Mackenzie Hill is a financial advisor affiliated with LPL Financial in Cincinnati, OH. She holds Series 65 and Series 63 licenses and has been with LPL Financial since 2025. Her prior experience includes roles in legal advocacy and teaching, notably at the WVU Veterans Advocacy Law Clinic and West Virginia University College of Law. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Megan Watts is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment 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.

Ryan Mikelonis is a CFP® professional with 17 years of industry experience, currently serving at J.P. Morgan Securities in Cincinnati, OH. His work history includes roles at JPMorgan Chase Bank, N.A., PNC Bank and Investments, and USAA Financial Planning Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary framework.

Thomas Maney is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® designation and Series 63 license, and has been with Edward Jones since 2006. Outside of his advisory role, Maney is the owner of Maney Holdings LLC, managing commercial real estate in Mason, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

James Ortman is a CFP® and CFA® with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Cincinnati, OH. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research, employs a forward-looking capital market framework, and includes unique regulatory registrations reflecting its derivatives and commodities capabilities.

Adam Flanagan is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at Fidelity Investments and FIDELITY Brokerage Services LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and uses algorithmic portfolio construction, incorporating AI techniques and formal governance procedures.

Neil Bailey is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Franklin Wealth Advisors, and his own firm, Bailey Financial. Outside of his advisory work, he is involved in independent insurance brokering and consulting through Franklin Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Martin Wilhelmy is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 24 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Wells Fargo in 2018. Wilhelmy serves on investment committees for Ohio Valley Voices and Old St. Mary's Church and is a member of the board of trustees at The Good Shepherd Catholic Montessori School. He also holds a 20% ownership in Punch House Productions, a local boxing gym, and is involved in local politics as a precinct executive for the Hamilton County Republican Party. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Michael Diorio is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Primerica Advisors since 2001 and concurrently works at CCC Information Services Inc. 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 primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses an operational model featuring tiered wrap fees and delegated trading managed by BNY Mellon Advisors.

Melissa Maier is a financial advisor at UBS Financial Services with eight years of industry experience. She has held prior roles at Bank of America, Merrill, and Edward Jones. Outside of finance, she has experience managing a sports bar and grill business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services.

Kyle Ward is a CFP® and holds a Series 66 license with 22 years of industry experience. He has been with Edward Jones since 2012, working out of West Chester, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christina Duffy is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2014. In addition to her advisory role, she is a fitness instructor at Pure Barre Cincinnati and serves on the board of directors for Found Village, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management and proprietary research to tailor investment plans aligned with client goals.

Seung Mishler is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 15 years. Mishler also maintains a financial planning support business under the name Mishler Financial Planning. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Stephanie Russell is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2008. Outside of advisory work, she is involved in sales with Young Living. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocation to tailor financial plans aligned with clients’ goals and risk tolerances.

Tricia Mercalde is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley since 2018, following prior roles at UBS Financial Services and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a broad spectrum of investment and financial services.

Jeff Lee is a financial advisor at J.P. Morgan Securities in Cincinnati, OH, holding Series 63 and Series 66 designations with over 26 years of experience in the industry. He worked at Fidelity from 1996 to 2021 and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Outside of his financial advisory roles, he is involved with Array Ministry Center LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Ryan Small is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

Enid Santiago is a financial advisor at Edelman Financial Engines with 14 years of industry experience. She holds the Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2016, following prior roles at Financial Engines Advisor Center, Llc and The Mutual Fund Store. Based in Cincinnati, OH, Santiago has extensive experience within financial advisory firms focused on retirement and wealth management. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options across a large client base.

Manda Cash is a Series 66-licensed financial advisor with six years at UBS Financial Services and a total of five years of industry experience. Prior to joining UBS in 2020, she worked with Advantage Marketing Services and was involved with the University of Dayton’s The Write Place. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Thomas Brizzolara is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Ameriprise since 2016, including his current role at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.