John Dimauro is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 66 designation and 12 years of industry experience. He previously worked at Robert W. Baird & Co. from 2014 to 2018 before joining Cambridge in 2018. Outside of his advisory work, Dimauro is a member of a musical band called The Ukulele Brothers and owns a retail sales business named Wags Bags. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through independent Financial Professionals, utilizing a range of direct portfolio management, model-based strategies, and third-party referrals tailored to client objectives.

Emily Cattran is a Planning Consultant at Fidelity Investments, where she supports advisors in addressing clients' financial planning and investment needs. She focuses on fostering strong client relationships and ensuring a personalized experience tailored to each client's financial journey. Emily's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, where she worked from 2021 to 2024. Prior to that, she was a Practice Coordinator at Lincoln Financial Advisors from 2017 to 2021. Outside of her professional life, Emily enjoys fitness, social events with friends, and outdoor adventures.

Sheri Lucas is a financial advisor at Raymond James Financial with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Raymond James Financial and its services since 1995. In addition to her advisory role, she is involved with JW-CIN., Inc., where she subleases office space to an equity research managing director. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through an affiliated municipal advisor.

Gregory Faust is a financial advisor at Edward Jones in Blue Ash, OH, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Maritz Travel from 2014 to 2018. He is also a limited partner in a family limited partnership. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.

Phillip Sorum is a CFP® and Series 66-licensed financial advisor with LPL Financial, where he has been practicing for five years. Prior to joining LPL, he worked at Joyride Tours LLC and Creative Glass. He is also involved in insurance and tax services through his DBA, Sorum Insurance and Tax Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including third-party asset management and institutional platforms.

James Kent II is a financial advisor at Primerica Advisors in Cincinnati, OH, with seven years of industry experience. He holds a Series 63 designation and has worked with Primerica Financial Services since 1999. In addition to his advisory role, Kent is a tax preparer and is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and selects third-party asset managers using independent due diligence.

Dustin Martin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He has worked at Raymond James & Associates since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Thanh Pham is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliated Private Bank since 2009. Pham serves as a board member and participates on the investment and finance committees of ArtsWave, a Cincinnati-based arts and culture organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers structured planning processes and a wide range of investment programs, including services through its Financial Advisors and Estate Planning Strategies Group.

Kevin W. Frye is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management. He has been with Merrill since 1993, providing financial planning services that support clients through various stages of life. He specializes in areas including employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, and small business strategies. Kevin holds a bachelor's degree in math and economics from Denison University in Granville, Ohio. He is a CERTIFIED FINANCIAL PLANNER® certificant, a qualified Portfolio Manager in Merrill's Investment Advisory Program, and holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise includes managing personalized or defined investment strategies that may incorporate individual stocks, bonds, model portfolios, and third-party strategies. Kevin lives in Mariemont with his wife and five children. He has been involved with community organizations such as the Hyde Park Community UMC Endowment, where he served as a committee chairperson, and the Mariemont Athletic Boosters. His approach to wealth management emphasizes education, clarity, and trust to help clients develop personalized financial strategies aligned with their long-term goals.

Cindy Rowland is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has over 30 years of experience in the financial services industry, having represented mutual fund companies such as Nuveen, Van Kampen, State Farm VP Management Corp, and Delaware Investments to financial advisors nationally. Since joining Merrill Lynch in 2012, Cindy has focused on understanding the priorities of high-net-worth individuals, families, and entrepreneurs, providing personalized attention and customized financial strategies. Cindy holds a Bachelor's Degree from Xavier University and an Associate's Degree from Miami International University of Art & Design. She is a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA). She values a comprehensive approach to wealth management, considering all forms of wealth capital including spiritual, intellectual, relational, financial, and human resources to help clients achieve their goals. Cindy works closely with her team to simplify clients' financial lives and foster confidence in their financial journeys. In addition to her professional work, Cindy serves on the Board of Trustees for The Addiction Services Council of Cincinnati and is involved with the Purposeful Planning Institute and Vineyard Northwest. She is an active member of Crossroads Community Church and enjoys lifelong learning, culinary arts, design, discovering fine coffees, supporting young entrepreneurs, and spending time with her family and friends.

Paul Schaney is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, Schaney is involved in the sales and servicing of health and disability insurance. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Jonathan Mandas is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 16 years of industry experience. He previously worked at Metlife Securities before joining Mass Mutual in 2016. Outside of his advisory role, Jonathan volunteers as an assistant coach at Cincinnati Classical Academy, a public charter school. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Mark Meyer is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, he worked at Veritas Logistics from 2021 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Carla Dresel is a financial advisor at Robert Baird & Co. with 24 years of industry experience. She holds a Series 63 designation and has worked at Robert Baird since 2019 and Hilliard Lyons since 2006. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Madison Hartley is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Wells Fargo Clearing, Madison worked at RGBSI Aerospace and attended Wittenberg University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Eric Hendrix is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been part of Merrill Lynch since 2016 and focuses on assisting clients with their financial objectives through personalized strategies. Eric primarily works with corporate benefit plans, including defined benefit plans, across the United States. Eric holds a Bachelor's Degree from the University of Nebraska and an MBA with a concentration in Finance from Creighton University. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). His expertise includes corporate benefits, executive compensation, equity compensation services, retirement planning, and investment consulting for defined contribution plans. In his approach, Eric emphasizes understanding his clients' financial positions and goals to develop tailored plans that address both current and future needs. Outside of work, he enjoys camping, chess, and fishing.

Alexander Tomblin is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Heyman Talent, where he was involved in acting, as well as positions at Union Savings Bank, Merrill, and Homeside Financial LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and model portfolios built from mutual funds, ETFs, and ETPs.

Lia Schnell is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She worked at AXA Advisors, LLC from 2016 to 2018 before joining Wells Fargo Clearing in 2018. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jacob Gilreath is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at the University of Cincinnati and Northern Kentucky University. Outside of finance, Gilreath has experience working in the food service industry with companies such as Snappy Tomato Pizza and Skyline Chili. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Michelle Healey is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch Pierce Fenner & Smith from 2013 to 2024. She also serves as an executor for a private estate. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management to client goals and risk tolerances.