Alexander Powell is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he spent 11 years at Creative Retirement Systems, Inc. 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 utilizing firm-approved tools and modeling techniques.

Donna Bostwick is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been with Wells Fargo Clearing since 2016. Donna also serves as a notary public in Miamisburg, OH. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions and serving a broad client base with diverse financial products.

Alexa Casey is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at LPL Financial, Protective Life, and Northwestern Mutual Investment Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through various platforms, including its Financial Advisors and Estate Planning Strategies Group.

Donald Richards is a financial advisor with Primerica Advisors, holding 14 years of industry experience. He has been associated with Primerica Financial Services since 2009 and PFS Investments Inc. since 2011. Outside of his advisory role, Richards has a long-standing involvement with the Ohio High School Athletic Association since 2013. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Frank Hotze is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 12 years of industry experience. He has worked at Merrill and Bank of America since 2019, and previously held roles with PNC Bank and PNC Investments from 2013 to 2019. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Dougherty III is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 21 years. Outside of his advisory role, he is involved with Dougherty Tedesco and Associates in investment-related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.

Louis Giglio is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he has participated in nonprofit activities including serving on the finance and investments committee of the Greater Cincinnati Foundation. 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 and offering tailored financial planning supported by proprietary research and model-based asset allocations.

Keith Lum is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Lum serves on the board of directors for Every Child Succeeds, a nonprofit that delivers evidence-based home visitation services in Ohio and Kentucky. 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 uses proprietary capital market assumptions and research to tailor investment plans aligned with clients’ goals and risk tolerances.

Nicholas Lampkin is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior work history includes four years at Northwestern Mutual in various roles and 14 years at Fidelity Investments. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and a wrap program, alongside affiliated trust custody, insurance services, and lending programs.

Jamie Osborne is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His career includes roles at Ameritas Investment Corp. and CCF Investments, and he concurrently operates Osborne & Associates Financial Group, LLC. Outside of financial services, he is the owner of Osborne Homestead Services, LLC, a small farm business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various asset allocation approaches.

Vicky Mattison Leguillon is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has worked at LPL Financial since 2017 and previously held roles at Thurston Springer Miller Herd & Titak, Inc. and Private Client Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various operational and research tools.

Bruce Myers is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of advisory work, he also works as a Lyft driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities, utilizing a tiered wrap fee structure and various investment models.

Yvonne Wyckoff is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has been with Morgan Stanley and its predecessor firms since 2007, including Merrill from 2007 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Robert Bedinghaus is a CFP® professional with 11 years of industry experience, currently affiliated with Raymond James Financial in Lebanon, OH. Prior to joining Raymond James, he worked at Edward Jones for seven years. He is also an author working on a book targeted at near-retirees and early retirees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals and institutional clients. The firm delivers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and specialized services.

Sydney Taske is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, Taske worked for Shull Media Partners and attended Coker University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,700 advisors.

John Eiben is a financial advisor with Edward Jones in Milford, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of advisory work, he manages the upkeep and maintenance of the building housing his Edward Jones office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Benjamin King is a CFP® with 21 years of industry experience currently serving at Wells Fargo Clearing since 2016, with earlier experience at Nuveen Fund Advisors from 2006 to 2008. He holds the Series 66 designation and is based in Cincinnati, OH. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sherry Hitch Thomas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Jason Reeves is a financial advisor with Charles Schwab based in Cincinnati, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Charles Schwab in various capacities since 2004, including roles at Charles Schwab bank and Charles Schwab Premier Bank. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by an integrated operational structure and centralized custody services.

Amanda Fessler is a financial advisor with Merrill in Cincinnati, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011 and Bank of America, N.A. since 2019. Outside of her advisory work, she serves as Chair of the Board of Directors for Kenzie's Closet, a charitable organization. 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.