Erin Purcell is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley, U.S. Bancorp Investments, and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Tyler Pelletier is a Financial Advisor at Merrill Lynch Wealth Management, specializing in assisting individuals and families with comprehensive financial planning, including retirement planning, wealth growth, and major financial decisions. He adopts a personalized, relationship-driven approach, focusing on listening to clients to tailor strategies based on their unique goals and priorities. His expertise encompasses areas such as education planning, family wealth management, legacy planning, liquidity management, and tax minimization. A lifelong resident of Northern Kentucky, Tyler graduated from Covington Catholic High School and earned a bachelor's degree with a double major in Marketing and Finance from the University of Louisville. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), enabling him to combine analytical skills with clear communication in guiding his clients. Outside of his professional role, Tyler enjoys outdoor activities like fly fishing, boating, wake surfing, camping, and traveling. He is also involved in community organizations such as the Freestore Food Bank and Habitat For Humanity.

Adam Kunsman is a financial advisor at Edward Jones in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. He previously worked at Fifth Third Bancorp for ten years before joining Edward Jones. Outside of his advisory role, he is a 25% investor in a property management business, Trauth Property Group, based in Crescent Springs, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm supports its offerings with a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Elizabeth Dreyer is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding a Series 66 designation and eight years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2018 and previously held roles at Atlas Healthcare Solutions and Ohio National Financial Services. Outside of her advisory work, she leads monthly educational divorce workshops for the Boone County area through the nonprofit Second Saturday. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include estate planning strategies and access to diverse investment offerings.

Joshua Ashley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at CitiBank for eight years and has experience in higher education at Thomas More University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Samuel Goulet is a financial advisor at Fidelity with Series 66 and Series 63 designations and eight years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and previously spent ten years at The Home Depot. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, with additional oversight through delegated management and conflict-of-interest evaluations.

Derek Henry is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments and prior positions in the automotive retail sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and implements systematic methodologies including AI in its investment approach.

Amy Bender is a financial advisor at UBS Financial Services in Cincinnati, OH, with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2016. Outside of her advisory role, she manages a residential rental property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of related financial products and research.

William Moehring is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials with four years of industry experience. His prior work experience includes roles at DoorDash, Inc., Kings Island, and Chipotle. Outside of his advisory role, he works as an independent contractor for DoorDash, handling food delivery with flexible hours. 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 and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also manages model portfolios and holds distinctive registrations and advisory roles within the institutional investment space.

Jeffrey Zeigler is a CFP®-certified financial advisor with 30 years of industry experience. He has worked at Wells Fargo Clearing since 2023 and previously spent 27 years at The Huntington Investment Company. He is based in Cincinnati, 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. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Hampton is a financial advisor at UBS Financial Services in Cincinnati, OH, with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, 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 tailored to clients’ goals and risk tolerances.

Craig Callery is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 63 designation and 31 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he coaches freshman boys basketball at Holy Cross High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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.

Jason Steeber is a Financial Advisor with Merrill Lynch Wealth Management, working in coordination with Bank of America, N.A. He focuses on helping clients develop long-term financial strategies tailored to their individual goals, time horizons, and risk tolerance. His advisory services include investment management, education planning, retirement planning, and collaboration with other professional advisors on trust and estate planning services when appropriate. Jason's expertise extends to wealth transfer strategies, credit and lending solutions, cash management, and 401(k) plan advisory services for business owners. He emphasizes a collaborative and evolving approach to meet clients' changing financial needs. His client focus areas include College Education Planning, Personal Retirement Planning, Small Business Strategies, and Individual and Corporate Investment Strategy. He holds a Bachelors Degree from Morehead State University and holds the Personal Investment Advisor (PIA) designation. Jason is involved with professional organizations including BNI Cincinnati and Pi Kappa Phi Alumni. In the community, he participates with the Clermont Chamber of Commerce and Special Olympics. He resides in Union Township with his girlfriend Jen and enjoys exploring the outdoors, golfing, and following Cleveland sports.

Shiri Ayalon is a CFP® with 17 years of industry experience, currently advising at Ameriprise in Cincinnati, OH. Her career includes roles at Ameriprise Financial Services Inc., Spectrum Financial Solutions, Inc., U.S. Bancorp Investments, Inc., and U.S. Bank. She serves on the boards of several local organizations, including WCET and the Ohio Lesbian Archives, and holds finance-related leadership positions with the Great Cincinnati Weavers Guild. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions.

Michael Metzger is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 17 years. In addition to his advisory role, he serves as a notary public. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by various analytical tools and multiple custodial and third-party platforms.

Kirsten Comment is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previously worked at Fifth Third Bank, OJM Group, and Xavier University. Kirsten is based in Cincinnati, OH. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Michael Vassar is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. Prior to joining Baird, he worked at Bartlett Wealth Management and Charles Schwab. Outside of his advisory role, he is involved in a family ice cream startup as a member and manager for estate purposes. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, and institutions. The group offers tailored financial planning and portfolio management services, utilizing a variety of investment strategies and overlays to meet client goals and risk tolerances.

Geoffrey Ringle is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge Investment Research Advisors since 2017. Prior to his current role, he was employed by Fidelity and INVEST Financial Corp. Outside of finance, Mr. Ringle serves as a firefighter and paramedic with the City of Cincinnati Fire Department. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple account platforms.

Jared Gorman is a financial advisor with Stifel in Cincinnati, OH, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Clearing and Fidelity Brokerage Services LLC. Outside of finance, he has experience in hospitality and small business operations. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and fee-based advisory services. The firm uses a proprietary investment strategy methodology and provides services that include financial planning, model allocations, and municipal-market activities.

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.