Tracey Brooks is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 66 credentials and 20 years of industry experience. She previously worked at Ameritas Investment Corp, Capital Choice Financial Services, and Fifth Third Securities. Brooks is also active in delivering presentations related to investment topics. 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 financial planning and asset management services with a mix of proprietary research models, third-party subadvisors, and customized strategies.

Dana Krutka is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2018. In addition to his advisory role, he is employed in client service positions at Aspire Wealth Planning and JW-CIN Inc, both based in Cincinnati, OH. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored non-discretionary planning and uses various analytical tools to assist clients in making informed decisions.

Steven Frank is a CFP® with 40 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member for the Covington Economic Development Authority and participates in the City of Covington Committee of Form of Government Transition. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Tyler Hewlett is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC in 2025, he was with Faith Financial Advisors and has an academic affiliation with Asbury University. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include various asset classes.

Krista Runyon currently serves as the Regional Director of Wealth Management at Fidelity Investments, a role she has held since 2023. In this position, she partners with a team of Wealth Management Planning Consultants, focusing on coaching and developing them to meet client needs. Her professional experience at Fidelity Investments spans several roles, including Fixed Income Team Leader (2022-2023), Investment Solutions Team Leader (2020-2022), Investment Solutions Representative (2018-2020), and Financial Representative (2016-2018). This progression reflects her involvement in various aspects of wealth management and investment solutions. No information regarding her education, credentials, personal interests, or community involvement was provided.

Christopher Moll is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Hyde Park Golf and Country Club and GoJet Airlines, among other roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs structured discovery conversations and proprietary planning tools to support its services, managing approximately $2.74 trillion in client assets.

Jeffry Diacono is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Merrill since 1995. Outside of his advisory role, he owns and directs 241 Water Polo & Swim Club, providing athletic training and managing club operations. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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.

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.