Nicholas Neurohr is a financial advisor at Edward Jones in Cleves, OH, holding a Series 66 designation. He has one year of industry experience, joining Edward Jones in 2026. Prior to this, he worked in various roles at Prysmian, Loth, Inc., Lithko Contracting, UC Health, Cincinnati Children's Hospital Medical Center, and 3CDC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Samuel Taylor is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with eight years of industry experience. Before joining Morgan Stanley in 2018, he worked at Innovative Mattress Solution and was affiliated with the University of Kentucky. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Nicholas Shine is a Series 66-licensed financial advisor with UBS Financial Services in Cincinnati, Ohio, where he has worked since 2013. He has 13 years of industry experience. Outside of his advisory role, Shine serves as a finance advisor and mentor to the student treasurer for the Epsilon Nu Chapter of Sigma Nu Fraternity at Miami University, providing guidance on budgeting and financial management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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 to support client goals.

Trent Ledbetter is an Investment Consultant at Fidelity Investments, where he collaborates with individuals and their families to develop and implement personalized financial plans. He works closely with clients to understand their goals and objectives, aiming to create tailored strategies that align with their priorities. Prior to his current role, Trent served as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025, and as a Financial Advisor at Northwestern Mutual from 2020 to 2023. Trent's professional experience spans multiple roles within the financial services industry, providing him with a comprehensive understanding of investment consulting and workplace planning. Outside of his professional responsibilities, Trent is engaged in family activities and enjoys interests such as football, golf, parenthood, and volunteering.

Christopher Sprenkle is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with Morgan Stanley in Cincinnati, OH, having previously worked at Bank of America and Merrill. His credentials also include Series 63 and Series 65 registrations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Kyle Trischler is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at Benchmark Wealth, Johnson Investment Counsel, Northwestern Mutual, and Fidelity Investments. Trischler is also licensed in life, accident, and health insurance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG considerations, and supports implementation through affiliated entities.

Timothy Donovan is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he officiates high school basketball games during the winter season. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research and capital markets solutions across a broad range of client needs.

Kevin Steel is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to implement, monitor, and maintain financial plans. His approach ensures that these plans support clients' goals and adapt to changing market conditions and personal circumstances. Kevin's career at Fidelity Investments began in 2006 as a Premium Services Representative. Over the years, he has held several roles including Financial Representative, Private Client Specialist, Investment Consultant, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2019. This progression reflects his extensive experience within Fidelity and expertise in financial planning and client relationship management.

Lane Padgett is a CFP® with eight years of experience in the financial services industry. He is currently with Charles Schwab and Co., Inc., having worked there since 2022, following prior roles at TD Ameritrade, Citi Bank, Fidelity Brokerage Services, and other firms. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and integrates brokerage, custody, and advisory services within a centralized operational structure.

Christopher Stiver is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at LPL Financial since 2013 and previously spent five years at Ameriprise. Outside of his advisory role, he is involved with Huck Venture, an online seller of apparel and accessories. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services and supports its network of advisors with research, technology, and institutional platforms.

Jessica Marohn is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and previously spent five years with Comprehensive Sub Solutions (Center for Collaborative Solutions). 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 financial planning services that utilize structured discovery processes and advanced modeling tools.

Tom Unkraut serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity Investments since 2002, progressing through various positions including Financial Consultant, Account Executive, and Investment Representative, among others. His career at Fidelity reflects a long-term commitment to financial advisory services. Tom's expertise encompasses retirement planning, investment strategies, tax-efficient investing, and estate planning considerations. He focuses on helping clients develop simple, effective, and customized financial plans aligned with their key investment goals and objectives. This approach is designed to enhance clients' comfort and security regarding their financial decisions. Outside of his professional responsibilities, Tom has interests in baseball, family activities, fitness, football, hiking, and traveling.

Neil Bourgeois is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Osaic since 2024. He previously worked for Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for 15 years each, and Brecek & Young Advisors, Inc. for 8 years. Outside of his advisory role, he is a 5% owner and solicitor of Queen City Capital Management LLC and has worked as an insurance agent specializing in insurance and fixed annuity sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services utilizing a model-based investment process centered on asset allocation and portfolio optimization, supported by a complex affiliate network and significant scale.

Amanda Michael is a financial advisor at LPL Enterprise with Series 66 credentials. She has one year of industry experience. Outside of her advisory role, she has held positions in the hospitality sector, including at Montgomery Inn Boathouse. 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 uses model-driven investment approaches with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust and lending services.

Jeffrey Page is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals and families to develop personalized financial strategies that align with their goals, values, and priorities. His focus areas include retirement planning, investment management, tax-efficient strategies, wealth accumulation and preservation, legacy planning, and income distribution planning. Jeffrey aims to simplify financial complexities and provide proactive guidance to help clients make confident decisions throughout every stage of life. Before beginning his career in financial advising, Jeffrey was a student-athlete at Marietta College, where he played as an outfielder on the baseball team for four years. He graduated with degrees in finance and economics. His experience as a student-athlete taught him the value of hard work, teamwork, and trusting a process to achieve long-term goals. Jeffrey holds the Personal Investment Advisor (PIA) designation and a bachelor's degree from Marietta College. Outside of his professional life, he enjoys baseball, football, golf, martial arts, being outdoors, spending time with his family, cooking, and traveling.

Michelle Reynolds is a financial advisor at Primerica Advisors in Cincinnati, OH, holding Series 65 and Series 63 licenses with seven years of industry experience. Prior to joining Primerica in 2019, she worked at Burke, INC for three years and spent over two decades at Cengage. She is currently involved with the West Chester Liberty Chamber Alliance. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm employs model-based strategies developed by third-party asset managers and supports account custody and trade execution through established partners.

Jacob Bohanan is a financial advisor with Primerica Advisors in Springdale, Ohio, holding a Series 63 designation and four years of industry experience. His work history includes roles at Torchlight Financial Group, PFS Investments Inc, Primerica Financial Services, and The Christ Hospital. He also serves in the United States Air Force, where he has been active for ten years. 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 employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Brian Albach is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes positions at UBS Financial Services from 2000 to 2009 and various roles within Morgan Stanley since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and specialized planning groups.

Jeffrey Brauley is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2005. Outside of his advisory role, he serves on the Board of Directors for Carmel Manor Retirement Home, assisting with fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory services.

Ethan Lex is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at ELEEO Brands, Capital City Financial Partners, and Relational Wealth Management. Prior to his advisory career, he spent four years at the University of South Carolina and six years at Madeira City Schools. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.