Margaret Lee is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016, following a brief period at Stock Yards Bank and Trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. 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.

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.

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.

Marilyn Ward is a financial advisor at Robert W. Baird & Co. with five years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2019, with prior experience at Hilliard Lyons, Edward Jones, and First Community Bank of Central Alabama. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services using a range of strategies, including separately managed accounts and overlay services.

Mark Broderick is a Wealth Management Advisor with over 30 years of experience in the financial services industry. He began his career with Merrill in 1986 and currently focuses on multigenerational wealth planning. Mark works in partnership with two of his children to serve families and non-profit organizations, emphasizing a comprehensive approach that involves listening to clients' needs and developing personalized financial strategies. Mark's expertise includes college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, philanthropic planning, and retirement income. He holds the FINRA Series 7 and 66 securities registrations, as well as the Chartered Retirement Planning Counselor (CRPC) designation. He received his Bachelor's Degree from the University of Cincinnati and graduated from Saint Xavier High School. Mark and his wife Lynn reside in Cincinnati, where they are active in the community. He is involved with the Price Hill Community, Our Daily Bread, and is a parishioner of Saint Rose of Lima Catholic Church. His personal interests include biking, boating, camping, football, genealogy, golfing, running, spending time with his family, and yoga.

Christina Yards is a financial advisor at Robert W. Baird & Co. in Cincinnati, OH, holding a Series 66 designation with eight years of industry experience. She has been with Robert W. Baird since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a combination of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across a range of investment strategies.

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 in Cincinnati, Ohio, holding Series 63 and Series 65 registrations and with 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent four years at Wells Fargo Advisors. Outside of his advisory work, he serves as power of attorney for his mother. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 with Wells Fargo Clearing in Cincinnati, OH, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

Zac Cottongim is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities, JP Morgan Chase Bank, Bank of America, Merrill, and Foresters Financial Services. 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 applying an ESG eligibility framework in its investment recommendations.

Madelyn Sursi is a financial advisor at RBC Capital Markets with a Series 66 designation and no industry experience. Her prior roles include positions at City National Bank and Enterprise Mobility, as well as work in education with Eastern Michigan University and North Carolina Public Schools. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and employing both in-house and third-party investment managers.

Michael Dempsey is a financial advisor with Robert W. Baird & Co. Inc. in Ft Wright, KY, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Robert W. Baird since 2007. Outside of his advisory role, he is a co-owner of a rental property and a member of a property management company. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Michelle Chester is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding a Series 66 designation and 21 years of industry experience. She has been with Robert W. Baird since 2013. Outside of her advisory role, she serves as a Cub Scouts pack leader. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a range of strategies, including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

John Randall is a financial advisor with Morgan Stanley in Cincinnati, OH, holding a Series 63 designation and 19 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools, serving clients through both direct and corporate financial planning agreements.

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.