Sandra Davis Skeen is a financial advisor with LPL Financial in Harrison, OH, holding a Series 66 designation and over seven years of industry experience. She has worked with LPL Financial since 2018 and is also involved with Capital Concepts INC and Coldwell Banker West Shell, where she has a background in real estate as a realtor. Additionally, she owns and operates a tax preparation and accounting business. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

Lisa Foster is a CFP® with 27 years of industry experience, currently advising at Cetera. Her prior roles include extensive tenures at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. In addition to her advisory work, she owns and operates L.A. Foster, Inc., a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers.

Maryann Pietromonaco is a financial advisor at Morgan Stanley with 36 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and works at Morgan Stanley Private Bank, National Association since 2015. Pietromonaco serves as Board Chair of Aviatra Accelerators, an organization focused on education and mentoring loans to female entrepreneurs, and is involved with several nonprofit boards including the Alliance of Catholic Urban Education and the SUNY Oneonta Foundation Finance Investment Sub-Committee. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its advisory process.

John Schablein is a CFP® professional with 37 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2015. He holds Series 63 and Series 65 licenses and has held various roles including coaching basketball at local high schools. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and retirement advisory services. The firm offers multiple investment platforms and proprietary model strategies, delivering services via a broad network of independent financial professionals.

D.J. Trindle is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association in Cincinnati, OH. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models as part of its financial planning process.

Alex Tussey is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining UBS, he worked at Merrill from 2021 to 2024 and has held various roles at financial services and realty firms since 2016. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Michelle Ward is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Cox Media Group-WHIO Channel 7 and The Reynolds and Reynolds Company. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm uses a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Mark Mansur is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Thrivent since 2019. His prior experience includes roles at Allstate Insurance Company, Retirement Resources, LLP, Integrity Wealth & Financial, LLC, Nylife Securities LLC, and New York Life. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm offers both one-time and ongoing planning relationships and integrates planning with managed-account programs while keeping these services separate.

Michael Fritz is a financial advisor with Robert W. Baird & Co. in Ft Wright, KY, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Robert W. Baird since 2008. Fritz serves on the investment committees of the Dorothy Wood Foundation and the Brain Injury Alliance of Northern Kentucky and is involved in several family and charitable LLCs. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and nonprofit organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Breanne Bovara is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Fifth Third Bank and Fifth Third Securities spanning from 2015 to 2025. She is also involved with Moto Wealth Partners in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Kyle Jones is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and five years of industry experience. His career includes roles at Brubaker Grain Inc., Carter Lumber, and Better Homes and Gardens Big Hill. Outside of his advisory work, Jones is active as a real estate agent with Exp Realty, handling residential property transactions. 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-driven investment strategies managed by unaffiliated asset managers, supported by third-party custodians and overlay management.

Ryan Totten is a CFP® professional with six years of experience in the financial industry. He is currently with Cetera and has prior experience at Avantax Advisory Services and Avantax Investment Services. Additionally, he is involved in tax preparation and accounting services through his role at Hicks and Mann. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services via a large network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

Zachary Hiler is a Series 66-licensed financial advisor at Raymond James & Associates with four years of industry experience. His career includes roles at Raymond James & Associates and Janney Montgomery Scott LLC, as well as experience at the University of Cincinnati and Hiler Company Ltd. Outside of his advisory work, he is a partner at Hiler Marot Investment Group LLP, involved in property acquisition and management. Raymond James & Associates 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Michael Perkins is a financial advisor with LPL Financial, holding a Series 63 designation and 26 years of industry experience. His prior firms include StoneX Securities, Cambridge Investment Research Advisors, and Mass Mutual Investors Services. He is also involved in non-variable insurance activities in Cincinnati, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that services individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Kopser is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1999. Outside of his advisory role, he is involved with a family partnership focused on farming and livestock. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Antonella Hudson is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. Her career includes prior roles at Merrill and Fidelity Investments. She participates in community service through the Junior League of Cincinnati. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, integrating institutional trading capabilities with wealth management services.

Kevin Hyland is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in personal retirement planning, portfolio management services, and retirement income. He works closely with clients to understand their priorities and develop personalized financial strategies that align with their goals. Kevin holds a Bachelor's Degree from the University of Cincinnati, where he was also a member of the University of Cincinnati Football Team from 2011 to 2015 and is involved with the University of Cincinnati Football Letterman's Club. He maintains the Personal Investment Advisor (PIA) designation. Outside of his professional role, Kevin has interests in billiards, cooking, football, golfing, music, pickleball, running, yoga, watching movies, and spending time with his family.

Eric Schieman is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding a Series 66 designation and six years of industry experience. Prior to joining Baird in 2019, he worked at PricewaterhouseCoopers and held positions at Barleycorns and VonLeham. He serves on the board of directors for Rosedale Green, a memory care and rehabilitation facility. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services using a variety of strategies and managers, including both traditional and non-traditional investments.

Paul Mccauley is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley since 2009 and is currently associated with Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Ronda Garner Cecil is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2013. Her reported outside business activity involves a family-owned auto body shop, in which her husband is a part silent owner; she has no involvement in the business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.