Genevieve Monier is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has prior work experience including roles at Cincinnati Animal CARE, Amify, and University of Alabama Athletics Communications. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Kerri Boss is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 1994. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Christopher Browning is a CFP® and ChFC® with over 31 years of industry experience. He has been with J.P. Morgan Securities since 2012 and J.P. Morgan Chase Bank, N.A. since 2009. Outside of his advisory role, he is a co-owner of Browning Properties, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Nancy Cicolino is a Series 66-credentialed financial advisor with Morgan Stanley in Cincinnati, Ohio, where she has worked since 2014. She has eight years of industry experience. Outside of her advisory role, she serves on the finance committee of Torch Community Church, a nonprofit organization in Florence, Kentucky. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Ajna Ahir is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan in 2025, Ajna worked at Merrill and Bank of America from 2021 to 2025, and has held roles in several other companies including Amazon and Advantis Technologies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm operates within the broader J.P. Morgan organization and offers access to a wide range of investment products through its Institutional Consulting Services program.

Timothy Ponstingle is a financial advisor with Charles Schwab in Mason, Ohio, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves a large client base, 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 provides a mix of non-discretionary investment guidance and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and a centralized operational structure.

William Neat Jr. is a financial advisor at Edward Jones in Montgomery, Ohio, holding a Series 66 designation with 15 years of industry experience, all at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and specialized services such as tax-loss harvesting and securities-based lending.

Jeffrey Mumper is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise in Cincinnati, OH. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he has interests in non-investment-related real estate ownership. Ameriprise is a large institutional firm offering advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service for clients meeting specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

Christian Stacy is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles in education and golf management, including positions at Kings School District and Arcis Golf. 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 provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning relationships.

Mark Mann is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2009 and 2015, respectively. Outside of his advisory role, Mann is engaged in liquidating a memorabilia collection as a sole proprietor. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery and firm-approved planning tools, including Global Investment Committee return estimates and Monte Carlo simulations, to support client financial planning.

Rachel Shal 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 in 2024, she worked at Goldman Sachs from 2022 to 2024 and has held various roles in both public and private sectors, including positions at The Ohio State University and Crowe. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by the firm's structured processes and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer financial planning agreements.

Deborah Sutton is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with 24 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Michael Rolfes is a CFP® professional with 14 years of experience in financial services. He is currently with UBS Financial Services and has previously worked at Fifth Third Securities, Fifth Third Bank, and The Ayco Company, L.P./Mercer Allied. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Caleb Phillips is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Clearing, he worked at Abercrombie & Fitch Corp. and held various roles at companies including Citrin Ohio, LLC and StockX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jeffrey Gensheimer is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 designations with 27 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2018. Outside of his advisory role, he coaches baseball for Miami Valley Prep MVP Baseball in Dayton, OH. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through over 14,000 financial advisors.

Molly Ellis is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and eight years of industry experience. She has been with UBS since 2017 and worked concurrently at Miami University from 2014 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Bradley Shelley is a financial advisor at Ameriprise with 12 years of industry experience and holds the Series 66 designation. He has worked at Ameriprise and its affiliate since 2014. Outside of his advisory role, he owns and manages B.P. Shelley & Associates, an investment-related business. 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 retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Barbara Johnson is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC for seven years. Johnson is involved in community and educational organizations, including serving on the finance committee of the Northern Kentucky Chamber of Commerce and chairing the investment committee for the Northern Kentucky University Foundation. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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.

Jacqueline Stacey is a CFP®-certified financial advisor with 21 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has worked with several firms, including Private Client Services and Sunset Financial Services. Outside of her advisory role, she serves as Treasurer for a local homeowners association and has independent insurance agent activities. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals, utilizing various customizable investment platforms and proprietary model strategies.

Troy Anderson Debord is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has been with UBS Financial Services in Cincinnati, OH since 2015. Outside of his advisory role, he serves on the board of directors for Best Point Education and Behavioral Health, a nonprofit focused on services for at-risk youth and their families. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.