Michael Andrews is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1999 and focuses on developing financial strategies tailored to the risk tolerance, time horizon, and liquidity needs of high-net-worth individuals, their families, and businesses. His approach is consultative and objective, aiming to assist clients in meeting both their short- and long-term financial goals through a variety of solutions including investments, retirement planning, estate planning services, and philanthropy. Michael holds several professional credentials including the CERTIFIED FINANCIAL PLANNER® (CFP) certification earned in 2005, the Chartered Retirement Planning Counselor™ (CRPC) designation, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's degree from Auburn University and his high school diploma from St Xavier High School. A significant part of his practice addresses retirement income strategies, especially following life transitions such as the loss of a spouse, divorce, retirement, inheritance, or sale of a business. Outside of his professional work, Michael enjoys cooking, fishing, golfing, and hiking.

Cassidy Carr 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, Cassidy worked at The OJM Group and LiveWell Capital, and serves concurrently in the US Army since 2012. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Mark MacFarlane is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he assists clients with benefits and wealth planning, collaborating with them to explore various planning and guidance strategies aimed at achieving their financial goals. Mark began his career with Fidelity Investments in 2019 as a Workplace Planning Associate, progressing to Benefits & Planning Consultant in Executive Services in 2023 before assuming his current position. His professional experience centers on client engagement and financial planning within the investment services sector. Mark emphasizes the importance of building trusted relationships with clients and adheres to high standards in service delivery.

William Mericle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining LPL Financial, he worked at Fifth Third Securities and Fifth Third Bank from 2018 to 2023, and spent ten years at Fidelity Investments. 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 portfolios, third-party asset management, and institutional platforms.

Alexander Donley is a Series 66-licensed financial advisor with Equitable Advisors in Cincinnati, Ohio, bringing 21 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2005. Outside of his advisory role, Donley serves as a trustee to a family trust and is a partner in an LLC focused on wealth management. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Gina Crowley is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 2007 and holds the Series 63 and Series 65 designations. Outside of her advisory work, she assists in managing and developing an online and storefront business and serves on the board of a nonprofit organization providing inpatient treatment for women with addiction. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans to clients’ goals and risk tolerances.

Richard Corman is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 49 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm supports its advisors with proprietary research, model-based asset allocations, and a fiduciary approach to fee-based financial planning.

Matthew Ohlhaut is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to understand their financial goals and co-create personalized plans tailored to individual situations, needs, and investment approaches. Matthew has been with Fidelity Investments since 2021, progressing through roles including Soar Program Associate, Financial Representative, and Relationship Manager before assuming his current position in 2026. His career path demonstrates experience in client relationship management and financial planning within the investment industry. Outside of his professional work, Matthew has interests in baseball, comedy, and golf.

Samuel Clarke is a Series 66 licensed financial advisor with STIFEL, based in Blue Ash, OH, and has two years of industry experience. Prior to joining STIFEL, he worked at Fidelity Investments for two years. STIFEL serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Braden Martini is a Private Wealth Advisor with The Evelo|Singer|Sullivan|Bruegge Group at Merrill Private Wealth Management. He works closely with senior corporate executives, advising on 10b5-1 trading plans, hedging and monetization, future selling or gifting of positions, while analyzing tax and regulatory implications. Braden specializes in areas such as executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, sports and entertainment, and tax minimization. He joined the team in 2005 as an intern through the co-op program at the University of Cincinnati and progressed through roles including Investment Analyst and Assistant Vice President. Braden obtained an MBA with a concentration in Finance from the Williams College of Business at Xavier University, and earned a bachelor's degree in Finance, Accounting, and International Business from the Carl H. Lindner Honors-PLUS Program at the University of Cincinnati. In 2017, he earned the CERTIFIED FINANCIAL PLANNER® certification. He has been named to the Forbes "Best-in-State Wealth Advisors" list for 2024, 2025, and 2026 and is a member of the nationally ranked Evelo|Singer|Sullivan Group. Braden is actively involved in the Cincinnati community supporting education and community health programs. He is a committee member for the American Heart Association's Cincinnati Affiliate Men Go Red for Women campaign and supports organizations including the Freestore Foodbank and the Goering Center for Family and Private Business.

James Mackay is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at JP Morgan Chase Bank and J.P. Morgan Private Bank, as well as running a landscaping and lawncare business. 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. As part of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Michael Kristian is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. He has worked at Primerica Financial Services since 2000 and PFS Investments Inc. since 2001, alongside a position at Menards, Inc. since 2010. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based and separately managed account strategies primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Michael Sheehan is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Horter Investment Management and Fidelity Brokerage Services. He is based in Cincinnati, OH. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Michelle Lasita is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Outside of her advisory work, she is a co-owner of a Biggby Coffee franchise in Cincinnati, Ohio. Fidelity’s Strategic Advisers LLC, where she works, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including funds and model portfolios for intermediary platforms.

Sandra Mills is a financial advisor with Ameriprise in Cincinnati, Ohio, holding a Series 66 designation and 22 years of industry experience. She previously worked at The Huntington Investment Company for over two decades before joining Ameriprise in 2026. Outside of advisory work, Mills is involved as a member of Legacy Land Partners LLC, a company focused on buying, improving, and selling land. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice centered on dependable income and tax-aware withdrawal strategies.

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 with Fidelity, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using a range of mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.