The OHB Group
Merrill Lynch Wealth Management
5905 E Galbraith Rd
Suite 7000
Cincinnati, OH 45236
(513) 985.5810
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Your wealth requires customized planning that encompasses your life, your business and your family legacy. The OHB Group is committed to delivering an elite experience that goes beyond traditional investment practices, tailored to your unique goals and priorities.
The OHB Group
Merrill Lynch Wealth Management
Welcome

The OHB Group shares a common objective: to help clients pursue meaningful goals. In addition to offering an approach tailored by understanding each client’s goals, risk tolerance, time horizon, and liquidity needs—such as funding children’s education, helping ensure money lasts in retirement and planning for potential health care costs—we can assist with potential solutions for transferring wealth to the younger generation. Everything we do takes into account clients’ own perspectives and priorities. Our process is designed to help provide a customized, consistent experience that goes beyond wealth management to help address clients’ life priorities.

Recognition
James O'Reilly
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "Top 1200 Financial Advisors", 2022-2023
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Show more recognition
The OHB Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

Our team strives to deliver an elite wealth management experience that goes beyond investment practices. We assist in navigating complex, life changing decisions by developing comprehensive wealth management strategies to help identify blind spots and connect our clients with valued partners.

Meet Our Team
James O'Reilly,

CFP®, CRPC™

Managing Director, Wealth Management Advisor
513.985.5810
Brandon Hutchison,

CPWA®

Senior Vice President, Wealth Management Advisor
513.985.5806
Peter Bouley,

CPFA™

Senior Vice President, Senior Financial Advisor
513.985.5808
Ryan Murray,

CFP®

Vice President, Wealth Management Advisor
513.985.5807
Marsha L. Conley
Assistant Vice President, Wealth Management Associate
513.985.5804
Angela M. Laux,

CRPC™

Wealth Planner
513.985.5803
Megan M. Idol
Officer, Wealth Management Client Associate
513.985.5802
Patrick T. Bouley
Wealth Management Client Associate
513.985.5805
Sara Z. Cordell
Wealth Management Client Associate
513.985.5969
P. Rick Antoun,

CRPC™, CRPS™

Assistant Vice President, Relationship Manager
513.985.5809
Manuel A. Madriz,

CIMA®

Registered Wealth Management Client Associate
513.985.5962
Taylor L. Palmer,

CRPC™

Officer, Registered Wealth Management Client Associate
513.985.5954
Krystal A Kirk
Assistant Vice President, Wealth Management Associate
513.985.5816
Maxwell M Rossi,

CRPC™

Relationship Manager
513.985.5939
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Don Livio
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Jeremy Floberg
Wealth Strategies Advisor
Bank of America, N.A.
CJ Wiehaus
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.