Jordan De Perio is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in various roles including positions at SUNY Oswego and Door Dash. He serves as a board member of the Clarence Chamber of Commerce in Williamsville, NY. Equitable Advisors provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs for individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm operates as both an SEC-registered investment adviser and broker-dealer, emphasizing collaboration with program sponsors and third-party managers.

Jordan Moore is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation, BSB Group International, and Besomebody, Inc. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.

Mark Gorsuch is a financial advisor with Charles Schwab in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2007. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operations.

Stephen Fortin is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 33 years of industry experience. Prior to joining Cambridge in 2023, he worked for Lincoln National Life and Lincoln Financial Advisors from 2001 to 2023. He is also a partner and owner of Flores and Fortin Planning Group and serves as an independent insurance agent with Three Corners Capital. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, charitable organizations, and retirement plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing multiple custody and platform arrangements and a mix of proprietary and third-party investment strategies.

Patrick Sledz is a financial advisor at UBS Financial Services with 19 years of industry experience. He has been with UBS since 2014 and holds a Series 66 designation. Outside of his advisory role, he serves as an advisor on corporate strategy and platform implementation for The Cyber Bear Group, a cyber security breach response and education platform. UBS Financial Services serves individual, corporate, and institutional clients with a range of 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 to clients’ goals and risk tolerances.

Christopher Rueve is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Morgan Stanley in Cincinnati, OH. His prior experience includes roles at Fifth Third Bank and its affiliated entities. Outside of his advisory work, he is a partner in ARC Cincinnati LLC, a real estate business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured tools and serves clients through both direct and corporate financial planning arrangements.

Scott Litwin is a financial advisor at Stifel with 44 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2005. Outside of his advisory role, he serves as President and Treasurer of the Wyoming Ohio Cycling Foundation, where he is involved in fundraising and managing grants. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide forward-looking asset allocation and financial planning analyses.

Shahid Malik is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Royal Alliance Associates, Inc. since 2018 and was previously with Sii from 2015 to 2018. Outside of his advisory role, Malik serves as Treasurer on the board of the American Muslim Chamber of Commerce and teaches Arabic. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage, advisory services, financial planning, and access to managed-account solutions. The firm employs asset-allocation tools and third-party platforms to construct portfolios across a variety of asset classes and supports both discretionary and non-discretionary management.

Michael Vennemeyer is a financial advisor at Ameriprise in Cincinnati, OH, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Ameriprise since 2017, including its affiliated entity Ameriprise Financial Services, Inc. Outside of his advisory role, he works as a paraplanner with Solomon Professional Services LLC, assisting with client meeting preparations. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing customized Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to generate tailored advice primarily for clients who hold assets in Ameriprise-managed accounts.

Angela Malton is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2013, progressing through various roles including Planning and Guidance Consultant II, Guidance Support Specialist, and multiple team leader positions in Workplace Planning, Retirement Solutions, and Investment Solutions before becoming a Financial Consultant in 2018. Her experience spans a diverse background in the financial services industry, where she collaborates with clients to develop customized financial plans tailored to their specific needs and goals. She utilizes a detailed planning process supported by top-notch tools and a team of specialists. Outside of her professional work, Angela has interests in art, food, social events with friends, pets, traveling, and volunteering.

Mike Bell is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior roles include positions at L.M. Kohn & Company, Greensky, Inc., and Fifth Third Securities. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.

Michelle Metzger is a CFP® professional with 27 years of experience in financial advising. She has been with Osaic since 2025 and previously worked at Lincoln Financial Advisors Corporation for 26 years. Outside of her advisory role, she operates Sage Wealth Management, LLC, a legal entity for managing business expenses, and serves as an agent offering fixed insurance products including fixed annuities, disability, and traditional life insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools and third-party programs to construct diversified portfolios for a variety of client types.

Cynthia Yozwiak is a financial advisor with Merrill in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Bank of America since 2009 and with Merrill Lynch since 2007. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Timothy Payne is a CFP® and Series 66-registered financial advisor with Edward Jones in Loveland, Ohio. He has 15 years of industry experience and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Mark Wilkins is a Series 66-registered financial advisor with Thrivent Investment Management, based in West Chester, Ohio. He has 19 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he operates a sole proprietorship providing technology services and maintenance to small businesses on an ad-hoc basis. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option, while maintaining separate management of these services.

Robert Klein is a CFP® professional with 34 years of industry experience, currently advising at Robert Baird & Co. since 2019. He also has a longstanding affiliation with JJB Hilliard, W.L. Lyons, LLC dating back to 2012. Outside of his advisory work, Klein has served as a substitute teacher at Wise Temple Religious School for over 20 years and is a board member and investment committee member of the Jewish Federation of Cincinnati. Robert Baird & Co. operates through the DDK Group within its Private Wealth Management department, serving individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm employs a range of financial planning, discretionary portfolio management, and separately managed account strategies, supported by internal research and tools including the use of artificial intelligence.

Alyson Workman is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds a Series 63 designation and previously worked at Goldman Sachs for five years before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Chase Slyder is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and five years of industry experience. He has worked at UBS since 2019 and previously held roles at Plante Moran and Education At Work. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through proprietary research and a range of capital markets services.

Nicholas Baumgartner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides comprehensive wealth planning services tailored to clients' unique ambitions and personal priorities. His work focuses on helping clients pursue goals such as funding education, planning for retirement, covering potential healthcare costs, and achieving long-term family objectives. Nicholas holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Xavier University.

Christopher Denicola is a Certified Financial Planner (CFP®) with 11 years of experience in the financial services industry. He has been with UBS Financial Services since 2011 and holds the Series 66 designation. He is based in Cincinnati, OH. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services to tailor investment strategies to clients’ goals and risk tolerances.