Ryan Barnett is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009, including during its affiliation as Axa Advisors, LLC. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, offering both proprietary and third-party investment solutions through a network of Investment Adviser Representatives.

Charlotte Dougherty is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. Prior to joining LPL Financial in 2024, she spent 44 years with Lincoln Financial Advisors Corporation. She is also involved with Dougherty, Tedesco, & Associates, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Jack Dowling is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, he worked at Middlebury College and held positions at Stryker Corporation and the Indian Hill Club. He also engaged in an extended travel activity in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides services including fee-based financial planning, portfolio management, and access to proprietary research and institutional trading capabilities.

Samuel Mathews is a financial advisor at Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Touchstone Securities Inc., UWM, EW Scripps, and Marietta. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a broad network of advisors.

Lisa Johnson is a financial advisor at Ameriprise with three years of industry experience. She holds the Series 66 designation and previously worked at NorthStar. Outside of her advisory role, she serves as a brand ambassador for Plexus Worldwide, selling probiotics and vitamins. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic tools with advisory oversight to deliver personalized retirement income strategies.

Peter West II is a financial advisor at Charles Schwab with CFP® certification and Series 66 and 63 licenses, bringing five years of industry experience. His prior work includes roles at Charles Schwab Bank, TD Ameritrade, and other firms. Outside of financial services, he is involved with Riviera Luggage LLC as a lead sales associate. Charles Schwab & Co., Inc. 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 and discretionary advisory models, leveraging multi-asset portfolios and centralized operational infrastructure.

Henry Eriksen is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Equitable Advisors and Stifel Independent Advisors, and has experience in non-financial roles including at Homesense Heating and Cooling and Chick-fil-A. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, with a focus on advisory services rather than individual security recommendations.

John Brueggeman is a financial advisor with LPL Financial in Cincinnati, Ohio, holding Series 63 and Series 65 licenses. He has 31 years of industry experience, including three years at Morgan Stanley DW Inc. and over two decades at Linsco/Private Ledger. He also operates a business under the name Viceroy Wealth Counsel. 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 portfolio programs, third-party asset management, and institutional platforms.

Nicholas Otto is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities Inc. from 2014 to 2017. He is also involved with Clearview Financial Partners, LLC, an entity he created for tax purposes where he provides financial advice and asset management. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-driven planning processes tailored to client goals.

Nancy Johnson is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. She has 30 years of industry experience and has worked concurrently in dental hygiene roles, including as a dental hygienist for various dentists. Johnson has been affiliated with Primerica Financial Services since 1995 and PFS Investments Inc. since 1996. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm provides advisory services through a large network of advisors and utilizes model-delivery strategies alongside discretionary separately managed accounts.

Krista Keehn is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and over 19 years of industry experience. She has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings, supported by proprietary research and a broad range of capital markets services.

Christina Jimison is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 63 designation and bringing 27 years of industry experience. She previously worked at THE O.N. Equity Sales Company for 26 years before joining Wells Fargo Clearing in 2022. 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 and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Benjamin Humbert is a financial advisor with LPL Financial in West Chester, Ohio, holding a Series 66 credential and five years of industry experience. He has worked at Stevens Investment Group and LPL Financial since 2021, with prior roles in the hospitality sector. 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 advisors and various operational tools.

Gary Rhinehimer is a financial advisor with Ameriprise based in Cincinnati, OH, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Fidelity Investments and several financial services firms. He has been with Ameriprise and its affiliates since 2019. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, offering tailored written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory oversight to deliver these services, emphasizing managed accounts and proprietary product offerings.

Brady Jeffcott is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Cincinnati, OH. He joined Wells Fargo in 2024 and has prior experience at Cedar Fair Entertainment Company and Loveland City Schools. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

John Kopeck Jr. is a financial advisor with Ameriprise in Hamilton, Ohio, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise Financial Services LLC since 2022. Prior to his advisory role, his work history includes positions at DoorDash and The Ohio State University. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary recommendations through a centralized consulting team.

Amy Mcfadden is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. She has been with UBS since 2001. Outside of her advisory role, she is involved in retail sales at a men's clothing store in Cincinnati. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk profiles.

Jessica Hays is a financial advisor at UBS Financial Services in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. She has worked at UBS since 2020 and previously spent six years at Cardinal Health. 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 provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Zachary Werner is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo. Outside of finance, he has been involved with Werner Landscaping, Bob's Trophy Charters, and the Cincinnati Nature Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and investment solutions.

Lauren Beckert is a Wealth Management Advisor with Merrill Lynch Wealth Management who began her career at Merrill in 2010. She focuses on developing long-term financial strategies tailored to each client’s unique financial situation, prioritizing their cash-flow needs and risk tolerance at every stage. Lauren works with clients to construct and monitor customized investment portfolios aimed at balancing growth, income, and risk management. Her areas of expertise include college education planning, family wealth management, legacy planning, liquidity management, retirement income, philanthropic planning, tax minimization, and portfolio management services. Lauren earned her CERTIFIED FINANCIAL PLANNER® certification in December 2018 and holds a Bachelor’s degree from Miami University. In addition to her professional pursuits, she spends time with her family, enjoys kickboxing and ballet, and participates in community service activities.