Jeffrey Meier is a financial advisor with Raymond James Financial Services Advisors, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Bank of America, Merrill, LPL Financial, and Edward Jones. Outside his primary role, he serves as an independent contractor financial advisor for J. Owens Wealth Planning. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Patrick Davis is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in sales and finance within the Aerospace industry. He joined Merrill Lynch in March 2020 and leads a team that specializes in helping clients, particularly corporate executives, manage their wealth and achieve their financial goals. His expertise includes corporate benefits, executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, philanthropic planning, and portfolio management services. Patrick's professional approach focuses on simplifying complex financial decisions and creating personalized strategies that consider each client's unique circumstances and goals. Patrick holds a Bachelor's Degree from the United States Military Academy and a Master of Business Administration (MBA) from the University of Kentucky. He is a Personal Investment Advisor (PIA) and supports community organizations including Folds of Honor and Unbroken Spirit. Outside of his professional work, Patrick enjoys biking, golfing, running marathons, skiing, surfing, swimming, and spending time with his family.

Amy Hollowell is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and previously worked at Cambridge Investment Research, Inc. and Saxon Financial Consulting. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.

Kacie Mccool is a Series 66-licensed financial advisor with UBS Financial Services in Cincinnati, OH, where she has worked since 2016. She has nine years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Scott Hiles is a CFP® and holds a Series 66 license, with 10 years of industry experience. He has worked at UBS Financial Services Inc. since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers services such as fiduciary financial planning, principal trading, and proprietary research.

Michael Cure is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and economic modeling.

Brad Vitucci is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2019. Prior to joining Morgan Stanley, he held roles at Scripps, Raymond James & Associates, and Sinclair Broadcast Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Stephen Eadicicco is a financial advisor at Edward Jones with one year of industry experience. He previously worked for 12 years at 84.51. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Brian Pangburn is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, Pangburn is the chairman of the board for a foster care and adoption services organization and serves as treasurer for a local community development council; he is also an active guitarist in various bands. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and market outcome modeling as part of its investment approach.

James Rodd is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding a Series 63 designation and 40 years of industry experience. He has been with MML Investors Services since 2017 and has also worked with Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he is the owner of Clearview Financial Partners, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative planning engagements using advanced analytical tools and delivers written recommendations focused on investment categories and strategies.

Tim Tracy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Susan Sparr is a CFP®-credentialed financial advisor with 44 years of industry experience, currently practicing at Mass Mutual Investors Services since 2017. She previously worked at MetLife Resources for 11 years and has a background that includes roles at Mass Mutual Life Insurance Company. MassMutual Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers, providing ongoing financial planning, asset management, and educational seminars through structured, collaborative engagements.

Kaitlin Schaengold is a Series 66-licensed financial advisor with Ameriprise in Cincinnati, OH, and has seven years of industry experience. She has been with Ameriprise and its affiliate since 2010. Schaengold serves on the Board of Directors of Solomon Professional Services, LLC, where she is also an Associate Financial Advisor involved in financial planning and client service. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional advisor.

Youngjin Jung is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in a contracting business owned by his spouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools including Global Investment Committee return estimates and Monte Carlo simulations.

Jessica Malcho is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Malcho is based in Cincinnati, OH. 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 including tailored financial planning supported by a structured discovery process and firm-approved planning tools.

John Zuba is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. His current roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates firm-approved tools and modeling techniques, delivering advisory services without individual security recommendations as part of standalone planning.

James Conway Jr. is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves on nonprofit boards including the Cincinnati Playhouse in the Park and the 2444 Madison Road Condominium Owners Association. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, retirement plans, and insurance products through its network of investment adviser representatives.

Phillip Schwegmann is a financial advisor at Cetera with 40 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and L.M. Kohn & Company. He is based in Cincinnati, OH. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Jeffrey Ziegler is a CFA® charterholder with 30 years of industry experience. He is currently with Fidelity, where he has worked since 2012 across various divisions including Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Alissa Vietz is a financial advisor at Ameriprise in Cincinnati, OH, holding a Series 66 designation with three years of industry experience. She has been with Ameriprise since 2022 and was self-employed for ten years prior. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized written recommendations. The firm serves a broad client base and delivers advisory, brokerage, and insurance solutions through affiliated companies.