Lee Kremer is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Lee collaborates with clients and Wealth Management Advisors to address families' financial service needs, aiming to meet and exceed planning and service goals. The team supports clients in growing and protecting their wealth, making informed investment decisions, and simplifying their financial lives. Lee has been with Fidelity Investments since 2011, holding various roles including Wealth Management Service Senior Specialist, Retirement Solutions Representative, Investment Solutions Representative, High Net Worth Trading Representative, and Defined Benefits & Defined Contributions Representative. This experience spans a comprehensive range of wealth management and retirement solution services. Additional information regarding education, credentials, personal interests, or community involvement was not provided.

Joseph Candito is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously at Fidelity Brokerage Services from 2014 to 2018. 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 services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Bryan Hatfield is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, Birchcreek Wealth Management, Merrill, and U.S. Bancorp Investments. He is also the owner of a photo booth company, Tron The Photo Booth LLC, which has been inactive since 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets, custody, and lending solutions.

Andrew Dilbone is a financial advisor at UBS Financial Services with 12 years of industry experience. He has held prior positions at Touchstone Securities and IFS Financial Services. He holds Series 63 and Series 66 designations and is based in Cincinnati, Ohio. UBS Financial Services 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 provides proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Linda Austin is a financial advisor at Edward Jones in West Chester, OH, holding Series 63 and Series 66 licenses with three years of industry experience. She previously worked at Fidelity Investments and Vandyk Mortgage Corp, where she spent nine years before joining Edward Jones. Outside of advising, she acts as a trustee for Move With Kenny LLC, authorized to sign on behalf of her husband when necessary. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, investment strategies, and affiliated services. The firm is notable for its extensive nationwide advisor and branch network and offers both discretionary and non-discretionary investment solutions under a fiduciary standard.

Kim Sherwood is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes long-term roles at Lang Financial Group and Cetera Wealth Services, as well as ownership of Center Stage Financial since 2020. Outside of finance, she is involved in stand-up comedy and related podcast and video production and serves on the board of directors for Westview Condominiums. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management, financial planning, and retirement services, supporting both discretionary and non-discretionary account management across multiple program structures.

Allison Arthur is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles, including brief positions in the restaurant and hospitality sectors as well as at the University of Cincinnati. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Easton Wolf is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he studied at Texas Christian University and Southern Illinois University and worked in various roles including landscaping and food service. 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 searches, and customized performance reporting within a non-discretionary advisory framework.

Michael Loth is a financial advisor with Robert Baird & Co. in Cincinnati, OH, holding a Series 63 designation and 38 years of industry experience. He has worked at Robert Baird & Co. since 2019, following 14 years at J.J.B. Hilliard, W.L. Lyons, Inc., and four years at Morgan Stanley DW Inc. Robert Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and brokerage services, utilizing internal research, manager oversight, and various investment strategies, including separately managed accounts and tax-management techniques.

Adam Atkinson is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. His career includes positions at Morgan Stanley Private Bank, Salomon & Company, and prior work outside finance at Fischer Homes and the University of Kentucky. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses advanced modeling tools to support financial plans.

Gregory Leahy is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. Since joining Merrill in 1991, he has focused on assisting clients with constructing customized investment portfolios tailored to meet their growth and income objectives while emphasizing risk management. Greg works with a diverse clientele, including corporate executives, professionals, medical practitioners, and families, helping them simplify complex financial decisions and proactively prepare for their future. Greg holds the Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Planning CounselorSM (CRPC) professional designations. He earned a bachelor's degree in Accounting from Indiana University. His advisory expertise spans areas such as college education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and portfolio management services. Outside of his professional role, Greg enjoys several personal interests including go-karting, water skiing, and car enthusiasm, participating in the Cincinnati Concours d’Elegance. He is a father to a young son, a son in high school, and a daughter in college.

Katherine Lauer is a financial advisor at Morgan Stanley in Cincinnati, OH, with 18 years at the firm and seven years of industry experience. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Dianna Knudsen is a CFP® designated financial advisor with Raymond James Financial in Mason, OH, with 10 years of industry experience. She previously worked at Edward Jones for 11 years. Outside of her advisory role, she owns and operates a sole proprietorship managing an Edward Jones office. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary advice aligned with client goals, supporting implementation through its advisory programs or other providers.

Samantha Ray is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She has been with Merrill since 2016 and previously worked at Bank of America for one year. She also has experience from Capital University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kristin Fedders is a financial advisor with Merrill in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She previously worked at Morgan Stanley and Citigroup Global Markets. Outside of her advisory role, she is an independent distributor for Advocare, a health and wellness company. Merrill, along 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 individuals, high-net-worth clients, and institutional accounts.

Katie Sanford is a Private Wealth Manager and Investment Management Consultant at Fidelity. She has been serving in this role since 2008, partnering with clients and their Wealth Management Advisors to align accounts with their financial goals. Her professional experience is centered on investment management consultancy within the wealth management sector.

Brian Rogers is a financial advisor with LPL Financial in Mason, OH, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. His career includes roles at National Planning Corporation, Woodbury Financial Services, Mony Securities Corporation, and Troyan & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

Jennifer Sherwood is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Merrill and JPMorgan Chase Bank. Sherwood serves as an advisory board member for Talbert House and as a board and committee member for NewPath Child & Family Solutions, both nonprofit organizations in Cincinnati. 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 selection, and customized performance reporting. Their advisory approach combines quantitative and qualitative research supported by a centralized manager solutions team.

Mark Ryan is a financial advisor at Merrill with over 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1995 and Bank of America since 2009. Outside of his advisory role, he serves on the investment committee for St. Xavier High School and is a board member of the National Underground Railroad Freedom Center. 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. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Joseph Spicer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings over 29 years of financial market experience to his role, focusing on delivering disciplined planning and investment services to his clients. Joe has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA). He completed his Certified Portfolio Manager designation through the Academy of Certified Portfolio Managers, with coursework at Columbia University's Industrial Engineering & Operations Research Department in 2018. He holds a Bachelor's Degree from the University of Cincinnati. By carefully listening to clients' current situations, concerns, and future objectives, Joe creates customized financial strategies designed to meet their desired outcomes. His approach emphasizes patience, thoroughness, and adaptability, grounded in time-tested investment principles suited to evolving economic conditions.