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Joseph R. Abbott
Research Associate
Research, Asset Management, Cincinnati
Julie S. Ackerman
Client Support Assistant
Wealth Management, Cincinnati
Tara N. Adams, CTFA
Vice President of Trust Services, Senior Trust Officer and Compliance Specialist
Family Office Services, Trust Company, Cincinnati
Holli J. Alexander
Chief Operating Officer
Firm Leadership, Operations, Cincinnati
Bryan J. Andress
Research Analyst
Research, Asset Management, Cincinnati
Sandy F. Appel, CFP®
Associate Portfolio Manager
Wealth Management, Cincinnati