Burke Neville is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is involved in managing an LLC focused on real estate investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services to support tailored client solutions.

Elizabeth Fitzwater is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with UBS Financial Services since 2013. 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

Stephen Dilbone is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

Donald Kunkel is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 65 and Series 66 credentials and 25 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 17 years before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and capital market assumptions into its advisory approach and offers institutional trading capabilities alongside wealth management services.

Megan Watts is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services Inc. 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 client plans.

Melissa Maier is a financial advisor at UBS Financial Services with eight years of industry experience. She has held prior roles at Bank of America, Merrill, and Edward Jones. Outside of finance, she has experience managing a sports bar and grill business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services.

Christina Duffy is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2014. In addition to her advisory role, she is a fitness instructor at Pure Barre Cincinnati and serves on the board of directors for Found Village, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management and proprietary research to tailor investment plans aligned with client goals.

Stephanie Russell is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2008. Outside of advisory work, she is involved in sales with Young Living. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocation to tailor financial plans aligned with clients’ goals and risk tolerances.

Ryan Small is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

Manda Cash is a Series 66-licensed financial advisor with six years at UBS Financial Services and a total of five years of industry experience. Prior to joining UBS in 2020, she worked with Advantage Marketing Services and was involved with the University of Dayton’s The Write Place. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Michael O'Brien is a financial advisor at UBS Financial Services with four years of industry experience. He has worked at UBS since 2021 and previously held positions at OJM Group and Cincinnati Financial Corporation. His background also includes roles at Xavier University and the Portland Regency Hotel and Spa. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and also provides custody, underwriting, and capital markets services.

William Di Johnson is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63, 65, and 66 licenses and six years of industry experience. Prior to joining UBS in 2025, he worked at Walnut Grove Capital Partners and Wells Fargo Securities, among other firms. He also served at Columbia Business School from 2020 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Kendall Harden is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 registrations and five years of industry experience. Prior to joining UBS, Harden worked at Gearhart & Associates and Raymond James & Associates, Inc., and has spent time affiliated with the University of North Carolina at Chapel Hill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Gina Sellet is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has been with UBS since 2017, following four years at Bank of America Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines wealth management services with institutional trading capabilities and provides a range of capital markets and advisory services.

Mark Armstrong Clippinger is a financial advisor with UBS Financial Services in Cincinnati, Ohio. He holds a Series 66 designation and has nine years of industry experience. Clippinger has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Allen Zaring IV is a financial advisor with UBS Financial Services and holds Series 63 and Series 66 designations. He has 10 years of industry experience, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his financial career, he is involved with a business called Swampthang. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers extensive capital markets and research resources.

Genevieve Monier is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has prior work experience including roles at Cincinnati Animal CARE, Amify, and University of Alabama Athletics Communications. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Michael Rolfes is a CFP® professional with 14 years of experience in the financial services industry. He is currently with UBS Financial Services and has previously worked at Fifth Third Securities, FIFTH THIRD BANK, The Ayco Company, Charles Schwab, and Fidelity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans aligned with clients’ goals and risk tolerances.

Molly Ellis is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and eight years of industry experience. She has been with UBS since 2017 and worked concurrently at Miami University from 2014 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Troy Anderson Debord is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has been with UBS Financial Services in Cincinnati, OH since 2015. Outside of his advisory role, he serves on the board of directors for Best Point Education and Behavioral Health, a nonprofit focused on services for at-risk youth and their families. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.