Kathye Lanning is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 63 designation and 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics to support its investment approach.

Dylan Clark is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Legend Web Works and has been involved in several business ventures, including owning Gem City CrossFit (Altered Gym) and supporting operations at Timothy's Bar. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and nonprofit organizations. The firm’s approach involves matching clients to suitable program models or discretionary managers, utilizing both proprietary and third-party advisory programs.

Antonio Lopez is a financial advisor at Ameriprise in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, and several credit unions. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves clients through a combination of advisory, brokerage, and insurance solutions, with a focus on managed accounts and algorithm-driven recommendations overseen by a dedicated retirement-income consulting team.

Laura Williams is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and seven years of industry experience. She has worked at Primerica Advisors since 2016 with a brief period at Maplebear Inc and Jack Entertainment. Outside of financial advising, she is the owner of Yes Incorporated. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and select separately managed accounts. The firm uses a percentage-based wrap fee structure and curates third-party asset managers, providing portfolio management focused on retail clients rather than institutional plans.

Lewis Assaley is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves on the University of Cincinnati Department of Economics PhD Advisory Board, providing guidance on doctoral program goals and assisting PhD students with employment connections. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Mike Gerbus is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He collaborates with clients to understand their comprehensive financial goals and develops personalized financial roadmaps tailored to the needs and priorities of families. He has been with Fidelity Investments since 2020, progressing through roles including Investment Consultant, Workplace Planning Consultant III, II, and I. This progression highlights his experience in financial and workplace planning. Mike's personal interests include boating, fitness, football, outdoor adventures, running, and skiing.

William Ward Jr. is a financial advisor with Equitable Advisors in West Chester, OH, holding the Series 63 and Series 65 licenses and having 14 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor firm Axa Advisors LLC, where he worked for eight years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Howard Mcewen Jr. is a CFA® charterholder with 32 years of industry experience, currently serving as a financial advisor at Osaic since 2018. Prior to that, he worked at Signator Investors, Inc. for two years. Outside of his advisory role, he is vice president of the Estate Planning Council of Northern Kentucky, a professional association that facilitates collaboration and education among estate planning professionals, where he helps coordinate speakers for events. Osaic Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and advisory services supported by advanced asset-allocation tools and offers access to third-party money managers and unified managed accounts.

Cynthia Stahr is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Fifth Third Securities and Fifth Third Bank, contributing a total of ten years to the Fifth Third organization. UBS Financial Services serves individual, corporate, and institutional clients through a wide range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates proprietary capital market assumptions and research to tailor financial plans and employs institutional trading capabilities alongside wealth management services.

William Jones is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with UBS Financial Services since 2009. 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 provides a broad range of capital markets and research resources.

Michael Hensler is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials, with 19 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Cincinnati, OH. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

John Carnes is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner at Prestwicke Partners, LLC, involved in investment-related decision making and property management. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Marc Laureano is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. His work history includes roles at PNC Investments since 2015 and Cambridge Investment Research since 2022. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent financial professionals using a variety of custody and platform arrangements.

Kristi Mcclure is a financial advisor at Morgan Stanley in Cincinnati, OH, with 32 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 33 years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Trevor Hammonds is a Financial Advisor and a member of The Clinkenbeard Group at Merrill Lynch Wealth Management. In his role, he works with families to simplify, organize, and efficiently manage their wealth through personalized financial strategies. He collaborates with clients to ensure their financial plans align with their goals and provides access to a broad range of resources including general investing, retirement planning, and small business solutions. Trevor holds a Bachelor's Degree from the University of Kentucky and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach centers on providing clarity and conviction to his clients' financial planning, aiming to meet their specific needs through ongoing advice and guidance.

Philip Ochs V is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has prior work experience at New York University and in the craft brewery sector, including roles at Streetside Brewery and Rhinegeist Brewery. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Minseok Kwon is a Series 66-credentialed financial advisor with Raymond James & Associates, based in Cincinnati, OH. He has one year of industry experience and previously worked at Grandview Peak Capital and served in the Republic of Korea Marine Corps. Prior to his financial career, he was involved with The Ohio State University in various capacities, including student athlete support and the College of Engineering. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Michael Brandy is a Series 66-licensed financial advisor with Equitable Advisors in Cincinnati, Ohio. He has two years of industry experience and previously worked at the University of Kentucky and Art Daniel's Pool Company. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs primarily through Investment Adviser Representatives and third-party managers.

Brent Gross is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 30 years of industry experience. His work history includes roles at Morgan Stanley, Wells Fargo Advisors, and LPL Financial. Outside of his advisory work, he is an owner and landlord of a rental property. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolio programs and third-party asset management access.

Jaden Kopser is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with one year of industry experience. His prior roles include positions at the Federal Home Loan Bank of Cincinnati and Morgan Stanley Private Bank, N.A. He has also been involved with University of Kentucky Campus Recreation and Augean Stables. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools but does not provide individual security recommendations as part of standalone planning.