Jane Shaffer is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2017. Prior to that, she worked at Simpleshow USA for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Todd Yawit is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. He holds a Series 63 designation and is based in Cincinnati, OH. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing proprietary models, third-party managers, and multiple custody platforms to tailor strategies to client objectives.

Amanda Paulik is a financial advisor at UBS Financial Services with six years of industry experience. She has worked at UBS since 2019 and previously held roles at Barnes Dennig and PricewaterhouseCoopers LLP. Outside of advisory work, she occasionally assists with a family-owned LLC, Cincy Barn Doors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad platform of investment and capital markets solutions.

Montgomery Milburn Jr. is a financial advisor with J.P. Morgan Securities in West Chester, OH, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. He has worked at various JPMorgan entities since 2016 and was briefly involved with Crescent Cov Properties, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Stephen Grote is a financial advisor with Wells Fargo Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Grote also owns Professional Investment Consulting LLC, a related investment business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Brian Delany is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. Outside of his advisory work, he serves as a board member for the Lincoln W. Pavey Educational Foundation, supporting educational and leadership development for members of the Sigma Chi Fraternity at the University of Cincinnati. Morgan Stanley Wealth Management delivers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies.

Karen Breed is a financial advisor with UBS Financial Services in Cincinnati, OH, holding CFP®, Series 65, and Series 66 credentials and 27 years of industry experience. She has been with UBS Financial Services since 2009. Outside of her advisory role, she serves as president of the Sycamore Bridge Homeowners Association in Loveland, OH. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors.

Michael Mccluskey III is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 17 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management, offering research-driven, model-based asset allocations tailored to client goals.

Kristina Gilley is a CFP®-certified financial advisor with 12 years of industry experience, currently associated with Raymond James Financial in Cincinnati, OH. She has worked with Aspire Wealth Planning since 2021 and has been part of Raymond James Financial Services Advisors Inc. since 2016. In addition to her advisory roles, she is involved with JW-CIN, Inc. as an investment planner and client service associate. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual and institutional clients, employing analytical tools to tailor advice to client goals. The firm supports a wide network of advisors and provides specialized services including municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Andrew Epplen is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to navigate company benefits, equity compensation, and wealth planning, emphasizing building trust and strong client relationships. Andrew has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Workplace Planning Consultant before assuming his current position in 2024. This experience has provided him with a comprehensive understanding of workplace and investment planning. Outside of his professional work, Andrew has interests in baseball, concerts, food, football, social events with friends, and hiking.

John Fahrmeier is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

Mary Ann Rothan is a financial advisor at Primerica Advisors with eight years of industry experience. She has been with Primerica Advisors since 2017 and has also been associated with Primerica Financial Services since 2016. In addition to her advisory role, she is involved in the sale of investment-related products and receives compensation from affiliated companies for mortgage loan sales and referrals of home security and automation services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and implements strategies through BNY Mellon Advisors, offering a tiered wrap-fee structure and a range of investment models.

Matthew Mersman is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Robinhood Financial, LLC, Charles Schwab, and the Ries Team of Keller Williams. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Matthew Hartig is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various Fidelity affiliates since 2011. Outside of his advisory role, he also sells items on eBay as an independent online seller. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Nicholas Haussman is a financial advisor with Ameriprise Financial Services LLC in Cincinnati, OH, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Ameriprise since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service targeting clients with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and algorithmic tools to generate tailored retirement income plans, primarily for clients maintaining assets within Ameriprise-managed accounts.

Ian Wilt is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 63 designation and over 43 years of industry experience. He worked at UBS Financial Services from 2008 to 2018 before joining Morgan Stanley and its Private Bank in 2018. Outside of his advisory role, Wilt serves as a board member of the Villas at Woodcutter Condominium Association. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning and a range of investment services supported by firm-approved tools and structured processes.

Erin Purcell is a financial advisor at UBS Financial Services with 13 years of industry experience. Her prior roles include positions at Morgan Stanley, U.S. Bancorp Investments, and Wells Fargo Clearing. She holds Series 63 and Series 66 credentials and is based in Cincinnati, OH. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 financial plans to client 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.

Nathaniel Grant is a Series 63-licensed advisor with Primerica Advisors in Cincinnati, OH, bringing 37 years of industry experience. He has worked with Primerica Advisors since 1987 and Primerica Financial Services since 1986. Outside of his advisory role, he has been involved with the Miami Baptist Association since 2017. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing model-delivery strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm employs a third-party asset manager selection process and uses a tiered wrap-fee structure.

Elizabeth Dreyer is a financial advisor at Morgan Stanley in Cincinnati, OH, with seven years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018, and previously at Atlas Healthcare Solutions and Ohio National Financial Services. Outside of her advisory role, she leads monthly educational divorce workshops for the Boone County area through a local nonprofit. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a wide range of investment services.