Cincinnati, OH 400 Broadway Office

Jayna Thompson is a financial advisor with W&S Brokerage Services, Inc. in Cincinnati, OH. She holds a Series 65 designation and has been active in the financial services industry since 2024, following several years in academic and legal education roles. W&S Brokerage Services, Inc. is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary asset allocation program with multiple risk profiles and investment objectives, serving individuals, trusts, retirement plans, and other entities.

Daniel Owens is a financial advisor at W&S Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Fidelity Investments and Fifth Third Bank. W&S Brokerage Services, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that offers a model-based, discretionary investment approach through its W&S Wealth Solutions wrap-fee asset allocation program. The firm serves individual clients as well as retirement and benefit plan accounts, using a combined quantitative and qualitative due-diligence framework to select investment options and tailor portfolios for tax sensitivity.

Nick Vorholt is a financial advisor at W&S Brokerage Services, Inc. in Cincinnati, OH, holding the ChFC® designation and Series 63 license, with nine years of industry experience. His previous roles include positions at Protective Life and Concourse Financial Group. Outside of financial services, he works as a stadium manager for the Cincinnati Bengals, assisting volunteer groups with merchandise sales. W&S Brokerage Services, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that offers a model-based, discretionary wrap-fee asset allocation program serving individual clients as well as retirement and benefit plan accounts. The firm integrates investment management with broker-dealer and insurance activities, utilizing proprietary affiliated funds and a quantitative/qualitative due diligence process for fund selection.

Michael Nordyke is a financial advisor with W&S Brokerage Services, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at W&S Brokerage Services since 2015 and concurrently with Mutual Of America Securities Corporation and Mutual Of America Life Insurance Company since 2009. In addition to his advisory roles, he is active as a securities wholesaler. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary asset-allocation program that serves individuals, trusts, and retirement plans through multiple risk and investment profiles, incorporating tax-aware and socially conscious strategies.

Paul Kelbly is a CFP® professional with nine years of industry experience, currently serving at W&S Brokerage Services, Inc. since 2016. He also works with Western Southern Life. Outside of his advisory role, Kelbly volunteers on the Young at Heart Committee in Owings Mills, MD, coordinating networking events and quarterly field trips, and serves on the endowment committee at Codorus Church. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary wrap fee asset-allocation program featuring multiple risk profiles and investment objectives, combining brokerage, advisory, and insurance services to individuals, trusts, and retirement plans.

Jordan Lutz is a financial advisor at W&S Brokerage Services, Inc. with seven years of industry experience. He holds Series 65 and Series 63 credentials and has been affiliated with W&S Brokerage Services and Western Southern Life since 2019. Prior to his advisory career, he spent five years at Bowling Green State University. Outside of his advisory role, he serves as a full-time agency manager at Western Southern Life. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary asset-allocation program across multiple risk profiles and investment objectives, serving individuals, trusts, retirement plans, and other entities.

Patrick Smiley is a financial advisor at W&S Brokerage Services, Inc. in Cincinnati, OH. He holds a Series 65 designation and has been with W&S Brokerage Services since 2026. Prior to this, he worked at Western & Southern Life and Hankook Tire North American Corp. W&S Brokerage Services, Inc. operates as both a broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary asset-allocation program with multiple risk profiles and investment objectives, serving individuals, trusts, and retirement plans through a combination of brokerage, advisory, and insurance services.

Remington Taylor is a financial advisor at W&S Brokerage Services, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at W&S Brokerage Services and its affiliate Western & Southern since 2020, and previously spent five years at Kerry Chevrolet. Taylor is also a full-time sales agent with Western Southern Life. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven wrap fee asset-allocation program serving individuals, trusts, and retirement plans, utilizing multiple risk profiles and investment objectives, with portfolios monitored and rebalanced regularly.

Kevin Burns is a financial advisor with W&S Brokerage Services, Inc. in Cincinnati, OH, holding Series 63, 65, and 66 licenses and having 26 years of industry experience. He has been with Western & Southern Life and W&S Brokerage Services since 2007. W&S Brokerage Services, Inc. is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a wrap fee asset-allocation program using 25 model portfolios, serving individuals, trusts, retirement plans, and other entities with a model-driven, discretionary allocation process administered by an affiliated sub-adviser.

Marchaun Morrison is a financial advisor with W&S Brokerage Services, Inc. in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Western & Southern Life, Prudential Insurance Company of America, New York Life Insurance Company, and other firms. Morrison also serves as an Advanced Markets Consultant with Western & Southern Life. W&S Brokerage Services, Inc. is a dually registered SEC investment adviser and FINRA-member broker-dealer that manages a wrap-fee asset allocation program featuring 25 models invested in a mix of affiliated and unaffiliated mutual funds, ETFs, and money market funds. The firm serves individual clients, retirement and benefit plan accounts, and primarily manages pooled or institutional assets through a model-based, discretionary investment process overseen by Fort Washington Investment Advisors.

Mark Molley is a financial advisor with W&S Brokerage Services, Inc. based in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 16 years of industry experience, including prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. W&S Brokerage Services, Inc. is a dually registered SEC investment adviser and FINRA-member broker-dealer that manages a wrap-fee asset allocation program with 25 models across mutual funds, ETFs, and money market funds. The firm serves individual clients, retirement and benefit plans, and institutional accounts through a model-based, discretionary investment process supported by Fort Washington Investment Advisors as sub-adviser.

Cindy Tsai is a financial advisor with W&S Brokerage Services, Inc. in Cincinnati, Ohio, holding 10 years of industry experience. She has been with W&S Brokerage Services and Western Southern Life since 2017 and previously worked at Investment Envisioned Inc from 2014 to 2016. Tsai serves on the boards of two nonprofit organizations focused on economic education and college scholarships. W&S Brokerage Services, Inc. is a dually registered SEC investment adviser and FINRA-member broker-dealer that offers a model-based, discretionary investment approach primarily serving pooled and institutional assets, as well as individual and retirement plan clients through its W&S Wealth Solutions wrap-fee asset allocation program.