Kenneth Goldhoff is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as co-chair of the Allocations Committee for the Jewish Federation of Cincinnati. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and access to institutional trading capabilities alongside wealth management.

Richard Tapke III is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Robert W. Baird & Co. since 2015. Tapke serves as Treasurer and Board Member of the Matthew Mangine Jr Foundation and is an Investment Committee Member at Deaconess Associations Incorporated. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both internal research and strategic partnerships to support client advice.

Thomas Anderle is a financial advisor with Raymond James Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked with Raymond James Financial Services, Inc. since 2002 and with Raymond James Financial since 2009. Outside of his advisory role, he serves as an executor under his wife’s will. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Patty Walker is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she owns Black Diamond Designs, a business based in Cincinnati. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Donald Harvey is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2005, including time at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Benjamin Stacy is a financial advisor at Morgan Stanley with 25 years of industry experience. He has worked at Bank of America, Merrill, and currently holds roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he serves as a board member of the Cincinnati Bassmasters and teaches financial literacy at Cincinnati Country Day School. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and modeling tools to develop client plans, operating primarily in an advisory capacity.

Christine Jacobs Schaadt is a financial advisor at Morgan Stanley Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenarios to support its financial planning process.

Jeffrey Flamm is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at Key Investment Services for 13 years before joining Ameriprise in 2025. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, non-discretionary advice based on detailed analysis and proprietary tools.

Ruth Mcroy is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 22 years of industry experience. She has held roles at Primerica Advisors since 2004 and is also involved with several other companies, including Hamilton Vaultronics and Advanced Fiber Optic Services Inc. Outside of her advisory work, she receives compensation for referrals of home security and automation products through Primerica-affiliated firms. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as wrap-fee solutions rather than institutional plan management.

Bart Metzler is a CFP® with 28 years of experience in the financial services industry. He has been with Ameriprise since 1998, currently serving as an advisor in West Chester, OH. Outside of his advisory role, Metzler owns and operates Metzler Enterprise, a business installing home security and camera systems. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, delivering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory support to provide tailored retirement-income solutions.

Timothy Powell is a CFP® with 32 years of industry experience, currently affiliated with LPL Financial. He has previously worked at HORAN Securities, Inc. for 26 years and has held roles at Avantax and Concentric Wealth Management. 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, and institutional platforms, with a broad array of strategic, tactical, and alternative investment options.

Cameron Collins is a financial advisor at UBS Financial Services with three years of industry experience. He has previously worked at Great American Insurance Group and studied at the University of Kentucky. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, leveraging proprietary research and model-based asset allocations to tailor strategies to clients’ goals.

Lisa Martin is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with UBS Financial Services in Cincinnati, OH since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients using brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, incorporating proprietary research and model-based asset allocations to customize strategies for clients.

Michael Kessling is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 40 years of industry experience, having worked at Mass Mutual Investors Services since 1985 and with Massachusetts Mutual Life Insurance Company since 1982. In addition to his advisory role, he is involved as an owner and agent in The Kessling Financial Group, which offers life, group life, group health, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including wrap and money-manager options and conducts educational seminars.

Christine Engelkamp is a financial advisor with Raymond James Financial, holding a Series 63 designation and 14 years of industry experience. She worked at Edward Jones for 21 years before joining Raymond James Financial Services Advisors in 2021. Engelkamp is also an associate at Wilks Wealth Planning, where she supports branch operations. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to help illustrate potential investment outcomes.

Jennifer Thompson is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for eight years and Merrill Lynch, Pierce, Fenner & Smith Incorporated for 13 years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mitchell Deskins is a financial advisor at Morgan Stanley in Cincinnati, OH, with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Dinergy Wealth Management and Horter Financial Strategies, among other firms. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Garry Binegar Jr. is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 21 years of industry experience. He has been with UBS Financial Services since 2005. Outside of his advisory role, he serves as trustee of his family’s irrevocable life insurance trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 solutions.

Reed Carter is a financial advisor at UBS Financial Services in Cincinnati, OH, with eight years of industry experience. He holds the Series 66 designation and has been with UBS in various capacities since 2017, including four years prior at the University of Kentucky. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and a range of mutual fund and alternative product solutions. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocation.

Gregory Wells is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.