Kevin Horton is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services Inc. since 2013. 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 delivers advisory work using proprietary market assumptions, model-based asset allocations, and research from its Chief Investment Office and global research teams.

William Johnson is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, with prior roles at Stifel and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Eric Albright is a Series 66-credentialed financial advisor with 26 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2014. Albright also serves as Vice President at LifePoint Financial Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals utilizing various platform arrangements and both proprietary and third-party model strategies.

John Randall is a financial advisor with Morgan Stanley in Cincinnati, Ohio, holding a Series 63 designation and 20 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following three years at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models to support client goal development.

Pamela Brosz is a financial advisor at Morgan Stanley with 42 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 licenses. In addition to her advisory role, she serves as a notary public, notarizing documents for clients at her branch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by the firm’s Financial Advisors and Estate Planning Strategies Group.

Maryann Wolfe is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 21 years of industry experience. She has worked at UBS since 1999. 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 provides a range of services including fee-based financial planning, portfolio management, and capital markets solutions.

Karen Conrad is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Fifth Third Securities for six years before joining Merrill in 2022. Outside of her advisory role, she serves as a successor trustee for a family trust. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zachary Wiley is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Wiley owns and manages R. Beatty Racing LLC, a business involved in racing boat ownership and maintenance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Kevin Dunn is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, a position he has held since 2020. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment goals. Kevin brings extensive experience in portfolio management and client services within the investment industry. Prior to his current role, he served as a Senior Portfolio Specialist and Portfolio Specialist at Fidelity's Portfolio Advisory Services (PAS) from 2014 to 2020, and as a Client Management Representative at PAS from 2013 to 2014. His earlier experience includes serving as Vice President of Investments at Richfield Orion International in 2013 and at vFinance Investments, Inc. from 1997 to 2012.

Michael Arthur is a Senior Vice President and Wealth Management Advisor with 28 years of experience in the financial services industry, specializing in providing customized wealth management advice and guidance to high net worth individuals and institutional clients. He leads The Renie DeGroft Arthur Hall Group as part of Merrill Lynch Wealth Management. A native of Houston, Texas, Michael graduated from Texas A&M University with a Bachelor of Science degree. He holds the Certified Private Wealth Advisor® designation from the Investments & Wealth Institute™ in conjunction with the UCLA Anderson School of Management, the Chartered Retirement Plans Specialist℠ designation from the College for Financial Planning Institutes Corp., the Certified Plan Fiduciary Advisor (CPFA) designation, Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) credentials. In his college years, Michael was a starting center for the Texas A&M Aggies football team, earning recognition as an All American and Outland Trophy Award Semi-Finalist. He was later inducted into the Texas A&M Football Hall of Fame. Michael spent six years in the NFL, playing for teams including the Cincinnati Bengals, New England Patriots, and Green Bay Packers. He and his wife reside in the Cincinnati area with their two dogs and enjoy playing pickleball, traveling, and exploring new eclectic restaurants.

Seann Schaller is a financial advisor at LPL Financial in Cincinnati, OH, with 24 years of industry experience. He holds the Series 66 designation and previously worked at Cetera Advisors LLC, Guardian Life, and ClaimLinx. Outside of his advisory role, he is owner and president of Freeman Heyne Schaller, where he provides health benefits and insurance services. 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, model portfolios, third-party asset management, and institutional platforms.

Joseph Candito is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously at Fidelity Brokerage Services from 2014 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Bryan Hatfield is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, Birchcreek Wealth Management, Merrill, and U.S. Bancorp Investments. He is also the owner of a photo booth company, Tron The Photo Booth LLC, which has been inactive since 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets, custody, and lending solutions.

Andrew Dilbone is a financial advisor at UBS Financial Services with 12 years of industry experience. He has held prior positions at Touchstone Securities and IFS Financial Services. He holds Series 63 and Series 66 designations and is based in Cincinnati, Ohio. 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 and provides proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Linda Austin is a financial advisor at Edward Jones in West Chester, OH, holding Series 63 and Series 66 licenses with three years of industry experience. She previously worked at Fidelity Investments and Vandyk Mortgage Corp, where she spent nine years before joining Edward Jones. Outside of advising, she acts as a trustee for Move With Kenny LLC, authorized to sign on behalf of her husband when necessary. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, investment strategies, and affiliated services. The firm is notable for its extensive nationwide advisor and branch network and offers both discretionary and non-discretionary investment solutions under a fiduciary standard.

Kim Sherwood is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes long-term roles at Lang Financial Group and Cetera Wealth Services, as well as ownership of Center Stage Financial since 2020. Outside of finance, she is involved in stand-up comedy and related podcast and video production and serves on the board of directors for Westview Condominiums. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management, financial planning, and retirement services, supporting both discretionary and non-discretionary account management across multiple program structures.

Allison Arthur is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles, including brief positions in the restaurant and hospitality sectors as well as at the University of Cincinnati. 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.

Easton Wolf is a financial advisor with J.P. Morgan Securities in Cincinnati, OH. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2026. His background includes studies at Texas Christian University and Southern Illinois University and experience in various roles outside finance, including work with Detillion Landscaping Co Inc and Lloyd's Pizzeria. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Adam Atkinson is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. His career includes positions at Morgan Stanley Private Bank, Salomon & Company, and prior work outside finance at Fischer Homes and the University of Kentucky. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses advanced modeling tools to support financial plans.

Gregory Leahy is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. Since joining Merrill in 1991, he has focused on assisting clients with constructing customized investment portfolios tailored to meet their growth and income objectives while emphasizing risk management. Greg works with a diverse clientele, including corporate executives, professionals, medical practitioners, and families, helping them simplify complex financial decisions and proactively prepare for their future. Greg holds the Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Planning CounselorSM (CRPC) professional designations. He earned a bachelor's degree in Accounting from Indiana University. His advisory expertise spans areas such as college education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and portfolio management services. Outside of his professional role, Greg enjoys several personal interests including go-karting, water skiing, and car enthusiasm, participating in the Cincinnati Concours d’Elegance. He is a father to a young son, a son in high school, and a daughter in college.