Samuel Burchenal is a financial advisor at UBS Financial Services in Cincinnati, OH, with eight years of industry experience. He has been with UBS since 2017 following a period focused on full-time education at the University of Cincinnati. Burchenal holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

James Phillips is a financial advisor with Wells Fargo Clearing in Cincinnati, Ohio. He holds Series 63 and Series 65 designations and has 29 years of industry experience. Phillips has been with Wells Fargo Clearing since 2016. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Carol Parry is a financial advisor with Primerica Advisors in Milford, OH, holding 15 years of industry experience. She has worked with PFS Investments, Inc. since 2011 and Primerica Financial Services since 2010. In addition to advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,935 advisors and $15.5 billion in assets under management.

Kassia Cristello is a financial advisor with LPL Financial, holding a Series 63 designation and over 31 years of industry experience. She has been with LPL Financial since 2018 and previously worked at INVEST Financial Corp. and Acordia Personal Insurance Company. Outside of her advisory role, she serves as an office manager for Tri-County Assurance Agency Inc. and is involved with SCOAPE Financial Group. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nicholas Langan is a financial advisor at J.P. Morgan Securities in Cincinnati, OH, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Incline Wealth Advisors and JPMorgan Chase Bank, N.A. Outside of financial services, he worked at Ivy Hills Country Club and Little Mini Golf Center. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG considerations and utilizing affiliates for implementation and portfolio services.

Allison Doll is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and bringing 17 years of industry experience. She has worked at Merrill since 2008 and at Bank of America, N.A. since 2015. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Coombe is a CFA® charterholder with 33 years of industry experience and has been with Robert W. Baird & Co. since 2011. He serves on the boards of several organizations, including the William Powell Company, Spring Grove Cemetery and Arboretum, and Aprecia Pharmaceuticals Corp. Coombe is also involved with the William P Anderson Foundation’s executive committee. He is part of the DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations, offering a range of portfolio management and consulting solutions that include both traditional and non-traditional investment strategies.

Kathye Lanning is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 63 designation and 21 years of industry experience. Her prior roles include positions at Westminster Financial Advisory Corp and UBS Financial Services. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and leverages research from Wells Fargo Investment Institute alongside third-party data, applying diversification principles and modern portfolio theory.

Antonio Lopez is a financial advisor at Ameriprise in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, and several credit unions. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves clients through a combination of advisory, brokerage, and insurance solutions, with a focus on managed accounts and algorithm-driven recommendations overseen by a dedicated retirement-income consulting team.

Laura Williams is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and seven years of industry experience. She has worked at Primerica Advisors since 2016 with a brief period at Maplebear Inc and Jack Entertainment. Outside of financial advising, she is the owner of Yes Incorporated. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and select separately managed accounts. The firm uses a percentage-based wrap fee structure and curates third-party asset managers, providing portfolio management focused on retail clients rather than institutional plans.

Lewis Assaley is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves on the University of Cincinnati Department of Economics PhD Advisory Board, providing guidance on doctoral program goals and assisting PhD students with employment connections. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Mike Gerbus is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He collaborates with clients to understand their comprehensive financial goals and develops personalized financial roadmaps tailored to the needs and priorities of families. He has been with Fidelity Investments since 2020, progressing through roles including Investment Consultant, Workplace Planning Consultant III, II, and I. This progression highlights his experience in financial and workplace planning. Mike's personal interests include boating, fitness, football, outdoor adventures, running, and skiing.

William Ward Jr. is a financial advisor with Equitable Advisors in West Chester, OH, holding the Series 63 and Series 65 licenses and having 14 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor firm Axa Advisors LLC, where he worked for eight years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Chris Brewer is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with J.P. Morgan Securities, with 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012 and has been associated with Blue Ash College since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers a broad range of derivatives and commodities capabilities through its affiliated entities.

Howard Mcewen Jr. is a CFA® charterholder with 32 years of industry experience. He has been with OSAIC since 2018, following roles at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of advisory work, he serves as Vice President of the Estate Planning Council of Northern Kentucky and has authored books and written freelance, receiving residual income from past work. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with a notable scale supported by a complex affiliate network and private-equity ownership.

Cynthia Stahr is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Fifth Third Securities and Fifth Third Bank, contributing a total of ten years to the Fifth Third organization. UBS Financial Services serves individual, corporate, and institutional clients through a wide range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates proprietary capital market assumptions and research to tailor financial plans and employs institutional trading capabilities alongside wealth management services.

William Jones is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with UBS Financial Services since 2009. 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 provides a broad range of capital markets and research resources.

Michael Hensler is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials, with 19 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Cincinnati, OH. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

John Carnes is a financial advisor at Morgan Stanley with 20 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he worked at Citigroup Global Markets from 2006 to 2009. Outside of his advisory work, he is a partner at Prestwicke Partners, LLC. Morgan Stanley Wealth Management serves 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 utilizes structured planning processes supported by firm-approved tools.

Marc Laureano is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at multiple firms, including PNC Investments and Capital Analysts, and has been with Cambridge Investment Research Advisors since 2022. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms and custodians.