625 Eden Park Dr., Suite 310, Cincinnati, OH 45202

Chris Brennan, CFP®

Senior Wealth Advisor, Managing Director

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Bill Bruns

Senior Wealth Advisor & Team Leader, Managing Director

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William Bruns, CFP®

Wealth Advisor, Senior Associate

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Ryan Bruss

Portfolio Management Analyst, Associate

Anna Davis

Senior Client Service Specialist

John Dovich, ChFC®, CLU®

Regional President, Senior Managing Director

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Julie Eten

Senior Wealth Client Service Specialist, Associate

Neil Hantak, CFA

Senior Portfolio Manager, Managing Director

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Tom Lalley, CFP®, CFA

Senior Wealth Advisor & Team Leader, Managing Director

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Carey Markoe, CFP®, CRPC™

Wealth Advisor, Senior Associate

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Steven Meegan, CFA

Portfolio Management Analyst, Associate

Anne Pansing

Senior Wealth Client Service Specialist, Senior Associate

Brandon Rozanski

Wealth Specialist, Associate

Melissa Todd

Insurance Operations Team Leader, Senior Associate

Julie Zimmerman

Insurance Operations Specialist

7755 Montgomery Road, Suite 510, Cincinnati, OH 45236

Sheila Adika, MBA

Trader & Portfolio Reporting Analyst, Senior Associate

Melissa Anderson

Senior Operations Specialist, Senior Associate

Andrew Bruns, CFA

Senior Portfolio Manager, Director

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Jason Cox

Portfolio Reporting Analyst, Senior Associate

Katerina Fee

Senior Client Service Specialist, Senior Associate

Joseph Hack, CFP®

Senior Wealth Advisor, Managing Director

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Josh Handel, J.D.

Wealth Advisor, Director

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Jayme Harris

Financial Planner, Senior Associate

Alan Henning, M.A., CFA

Senior Wealth Advisor, Managing Director

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Sally Humphrey, MBA

Senior Wealth Advisor, Managing Director

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Edward R. Kuresman, CFA

Regional President, Senior Managing Director

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Bradley Meeks, CFA

Senior Portfolio Manager, Managing Director

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David Niehaus, CFA

Senior Portfolio Manager, Director

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Michael Reed, CFA, MBA

Senior Portfolio Manager, Director

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Katalin Ori

Regional Client Service Manager, Director

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Beth Stanfield

Senior Client Service Specialist, Senior Associate

Stephanie Van De Velde

Senior Client Service Specialist, Senior Associate

Trenicka Williams

Senior Client Service Specialist, Senior Associate

Kristyn Wyche

Senior Office Administrator, Senior Associate

Stella Zekoff, CFP®

Wealth Advisor, Director

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Sheila Zenni

Senior Client Service Specialist, Senior Associate

9435 Waterstone Blvd., Suite 120, Cincinnati, OH 45249

Don Brosz, J.D.

Senior Wealth Advisor, Managing Director

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Mark Roberts

Senior Wealth Advisor, Managing Director

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Christina Yowler

Administrative Assistant, Associate

Connect with MAI in Cincinnati

625 Eden Park Dr., Suite 310
Cincinnati, OH 45202

513-579-9400

7755 Montgomery Road, Suite 510
Cincinnati, OH 45236

513-871-4555

9435 Waterstone Blvd., Suite 120
Cincinnati, OH 45249

513-573-0440
We look forward to learning about your financial goals.


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