Matthew Weeks is a financial advisor at UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and provides research and capital markets services through its comprehensive platform.

Kevin Smith is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at KeyBank and Clear Channel Communications. Outside of his advisory role, he is involved in managing private investment-related business ventures. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides customized retirement income planning through a written Recommendation Report and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Nicholas Frank is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation. His work history includes roles at UBS Financial Services since 2019 and prior experience at Xavier University and Saint Ignatius High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates both as an investment adviser and broker-dealer, offering institutional trading capabilities alongside wealth management services.

Christine Pipes is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She partners with clients to develop financial plans tailored to their families' needs, goals, and preferences. Christine has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Workplace Planning & Guidance Consultant. Prior to joining Fidelity, she worked as a Financial Consultant at First Investors in 2015. Her experience spans various aspects of financial consulting, supported by Fidelity's tools and resources and a team of support specialists.

Andrew Hicks is a financial advisor with Stifel in Blue Ash, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Stifel in 2020, he worked at Great American Insurance Group and Morgan Stanley and has experience in the service and construction industries. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Alex Herman is a financial advisor with Ameriprise based in West Chester, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at Macy's Inc. for seven years. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create personalized plans, delivering recommendations through a centralized consulting team while leveraging algorithmic tools overseen by a Retirement Income Oversight Committee.

Daniel Snow is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

James Robinson is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2009. Based in Cincinnati, OH, Robinson works within one of the largest financial services firms in the industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a variety of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment solutions.

Grace Kappers is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Prior to her advisory role, her background includes positions outside finance, such as work with Camp Stomping Ground and YMCA Camp Ernst. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Adam Hunt is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and 65 licenses and previously worked at The Huntington Investment Company and The Huntington National Bank. Outside of finance, he has experience in the brewing industry with Fibonacci Brewing Company. 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 advice focused on retirement income planning, using proprietary research and algorithmic tools.

Monica Black is a Series 63-licensed financial advisor with Primerica Advisors, where she has worked since 1996. She has 29 years of industry experience, including extensive tenure with Primerica Financial Services beginning in 1995. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Sarah Stewart is a Certified Financial Planner (CFP®) with 24 years of industry experience. She is currently affiliated with LPL Financial and has previously worked at firms including Cetera and Freeman Heyne Toma, LLC, where she was a partner. Stewart serves as an advisory council member for DECA, a nonprofit organization focused on business leadership and competitions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, supporting a large network of advisors with diverse investment approaches.

Steven Arengo is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He has held positions with Cambridge Investment Research firms since 2001, including a five-year tenure at Invest Financial Corp. Outside of his advisory role, he is involved in youth sports as the owner of an online national youth sports directory and serves as a trustee for the David Bradley Wick Foundation, managing a golf outing and scholarship program. Additionally, he scouts prospective participants for Florida Citrus Sports bowl games. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers access to multiple platforms, proprietary model strategies, and third-party advisers.

Adam Norman is a financial advisor with Equitable Advisors in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has held positions at several firms, including AE Wealth Management, LLC and Conservative Financial Solutions, since 2024. Prior to entering the financial industry, he worked in education at Indiana Wesleyan University and Milan Community School. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm focuses on matching clients to investment models and discretionary managers, utilizing both proprietary and third-party solutions.

Jason Redpath is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding Series 65 and 66 licenses and 25 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017, following prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools.

David Naber is a CFP® with 22 years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at Ameriprise Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Mark Howie is a financial advisor with LPL Financial in West Chester, OH, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with LPL Financial since 2013. 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 variety of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive technology and a broad range of financial products.

David Craig is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include leadership at Craig Capital Corp., Inc. and Payroll Vault. He serves on the board of the nonprofit Companions Ark and acts as an agent for fixed insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through its municipal advisor affiliation.

Bradley Clasen is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following four years at Morgan Stanley Smith Barney LLC. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Christopher Dolle Jr. is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at AXA Advisors, LLC, and VelocityEHS. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing various advisory programs, third-party managers, and fiduciary services for qualified plans.