Crystal Brewer is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2014. Outside of her advisory work, she is involved in religious education at Fort Mitchell Baptist Church, where she teaches children, plans curriculum, and leads volunteers. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include comprehensive financial planning and estate planning strategies.

Timothy Bayer Jr. is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 designations and 14 years of industry experience. He previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2012 to 2021 before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to customize financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of capital markets and research resources.

Corey Fogel is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Equitable Advisors since 2018. His prior work includes roles at Axa Advisors, Fidelity, and Merrill. Equitable Advisors serves a wide range of clients, including individuals and institutional entities, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes a client-specific approach that matches personal and plan information with advisory models, utilizing both proprietary and third-party investment solutions.

Diane Gaal is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Robert W. Baird & Co. since 2002 with additional experience at Morgan Stanley from 2004 to 2007. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

J Hammond is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Hammond also owns Hammond Day Investment Group LLC, an investment-related business based in Cincinnati, OH. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Patrick Cahill is a financial advisor at Osaic with 29 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Securities America Advisors, LPL Financial, Morgan Stanley, Citigroup Global Markets, and Merrill. Outside of advising, he is involved in insurance sales through a separate business activity. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by multiple custodial and program arrangements and a mix of proprietary and third-party investment strategies.

Matthew Tarka is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 license and seven years of industry experience. He previously worked at firms including Concentric Wealth Management, Avantax Investment Services, HORAN Securities, and Merrill. Outside of his advisory roles, he is involved in tax preparation and accounting through Burke CPAs and Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, financial institutions, and other clients. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting its advisors with research and operational tools.

Brandon Maxwell is a financial advisor at Robert Baird & Co. with three years of industry experience. He has worked at Baird since 2022 and previously spent eight years at Luxottica. Maxwell holds the Series 66 designation. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Rebecca Dorton is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market outlook models.

Arthur Faulkner II is a financial advisor with Primerica Advisors in Cincinnati, OH, holding over 20 years of industry experience. He has worked in various roles including positions at Gentex Corporation, Omega Engineering, and Russel Tobin Engineering. Outside of his advisory work, he is an engineering consultant and has also worked as an Uber driver. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm provides advisory services through a large network of advisors using model-delivery strategies managed by third-party asset managers.

Ethan Nyman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Before joining Fidelity, he held positions at Best Buy, the Cincinnati Reds, Costco, and 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment products.

Fred Darlington is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he is a notary and involved in health insurance and Medicare services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product facilitation.

Mark Meyrose is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Evan Krah is a financial advisor at Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Raymond James, he worked at Fifth Third Bank and spent several years in full-time education. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and non-discretionary investment consulting through multiple specialized programs.

John Gray is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of finance, he serves as a 12C Bridge Crewmember in the United States National Guard and acts as camaraderie chairman for The Barracks Project, supporting veterans and their families. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a broad range of brokerage and advisory solutions.

Alec Manser is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. His prior roles include positions at Medpace and Black Bull Capital Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and utilizes structured financial planning processes supported by firm-approved tools and comprehensive investment modeling.

Karen Levy is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and joined Wells Fargo Clearing in 2023. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Charles Cline is a financial advisor with MML Investors Services holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Principal Securities, New York Life, and Black Bull Capital Partners. Outside of finance, he has been involved with River Hills Christian Church and Milford Christian Church and has worked as a real estate associate with eXp Realty/Keller Williams since 2018. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software to provide collaborative, annual planning engagements without discretionary investment management.

Jack Updike is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 22 years of industry experience. He has worked with Primerica Financial Services since 2001 and maintains roles at several companies including OK Travel & Services, R B Tool & MFG, Pfs Investments Inc, and Data Recognition Corp. Outside of advising, he is involved in the sale of home security and automation products as well as loan products through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of separately managed account options for individual and high-net-worth clients. The firm employs third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension plan management.

Tina Hendricks is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for seven years. Additionally, she is an associate at Kuethe Wealth Planning LLC, where she serves as an operational and financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports clients through various advisory programs.