Shawn Keller is a financial advisor at Edelman Financial Engines 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 2016, following two years at Tmfs Advisors, LLC. Based in Cincinnati, OH, he is part of a large advisory team within the firm. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

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 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.

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.

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 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.

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 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.

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, 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.

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.