Mark Wilkins is a Series 66-registered financial advisor with Thrivent Investment Management, based in West Chester, Ohio. He has 19 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he operates a sole proprietorship providing technology services and maintenance to small businesses on an ad-hoc basis. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option, while maintaining separate management of these services.

Robert Klein is a CFP® professional with 34 years of industry experience, currently advising at Robert Baird & Co. since 2019. He also has a longstanding affiliation with JJB Hilliard, W.L. Lyons, LLC dating back to 2012. Outside of his advisory work, Klein has served as a substitute teacher at Wise Temple Religious School for over 20 years and is a board member and investment committee member of the Jewish Federation of Cincinnati. Robert Baird & Co. operates through the DDK Group within its Private Wealth Management department, serving individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm employs a range of financial planning, discretionary portfolio management, and separately managed account strategies, supported by internal research and tools including the use of artificial intelligence.

Amanda Gulasy is a financial advisor with Ameriprise in West Chester, OH, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored recommendations through a centralized consulting team.

Alyson Workman is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds a Series 63 designation and previously worked at Goldman Sachs for five years before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Gavon Baker is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at Chase Bank, Walmart, Chick-fil-A, and Gordon Lumber, alongside periods of full-time education. Charles Schwab & Co., Inc. serves a large client base of 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Chase Slyder is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and five years of industry experience. He has worked at UBS since 2019 and previously held roles at Plante Moran and Education At Work. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through proprietary research and a range of capital markets services.

Nicholas Baumgartner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides comprehensive wealth planning services tailored to clients' unique ambitions and personal priorities. His work focuses on helping clients pursue goals such as funding education, planning for retirement, covering potential healthcare costs, and achieving long-term family objectives. Nicholas holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Xavier University.

John Witt is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He has worked at Avantax Advisory Services and Long, Schaefer & Company Inc., where he also serves in accounting and wealth management support roles. Witt has experience providing tax and business planning services as well as assisting with retirement plan administration. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Christopher Denicola is a Certified Financial Planner (CFP®) with 11 years of experience in the financial services industry. He has been with UBS Financial Services since 2011 and holds the Series 66 designation. He is based in Cincinnati, OH. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services to tailor investment strategies to clients’ goals and risk tolerances.

Christopher Lehan is a financial advisor with Wells Fargo Clearing in Cincinnati, Ohio. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, including a long tenure at PNC Investments prior to joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Craig Kantz is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services, LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Alec Pfriem is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. He previously held positions at Morgan Stanley and has worked with High Five Sports Academy and Valhalla Golf Club in roles outside the financial industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver customized investment solutions.

Misty Wilson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years at Morgan Stanley. Based in Cincinnati, OH, her career spans over a decade with major national firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research and analytics with a broad platform of brokerage and advisory solutions, supporting over 14,000 advisors and managing approximately $671 billion in assets.

Justin King is a financial advisor with Primerica Advisors, holding a Series 63 designation and 11 years of industry experience. He has worked with PFS Investments Inc. since 2013 and with Primerica Financial Services since 2009. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its advisory services.

Krystal Kirk is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2012. Kirk serves as a board member of the Brookside Swim and Tennis Club, a civic league focused on community maintenance and event planning in Cincinnati, Ohio. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Matthew Smith is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2003 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Zachary Martin is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals and families with family wealth management strategies, personal retirement planning, and portfolio management services. His areas of expertise include retirement planning, investment management, tax efficient strategies, wealth accumulation, and distribution planning. Zachary holds a Bachelor's degree from the University of the Cumberlands and has earned professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He focuses on providing personalized, proactive guidance designed to support clients' long-term financial goals. Outside of his professional work, Zachary enjoys adventure sports, baseball, camping, hiking, and spending time with his family.

Ryan Robertshaw is a CFP® with 17 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2019. Prior to joining Raymond James, he worked for Wells Fargo Advisors Financial Network LLC for 10 years. He is the CEO of Robertshaw Capital Group, a wealth management practice operating under Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Jeffery Seifert is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Prior to Fidelity, he was employed at TD Ameritrade and Ameriprise. Fidelity’s Strategic Advisers LLC segment provides investment management and advisory services to various clients, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, a broad investable universe, and its advisory role to multiple registered investment companies.

Burke Neville is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is involved in managing an LLC focused on real estate investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services to support tailored client solutions.