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.

Dawn Potts is a financial advisor at Merrill with Series 63 and Series 65 licenses and 30 years of industry experience. She has been with Merrill since 1994. Outside of her advisory work, she is involved with Creative Memories, a business specializing in scrapbooking and framing supplies. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, and other fiduciaries.

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 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.

John Adams is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Robert W. Baird & Co. since 1998. Outside of his advisory role, he owns Pittsburgh Subs, Inc., a restaurant and food/beverage business. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary management, across a range of traditional and non-traditional investment strategies.

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 with Merrill in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2024, she worked at Morgan Stanley from 2022 to 2024 and has a background in the fitness and retail sectors, including roles at CycleBar and lululemon. Merrill provides managed account services through the Select Portfolio Solutions program for Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Margaret Lee is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2016 and previously spent a year at Stock Yards Bank and Trust. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s platform, providing access to a wide array of investment products and services.

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.

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.

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.

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.

Brian Snowden is a financial advisor with Raymond James Financial in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior work includes roles at Merrill Lynch and Scottrade. He is also employed as a sales assistant at Yellow Cardinal Brokerage Services. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs and emphasizes a non-discretionary approach in much of its advisory business.

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.