Sam graduated magna cum laude from the University of Kentucky in 2018, earning a degree with double majors in management and marketing. That same year, Sam entered the financial services industry by joining an independent firm based in Palm Beach, Florida. While in South Florida, he passed his Series 7, 24, 27 and 66 licenses. He also spent time residing in New Zealand where he worked for an advisory firm and part time as a sheep farmer. In 2022, Sam joined Morgan Stanley as a registered associate. In 2024, he earned his MBA from the University of Cincinnati Carl H. Lindner College of Business.

In his role within the Paradigm Group, Sam assists in portfolio management and investment analysis and monitors economic trends that impact market performance. He is responsible for reallocating, trading and rebalancing client accounts. As a member of the team’s investment committee, Sam works to identify opportunities and efficiencies that can be implemented in client portfolios.

Sam grew up in Anderson Township and now resides in downtown Cincinnati. Outside of work, he enjoys reading, fitness and spending time outdoors.

Kyle entered the financial services industry in 1992. In 2006, Terry Regan, his longtime friend and college roommate, joined his practice and in 2013, they moved from Northwestern Mutual to Morgan Stanley. Kyle passed the Series 7, 65 and 63 licenses and focuses on advising equity-compensated individuals and closely held business owners on asset management, retirement planning, risk management and legacy planning. He manages funds for individuals and corporations across the United States.

As a CERTIFIED FINANCIAL PLANNER™, Kyle takes a holistic and customized approach to unite the various aspects of a client’s ever-changing life. Whether it’s marriage, children, career changes, retirement, selling a business, or receiving an inheritance, Kyle’s goal is to have meaningful conversations, evaluations and planning to help clients define their legacy and achieve their dreams. Kyle is a cum laude graduate of Xavier University with a degree in economics. Apart from being the recipient of the Martin G. Dumler Philosophy Award, he was also a Division I swimmer. Kyle is still active in sports today and is involved with charitable organizations such as The Cure Starts Now and the Friendly Sons of St. Patrick. His interests include golf, travel and supporting the Xavier Musketeers. Originally from Erie, Pennsylvania, Kyle now lives in Hyde Park with his wife Elizabeth and they are proud parents of seven children. They are also members of the Cincinnati Country Club, The Kiahwah Island Club, and the Kahkwa Country Club. 

Terry entered the financial services industry in 2006, joining his longtime friend and college roommate, Kyle McLaughlin, in his practice at Northwestern Mutual. Terry and Kyle moved their team to Morgan Stanley in 2013 where Terry was a vice president and financial advisor. He earned the Certified Investment Management Analyst® designation after completing coursework at the University of Chicago Booth School of Business.

Terry is a skilled investment portfolio manager who excels at designing customized portfolios aimed specifically at each client’s unique goals and objectives. An outcome of this individualized planning is a balance sheet that is as efficient as possible in the context of a prudent framework. This purposeful planning facilitates his clients’ ability to achieve their dreams and helps provide for their legacy.

Terry has a Bachelor of Science degree in economics from Xavier University and a master’s degree in educational administration from the University of Akron. He taught high school economics for 12 years in Akron, Ohio and has coached high school football in Ohio and Northern Kentucky. He enjoys boating, golfing, traveling and reading historical fiction. He serves on the Board of Trustees for The Cure Starts Now, an international cancer research foundation started locally in Cincinnati in 2007. He is married to Maureen Regan, who is now retired from the team. They have one adult daughter and he and his wife live in Akron, Ohio. 

Joe has a passion for building relationships and delivering a comprehensive experience to his clients. He began his financial services career in 2009 as a sales assistant with Northwestern Mutual. In 2012, he joined PNC Investments. While there, he piloted a junior advisor program and was one of the top performing juniors across the PNC footprint. He became a branch financial advisor in 2014 and continued to successfully grow his practice through consistent and conscientious client contact, meticulous follow-through and an emphasis on wealth planning.

Joe grew up in central Michigan where much of his family still resides. He is a graduate of Ohio University in Athens, Ohio, and studied finance and business law. Joe and his wife, Danielle, live in Maineville, Ohio, and have two young children, Violet and Leo. In his free time, Joe enjoys endurance sports, traveling with his family and is a proud member of TPC River’s Bend Golf Club.

For over 15 years, Robert has been working alongside clients to accomplish their goals. Beginning with a comprehensive approach to creating a wealth plan, he utilizes tailored investment allocation strategies to help meet short- and long-term objectives. Robert has made working with closely held business owners a core focus. Some of the areas he supports include preparing businesses for sale, liability management, cash management and corporate benefits design.

Robert is a member of the University Club of Cincinnati, Clovernook Country Club, Moraine Country Club, and Social House. Additionally, he is a member of the Golf Committee for the Brave Like Me Foundation and serves as a board member for the Clovernook Center for the Blind & Visually Impaired in Cincinnati. Robert’s hobbies include spending time with family, volunteering, golfing, traveling and attending live music events.

Brandon has a passion for taking exceptional care of his clients. His focus on wealth planning allows him to work alongside individuals and families, helping them to confidently plan for their future and achieve their dreams.

Prior to joining The Paradigm Group, Brandon successfully grew his wealth planning practice with Skylight Financial Group. Before that, he spent time at Western & Southern where he earned a leadership position as a staff manager and successfully led a team of financial advisors as one of the youngest managers in the company.

Brandon is a graduate of the University of Cincinnati with a degree in finance. He resides in Oakley with his fiancé, Olivia, and their silver Labrador, Cash. When not serving his clients, he enjoys staying active, working out, competing in various sports, spending time with family and friends, and supporting his hometown teams.

Drawn to the opportunity to help multigenerational families work towards their financial goals through personalized guidance, Madelyn joined The Paradigm Group in 2025. With every client, she works to understand their unique needs to create tailored strategies.
Madelyn has a bachelor’s degree in finance from Easter Michigan University and has passed the SIE, Series 7 and 66 exams.
Outside of work, she enjoys being active and spending time outdoors. Growing up in North Carolina, she had the pleasure of hiking the Blue Ridge Mountains, which sparked her lifelong appreciation for nature and adventure. She is involved with Eastern Michigan Athletics through alumni engagement, including speaking with student athletes and administration about leveraging college athletics to achieve long-term career goals.