Eric Jaun is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining UBS in 2019, he worked briefly at Fidelity Brokerage Services and Huntington Bank. He also has experience with Cincinnati Reds Baseball Camps and Babson College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Laura Johnson is a financial advisor with RBC Capital Markets based in Loveland, Ohio. She holds Series 63 and Series 66 designations and has 24 years of industry experience. Prior to joining RBC in 2021, she worked at Strategic Wealth Investment Group, Raymond James, and U.S. Bancorp Investments. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies and portfolio management services supported by a variety of investment managers and tools.

Jessica Byrd is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2016. 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 strategies developed by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

Jerri Wentz is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory role, she is involved as a partner in a construction and engineering business, Wentz Design LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

John Burke is a financial advisor with LPL Financial based in Cincinnati, OH. He holds a Series 65 designation and has over a decade of experience running Burke CPAs and Advisors, a firm focused on tax preparation and accounting services. He also serves as a notary in Cincinnati. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both proprietary research and third-party management strategies.

Aaron Goldhoff is a financial advisor at UBS Financial Services with the Series 66 designation and two years of industry experience. He previously worked at C.H. Robinson for six years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and brokerage solutions.

Crystal Phillips is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fidelity in Newport, KY. She has been with Fidelity Brokerage Services, LLC since 2015 and with Fidelity Investments since 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Casey Marsh is a Certified Financial Planner® with 24 years of industry experience, currently serving clients at UBS Financial Services since 2021. Prior to UBS, he worked at Bank of America and Merrill from 2010 to 2021. He is based in Cincinnati, Ohio. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocation to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management, offering services that include portfolio management, financial planning, and capital markets activities.

Anders Juel is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2024, he spent 15 years with Securities America, Inc. Juel serves as a board member of the Clermont Metropolitan Housing Authority and is treasurer of the Faul Lane Homeowners Association. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Hugh Patton Jr. is a financial advisor with Ameriprise in Mason, OH, holding a Series 63 designation and 45 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Patton serves as Treasurer on the Board of Directors for Aikido of Cincinnati and manages his own business entity, H. S. Patton & Associates. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise with a range of brokerage and insurance solutions.

Chelsea Kavanaugh Lazarus is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and has worked at firms including Fidelity Brokerage Services and Fidelity Investments prior to joining UBS. Outside of finance, she has experience in the fitness and customer service industries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, delivering both fiduciary financial planning and a broad range of capital markets services.

Diane Fehrenbach is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 63 designation and 29 years of industry experience. She has been with UBS Financial Services since 2013. Outside of her advisory role, she operates a small medical billing service as a sole proprietor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Patrick Dammert is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory work, he is involved in managing Dammert, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with both proprietary and third-party investment strategies.

Tom Awadalla is a CFP®-designated financial advisor with 17 years of industry experience, currently with Stifel Nicolaus & Co Inc since 2019. He previously worked at UBS Financial Services from 2011 to 2019. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Veronica Jaeger is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has previously worked at CUSO Financial Services, Robert Half, and General Electric Credit Union. 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 institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Kelly L. Wittich is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 25 years of industry experience. She has been with UBS since 2013. Wittich serves on the board of directors for ArtsWave, a nonprofit focused on promoting arts and culture in the region. She is also a member of the customer advisory board for PreOncology, a startup developing early cancer screening products. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations with institutional trading capabilities.

Mason Alexander is a CFP® professional with 25 years of industry experience, currently affiliated with OSAIC since 2024. Prior to this, he worked at Securities America Advisors, Inc. and Securities Service Network, accumulating nearly two decades of experience. He volunteers at a local anti-poverty center in Cincinnati, providing classes to support the community. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, with a range of investment strategies and third-party manager options.

Stephanie Polen is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 credentials and 31 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007 and is also involved with the Clippard YMCA, where she has had a role since 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of financial planning and advisory services, utilizing structured discovery conversations and firm-approved planning tools to develop tailored plans.

Sean Fields is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and eight years of industry experience. His work history includes roles at Superior Logistics and PFS Investments Inc, alongside his ongoing tenure at Primerica Financial Services. He is involved in the sale of investment-related and non-investment related products through affiliated companies, including residential loan products and home security services. Primerica Advisors primarily serves individual investors, both non-high-net-worth and high-net-worth, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

David Glover Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America, N.A. since 2013 and 2014, respectively. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.