Darrin Mcaninch is a CFP® professional with 33 years of industry experience. He currently serves as an advisor at OSAIC, having previously worked for Lincoln Financial Advisors Corporation for over three decades. He is a board member of his neighborhood homeowners association. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, and access to various managed account platforms, utilizing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios.

Edward Freese is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked across multiple Fidelity entities since 2004. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and model portfolios built from mutual funds, ETFs, and ETPs.

Donald Mcclurg is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and United Advisors. Outside of his advisory work, he owns and operates a condo rental business in Cincinnati. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

William Hennessy is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan, he worked at Fidelity Investments and has held various roles outside the financial sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Rae Isaacs is a financial advisor with Robert W. Baird & Co. based in Ft Wright, KY, holding a Series 66 designation and having 26 years of industry experience. Isaacs has been with Robert W. Baird & Co. since 2007. Isaacs is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services using a range of strategies, including traditional and non-traditional investments, with options for discretionary management and overlays.

Stephen Fish is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He has been with UBS since 2013. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management and leveraging proprietary research and model-based asset allocations.

Dennis Sweeney is a financial advisor with LPL Financial in Cincinnati, Ohio, holding a Series 63 designation and bringing 56 years of industry experience. He has been with LPL Financial since 2000 and has operated Dennis J. Sweeney Co. since 1970. Outside of advisory services, he is also an independent insurance agent with Sweeney & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology tools while overseeing more than $819 billion in discretionary assets.

William Washburn is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley since 2015, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a comprehensive financial planning process, while offering a wide range of retail and institutional investment services.

Kristen Makari is a financial advisor with LPL Financial in West Chester, OH, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2016, she worked at Stifel for one year. She also serves as a notary for Hamilton County. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Tyler Smith is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 registrations and four years of industry experience. His career includes roles at JPMorgan Chase Bank, Family First Life, CNO Services LLC, and Bankers Life. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Matthew Wissman is a financial advisor with Ameriprise in Hamilton, Ohio, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Wissman serves on the Badin High School Investment Committee and operates his own financial planning business, BFM & Associates, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Travis Vance is a financial advisor with Primerica Advisors in Springdale, OH, holding seven years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2018 and has been involved with Fairfield Local Schools since 2008. Outside of his advisory role, he tutors through Wyzant and is engaged in sports betting as a personal business activity. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select discretionary separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure while maintaining oversight of its model offerings.

Marc Gallenstein is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing a comprehensive approach to wealth management, tailoring financial strategies to align with clients’ individual financial situations, investment preferences, and risk tolerance. Marc offers clients access to investment insights from Merrill and banking services from Bank of America to address various aspects of their financial lives. His areas of focus include college education planning, divorce transition planning, employee benefits and financial health, legacy planning, personal retirement planning, tax minimization, and retirement income. Marc holds a Bachelor's Degree from Ohio University and has earned the Personal Investment Advisor (PIA) designation. He is committed to delivering personalized financial strategies designed to help clients pursue their long-term goals through a one-on-one collaborative approach. Beyond his professional responsibilities, Marc participates in community service through volunteering with organizations such as Matthew 25 Ministries. In his personal time, Marc enjoys activities such as baseball, basketball, fishing, football, golfing, music, running, traveling, watching movies, and spending time with his family.

Emerson Knowles is a financial advisor with Merrill, holding Series 63 and Series 65 designations and over 46 years of industry experience. Since 2010, he has been associated with Merrill Lynch and Bank of America. Outside of his advisory work, he serves as a speaker and trainer for FI360 – Center for Fiduciary Studies, helping boards and trustees understand their roles, and is an advisory board member for the Rotary Club of Saddlebrooke Foundation, which supports educational grants for underserved students. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

William Metz is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Thomas Holocher is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as president and board member of the Cincinnati chapter of the Exit Planning Institute, organizing educational content for professional advisors and business owners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Kevin Reperowitz is a CFP® professional based in Cincinnati, OH, with 25 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and previously worked at LPL Financial, Independent Financial Partners, and IFP Securities. Outside of his advisory role, he is involved in ownership of a financial services company and an insurance agency. 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 various platform arrangements and both proprietary and external investment strategies.

Mark Stusek is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Springboro, Ohio. He has 15 years of industry experience and has been with J.P. Morgan entities since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Elizabeth Armitage is the Resident Director at Merrill Wealth Management and serves as a Managing Director and Wealth Management Advisor. She has been with Merrill since 1983 and holds multiple FINRA registrations including Series 7, 66, 9, and 10. Elizabeth holds certifications such as CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). She advises clients in areas including retirement planning, wealth structuring, retirement benefit consulting, and is also a licensed insurance agent. Elizabeth earned her bachelor's degree from Smith College and graduated from Mariemont High School. She manages the implementation of proprietary financial strategies developed with her retired partner and focuses on corporate executive services, equity compensation services, defined benefit and contribution plans, managing new wealth, personal retirement planning, portfolio management, socially responsible investing, women and wealth, and retirement income. Outside of her professional work, Elizabeth volunteers for the Junior League of Cincinnati, Indian Hill Schools, and Playhouse in the Park. She enjoys tennis, hiking, reading, traveling, and spending time with her family.

Erin Dale is a financial advisor at Merrill with eight years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining Merrill in 2018, she worked at Fidelity Brokerage Services and held roles outside the financial industry at Sephora and Cedar Fair. 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. The firm serves individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies developed by internal and third-party managers.