Sebastian Fidder is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and previously spent nine years in full-time education before joining Ameriprise in 2022. Outside of his primary role, he is also involved with BFM & Associates, LLC as an associate financial advisor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Ameriprise Premier Retirement Income service.

Scott Mercalde is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously at UBS Financial Services Inc for five years. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling techniques.

Joseph Riazzi is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Leahy Cimis Fauber team since 2024. He relocated to Cincinnati in 2020 after spending five years working in New York City for Global X ETFs. He holds a Bachelor's degree from the University of Dayton and has obtained the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Joseph's professional experience includes areas such as family wealth management strategies, services for endowments, foundations and non-profits, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Outside of his professional work, Joseph pursues interests in music, aviation, and golf.

George Kaufman is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 27 years of industry experience. He has been with UBS Financial Services since 2013. 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, offering a wide range of capital markets and advisory solutions.

Molly Myers is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at LPL Financial. Her prior experience includes roles at Avantax Advisory Services, Avantax Insurance Agency, Jeffrey D Stewart & Co., and operating her own Medicare sales business. She is also a notary public in Milford, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolio programs, utilizing technology and a broad platform to support over 22,800 advisors.

Richard Carmel is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 27 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience with MassMutual Life Insurance Company and Metlife Securities. Carmel serves as treasurer for the Cincinnati Chapter of Legatus and is a committee member reviewing the financial affairs of Mother Theresa Catholic Elementary School. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software for goal analysis and offers asset management, wrap programs, and educational seminars.

Joseph Weaver is a financial advisor at UBS Financial Services with three years of industry experience. Before joining UBS in 2023, he worked for six years at Ernst & Young LLP. He holds a Series 66 designation and is based in Cincinnati, OH. 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 utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Ryan Mc Carthy is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Fifth Third Bank, Fifth Third Securities, Purshe Kaplan Sterling Investments, and 9258 Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services. The firm offers various investment programs and utilizes research tools and model portfolios, supported by a large network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

Jon Parker is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1995. He owns Jon D Parker & Associates, through which he manages his Ameriprise business. Ameriprise is an institutional firm serving clients primarily through its retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Colin Stahl is a CFP® and holds a Series 66 license, currently working at Fidelity with 10 years of industry experience. His prior roles include positions at TIAA, Fidelity Personal and Workplace Advisors, and Strategic Advisers, Inc. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Sumner Colohan is a Financial Advisor with the KAL Wealth Management Group at Merrill Lynch Wealth Management. Based in Cincinnati, Ohio, he joined the KAL Group in September 2023. Sumner focuses on areas including Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, Individual and Corporate Investment Strategy, and Retirement Income. He works with clients to provide personalized wealth planning centered on clear communication and a repeatable process to help prepare for financial complexities and uncertainties. Sumner holds a Bachelor of Arts degree in Mathematical Economics and Business from Rice University in Houston, Texas. During his time at Rice, he served as Vice President of the Rice Undergraduate Investment Fund, where he developed financial models and created stock pitch decks. He also holds the Personal Investment Advisor (PIA) designation. In addition to his professional responsibilities, Sumner is involved with the Autism Society of Greater Cincinnati. His personal interests include basketball, golfing, music, pickleball, and tennis.

Anthony Trotta is a financial advisor at Ameriprise with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Trotta has been with Ameriprise since 2017. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Bradley Raymore is a CFP® with 24 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2005. He holds a Series 63 license and operates out of Cincinnati, OH. In addition to his advisory role, Raymore works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Michael Applegate is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2005. He has held various roles within the company, including Retirement Investment Services Representative from 2005 to 2008, Relationship Officer from 2008 to 2010, and Vice President Financial Consultant since 2010. With 20 years of experience, Michael partners with high net worth clients to understand their comprehensive goals related to retirement, tax-efficient investing, and estate considerations. His financial planning approach emphasizes creating customized plans based on trust, reliability, and competency. Outside of his professional work, Michael enjoys family activities, fishing, football, and outdoor adventures.

Dean Johns is a CFP® with 13 years of industry experience currently affiliated with LPL Financial. His prior roles include positions at Concentric Wealth Management, Avantax Advisory Services, 9258 Wealth Management, and John D. Dovich & Associates, LLC. He operates Concentric Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Kenneth Rinehart is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the boards of two nonprofit organizations supporting adults with intellectual and developmental disabilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of financial planning, portfolio management, and capital markets functions. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

David Wolf is a CFP®-designated financial advisor with 10 years of industry experience, currently serving at Charles Schwab. His prior experience includes roles at Fidelity Brokerage Services, LLC. Wolf holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by proprietary research.

Joy Steinmetz is a financial advisor with Fidelity Investments in Cincinnati, OH, holding a Series 66 designation. She has one year of industry experience and previously held positions in diverse fields including education and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, employing a process that blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and serves both retail and institutional investors, including registered investment companies.

Jason Murray is a financial advisor with Edward Jones in Cincinnati, OH, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Kenneth Blanton is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation. He has recent experience at Lowe's Home Improvement and has been involved with Plant Ur Flag LLC., an outside business activity. Kenneth has not yet accrued industry experience in financial advising. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm emphasizes matching clients to program models or discretionary managers through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.