Henry Eriksen is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Equitable Advisors and Stifel Independent Advisors, and has experience in non-financial roles including at Homesense Heating and Cooling and Chick-fil-A. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, with a focus on advisory services rather than individual security recommendations.

Thomas Holding is a CFP® with 40 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He spent 30 years at Lincoln Financial Advisors Corporation prior to joining OSAIC. Outside of his advisory role, he works as an agent involved in fixed insurance brokerage, including fixed-indexed annuities and premium financing for high-net-worth clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct portfolios across various asset classes.

John Brueggeman is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been associated with Linsco/Private Ledger since 2004. Brueggeman operates under the DBA Viceroy Wealth Counsel in Cincinnati. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and various portfolio strategies.

Nicholas Otto is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities Inc. from 2014 to 2017. He is also involved with Clearview Financial Partners, LLC, an entity he created for tax purposes where he provides financial advice and asset management. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-driven planning processes tailored to client goals.

Nancy Johnson is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has a background in dental hygiene and dentistry, having worked with various dental practices for over two decades. In addition to her financial advisory role, she continues to work as a dental hygienist on an as-needed basis. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Daniel Tewes is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2013. He partners with high-net-worth clients to assist them in making informed decisions regarding their financial plans. His work involves helping clients consider appropriate investment strategies aligned with their future goals, including tax-efficient investing and estate planning considerations. He also specializes in building customized retirement plans to ensure that all aspects of clients' financial profiles are properly structured. Daniel's career with Fidelity Investments began in 2004, progressing through roles including Workplace Investing Customer Service, Personal Investing Trading, and Financial Consultant before assuming his current vice president position. He holds a California Insurance License. Outside of his professional responsibilities, Daniel's interests include baseball, family activities, social events with friends, outdoor adventures, and parenthood.

Krista Keehn is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and over 19 years of industry experience. She has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings, supported by proprietary research and a broad range of capital markets services.

Kayla Grimslid is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years. Outside of her advisory role, she is involved with Schuring Farms Inc., an agricultural business. 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, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Christina Jimison is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 63 designation and bringing 27 years of industry experience. She previously worked at THE O.N. Equity Sales Company for 26 years before joining Wells Fargo Clearing in 2022. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Samuel Warren is a financial advisor at Merrill based in Cincinnati, OH, holding a Series 66 designation. He joined Merrill and Bank of America in 2025 and has less than one year of industry experience. Prior to his advisory role, his work history includes positions outside the financial sector, such as roles at Texas Roadhouse and local parks departments. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services within the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Humbert is a financial advisor with LPL Financial in West Chester, Ohio, holding a Series 66 designation and five years of industry experience. He has worked with Stevens Investment Group and LPL Financial since 2021. Prior to his financial advisory career, he held positions in the hospitality industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Gary Rhinehimer is a financial advisor with Ameriprise based in Cincinnati, OH, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Fidelity Investments and several financial services firms. He has been with Ameriprise and its affiliates since 2019. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, offering tailored written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory oversight to deliver these services, emphasizing managed accounts and proprietary product offerings.

Brady Jeffcott is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Cincinnati, OH. He joined Wells Fargo in 2024 and has prior experience at Cedar Fair Entertainment Company and Loveland City Schools. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Stephanie Brown is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2010. She has been with Fidelity for 25 years, during which she has held various positions including Financial Consultant, Investment Consultant, Relationship Manager, and roles in Service and Trading. Prior to her current role, she also served as a Wealth Advisor at Fifth Third Bank from 2004 to 2005. Throughout her career, Stephanie has partnered with clients and their families to create and monitor financial plans aimed at pursuing their financial objectives and freedom. Her work leverages Fidelity's planning resources, investment strategies, and technology to support client goals. Outside of her professional responsibilities, Stephanie enjoys reading, running, and traveling.

Ellen Chadwick is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2024. She collaborates closely with Wealth Management Advisors to build strong client relationships and understand the priorities of clients and their families as they pursue their lifetime goals and legacies. Ellen has been with Fidelity Investments since 2016, progressing through roles including High Net Worth Associate, Financial Representative, Relationship Manager, and Planning Consultant. Her experience spans various facets of wealth management, enabling her to support clients effectively in their financial planning needs. Outside of her professional work, Ellen has interests in cooking and baking, family activities, fitness, hiking, parenthood, and traveling.

John Kopeck Jr. is a financial advisor with Ameriprise in Hamilton, Ohio, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise Financial Services LLC since 2022. Prior to his advisory role, his work history includes positions at DoorDash and The Ohio State University. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary recommendations through a centralized consulting team.

Alexander Peak is a financial advisor at Equitable Advisors in Cincinnati, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Tri State Parking and Triplecrown Wealth Management, as well as positions in education and landscaping. Outside of advising, he is involved with Tri State Parking. Equitable Advisors serves a broad range of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and endorsed third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Amy Mcfadden is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. She has been with UBS since 2001. Outside of her advisory role, she is involved in retail sales at a men's clothing store in Cincinnati. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk profiles.

Jessica Hays is a financial advisor at UBS Financial Services in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. She has worked at UBS since 2020 and previously spent six years at Cardinal Health. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Zachary Werner is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo. Outside of finance, he has been involved with Werner Landscaping, Bob's Trophy Charters, and the Cincinnati Nature Center. 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 financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and investment solutions.