Todd Hicks is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Stifel in 2019, he worked for Morgan Stanley Private Bank. He serves on the board of the SOR Cincinnati Area Foundation, which raises funds to support economically disadvantaged children’s education. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. Its investment approach utilizes proprietary methodologies from the Investment Strategy Group to provide asset allocation and financial planning guidance.

Jeffrey Walkup is a financial advisor at Osaic with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America, Inc., Securities America Advisors, Inc., and Brecek & Young Advisors, Inc. Outside of his advisory work, Walkup teaches AcroYoga classes in the Cincinnati community. Osaic Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and provides various managed account programs, integrating a complex affiliate network and alternative investment options.

William Olson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work experience includes roles outside the financial sector at companies such as Great Lakes Valet, Stagnaro Distributing, and Integrity Express Logistics LLC. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Hannah Law is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2012. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Rivard is a Series 66-credentialed financial advisor with Ameriprise in Cincinnati, OH, with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Wilkison is a Wealth Management Advisor and the founder of Wilkison Wealth Management. Since joining the firm in 2015, he has provided financial strategies to successful individuals and families across the country. He focuses on developing customized strategies that help navigate risk, address personal goals throughout all life stages, and preserve wealth for future generations. Michael emphasizes collaboration with his clients to create personalized plans designed around their priorities, family, goals, and aspirations. With over a decade of experience, Michael serves affluent individuals, retirees, entrepreneurs, business owners, professional athletes, and entertainers. He takes a holistic approach by working closely with a network of internal and external professionals to evaluate all aspects of a client's financial life, including tax, retirement, estate planning, and recommended asset allocations. As a specially qualified Portfolio Manager, he manages discretionary portfolios using personalized strategies such as individual stocks and bonds, Merrill model portfolios, and third-party investments. Michael holds the Accredited Wealth Management Advisor™ and Sports & Entertainment Accredited Wealth Management Advisor™ designations. Michael earned his Bachelor's degree, dual-majoring in Economics and Business Communication from DePauw University, where he received an academic full scholarship and served as Captain of the Men's Basketball team. He is involved in the Evendale Chamber of Commerce and supports Parent Project Muscular Dystrophy. Michael resides in the greater Cincinnati area with his wife, Amanda, and two daughters, June and Elena.

Theodore Taylor is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Fidelity Investments and JPMorgan Chase Bank, N.A., as well as involvement with several entrepreneurial and hospitality ventures. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process uses both quantitative and qualitative research supported by a manager solutions team and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Emily Stork is a Series 66 licensed financial advisor at UBS Financial Services with seven years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 utilizes proprietary research and model-based asset allocations to tailor client solutions.

Scott Bouldin is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and at Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets from 2005 to 2009 and Morgan Stanley Dw Inc. from 2002 to 2005. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides its services through Financial Advisors and Estate Planning Strategies.

Nathaniel Arthur is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to provide financial clarity and develop strategies aligned with their goals. His approach emphasizes building long-term relationships through trust, listening, and understanding clients' priorities. Nathaniel holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Dayton. He is involved in community organizations such as the Anthony Munoz Foundation, Rebuilding Together Dayton, and maintains ties with the University of Dayton.

Shawn Keller is a financial advisor at Edelman Financial Engines in Cincinnati, OH, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Financial Engines Advisors L.L.C. since 2014, following prior roles at The Mutual Fund Store and Chase Investment Services Corp. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios, rebalancing, and fiduciary management across a broad range of accounts and product exposures.

John Adams is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Robert W. Baird & Co. since 1998. Outside of his advisory role, he owns Pittsburgh Subs, Inc., a restaurant and food/beverage business. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary management, across a range of traditional and non-traditional investment strategies.

Jeffrey Stanley is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory role, he is involved in an agricultural business in Bethel, Ohio, through his spouse. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor client solutions. The firm combines institutional trading capabilities with wealth management, offering custody, underwriting, and capital markets services through its platform.

Sarah Nolan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2024, she worked at Morgan Stanley for two years and has professional experience outside of finance, including roles at CycleBar and lululemon. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kacie Williams is a Series 66 licensed financial advisor with Merrill in Cincinnati, OH, with eight years of industry experience. She has worked at Merrill since 2016 and briefly at Stock Yards Bank and Trust in 2016. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kimberly Mcfarland is a Series 66-credentialed financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets offerings.

Teresa Papadatos is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and nine years of industry experience. She has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 2012. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its advisory services.

Katlin Klamo is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 credential and has worked at Fidelity Brokerage Services LLC since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and systematic portfolio construction. The firm is noted for its use of algorithmic methods and AI in research, its role as a registered commodity pool operator, and its advisory services to multiple registered investment companies.

Leo Broerman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 24 years of industry experience. His career includes 11 years at LPL Financial prior to joining Cambridge Investment Research Advisors in 2015. He is also involved with Focus Wealth Management as an Investment Adviser Representative. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers services through multiple platforms, proprietary model strategies, and access to third-party advisers.

John Mazza is a financial advisor at Morgan Stanley in Cincinnati, OH, holding a Series 66 designation with 13 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through various advisory and investment strategies.