George Miller is a financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 63 and Series 66 designations and has held positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and American Modern Insurance. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and 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 client plans.

Stuart Sutphin is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager in the Private Client Group, Workplace Guidance Consultant, and Defined Contribution Representative. In his current role, Stuart partners with clients and their families to design and execute comprehensive wealth plans. His professional experience spans multiple facets of financial consulting and client relationship management within Fidelity Investments. Additional details regarding Stuart's education, credentials, personal interests, or community involvement were not provided.

Patrick Lause is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been affiliated with PFS Investments Inc. since 1993 and Primerica Financial Services since 1992. In addition to his advisory role, Lause is involved in non-investment activities including independent contracting for 3M Cogent, Inc. and ownership of DBASolutions, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm uses model-delivery investment strategies managed by unaffiliated asset managers and provides trading and custody support through BNY Mellon Advisors and Pershing.

Jordan De Perio is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 credential and three years of industry experience. Prior to joining Equitable Advisors, he held roles at SUNY Oswego and the State University of New York College at Oswego. He serves as a board member of the Clarence Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, corporations, charitable organizations, and institutional clients through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party managers to tailor investment solutions based on client needs and risk tolerance.

Brooke Barker is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and previously worked at Procter & Gamble. Brooke spent nine years in full-time education before beginning her advisory career. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jordan Moore is a financial advisor at Osaic Wealth with six years of industry experience. He holds the Series 66 designation and has worked at firms including Lincoln Financial Advisors Corporation and Besomebody, Inc. prior to joining Osaic in 2025. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, offering discretionary and advisor-managed strategies as well as third-party manager options.

Mark Gorsuch is a financial advisor with Charles Schwab in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2007. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operations.

Stephen Fortin is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He previously worked at Lincoln National Life and Lincoln Financial Advisors for 22 years. He is also a partner in Flores and Fortin Planning Group and works as an independent insurance agent at Three Corners Capital. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Michael Long is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 28 years of industry experience. He has worked at firms including Avantax and 1ST Global Advisors, and is also the managing partner of Long, Schaefer & Company, Inc., a CPA firm. Outside of financial services, he is involved in the breeding, care, and sale of meat goats through Long Gone Farming. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment platforms and third-party managers, operating a multi-manager platform with over $256 billion in assets under management.

Patrick Sledz is a financial advisor at UBS Financial Services with 19 years of industry experience. He has been with UBS since 2014 and holds a Series 66 designation. Outside of his advisory role, he serves as an advisor on corporate strategy and platform implementation for The Cyber Bear Group, a cyber security breach response and education platform. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Christopher Rueve is a CFP® with nine years of industry experience, currently serving as a financial advisor at Morgan Stanley in Cincinnati, OH. His prior experience includes roles at Fifth Third Private Bank and Fifth Third Securities. Outside of his advisory work, he is a partner at ARC Cincinnati LLC, a real estate-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to both individual and institutional clients, including customized financial planning supported by firm-approved tools and processes.

Scott Litwin is a financial advisor at Stifel with 44 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2005. Outside of his advisory role, he serves as President and Treasurer of the Wyoming Ohio Cycling Foundation, where he is involved in fundraising and managing grants. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide forward-looking asset allocation and financial planning analyses.

Shahid Malik is a financial advisor with OSAIC who holds Series 63 and Series 65 designations and has 29 years of industry experience. His prior roles include positions at Royal Alliance Associates, Sii, and Ameriprise. He serves as Treasurer on the board of the American Muslim Chamber of Commerce and teaches Arabic language outside of his advisory work. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Michael Vennemeyer is a financial advisor at Ameriprise in Cincinnati, OH, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Ameriprise since 2017, including its affiliated entity Ameriprise Financial Services, Inc. Outside of his advisory role, he works as a paraplanner with Solomon Professional Services LLC, assisting with client meeting preparations. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing customized Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to generate tailored advice primarily for clients who hold assets in Ameriprise-managed accounts.

Angela Malton is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2013, progressing through various roles including Planning and Guidance Consultant II, Guidance Support Specialist, and multiple team leader positions in Workplace Planning, Retirement Solutions, and Investment Solutions before becoming a Financial Consultant in 2018. Her experience spans a diverse background in the financial services industry, where she collaborates with clients to develop customized financial plans tailored to their specific needs and goals. She utilizes a detailed planning process supported by top-notch tools and a team of specialists. Outside of her professional work, Angela has interests in art, food, social events with friends, pets, traveling, and volunteering.

Mike Bell is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior roles include positions at L.M. Kohn & Company, Greensky, Inc., and Fifth Third Securities. UBS Financial Services serves individual, corporate, and institutional clients with 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.

Michelle Metzger is a CFP® professional with 27 years of industry experience. She currently works at OSAIC and was previously with Lincoln Financial Advisors Corporation for 26 years. Outside of her advisory role, she owns Sage Wealth Management, LLC, a legal entity used to manage business expenses, and is also licensed to offer fixed insurance products including fixed annuities, disability, and traditional life insurance. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with tools for portfolio optimization and offers a wide range of financial planning and advisory services through a multi-advisor platform.

Cynthia Yozwiak is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007 and Bank of America since 2009. 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.

Timothy Payne is a CFP® and Series 66-registered financial advisor with Edward Jones in Loveland, Ohio. He has 15 years of industry experience and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Traci Manford is a financial advisor at Morgan Stanley with a Series 66 designation and over 25 years of industry experience. Before joining Morgan Stanley in 2026, she spent 25 years at JPMorgan Asset Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and global investment research.