Lynn Goedde is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and a range of investment services supported by structured planning tools and risk modeling techniques.

Thomas Myrick is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. He holds the Series 66 designation and acts as Vice President of The Referral Group in Cincinnati, overseeing referral tracking and reporting. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services.

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 at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining J.P. Morgan, he spent one year at Fidelity Investments and has held various roles in other industries, including involvement with 50 West Brewing Co. and Oxford To You. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its non-discretionary advisory services.

Dawn Potts is a financial advisor with Merrill in Loveland, OH, holding Series 63 and Series 65 licenses and 31 years of industry experience. She has been with Merrill since 1994. Outside of her advisory work, she is involved with Creative Memories, a scrapbooking and framing supplies business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

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.

Nathaniel Arthur is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients identify their financial priorities to develop strategies aimed at pursuing their financial goals. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Nathaniel earned his bachelor's degree from 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.

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.

Margaret Lee is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and 8 years of industry experience. She has been with Merrill since 2016 and previously worked at Stock Yards Bank and Trust for one year. 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.

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.

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.

Mark B. Broderick is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1986 and works in partnership with two of his children to serve families and non-profit organizations. Mark's approach to wealth management focuses on developing personalized strategies based on a deep understanding of each client's financial goals. His client focus areas include college education planning, family wealth management strategies, endowments, foundations and non-profit services, personal retirement planning, philanthropic planning, and retirement income. Mark holds a Bachelor's Degree from the University of Cincinnati and graduated from Saint Xavier High School. He holds the FINRA Series 7 and Series 66 securities registrations, as well as the Chartered Retirement Planning Counselor (CRPC) designation. He resides in Cincinnati with his wife Lynn and is involved with the Price Hill Community, Our Daily Bread, and is a parishioner of Saint Rose of Lima Catholic Church. Outside of his professional work, Mark dedicates time to community involvement and volunteer activities. He enjoys biking, boating, camping, football, genealogy, golfing, running, spending time with his family, and practicing yoga.

Brett Thornock is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Fidelity Investments and has previously worked at firms including NYlife Securities LLC and Ohio National Financial Services. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles with registered investment companies and its use of AI-driven methodologies in portfolio management.

Bryan Shick is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the board of directors and as board treasurer for The Brain Donor Project, a nonprofit focused on brain donation awareness and process improvement. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Eric Campman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory work, he serves as power of attorney for his mother. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions with a focus on research-driven investment strategies and diversified portfolios.