Mark Stusek is a CFP® with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan in various roles since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

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.

Ross Morand is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill since 2013. Outside of his advisory role, he is the owner of Shamrocks, LLC, a for-profit entity with limited responsibilities. Merrill, together 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 offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Andrea Piovesan is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and seven years of industry experience. She has worked with PFS Investments Inc. since 2018 and Primerica Financial Services since 2017. Outside of her advisory role, she is involved with Amazon Flex. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Maxwell Mischkulnig is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior experience includes roles at W&S Brokerage Services and WESTERN SOUTHERN Life. Outside of finance, he has worked with a lawn care business. 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. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research and analytics from Wells Fargo Investment Institute.

Joe Simpson is a financial advisor with Primerica Advisors, holding a Series 63 designation and 15 years of industry experience. His prior work includes roles at Huff Realty, Infosys, Sibly Cline Realtors, and Pfs Investments Inc. Outside of advising, he is involved in several entrepreneurial ventures, including founding and managing businesses in construction, IT consulting, and real estate. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jeffrey Pacetti is a financial advisor with UBS Financial Services in Cincinnati, Ohio. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 plans.

Thomas Walsh is a CFA® charterholder affiliated with Cambridge Investment Research Advisors in Cincinnati, OH, with 38 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2011 and previously spent six years at Tower Square Securities. Outside of his advisory work, Walsh is president of Walsh Asset Management, an independent insurance agency, and serves as a trustee and board member of the Hyde Park Golf and Country Club. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals. The firm offers discretionary and non-discretionary management across multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

David Toney is a financial advisor with Cetera in Cincinnati, Ohio, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Cetera and its affiliated entities since 2004 and also owns David A. Toney Financial Solutions LLC, a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Shane Sauter is an Executive Planning Consultant at Fidelity Investments. In this role, he partners with executives to navigate benefits planning, equity compensation, and wealth planning. He collaborates with clients and their families to manage the complexities of company benefits and holistic financial planning. Shane has been with Fidelity Investments since 2014, progressing through roles including Benefits & Planning Consultant, Workplace Planning Consultant III, Investment Solutions Representative, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Associate at Summit Financial from 2010 to 2014. Outside of his professional work, Shane has interests in baseball, cooking and baking, fishing, football, parenthood, and swimming.

Meghan Snouffer is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she partners with clients and their Private Wealth Management Advisors to build strong relationships and develop personalized financial plans that align with clients' goals, situations, and family dynamics. Meghan has been with Fidelity Investments since 2015, progressing through various roles including Client Service Associate, Relationship Manager, and Planning Consultant before assuming her current position in 2023. This experience has provided her with a comprehensive understanding of wealth management and client service. Further details about Meghan's education, credentials, personal interests, or community involvement have not been provided.

Melonie Kaiser is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and with 17 years of industry experience. She has worked with Morgan Stanley since 2013 and has been part of Morgan Stanley Private Bank, N.A. since 2019. Outside of her advisory role, she is involved as a cheer assistant coach for a local sports team in Milford, Ohio. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Erin Staveskie is a financial advisor with Primerica Advisors in Lebanon, Ohio, holding 13 years of industry experience. She has been with Primerica Advisors since 2010 and has worked with Primerica Financial Services since 2009. Outside of investment advisory, she is involved in sales and referrals related to home security, automation products, and loan products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan management.

Suzanna Otte is a CFP® and holds a Series 66 license with six years of industry experience. She has worked at Stifel since 2019 and previously spent three years at A&P Technology. Based in Cincinnati, OH, she is affiliated with Stifel, a firm serving a diverse client base including individuals and institutional clients through both brokerage and investment advisory services. Stifel employs a proprietary investment methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses. The firm’s services include fee-based financial planning delivered episodically, with clients maintaining discretion over implementation.

Antonio Robinson is a financial advisor with J.P. Morgan Securities based in Cincinnati, OH, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Fifth Third Bank, and various companies outside the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured program emphasizing written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Casey Klaus is a Wealth Management Advisor who co-leads a wealth management team serving successful families in the area. He manages executive compensation, family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, small business strategies, and tax minimization. Casey's approach integrates his extensive market experience with Merrill Lynch Wealth Management's research to develop individualized financial strategies that address clients' personal and financial goals. Casey began his career trading multiple financial markets simultaneously on the floor of the Chicago Board of Trade for eight years. This experience provided him with in-depth insights into the financial world and its effects on investors and their portfolios. He holds a Bachelor's and a Master's degree in Financial Mathematics from the University of Dayton, where he was also a four-year collegiate football athlete. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Casey volunteers with The Alzheimer's Association. He resides in Maineville, Ohio with his wife and children and has interests that include golf, football, water skiing, and spending time with his family.

Charles Rowland III is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Securities America Advisors and ROI DNA. Outside of advising, he is also licensed as an insurance agent, involved in researching and recommending insurance products. OSAIC Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, financial planning, and retirement consulting. The firm utilizes model-based asset allocation and portfolio optimization to implement discretionary and advisor-managed strategies across diverse client segments.

Tracy Jones is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 63 designation and has worked at Southland Equity Partners and FSC Securities Corporation prior to joining OSAIC. Outside of advising, Jones has hosted a talk show discussing current issues. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and multi-advisor platform approach.

Thomas Buchheit is a CFP® and ChFC® with 39 years of industry experience. He currently works at Osaic Wealth, joining the firm in 2024 after 37 years at Fortis Investors, Inc. / Woodbury Financial Services, Inc. Outside of his advisory role, he is a partner at CIC Agency Inc., which sells and manages property insurance, and serves as a counsel member for Saint Thomas More Parish. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation, portfolio optimization, and supports discretionary and advisor-managed strategies through a multi-advisor platform.