Theodore Siffel is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2004. Outside of his advisory role, he manages staff and office operations through TMTS, LLC, and owns Copper Path Financial Advisors, LLC, which supports his Ameriprise business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Stephen Kaimer is a financial advisor with Primerica Advisors in Cincinnati, OH, holding 14 years of industry experience. His career includes roles at Anthem BCBS, The UPS Store, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory work, he is involved in non-investment activities such as referrals for home security and automation products and holds a partnership in KDP Properties, LLC, which owns land used for recreational purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Julie Tapke is a CFP®-designated financial advisor with Robert W. Baird & Co. in Cincinnati, Ohio, with 21 years of industry experience. She has been with Robert W. Baird since 2015. Outside of her advisory role, she serves on the board of the Julie Learning Center, a nonprofit organization. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies along with tax management and direct indexing.

Daniel Berssenbruegge is a financial advisor at Ameriprise with 14 years of industry experience. He has previously worked at The Huntington Investment Company, Cambridge Investment Research, and PNC Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

William Ciolino is a financial advisor at Charles Schwab based in Cincinnati, OH, holding Series 66 and Series 63 licenses with six years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade, as well as prior positions at DePaul University, Fifth Third Bank, and The National Exemplar. Charles Schwab 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, supported by centralized custody and operational infrastructure.

Robert Jerger is a financial advisor with LPL Financial in West Chester, OH, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Simply Money Advisors. Outside of his advisory work, Jerger is involved with independent insurance agencies focusing on life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Bradley Hohlbein is a Series 66-registered financial advisor with Morgan Stanley in Cincinnati, Ohio, with two years of industry experience. Before joining Morgan Stanley in 2024, he worked at Fifth Third Bank from 2022 to 2024. His background includes multiple roles associated with the University of Cincinnati and service in the US Army Reserve. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Erin Mullen is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2016. Her career includes roles at Fidelity Brokerage Services, FIDELITY Personal and Workplace Advisors, and currently Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, with an investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad universe of funds.

Alex Templin is a financial advisor with Stifel, holding a Series 66 designation and three years of industry experience. Prior to joining Stifel in 2026, he worked at Ameritas Advisory Services, Ameritas Investment Company, Premier Planning Group, DLAK Wealth Advisors, and Wells Fargo Advisors. He is also associated with Premier Planning Group, LLC, where he manages processes related to investment business and client reviews. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, providing clients with asset allocation and retirement planning guidance.

Scott Noelcke is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity and its affiliated firms since 2004, including roles at Bartlett & Co and Legg Mason Wood Walker earlier in his career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios using a systematic methodology with oversight of affiliated and unaffiliated sub-advisers.

Jackson Street is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity in 2023, he held roles at several companies including RMH Franchise Holdings, First Round Draft, Flynn Restaurant Group, and Miami University’s Farmer School of Business. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a role in managing model portfolios and multi-manager funds.

Robert Apple is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Mass Mutual Investors Services and has previously worked at firms including OneAmerica Securities, American United Life, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory role, he is an agent involved in life insurance sales through Westpoint Financial Group. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative planning approaches to deliver tailored financial recommendations.

Robert Hackman is a financial advisor with LPL Financial in Cincinnati, Ohio, holding a Series 63 designation and 44 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation from 2007 to 2009. Outside of his advisory role, he is involved in a non-variable insurance business through Hackman Financial Group. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Gregory Stacy is a financial advisor with MassMutual Investors Services in Cincinnati, OH, holding a Series 63 designation and 38 years of industry experience. He has worked at MassMutual since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools for goal analysis and delivers written recommendations as part of annual, collaborative planning relationships.

Michael Andrews is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1999 and focuses on developing financial strategies tailored to the risk tolerance, time horizon, and liquidity needs of high-net-worth individuals, their families, and businesses. His approach is consultative and objective, aiming to assist clients in meeting both their short- and long-term financial goals through a variety of solutions including investments, retirement planning, estate planning services, and philanthropy. Michael holds several professional credentials including the CERTIFIED FINANCIAL PLANNER® (CFP) certification earned in 2005, the Chartered Retirement Planning Counselor™ (CRPC) designation, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's degree from Auburn University and his high school diploma from St Xavier High School. A significant part of his practice addresses retirement income strategies, especially following life transitions such as the loss of a spouse, divorce, retirement, inheritance, or sale of a business. Outside of his professional work, Michael enjoys cooking, fishing, golfing, and hiking.

Cassidy Carr is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, Cassidy worked at The OJM Group and LiveWell Capital, and serves concurrently in the US Army since 2012. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

William Mericle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining LPL Financial, he worked at Fifth Third Securities and Fifth Third Bank from 2018 to 2023, and spent ten years at Fidelity Investments. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alexander Donley is a Series 66-licensed financial advisor with Equitable Advisors in Cincinnati, Ohio, bringing 21 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2005. Outside of his advisory role, Donley serves as a trustee to a family trust and is a partner in an LLC focused on wealth management. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Gina Crowley is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 2007 and holds the Series 63 and Series 65 designations. Outside of her advisory work, she assists in managing and developing an online and storefront business and serves on the board of a nonprofit organization providing inpatient treatment for women with addiction. 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 to tailor plans to clients’ goals and risk tolerances.

Richard Corman is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 49 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. 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 supports its advisors with proprietary research, model-based asset allocations, and a fiduciary approach to fee-based financial planning.