Christopher Musbach is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at J.P. Morgan Asset Management for five years and JP Morgan Chase Bank for 20 years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm leverages proprietary research and institutional trading capabilities to tailor investment strategies aligned with clients' goals and risk tolerances.

Anthony McClure is a Financial Consultant at Fidelity Investments, a role he has held since 2022. In this position, he collaborates with clients and their families to develop personalized financial plans aligned with their goals and visions. He emphasizes understanding the individual stories and objectives of his clients to create strategies that support their desired lifestyles. Prior to his current role, Anthony served as a Workplace Planning Consultant III at Fidelity Investments from 2016 to 2022 and as a Financial Associate II - Multi Product from 2015 to 2016. Through these positions, he has accumulated experience in various aspects of financial consulting and planning. Outside of his professional work, Anthony enjoys engaging in board games, camping, outdoor adventures, and theater.

George Wilburn III is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999. Outside of his advisory work, he is a partner in The Wicked Pickle, a business based in Loevland, Ohio. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs.

Travis Curd is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Raymond James in 2022. He is the president and founder of Kids & Community Food Collaborative, a nonprofit focused on developing community partnerships and raising funds to provide food packs to students in the Oak Hills Local School District. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains unique municipal advisor affiliations alongside specialized retirement advisory programs.

Michael Whited is a financial advisor with Primerica Advisors in Springdale, OH, holding a Series 63 designation and nine years of industry experience. He has worked at Primerica Advisors since 2017 and is involved with several other business ventures, including Torchlight Financial Group and Superior Alarms LLC. He has prior experience with the City of Hillsboro. Whited’s activities extend to sales of loan products and home security-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and supports clients through a large network of advisors, focusing primarily on individual investors rather than institutional portfolios.

Jenny Sukup is a Series 66-licensed financial advisor with UBS Financial Services in Cincinnati, Ohio, where she has worked for five years. Prior to joining UBS, she spent 17 years at Fujitec America, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to customize financial plans. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and capital markets activities.

Edward Cole Jr. is a financial advisor with OSAIC in Cincinnati, OH, holding a Series 63 designation and 34 years of industry experience. He spent 34 years with Lincoln Financial Advisors Corporation before joining OSAIC in 2025. Outside of his advisory role, he serves as an insurance agent, selling and servicing various fixed insurance products, including life and disability insurance, as well as fixed and indexed annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage diverse portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Christopher Powers is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2014, including his current role at Wells Fargo Advisors Financial Network since 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Ethan Clark is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Fidelity Brokerage Services, LLC for one year before joining Wells Fargo Clearing Services LLC in 2017. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing roughly $671 billion in assets with more than 14,000 financial advisors. The firm offers both brokerage and advisory solutions and employs research-driven investment approaches based on diversification principles and modern portfolio theory.

Christopher Brenning is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 license and has prior work experience at Ernst & Young and Cotton & Company. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client solutions.

William Anderson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at multiple Cetera entities and Efficient Advisors, and he also manages administrative duties at Anderson Financial. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Anthony Ventura is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Schaeffers Investment Research, Western & Southern Financial Group, and PNC Investments. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients, operating primarily as a wrap-fee solution.

Walter Wilson Jr. is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes operating his own practice and roles at Waddell & Reed Inc. Wilson has also been involved with community and professional organizations such as the Greater Harrison Rotary and the Financial Planning Association Southwestern Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions.

Billy Habermehl is a financial advisor at Edward Jones in Mason, OH, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Edward Jones, he worked at Dealer Tire, Avery Dennison, BluePearl Pet Hospital, Fifth Third Bank, Prysmian Group, and Great American Insurance Group. He has also been involved with AllSTEM Connections for three years. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Cameron Moore is a financial advisor at Equitable Advisors in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. Before joining Equitable Advisors, he worked at Siemens and Myriad Neuroscience, and has a background that includes time as a full-time student and at Howards Company. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a network of Investment Adviser Representatives and utilizes both third-party managers and proprietary programs to deliver its advisory services.

Gerald Barone is a CFP® and PFS™ with 28 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services before joining Cetera in 2025. In addition to his advisory work, he is a Certified Public Accountant involved in tax preparation and accounting through his own firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management and financial planning through a large network of independent advisors and a multi-manager platform with a range of program options and custodial relationships.

Scott Petranek is a CFP® with 36 years of experience currently affiliated with Cambridge Investment Research Advisors since 2015. Based in Cincinnati, OH, he has held various professional roles including advisory representative and business owner. Outside of financial advising, he is involved in photography through Petranek Photography. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of investment platforms and proprietary models to tailor strategies to client objectives.

Carter Earls is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at RC Capital, Western & Southern Financial Group, and Prosource Technology Solutions, as well as experience at Wildwood Golf Course and the Butler County Juvenile Detention Center. He attended the University of Cincinnati from 2021 to 2025. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Richard Brizzolara Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory work, he is involved in assigning referees for high school and youth soccer games in the Cincinnati area. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Elizabeth Moore is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she serves on the board and several committees of the Cincinnati Squash Academy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering tailored financial planning and advisory programs to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved planning tools in its financial planning services.