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.

Phillip Brann is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. He is based in Cincinnati, OH. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process using structured discovery and firm-approved tools.

Andrew Cullen is a financial advisor at Ameriprise with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including U.S. Bancorp Investments, Fidelity Investments, J.P. Morgan Securities, Bank of America, and Fifth Third Bancorp. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jacob Mason is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. His role includes providing resources and guidance on general investing, retirement planning, and saving for unexpected expenses. Additionally, he offers access to specialists from Bank of America for services such as banking, credit, home financing, and small business solutions. Jacob is part of the Schiess Andrews Wealth Management Group, where he focuses on retirement planning and investment management. He assists individuals and families in building, managing, and preserving wealth through personalized financial strategies. Jacob's approach emphasizes understanding clients' goals and concerns to provide ongoing advice and guidance as their needs evolve. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Grand Valley State University.

James Sebastian is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, he serves on the Butler County Board of Elections and is involved in raising and selling feeder calves. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and maintains oversight of its curated investment models within a wrap-fee structure.

Julie King is a Series 66-credentialed financial advisor with Raymond James Financial in Hamilton, Ohio, and has 17 years of industry experience. She has been affiliated with Raymond James Financial Services Advisors Inc. since 2012 and works concurrently with Yellow Cardinal Brokerage Services in a brokerage and compliance administrative role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm delivers non-discretionary planning and consulting tailored to client goals, using analytical tools and risk profiling, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

David Mack is a financial advisor with Equitable Advisors in Batavia, Ohio, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors in 2018, he worked at Axa Advisors and spent sixteen years with Clermont Distributing. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.

Tatjana Cumic is a financial advisor with Thrivent Investment Management in Cincinnati, OH, holding a Series 66 designation and bringing five years of industry experience. She has worked with Thrivent since 2020 and previously held roles at Express Employment Professionals and the University of Montenegro. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning across a range of topics without portfolio management for institutional clients. The firm combines goal-based analyses with a managed-account program under a consolidated billing option called “WealthPlan.”

Charles Futel Jr. is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and over 42 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1983. Outside of his advisory role, he serves as an elder at Renew Community Church and is the owner of Rich Habits, a separate non-investment related venture. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model focused on wrap-fee solutions rather than institutional pension or profit-sharing plan management.

Jennifer Eberhard is a financial advisor at Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses with four years of industry experience. She previously worked at Fidelity Investments and operated Vincenzo's Ristorante for 17 years. Outside of her advisory role, she is involved in retail sales at Party Source, working in the wine department. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm includes a broad range of financial products in its offerings, including insurance-related vehicles and bank deposit sweep options.

Anthony Sexton is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at LPL Financial since 2018 and previously spent six years at INVEST Financial Corp. In addition to his advisory role, Sexton is involved with Tri-County Assurance Agency, Inc. as an agent for fixed insurance products and performs tax preparation and accounting services on a limited basis. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported and diversified investment strategies.

Matt Arnold is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has 20 years of experience working with high-net-worth individuals and families. His expertise includes retirement planning, income strategies, tax-efficient investing, and estate planning considerations. Matt focuses on helping clients navigate the capital markets by collaborating and building customized comprehensive financial plans. Prior to his current role, Matt served as Regional Vice President at Fisher Investments from 2020 to 2023. He has also held positions as Wealth Manager at Creative Planning (2016-2020), Financial Advisor at JP Morgan (2013-2016), Investment Consultant at TD Ameritrade (2009-2013), Associate at UBS (2007-2009), and worked in Service & Trading, Stock Plan Services at Fidelity Investments (2005-2007). Outside of his professional work, Matt's personal interests include fitness, football, golf, parenthood, traveling, and volunteering.

Steven Bays is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. In his capacity, he works with individuals and families to identify and assess risks and opportunities, aiming to align financial strategies with clients' goals and preferences. Prior to this role, he has held various positions at Fidelity Investments since 2015, including Financial Consultant, Investment Consultant, and Investment Solutions Representative. His experience also includes serving as a Senior Sales Representative at Western and Southern Financial Group from 2013 to 2015. Throughout his career, Steven has focused on understanding client preferences to tailor financial solutions that meet their specific needs. Outside of his professional work, he engages in family activities and pursues interests in fitness, football, golf, and music.

Thomas Purcell III is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 2005. 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 plans to clients’ goals and risk tolerances.

James Connor II is a financial advisor with LPL Financial in Fairfield, Ohio, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at INVEST Financial Corp. for six years before joining LPL Financial in 2018. Outside of his advisory role, he serves as president of Tri-County Assurance Agency, Inc., a general insurance agency. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through its extensive network of investment adviser representatives.

Kevin Shank is a financial advisor at Primerica Advisors with 28 years of industry experience. He has been with Primerica Financial Services since 1993 and Primerica Advisors since 2007. Outside of his advisory role, he owns H + S One Enterprise, which is involved in low-income housing and housing rehabilitation investments. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses an independent due-diligence consultant to evaluate asset managers and employs a tiered wrap-fee structure while maintaining oversight of its curated third-party investment models.

Marsha Conley is a Series 66-licensed financial advisor with Merrill in Cincinnati, Ohio, and has 25 years of industry experience. She has been with Merrill since 1988. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Albert Chavez is a financial advisor at Morgan Stanley in Cincinnati, OH, with 19 years of industry experience. He has been with Morgan Stanley since 2016 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes the use of firm-approved tools and modeling techniques.

Steven Schulte is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services since 2013. In addition to his advisory role, he acts as a Private Banker at Yellow Cardinal Brokerage Services, providing financial planning and traditional banking products to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides non-discretionary planning tailored to client goals using analytical tools and supports a broad advisor network with specialized municipal and employer advisory programs.

Kyle Merk is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Touchstone Securities, Inc. and IFS Financial Services from 2019 to 2024, and has experience in other financial and business roles. He serves as a board member for the Midwest Rugby Development Foundation, a nonprofit focused on youth sports. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling to support its advisory services, serving clients through various financial planning and investment strategies.