Richard Mirrielees is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at UBS Financial Services since 2017 and previously worked at Fidelity Brokerage Services LLC from 2012 to 2017. He is based in Cincinnati, OH. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

Judith Budnik is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 23 years of industry experience. Her career includes long-term roles at Kroger and Pfs Investments Inc., alongside her ongoing work with Primerica Financial Services. Outside of finance, she owns Stoney Roads, a business that sells stones and minerals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating model implementation to BNY Mellon Advisors.

Robin Mcconn is a CFP® with 27 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 2019. Prior to this, Mcconn spent over two decades at Hilliard Lyons. Mcconn 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 consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

David Eickman is a financial advisor with Thrivent Investment Management in Cincinnati, OH, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and written recommendations across a broad range of planning topics, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Andrew Cimis is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He began his career in financial services in 1993 and joined Merrill Lynch in 1992. Andrew provides clients with a comprehensive wealth management approach, focusing on creating strategies tailored to individual needs through careful listening and informed decision-making. Andrew holds several professional designations, including Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor’s degree in Philosophy from Siena College. His experience encompasses wealth management, investment management, retirement income planning, asset preservation, and risk management. Outside of his professional role, Andrew lives in Terrace Park, Ohio with his wife Michelle and their two children, Lauren and Nicholas. His personal interests include adventure sports, boating, camping, fishing, ice hockey, reading, spending time with family, watching movies, and woodworking.

Tylor Matheson is a financial advisor at Morgan Stanley in Cincinnati, OH, with nine years of industry experience. He previously worked at JP Morgan Securities and KeyBank before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to assist clients in modeling financial outcomes.

Matthew Robinson is Vice President and Branch Leader at Fidelity Investments, where he oversees a team of financial professionals dedicated to assisting clients in achieving their personal and family financial goals. He emphasizes understanding individual client outcomes to develop tailored financial strategies. Matthew has built his career entirely at Fidelity Investments, holding various roles since 2006, including Assistant Branch Leader, Team Leader and Financial Consultant, Regional Planning Consultant, and Manager of Investment Solutions. His experience spans leadership, investment solutions, and client service. Outside of work, Matthew's personal interests include family activities, fitness, football, golf, and parenthood.

Tyler Schmidt is a financial advisor with Edward Jones in Lebanon, Ohio, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at BMW of Cincinnati North for three years and has served in the Army National Guard since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers diverse advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Brandy Davis is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 12 years of industry experience. She has worked with Primerica since 2014 and has additional experience in public service roles with Cincinnati Public Schools and Ohio Unemployment. Outside of her advisory role, she is involved in a real estate income business through RD Freedom & Legacy, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

Brian Bascom is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he operates a YouTube channel focused on technology content. Morgan Stanley Wealth Management serves both individual and institutional clients, offering personalized financial planning and advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides a comprehensive range of investment and planning services.

Timothy Kearns is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Western & Southern Brokerage. Outside of finance, he has experience working at Neumann Golf Course and Elder High School. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning solutions.

Matthew Hoekzema is a Series 66-registered financial advisor with Edward Jones, where he has worked since 2014. He has 12 years of industry experience. Outside of advising, he serves as president of Zema Properties LLC, a property management business in Loveland, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Michael Rawlings is a financial advisor with LPL Financial in Cincinnati, Ohio, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial since 2005 and previously spent four years at Morgan Stanley DW Inc. Besides his advisory work, Rawlings is an author of several books, including spiritual titles. 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 portfolio programs, third-party asset management, and institutional platforms.

Luke Wiley is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 29 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Wiley is the author of a book and publishes related educational articles through his sole proprietorship, 52 Week Low LLC. He is also involved in charitable outreach through an entity that owns a luxury vehicle used to inspire inner-city schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and research resources.

John Cumming is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at River City Mortgage, Total Quality Logistics, and Fresh Prints, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Robert Jordan is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 1991. Outside of his advisory role, he is an owner involved in managing a family rental property. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, oversight of sub-advisers, and its advisory role to multiple registered investment companies.

John Whedon is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2009 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Paulos Ghebre Ab is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held roles across various businesses including Third Generation Restoration LLC, Home Harvest PG LLC, and Humboldt Cannabis Farms. He volunteers with Humboldt Seed Company, assisting with seed sales and event support. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and fund advisory services.

Brian Kroger is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through positions including Investment Consultant, Relationship Manager, Investment Solutions Representative, and Customer Service Advocate. His approach focuses on understanding the unique financial situations of individuals and families to co-create tailored financial plans aimed at achieving their goals. Brian emphasizes collaboration, trust-building, and proactive engagement in his client relationships. Outside of his professional work, Brian enjoys cooking and baking, participating in family activities, exploring culinary interests as a foodie, playing golf, kayaking, and traveling.

Kayla Wolf is a financial advisor with Edward Jones in Morrow, OH, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 10 years of industry experience, having previously worked at Charles Schwab & Co., Inc. and Fidelity Brokerage Services, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.