Matthew Weeks is a financial advisor at UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and provides research and capital markets services through its comprehensive platform.

Nicholas Frank is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 credential and has been with UBS since 2019. His prior work includes roles at Xavier University and Saint Ignatius High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm utilizes proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with wealth management services.

Christine Pipes is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She partners with clients to develop financial plans tailored to their families' needs, goals, and preferences. Christine has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Workplace Planning & Guidance Consultant. Prior to joining Fidelity, she worked as a Financial Consultant at First Investors in 2015. Her experience spans various aspects of financial consulting, supported by Fidelity's tools and resources and a team of support specialists.

Andrew Hicks is a financial advisor with Stifel in Blue Ash, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Stifel in 2020, he worked at Great American Insurance Group and Morgan Stanley and has experience in the service and construction industries. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Alex Herman is a financial advisor with Ameriprise based in West Chester, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at Macy's Inc. for seven years. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create personalized plans, delivering recommendations through a centralized consulting team while leveraging algorithmic tools overseen by a Retirement Income Oversight Committee.

Daniel Snow is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates, Inc. 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, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

James Robinson is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2009. Based in Cincinnati, OH, Robinson works within one of the largest financial services firms in the industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a variety of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment solutions.

Grace Kappers is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Prior to her advisory role, her background includes positions outside finance, such as work with Camp Stomping Ground and YMCA Camp Ernst. 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 supported by structured processes and firm-approved tools.

Monica Black is a Series 63-licensed financial advisor with Primerica Advisors, where she has worked since 1996. She has 29 years of industry experience, including extensive tenure with Primerica Financial Services beginning in 1995. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Susan Burnett is a Series 65-licensed financial advisor with seven years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked at Core Investment Group, Monarch Retirement Solutions, Cornerstone Registered Investment Advisors, and Western Southern Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using multiple platform arrangements and both discretionary and non-discretionary strategies.

Sarah Stewart is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Cetera. She has previously worked at DLF & Associates, LLC and has been involved with Freeman Heyne Toma, LLC dba FHT Advisors since 2017, where she holds a partner role. Stewart is also an advisory council member for DECA, a nonprofit organization, where she engages with chapter leaders and local business owners. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers multi-manager platform solutions, including model portfolios and bespoke strategies, serving a broad client base through over 10,000 advisors and managing more than $256 billion in assets.

Adam Norman is a financial advisor with Equitable Advisors holding Series 63 and Series 65 licenses. He has been in the industry since 2026, previously working at AE Wealth Management, Conservative Financial Solutions, and Arvin Sango Inc., among other roles. Equitable Advisors serves a diverse range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that incorporates LPL-sponsored programs and various third-party asset management platforms.

Michael Bisbe is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for 18 years before joining Raymond James in 2021. Outside of advisory work, he owns an interest in a birthing center and has business ownership roles in several LLCs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and maintains unique offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Jason Redpath is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding Series 65 and 66 licenses and 25 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017, following prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools.

David Naber is a CFP® professional with 22 years of experience in the financial services industry. He is currently affiliated with LPL Financial, where he has worked since 2026. Prior to this, he spent 13 years with Ameriprise Financial Services in various capacities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

David Craig is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include leadership at Craig Capital Corp., Inc. and Payroll Vault. He serves on the board of the nonprofit Companions Ark and acts as an agent for fixed insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through its municipal advisor affiliation.

Bradley Clasen is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following four years at Morgan Stanley Smith Barney LLC. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Christopher Dolle Jr. is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 designations and eight years of industry experience. His work history includes roles at Equitable Advisors since 2018, AXA Advisors, LLC from 2018 to 2020, and VelocityEHS from 2016 to 2018. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Connor De Haven is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Merrill, Bank of America, The Vanguard Group, and Charles Schwab. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Andrew Williams is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at J.P. Morgan Securities from 2012 to 2023 and Miami Valley Christian Academy in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.