Brian Fischer is a financial advisor at Mariner with nine years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Mariner in 2023, he worked at Evensky & Katz/Foldes Financial Wealth Management from 2015 to 2023. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and tax services, employing customized discretionary portfolios supported by both internal research and third-party managers.

Joseph E. Zdeb is a financial advisor with Prime Capital Financial in Marco Island, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. He is also involved as a partner in CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings. The firm uses a variety of investment strategies and platforms, and it operates an affiliated accounting subsidiary providing tax planning and bill-pay services.

Clifford Heroth is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Fifth Third Securities since 2022 and has worked with Fifth Third Bank since 2017. Prior to his financial services career, he was employed at Darden Inc/Longhorn Steakhouse for five years. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a broad client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a multi-layered platform that includes discretionary managed accounts, direct indexing, and tax-overlay services.

Jody Santiago is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at firms including First Allied Securities Inc, Cetera Financial Specialists LLC, and Voya Financial Advisors. Outside of his financial career, Santiago was involved with Firehouse Scooterworks LLC and TJZ Arms for four years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm manages a digital advisory platform using proprietary algorithms and also operates as a broker-dealer and insurance agency.

Richard Ellis III is a financial advisor at Transamerica Retirement Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Transamerica, he worked at Charles Schwab and Empower Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education that emphasize asset allocation, contribution rates, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight and operates at scale with a large client base focused on non-discretionary assets.

Biagio Delboccio is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and two years of industry experience. Prior to joining Rockefeller Financial in 2026, he worked at Morgan Stanley and Jeffrey Bogan: Allstate Insurance. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Zachary Oyer is a financial advisor with Mariner Wealth Advisors in Naples, FL, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Deloitte and Cambridge Investment Research. Outside of his advisory work, he is also a licensed insurance agent. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm uses discretionary, customized portfolios supported by both internal and third-party resources, with notable integration of tax and accounting services alongside traditional portfolio management.

Jon Price is a financial advisor at Benjamin F. Edwards & Company, Inc. with 42 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining Benjamin F. Edwards in 2019. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, utilizing strategies managed internally and by third-party managers.

Michael Carlson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial, Triad Advisors, LLC, and Pinnacle Private Wealth, LLC. He serves as a board member for the Bellevue Golf Club and the Frank E Mahoney Jr Memorial Fund Inc., both nonprofit organizations. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and multiple program offerings such as financial planning, asset management, and specialized retirement consulting.

Ryan Sherman is a CFP® with 16 years of industry experience, currently affiliated with Rockefeller Financial LLC since 2026. He previously worked at Morgan Stanley in various capacities from 2009 through 2026, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Kenneth Thomalla is a CFP® with 28 years of industry experience, currently serving at MAI Capital Management, LLC since 2024. His prior roles include positions at WCG Wealth Advisors, LLC and MML Investors Services, Inc. Thomalla is also involved with Treloar & Heisel, LLC, a firm specializing in fixed insurance and property and casualty products, and holds board memberships at the American Academy of Pediatric Dentistry Foundation and Involta, LLC. MAI Capital Management provides investment management and wealth services to individuals, families, trusts, institutional clients, and sports professionals. The firm offers a range of portfolio strategies and integrates financial planning and tax services, managing over $72 billion in assets as of mid-2026.

Ashley Gegenwarth is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley for 10 years and Raymond James & Associates for three years. She is based in Naples, Florida. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating also as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Christopher Fraga is a CFP® professional with 37 years of experience, currently serving at Commonwealth Financial Network since 1988. He also operates the Law Office of Christopher A. Fraga, providing estate planning and legal services. Fraga has been involved in fixed insurance sales under the name Fraga Wealth Management Group and acts as a trustee for various trusts. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customizable investment solutions, while providing operational, compliance, and technology support to affiliated advisors.

Paul Colwell III is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Private Advisor Group since 2011 and has also been affiliated with LPL Financial since 2003. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services. The firm provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program, supported by a network of investment adviser representatives and extensive strategic partnerships.

Anthony Peracchia is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Brookmont Capital Management and Sei Investments. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets for more than 24,000 clients. The firm offers a range of portfolio management and financial planning services through a network of independent investment adviser representatives, utilizing an open-architecture approach that integrates external platforms and active monitoring strategies.

Thomas Liguzinski is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Commonwealth since 2008 and also works with Cornerstone Financial Group since 2011. In addition to his advisory work, he operates a CPA practice specializing in tax preparation and advice. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various customized investment solutions.

David Legus is a financial advisor at Cresset Asset Management, LLC with 15 years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at Meristem Family Wealth, LLC and U.S. Bancorp Investments, Inc. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across public and alternative asset classes.

John Dovich is a ChFC® credentialed financial advisor with 33 years of industry experience. He is currently Regional President at MAI Capital Management, LLC, overseeing the Cincinnati office since 2019. His prior experience includes roles at Integrity Alliance, LLC and Lion Street Financial, LLC, as well as running his own firm, John D. Dovich & Associates, LLC. Outside of his advisory work, he serves as a trustee at Xavier University and volunteers on the Cincinnati Zoo Foundation board. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm offers a range of customized portfolio strategies and integrates comprehensive financial planning, tax, and administrative services across its client relationships.

Brad Cherkin is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked with various entities within the Truist organization since 2010, including BB&T Securities and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, supported by third-party platform agreements and an AI-enabled Equity Research team.

Ashley Karstens is a Planning Consultant at Fidelity Investments. In this role, Ashley partners with clients and their families to co-create financial plans tailored to their unique goals, utilizing Fidelity's resources to support their financial decision-making process. Ashley has been with Fidelity Investments since 2020, progressing through roles as a Financial Representative and Relationship Manager before becoming a Planning Consultant. This experience has provided Ashley with a foundation in client relationship management and financial planning. Outside of work, Ashley's personal interests include spending time at the beach, gardening, kayaking, enjoying food, and engaging in puzzles.