Tisha Cummings is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at UBS Financial Services, Financial Design Group, Minnesota Life Insurance Co, Securian Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory career, she manages a rental property business. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a broad range of investment advisory services and financial planning solutions, utilizing research and analytics to support its investment strategies.

Christine Gebhardt is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Amanda Gwin is a financial advisor at Morgan Stanley in Cincinnati, OH, with 11 years at the firm and 4 years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she occasionally referees sand volleyball league nights at Grand Sands. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and investment modeling, serving clients both directly and through corporate financial planning agreements.

John Fidder is a financial advisor with Ameriprise, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise and its predecessor firms since 1996. Outside of his advisory role, Fidder serves as Vice President on the Board of Directors for The Sanctuary of Liberty Township Home Owners Association. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Brittney Barnes is a financial advisor at UBS Financial Services with two years of industry experience. She holds the Series 66 designation and previously worked at Jean Stewart State Farm for six years. Prior to her advisory career, she spent twelve years in full-time education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

Cheri Fitzgerald is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 63 designation and has worked at Merrill since 2017. Her prior experience includes roles at Uber, Morgan Stanley Smith Barney, and Citigroup Global Markets. Merrill 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 investors.

Robert Franer III is a financial advisor with LPL Financial in Cincinnati, Ohio, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2012. 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.

Jacob Sandmann is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and three years of industry experience. He previously worked at Merrill and Bank of America and is the owner of Sandmann Vintage LLC, an e-commerce business specializing in the resale of mid-century bakeware and dishware. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and delivers recommendations on a non-discretionary basis.

Gage Hemmelgarn is a CFP®-designated financial advisor with Edward Jones, based in West Chester, OH, and has 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he serves as president of NALAM Properties LLC, a real estate business based in Cincinnati, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Terra Cripe is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding 25 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kimberly Foote is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2013 and at Key Investments/KeyCorp since 1996. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Nicholas Fauber is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2011. He began his career in the financial services industry in 2004. Nicholas focuses on helping clients develop potential solutions and provides investment guidance tailored to individuals, families, and their businesses by understanding their short and long-term financial objectives. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Nicholas holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree in Business Administration from Northern Kentucky University. Nicholas resides in Hillsboro with his wife, Cathy, and their two children. Outside of his professional work, he has interests in adventure sports, golfing, and hunting.

Matthew Weeks is a financial advisor at UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and provides research and capital markets services through its comprehensive platform.

Nicholas Frank is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation. His work history includes roles at UBS Financial Services since 2019 and prior experience at Xavier University and Saint Ignatius High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates both as an investment adviser and broker-dealer, offering institutional trading capabilities alongside wealth management services.

Andrew Hicks is a financial advisor with Stifel in Blue Ash, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Stifel in 2020, he worked at Great American Insurance Group and Morgan Stanley and has experience in the service and construction industries. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Alex Herman is a financial advisor with Ameriprise based in West Chester, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at Macy's Inc. for seven years. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create personalized plans, delivering recommendations through a centralized consulting team while leveraging algorithmic tools overseen by a Retirement Income Oversight Committee.

Daniel Snow is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

James Robinson is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2009. Based in Cincinnati, OH, Robinson works within one of the largest financial services firms in the industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a variety of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment solutions.

Grace Kappers is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Prior to her advisory role, her background includes positions outside finance, such as work with Camp Stomping Ground and YMCA Camp Ernst. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Adam Hunt is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and 65 licenses and previously worked at The Huntington Investment Company and The Huntington National Bank. Outside of finance, he has experience in the brewing industry with Fibonacci Brewing Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, using proprietary research and algorithmic tools.