Michael Rawlings is a financial advisor with LPL Financial in Cincinnati, Ohio, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial since 2005 and previously spent four years at Morgan Stanley DW Inc. Besides his advisory work, Rawlings is an author of several books, including spiritual titles. 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 portfolio programs, third-party asset management, and institutional platforms.

Luke Wiley is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 29 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Wiley is the author of a book and publishes related educational articles through his sole proprietorship, 52 Week Low LLC. He is also involved in charitable outreach through an entity that owns a luxury vehicle used to inspire inner-city schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and research resources.

Robert Jordan is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 1991. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios across multiple investment platforms.

John Whedon is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2009 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Lauren Schafer is a financial advisor at Morgan Stanley in Cincinnati, OH, with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2019, following roles at Fidelity Brokerage Services, Graybar Electric Company, Amazon, and Eastern Kentucky University. 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 supported by firm-approved tools and research.

Brian Smith is a financial advisor with Charles Schwab in Cincinnati, OH, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Charles Schwab since 2004 and affiliated with Charles Schwab Bank, SSB since 2018. Charles Schwab & Co., Inc. provides wealth advisory services primarily to 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 combines non-discretionary and discretionary investment options with centralized custody and operational support, serving a large client base across multiple programs.

Ronald Cross is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016. His prior firms include A. G. Edwards & Sons, Inc. and Fifth Third Securities, Inc. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Dawn Eldridge is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked for six years at Butler County Education Service Center. 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 manages approximately $671 billion in assets across more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Andrew Seta is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 designations with five years of industry experience. His prior roles include positions at Northwestern Mutual and a year of service in the United States House of Representatives. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering comprehensive financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools.

Aaron Till is a financial advisor with Wells Fargo Clearing in Cincinnati, Ohio, holding Series 66 and Series 63 credentials and 24 years of industry experience. He has been with Wells Fargo Clearing for a total of 18 years, with two separate tenures spanning 2000 to 2008 and 2016 to the present. 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 manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Douglas Galloway is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving affluent families of success and complexity since 2012. Douglas provides advice and guidance to executives, small business owners, and families, aligning clients' investments with their life goals through personalized planning processes. His professional career spans 13 years, including experience from small start-ups to international business and wealth management. Douglas employs risk management strategies to help clients pursue their financial objectives. His client focus areas include corporate benefits, education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, small business strategies, individual and corporate investment strategy, and retirement income. Douglas holds a Bachelor's Degree from the University of Kentucky, an MBA from the Williams College of Business at Xavier University, and is a Personal Investment Advisor (PIA). He also participates in community activities, volunteering with organizations locally. His personal interests include boating, camping, cooking, fishing, gardening, hiking, hunting, reading, skiing, and traveling.

Michael George is a ChFC® credentialed financial advisor at OSAIC with 44 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 44 years before joining OSAIC in 2025. Outside of his advisory role, he owns and operates Tri-State Financial Group, an insurance brokerage offering disability, fixed annuities, and traditional life insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing both brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Michael Scovic is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2018, following an 11-year tenure at UBS Financial Services Inc. Based in Cincinnati, OH, he is currently associated with Morgan Stanley Private Bank, N.A. alongside his advisory role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 models to support client decision-making.

Keevin Davis serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2010. He joined Fidelity in 2004 and has held various positions including Investment Consultant, Proactive Representative, and Investment Representative. Throughout his tenure, he has focused on engaging clients in detailed discussions about their concerns, investment objectives, and family goals to develop tailored financial strategies. Davis emphasizes the importance of building long-lasting relationships with clients by understanding their individual needs and leveraging planning tools and innovative products. His approach centers on creating customized strategies to address specific client requirements. Outside of his professional responsibilities, Keevin Davis enjoys family activities, food, football, golf, and outdoor adventures.

Mollie Marot is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2019. Prior to her current role, she worked for three years at the Children's Home of Cincinnati. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services through a variety of portfolio management styles and affiliated research.

Mark Redden is a financial advisor with UBS Financial Services in Cincinnati, Ohio. He holds Series 63 and Series 65 designations and has 31 years of industry experience, including 17 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors who utilize proprietary research and model-based asset allocations.

Robert Edwards is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. Prior to joining UBS in 2026, he worked at Morgan Stanley in various capacities from 2013 to 2026. Outside of his advisory role, he owns and manages a real estate property in Kannapolis, North Carolina. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services through its integrated platform.

Christopher Carter is a financial advisor at Edward Jones in Cincinnati, OH, holding Series 63 and Series 66 credentials with 14 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory services under a fiduciary standard and is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

L Calvin Decker is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018. Outside of his advisory role, he works as a delivery driver for DoorDash. 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 variety of brokerage and advisory solutions supported by in-house and third-party research.

Thomas Carns Jr. is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2007 and 2015, respectively. Outside of his advisory role, Carns is a co-owner of Protech Auto Care Inc. and founder of the Karen Carns Foundation, a charity based in Mason, OH. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.