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.

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.

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, 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.

Jonathan Patton is a financial advisor at Ameriprise in West Chester, OH, holding a Series 66 designation with six years of industry experience. He has worked at Ameriprise since 2018 and has prior experience at Makino and Brooks Brothers. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes proprietary research and third-party data, with distinctive enrollment criteria and an investment framework influenced by affiliated product partnerships.

Matthew Roth is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 63 designation and 31 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2015 and operates his own CPA firm, Matthew P. Roth & Co., CPAs, since 2002. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services through multiple platforms, offering both discretionary and non-discretionary management options along with proprietary model strategies.

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.

Tracy Patrick is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. Prior to joining RBC in 2026, Tracy worked at Morgan Stanley Smith Barney LLC for four years and Truist Bank for seven years. Outside of his advisory role, Tracy serves on the Finance Committee for St. Henry Catholic Parish in Elsmere, Kentucky, acting as a parent liaison between the parish and school related to parish funds. RBC Wealth Management serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a variety of wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs a tailored investment approach based on each client’s Advisory Risk Profile and uses a combination of in-house and third-party investment managers.

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.

Margaret Vagle is a financial advisor at Edward Jones in Cincinnati, OH, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets.