Melissa Partin is a financial advisor with Merrill in Fort Mitchell, KY, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2011. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Nicholas Guzman is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at U.S. Bancorp Investments, Inc., U.S. Bank, BTFB Agency, and Jackson Hewitt. Outside of his advisory role, he operates a sole proprietorship providing rental services unrelated to real estate. Charles Schwab 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 offers both non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Nicole Dagenbach is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity in various roles since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and the use of AI and systematic methodologies in its investment process.

Steven Nelson is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and bringing 16 years of industry experience. His work history includes roles at PFS Investments, Inc. and Primerica Financial Services since 2010, as well as positions at Rural King and Redkey Express. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Patricia Hagood is a financial advisor with Morgan Stanley Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Merrill for 34 years before joining Morgan Stanley Smith Barney in 2025. Outside of her advisory role, Hagood serves as a bookkeeper for a family-owned trucking business. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and estate planning strategies alongside a broad range of investment products and services.

Lisa Wagner is a financial advisor with Edward Jones in Ft Thomas, KY, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. She previously worked at Concourse Financial Group Securities and Protective Life. 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 under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jackson Kuhn is a financial advisor at Stifel with a Series 66 credential and less than one year of industry experience. His prior roles include positions at UBS, First Financial Bank, and Wells Fargo. Kuhn’s background includes both educational and recreational sector work. Stifel serves a broad client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

David Dennis is the sole advisor at Dennis Capital Management, L.L.C., an independent registered investment adviser based in Cincinnati, OH. He holds a Series 63 designation and has 22 years of industry experience. Dennis has worked at J. D. Seibert & Company, Inc. since 1996. Dennis Capital Management operates as a single-advisor firm providing portfolio management primarily to individual clients. The firm focuses on individualized portfolio management with ongoing account monitoring and serves approximately 86 client accounts with about $26.7 million in assets under management.

Jimmy Antia is the sole advisor at Priad Investment Advisers, L.L.C. in Cincinnati, Ohio, holding a Series 65 designation with 22 years of industry experience. He has been with Priad Investment Advisers since 2004. Priad Investment Advisers manages portfolios primarily for a very small, high-asset client base, operating mostly on a non-discretionary basis where clients retain final trading authority.

John Schulhoff is a financial advisor at Schulhoff & Co Inc in Cincinnati, OH, with 26 years of industry experience. He has been with Schulhoff & Co Inc since 1996. Schulhoff & Co. serves individual and high-net-worth clients, providing portfolio management and related advisory services with a focus on personalized, advisor-led portfolio oversight. The firm manages approximately $279.2 million for about 86 clients, maintaining a small advisory team that delivers concentrated service to a relatively high average account size.

Henry Schulhoff is a Series 66-licensed financial advisor with Schulhoff & Co Inc in Cincinnati, OH, bringing 23 years of industry experience. He has worked at Schulhoff & Co Inc since 2002. Schulhoff & Co. serves individual and high-net-worth clients by providing portfolio management and related advisory services. The firm employs an advisor-led, personalized approach with ongoing portfolio oversight and periodic reviews, managing approximately $279.2 million for about 86 clients.

Henry Schulhoff is a financial advisor with Schulhoff & Co Inc in Cincinnati, OH, holding 26 years of industry experience. He has been with Schulhoff & Co Inc since 1976. Outside of advisory services, he serves as a director and shareholder of Winton Financial, a savings and loan institution. Schulhoff & Co provides portfolio management and advisory services primarily to individual and high-net-worth clients. The firm manages approximately $279 million in assets for around 86 clients, focusing on advisor-led, personalized portfolio oversight through a small team of two advisors.