. 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 affiliated brokerage and investment management capabilities.

Jeffrey Murphy is a financial advisor with Primerica Advisors in Springdale, OH, holding 11 years of industry experience. He has worked at Primerica Advisors since 2015 and has additional experience with Primerica Financial Services dating back to 2014. Outside of his advisory role, he receives non-investment related compensation through referrals of home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and utilizes model-driven investment strategies supported by third-party asset managers and custodians.

Angela Geraci Lawson is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley since 2009, following her prior tenure at Citigroup Global Markets beginning in 1997. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a range of advisory programs.

Tina Pasternak is a Financial Advisor at Merrill Lynch Wealth Management in Cincinnati, Ohio. With over 15 years of experience in the financial industry, she assists individuals and families in navigating financial planning complexities, including wealth management, retirement strategies, and divorce financial analysis. Tina focuses on developing personalized plans that align with her clients' unique goals and priorities, guiding them toward financial clarity and confidence. She holds certifications as a Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Tina completed her high school education at Los Alamos High School and attended California State University, where she earned All-American NCAA Swimming honors in multiple years and was named to the Academic Dean's List while studying psychology, though no degree was conferred. Beyond her advisory role, Tina is involved in community initiatives such as Habitat for Humanity's Greater Cincinnati Women Build 2025 committee and the Dress for Success Greater Cincinnati Fashion Show events. In her personal time, she enjoys activities including gardening, painting, dancing, drawing, music, photography, swimming, writing, and spending time with her family.

Gina Sellet is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and previously worked at Bank of America Merrill Lynch from 2013 to 2017 before joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Kevin George is a CFP® professional affiliated with LPL Enterprise, bringing 13 years of industry experience. He has previously worked with firms including The Prudential Insurance Company of America and Northwestern Mutual Wealth Management Company. Kevin is also an author with activities outside of his advisory role. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes a platform that integrates advisory programs with insurance products and partnerships with third-party asset managers.

Kelly Kelp is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside broad retail and institutional offerings.

J Degroft is a Wealth Management Advisor with Merrill Lynch Wealth Management, supported by a team known as The Renie DeGroft Arthur Hall Group. They provide customized wealth management advice and fiduciary services to high net worth individuals and institutional clients. J Degroft has over 35 years of experience with Merrill. His areas of expertise include investment management, fiduciary services, retirement income planning, wealth structuring, college funding, lending, and tax minimization strategies. He holds professional designations such as Certified Investment Management Analyst (CIMA) and Certified Plan Fiduciary Advisor (CPFA). J Degroft earned a bachelor's degree from the University of Dayton and completed executive education programs at the University of Pennsylvania's Wharton School of Business and Harvard University. His team utilizes resources from both Merrill and Bank of America to create customized investment portfolios tailored to clients' risk and return objectives. Outside of his professional responsibilities, J Degroft volunteers coaching special needs hockey with the Cincinnati Cyclones Special Hockey Program. He resides in Mason, Ohio, and focuses on working one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals.

Mark Clippinger is a Series 66 licensed advisor with UBS Financial Services in Cincinnati, Ohio, where he has worked since 2011. He has nine years of industry experience. 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 uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Allen Zaring IV is a financial advisor with UBS Financial Services and holds Series 63 and Series 66 designations. He has 10 years of industry experience, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his financial career, he is involved with a business called Swampthang. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers extensive capital markets and research resources.

Vincenzo Montelisciani is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at BDO USA, LLP and Total Quality Logistics. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence, including an ESG eligibility framework.

Genevieve Monier is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has prior work experience including roles at Cincinnati Animal CARE, Amify, and University of Alabama Athletics Communications. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Kerri Boss is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 1994. Merrill, together 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.