Jennifer Funk is a financial advisor with MassMutual Investors Services in Cincinnati, OH, holding Series 63 and Series 66 credentials and 29 years of industry experience. She has previously worked at MetLife Securities Inc and Massachusetts Mutual Life Insurance Company. She serves as Treasurer on the board of the Women's City Club in Cincinnati, reporting on the organization's financial stability. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides a range of programs including educational seminars and wrap accounts.

Jacqueline Stacey is a CFP®-certified financial advisor with 21 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has worked with several firms, including Private Client Services and Sunset Financial Services. Outside of her advisory role, she serves as Treasurer for a local homeowners association and has independent insurance agent activities. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals, utilizing various customizable investment platforms and proprietary model strategies.

Troy Anderson Debord is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has been with UBS Financial Services in Cincinnati, OH since 2015. Outside of his advisory role, he serves on the board of directors for Best Point Education and Behavioral Health, a nonprofit focused on services for at-risk youth and their families. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.

Richard Severt is a financial advisor with Cetera who holds a Series 63 designation and has 29 years of industry experience. He has worked at firms including Voya Financial Advisors and has owned Severt Financial Group, Inc. since 1999. Outside of advisory services, he is an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party model portfolios and customized strategies.

Logan Dawes is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing five years of industry experience. His prior roles include positions at JPMorgan Chase, KeyBank, and Key Investment Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and a centralized operational structure.

Elizabeth Chatterton is a CFP® credentialed financial advisor with 10 years of industry experience. She is currently with Ameriprise in Cincinnati, OH, having joined the firm in 2026 after a decade with Northwestern Mutual in various capacities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Chaitanya Kane is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked for ten years at the University of Cincinnati. UBS Financial Services Inc. 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 provides access to proprietary research and a broad range of capital markets services.

Ava Krieger is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she worked for Lifetime Financial Group and has academic and teaching experience at Miami University and local schools. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of algorithmic methods and AI in research.

Vickie Schaaf is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocation to tailor investment strategies.

Jennifer Hall is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been working in the financial industry for over 25 years, transitioning to an advisor role with her team in 2006. Jennifer focuses on helping clients define their financial needs and goals, then developing plans to reach those goals using Merrill's Goals-Based Wealth Management process. She works extensively with multi-generational families and women experiencing various life transitions. Jennifer holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the Chartered Retirement Plans Specialist (CRPS™) designation, and the Personal Investment Advisor (PIA) credential. Her educational background includes a High School Diploma from Dublin High School, attendance at The Ohio State University without degree conferral, and a Bachelor's Degree from Liberty University. She is involved professionally with the organization Hope Restored India. Beyond her professional role, Jennifer participates in community activities such as Boys Scouts of America, Matthew 25 Ministries, and the National Veterans Wheelchair Games. She enjoys personal interests including antiquing, camping, cooking, gardening, genealogy, hiking, skiing, spending time with her family, swimming, and yoga.

Matthew Thorne is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors and its predecessor firms since 2014. Outside of his advisory work, he is involved in hospitality-related ventures including ownership of The Bontany Bar and roles with Events by KT and Shaken LLC in Lebanon, Ohio. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through a variety of third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model combining advisory, brokerage, and insurance channels.

Emily Spyrou is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016, with a two-year period at Merrill from 2022 to 2024. Outside of her advisory role, she is a commissioned notary public in the state of Ohio. 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 approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial product options than many large institutional advisers.

Jason Gulbrandson is a CFP®-designated financial advisor with 12 years of experience, currently practicing at Edward Jones since 2014. He holds the Series 66 license and is based in West Chester, Ohio. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Nicole Wulker is a financial advisor at Merrill with over 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2000. Outside of her advisory role, she is an owner of rental properties in Cincinnati, Ohio. 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, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Brian Toma is a financial advisor with Cetera, holding CFP® and Series 66 credentials and bringing 21 years of industry experience. He is involved in several business ventures, including founding and serving as president of Safe Ohio Schools (SOS), a nonprofit focused on promoting safety in Ohio schools. He also serves on the boards of the ALS Foundation and the USS Cleveland Legacy Foundation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a large nationwide network of advisors and over $256 billion in assets under management.

Peter Henkel is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Henkel’s prior roles include six years at Pruco Securities and over two decades combined at Merrill and Bank of America in Cincinnati, OH. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Christopher Koob is a financial advisor with Primerica Advisors in Mason, OH, holding a Series 63 designation and over 42 years of industry experience. He has been with Primerica since 1983 and has involvement in related business activities, including referrals for home security and automation products. Koob also manages an entity formed for Primerica business purposes. Primerica Advisors offers 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 employs a tiered wrap-fee structure for its services.

Christine Jaun is a financial advisor at UBS Financial Services with nine years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017. Prior to joining UBS, she spent one year at Creative Artists Agency. Jaun serves on the board of the Wesley Chapel Mission Center, a nonprofit that provides tutoring and a safe environment for children in an urban setting. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor strategies based on proprietary research and capital market models.

Chloe Bierman is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms, including Bank of America, Merrill, Charles Schwab, Fisher Investments, and Fidelity Brokerage Services. Outside of finance, she has experience working in the hospitality and winery sectors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Adam Schoster is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses. Schoster has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has prior experience with Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial planning and estate strategy services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its advisory process.