David Singer is a Private Wealth Advisor and partner with The Evelo|Singer|Sullivan|Bruegge Group, a nationally recognized wealth management team within Merrill Private Wealth Management. He has been serving affluent families with complex financial needs since 1991, collaborating with affluent and ultra-affluent families throughout the United States. His team combines the focused service of a boutique operation with the broad capabilities of Merrill to provide customized strategies that manage risk, address personal goals, and preserve wealth across generations. David specializes in areas including executive and equity compensation, family wealth management, legacy planning, personal retirement planning, and philanthropic planning. His approach involves creating tailored investment portfolios and financial strategies that encompass financial markets, asset structuring, estate planning, and tax minimization solutions. He leads a team of 28 professionals dedicated to advancing clients' financial objectives. He holds a Bachelor's degree from DePauw University and a Master's degree from Xavier University, and maintains professional designations as a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). Active in the Cincinnati community, David serves as the immediate past chairman of the Boys & Girls Clubs of Greater Cincinnati. In his personal time, he enjoys running, boating, golfing, and spending time with his family.

Mark Lindloff is a CFP® credentialed financial advisor with 25 years of industry experience. He is currently with OSAIC and previously worked 17 years at Lincoln Financial Securities Corporation. Lindloff is also the owner of Lindloff Wealth Advisors, where he offers various insurance products including life, health, and long-term care insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, and charitable organizations, providing integrated brokerage and advisory services through a broad network of affiliated financial advisers and multiple platforms. The firm utilizes advanced asset allocation tools, risk analysis, and offers access to third-party money managers and managed-account solutions.

Griffin Meyer is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, Park Avenue Securities, Guardian Life Insurance Company, DLAK Wealth Advisors, JPMorgan Chase, and Topshelf Shots Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jack Skidmore is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, and prior to that was with Bank of America and Merrill from 2014 to 2017. Outside of his advisory work, Skidmore serves on the University of Kentucky Alumni Club’s advisory board and golf tournament committee, helping to raise funds for scholarships, and he is a member of the grounds committee at Hyde Park Country Club in Cincinnati. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning that incorporates firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Gene Shaw is a financial advisor with Cetera in Cincinnati, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Cetera since 2005 and also operates a solo law practice specializing in estate planning, probate, small business, and some tax work. In addition, he sells health insurance and serves as an estate administrator. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Matthew White is a financial advisor with Primerica Advisors in West Chester, OH, holding seven years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services, along with involvement in educational and community organizations such as Great Oaks Career Campuses and Miami University Regionals. Outside of advising, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Jeff Hodgeman is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he supports Non-Profit and For-Profit business account relationships within Personal Investing (PI) by utilizing the Private Wealth Management service model. His work focuses on educating clients about investment options and products to help them make informed and prudent decisions. Prior to his current position, Jeff served as a Wealth Management Regional Planning Consultant at Fidelity Investments from 2022 to 2026. He brings experience in wealth management and client relationship support within the investment services sector. Outside of his professional responsibilities, Jeff has interests in football, gardening, golf, and outdoor adventures.

Jodi Stevens is a financial advisor with LPL Financial in West Chester, OH, holding a Series 66 license and 4 years of industry experience. She has been involved with Stevens Insurance Agency, LLC and Stevens & Associates, LLC for over a decade, where she serves in roles including CPA and insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes multiple platforms and advisory tools.

Hope Willen is a financial advisor at Merrill with 13 years of industry experience. Prior to joining Merrill in 2025, she worked at Fifth Third Bank for 23 years. Outside of her advisory role, she provides product reviews for Amazon and serves as a power of attorney for two non-investment-related businesses. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a variety of individual and institutional clients.

Jeffrey Cobb is the Vice President, Wealth Planner at Fidelity Investments, where he has been employed since 2015. In his current role, he partners with clients to understand and organize their comprehensive financial goals, creating customized plans aligned with their values and priorities. He emphasizes forming strong relationships based on integrity, reliability, and collaboration. Jeffrey has held various positions at Fidelity Investments, including Financial Consultant, Investment Management Consultant, Workplace Planning Consultant III and II, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. This progression reflects his extensive experience in financial planning and investment management. Outside of his professional responsibilities, Jeffrey enjoys golf, running, spending time with his pets, and parenthood.

Joshua Honaker is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, Huntington Bank, and Citibank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

David Vorbeck is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise since 2017. He previously worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2017. Outside of his advisory role, he is CEO of Bison Investment Advisors, Inc., which services his Ameriprise franchise. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations supported by a centralized consulting team.

Timothy Donovan Sr. is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS Financial Services since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing comprehensive support including financial planning, portfolio management, and capital markets activities.

Christopher Smitherman is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH. He holds a Series 63 designation and has 29 years of industry experience, including 21 years with Cambridge Investment Research Advisors. Outside of his advisory role, he serves as a board member for the Ohio Casino Control Commission. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a mix of discretionary and non-discretionary strategies, including proprietary models and third-party managers.

James Roetenberger is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 66 years of industry experience. He has been with Raymond James & Associates since 2008. In addition to his advisory role, he serves as trustee and successor trustee for the Nicholas Roetenberger Trust, making investment decisions in that capacity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Denis Hartman is a financial advisor at Robert Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 designations with 37 years of industry experience. He has been with Robert Baird & Co. since 1998. He 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 offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Joseph Voight is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 designations and having five years of industry experience. His prior roles include positions at More Than Money Investment Group LLC and Connect Search LLC, as well as experience in non-financial sectors such as Ziegler Winery. The DDK Group at Robert W. Baird & Co. serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations by providing financial planning, portfolio management, and a range of investment strategies supported by home-office research and technology, including artificial intelligence.

Corey Marty is a CFA® charterholder with 13 years of industry experience. He is currently with Raymond James & Associates and previously worked at RBC Capital Markets. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide range of portfolio management styles and affiliated research resources.

Jane Shaffer is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2017. Prior to that, she worked at Simpleshow USA for one year. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, delivering services both directly and through Corporate Financial Planning agreements.

Todd Yawit is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. He holds a Series 63 designation and is based in Cincinnati, OH. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing proprietary models, third-party managers, and multiple custody platforms to tailor strategies to client objectives.