Mark Conrad is a financial advisor at UBS Financial Services with 17 years of industry experience. He has held positions at UBS since 2016 and previously worked at Bank of America, N.A. and Merrill from 2014 to 2016. He holds Series 63 and Series 66 designations and is based in Cincinnati, OH. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research, capital markets services, and affiliated banking programs.

Paul Antoun III is a Financial Advisor at Merrill Lynch Wealth Management. He supports clients in managing their financial goals through tailored investment strategies. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). Paul earned a bachelor's degree from the University of Cincinnati. Further personal interests or details related to community involvement are not provided.

Matthew Taske is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2025. Outside of his advisory role, he is involved with the Brown County Chamber of Commerce and serves on the Saint Ursula Academy Advancement Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

James Murphy Jr. is a financial advisor with Merrill in Cincinnati, OH, holding Series 65 and Series 66 licenses and bringing 29 years of industry experience. He has been with Merrill since 1997 and has concurrently worked with Bank of America since 2011. Outside of his advisory role, he is the founder, director, and coach of the St. Xavier High School Triathlon Team, a local nonprofit organization. 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 a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Philip Ochs IV is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with UBS Financial Services since 2004. Outside of his primary role, he advises on investments for the Christy A Ochs Rev Trust. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Erik Shifflett is a CFP® and Series 66-licensed financial advisor with 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He serves as a trustee for a friend and co-worker in Lebanon, Ohio. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment products, including insurance-related vehicles and bank deposit sweep options.

Maggie Ellis is a financial advisor at UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining UBS, she worked for Duke Energy from 2022 to 2024 and spent eight years in education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad set of financial solutions.

Paul Roetenberger is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he serves as a trustee providing investment advice and monitoring, and participates in the finance committee of a local nonprofit church and school, reviewing their financial statements and budgets. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning and investment consulting through multiple programs, and is notable for its municipal advisory services and broad affiliate ecosystem.

Tim Dippold is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner in BTEC Realty LLC, a real estate partnership. Morgan Stanley Wealth Management (MSWM) provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a wide range of investment and financial solutions, including estate planning and access to private funds and other specialized investment strategies.

Simarjeet Klair is a Financial Advisor with Merrill Lynch Wealth Management, focusing on providing personalized investment strategies tailored to clients' individual goals. She works closely with clients to understand their priorities and develop approaches for pursuing financial objectives, including general investing, retirement planning, and saving for unforeseen events. Simarjeet also offers access to banking and lending services through Bank of America to support comprehensive financial needs. She holds the Personal Investment Advisor (PIA) designation and has completed the Accredited Certificate Program from the University of Cincinnati. Simarjeet emphasizes ongoing dialogue with clients to address their questions and adjust strategies as their needs evolve.

Dominic Kariofiles is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. Prior to joining UBS, he held positions with Cincinnati Pool Management, Flyer Enterprises, and the Great Miami Valley YMCA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market assumptions and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Baily Kennedy Oldiges is a financial advisor at UBS Financial Services with seven years of industry experience. They hold a Series 66 designation and have worked at UBS since 2018. Prior to UBS, they held positions at The Christ Hospital and Five Seasons Family Sports Club. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses model-based asset allocations and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Patrick Magarian is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes roles at Xavier University, Kelly Bros Lumber & Design, MAI Capital Management, Ohio State University, Von Lehman CPA & Advisory, Elon University, and Cincinnati Country Day School. 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, pension plans, corporations, and charitable organizations.

Edward Ullrich is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes 17 years at Fidelity Investments and a year at AW Securities prior to joining Wells Fargo Clearing in 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Molly Koester is a financial advisor at Morgan Stanley with 19 years of industry experience. She has held roles at both Morgan Stanley and UBS Financial Services over her career. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analytics. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Leo Lauterbach is a financial advisor with Wells Fargo Clearing in Mason, Ohio, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association, from 2009 to 2018. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Kevin Ruther is a financial advisor at UBS Financial Services with 15 years of industry experience. He has been with UBS since 2015 and holds a Series 66 designation. Outside of advisory work, he is a co-owner and operator of a real estate partnership involved in rental property decisions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

Rex Johnson is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 16 years before joining LPL Financial in 2025. He is involved with Watchpoint Financial Group LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, with a broad platform that integrates advisory with various non-advisory financial activities.

Francisco Armada is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Ameriprise and its affiliate firms since 2005. In addition to his advisory role, he is president of Solomon Professional Services, LLC, a firm that supports the operations of a planning business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Alexander Hemsath is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fidelity Investments, The Motz Group, and Great American Insurance Group. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.