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.

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.

Mike Kinney is a Benefits & Planning Consultant specializing in Executive Services. He is currently employed as a Business Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, Mike works closely with clients to ensure they have a clear understanding of their benefits and educates them on how to utilize these benefits effectively. Mike focuses on building strong relationships with clients to support their future planning. Outside of his professional work, he has personal interests that include baseball, bowling, cars, cooking and baking, hiking, and music.

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 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.

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.

Joshua Moore is a financial advisor with Equitable Advisors in Cincinnati, OH. He holds the Series 66 designation and has been with Equitable Advisors since 2026. Prior to his advisory role, he spent four years at the University of Miami Farmer School of Business and has been employed by Kroger since 2020. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Brian Snowden is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill Lynch and Scottrade. Snowden is also employed as a sales assistant at Yellow Cardinal Brokerage Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs including municipal advisory and SIMPLE IRA employer consulting 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.

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.

Zac Cottongim is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His career includes roles at Bank of America, Merrill, and Foresters Financial Services prior to joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to develop model asset allocations.

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.

Eric Albright is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 license and bringing 26 years of industry experience. His previous roles include positions at UBS Financial Services, Quick & Reilly, Whitehall Financial Services, and Kms Financial Services. He is also a vice president at LifePoint Financial Solutions. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.