Nancy Cicolino is a Series 66-credentialed financial advisor with Morgan Stanley in Cincinnati, Ohio, where she has worked since 2014. She has eight years of industry experience. Outside of her advisory role, she serves on the finance committee of Torch Community Church, a nonprofit organization in Florence, Kentucky. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Ajna Ahir is a Series 66 licensed advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan in 2025, Ahir held positions at Merrill and Bank of America from 2021 to 2025, and had earlier roles in the technology and financial sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, with recommendations that may incorporate ESG criteria.

Maggie Edwards is a financial advisor at Equitable Advisors with two years of industry experience. She holds the Series 66 designation and is based in Cincinnati, OH. Prior to joining Equitable Advisors, her work experience includes roles at Cincinnati Sports Club and Just Candy, among others. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a variety of advisor models through third-party asset managers and sponsored advisory programs.

William Neat Jr. is a financial advisor at Edward Jones in Montgomery, Ohio, holding a Series 66 designation with 15 years of industry experience, all at Edward Jones since 2011. 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 with a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and specialized services such as tax-loss harvesting and securities-based lending.

Lee Stroop is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he partners with executives to assist them in navigating their executive benefit packages, equity compensation, and wealth planning. Lee provides holistic guidance to clients and their families to help them work toward their retirement and financial goals. He has been with Fidelity Investments since 2018, serving as a Retirement Brokerage Services professional until 2020, then as a Workplace Planning Consultant until 2023, before assuming his current position. Over the course of his career, Lee has developed specialized expertise in executive benefits and retirement planning. Outside of his professional work, Lee enjoys family activities, fishing, hiking, and kayaking.

Jeffrey Mumper is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise in Cincinnati, OH. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he has interests in non-investment-related real estate ownership. Ameriprise is a large institutional firm offering advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service for clients meeting specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

Christian Stacy is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles in education and golf management, including positions at Kings School District and Arcis Golf. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning relationships.

John Bishop is a Financial Consultant at Fidelity Investments, where he currently partners with clients to develop personalized financial plans that reflect their individual goals and values. He works collaboratively with his team to deliver tailored financial strategies. John has been with Fidelity Investments since 2018, gaining experience in various roles including Investment Consultant, Workplace Planning Consultant at multiple levels, Health Savings Account Specialist III, and Defined Contributions Representative. His professional background encompasses a broad range of financial and investment consulting expertise. In his personal time, John enjoys fitness, football, and traveling.

Mark Mann is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2009 and 2015, respectively. Outside of his advisory role, Mann is engaged in liquidating a memorabilia collection as a sole proprietor. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery and firm-approved planning tools, including Global Investment Committee return estimates and Monte Carlo simulations, to support client financial planning.

Rachel Shal is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Goldman Sachs from 2022 to 2024 and has held various roles in both public and private sectors, including positions at The Ohio State University and Crowe. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by the firm's structured processes and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer financial planning agreements.

Deborah Sutton is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with 24 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Michael Rolfes is a CFP® with 15 years of experience in the financial services industry. He is currently with UBS Financial Services and has previously worked at Fifth Third Securities, Fifth Third Bank, The Ayco Company/Mercer Allied, Charles Schwab, and Fidelity. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Caleb Phillips is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Clearing, he worked at Abercrombie & Fitch Corp. and held various roles at companies including Citrin Ohio, LLC and StockX. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jeffrey Gensheimer is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 designations with 27 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2018. Outside of his advisory role, he coaches baseball for Miami Valley Prep MVP Baseball in Dayton, OH. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through over 14,000 financial advisors.

Maggie Kays is a financial advisor at Equitable Advisors with two years of industry experience. She holds a Series 66 designation and has worked in educational and sales roles at organizations including Kenton County School District, Mary Kay Cosmetics, and Oak Hills Local School District. Kays serves as a board member and lay leader for Florence Christian Church and is a council member at Ryland Heights Elementary School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers services through a network of Investment Adviser Representatives and leverages third-party program sponsors and asset managers for many advisory models.

Molly Ellis is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and eight years of industry experience. She has been with UBS since 2017 and worked concurrently at Miami University from 2014 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Nicholas Groman is a financial advisor with LPL Financial in Cincinnati, OH. He holds the CFP® designation and Series 63 and 66 licenses, and has 11 years of industry experience. Prior to joining LPL Financial, he worked with firms including Concentric Wealth Management, Avantax, Horan Securities, and Fidelity. He is also commissioned as a notary in Cincinnati. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, delivering advice through a large network of investment adviser representatives who may implement customized or model-based strategies.

Bradley Shelley is a financial advisor at Ameriprise with 12 years of industry experience and holds the Series 66 designation. He has worked at Ameriprise and its affiliate since 2014. Outside of his advisory role, he owns and manages B.P. Shelley & Associates, an investment-related business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Barbara Johnson is a financial advisor with Wells Fargo Clearing, holding CFP® certification along with Series 65 and Series 63 licenses. She has 30 years of industry experience, including prior work at A. G. Edwards & Sons, Inc. Barbara serves on several finance and investment committees, including roles with the Northern Kentucky Chamber of Commerce and Northern Kentucky University Foundation. 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 employs over 14,000 advisors, offering a mix of brokerage and advisory solutions supported by extensive research and analytics.

Jennifer Funk is a financial advisor with MassMutual Investors Services in Cincinnati, OH, holding Series 63 and Series 66 credentials and 29 years of industry experience. She has previously worked at MetLife Securities Inc and Massachusetts Mutual Life Insurance Company. She serves as Treasurer on the board of the Women's City Club in Cincinnati, reporting on the organization's financial stability. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides a range of programs including educational seminars and wrap accounts.