Roger Ford is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at AE Wealth Management since 2017 and previously held roles at Madison Avenue Securities, GF Investment Services, and Global Financial Private Capital. Outside of his advisory work, Ford is the founder of Conservative Financial Solutions, a financial consulting and fixed insurance sales firm, and also founded Harrison Tax & Accounting. Additionally, he owns and operates a farming business. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting its advisors with internal consulting and licensing programs.

Alex Hornsby is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Foot Locker Inc. from 2014 to 2022. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Jaden Schlosser is a financial advisor at Mariner with a Series 65 designation. He has no prior industry experience before joining Mariner, where he has worked since 2025. His background includes employment at Cerity Partners and non-financial roles such as working at Mac & Joe's Bar and time spent at Miami University. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through comprehensive investment management, financial planning, and retirement consulting. The firm utilizes a combination of in-house research and third-party managers to implement customized discretionary portfolios and offers integrated tax, accounting, and financial wellness services alongside traditional portfolio management.

Robert Siegmann is a financial advisor at Carson Wealth with 15 years of industry experience. He holds a Series 65 designation and has worked previously at Total Wealth Planning, LLC, and Financial Management Group Inc. Outside of advisory activities, he is an owner of rental properties. CWM, LLC operates an enterprise platform serving corporate, institutional, and high-net-worth clients through more than 650 advisors managing approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, and retirement plan services, with an investment approach led by an Investment Committee that uses both fundamental and technical inputs to construct and monitor portfolios.

Shawn Patrick is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also associated with WealthWave and Net Law Group Inc., where he provides estate document services such as wills and trusts. His professional activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach, using third-party money managers and platform sub-advisors to implement investment strategies, supported by a large advisor network and multiple advisory programs.

Thomas Neess is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with firms including LPL Financial, StoneX Advisors Inc., and Wrp Investments, Inc. Neess also operates an insurance agency as a sole proprietor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based model combines client goal assessment with portfolio management or manager selection, utilizing both proprietary and third-party platforms and strategies.

David Parker is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Fifth Third Securities, Inc. since 2017. Prior to that, he worked at Fidelity Brokerage Services LLC for two years. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, which range from mutual fund and ETF models to separately managed accounts and tax-related strategies.

Garrett Cobb is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Mariner Wealth Advisors and has previously worked at Cassady Schiller Wealth Management, Meyer Capital Management, Baird, and Hilliard Lyons. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charities, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm emphasizes discretionary, customized portfolios supported by in-house research and external managers, with a notable integration of tax and accounting services alongside traditional portfolio management.

Alexander Fetherland is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, Fifth Third Bank, and other companies. Outside of his advisory role, he is a co-owner of a lawn care and landscaping business, Fetherland Corporation dba Cincinnati Lawn Enforcement. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, and institutional clients. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed options.

Tera Myers is a financial advisor at Kestra Advisory with nine years of industry experience. She holds the Series 66 designation and has previously worked at Commonwealth Financial Network and Securities America. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Erin Savage Weaver is a CFP® professional with 10 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2018. She previously worked at ValMark Advisers, Inc. from 2016 to 2018. Outside of her advisory role, Erin serves as a board member and treasurer for the Senior Advocate Action Group, a nonprofit organization, and volunteers as a tax counselor for the AARP Tax Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers comprehensive fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Feraas Suleyman is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 credential and 26 years of industry experience. He has been with Fifth Third Securities since 2011. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Debra Lang is a financial advisor with Lincoln Investment in West Chester, OH, holding over 21 years of industry experience. She has been with Lincoln Investment since 2010 and is also Vice President and Agent of The Lang Agency Inc., a financial services and health insurance firm. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, and retirement plans, with a focus on educator programs such as 403(b) and 457(b). The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team.

Amy Wills is a financial advisor at Fifth Third Securities, Inc. in West Chester, OH, with 25 years of industry experience. She has been with Fifth Third Securities since 2001 and holds Series 63 and Series 66 designations. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a range of discretionary managed-account programs featuring third-party portfolio managers, direct indexing, and tax-overlay services.

Ellie Snyder is a CFP® professional with seven years of industry experience, currently with Cerity Partners LLC since 2023. Her prior experience includes roles at ARGI Investment, Kalos Capital, Russell Total Wealth Management, and a position outside finance at Quality Cleaning Services. Cerity Partners advises a diverse client base including individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of year-end 2025. The firm offers customized wealth management services and combines proprietary investment screening with direct security selection and alternative market solutions.

Breanna Horvath is a CFP® professional with one year of industry experience, currently advising at Creative Planning. Prior to joining Creative Planning, she worked at Fifth Third Bank for four years and has held roles at Texas Roadhouse, the University of Cincinnati, and Bob Evans. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Carson Hosier is a financial advisor at Fifth Third Securities, Inc. based in West Chester, OH. He holds Series 63 and Series 66 licenses and has two years of industry experience, including prior roles at Fidelity Investments. Fifth Third Securities serves individual, high-net-worth, and institutional clients through advisory and brokerage services, offering a range of investment programs on the Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and supports clients with customized portfolio options including mutual funds, ETFs, separately managed accounts, and tax-optimized strategies.

David Speer is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. He has been associated with Commonwealth Financial Network and Cornerstone Financial Group since 2006. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Rob Gerdes is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 63 designation and 12 years of industry experience. His career includes roles at Transamerica Financial Advisors since 2014, WealthWave since 2016, Net Law Group Inc. since 2022, and Turo since 2023. Outside of advising, he is involved as a host for Turo and provides estate planning services through Net Law Group Inc. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm delivers investment advisory and brokerage services primarily through model portfolios and third-party managers, operating an integrated retirement plan ecosystem with approximately $1.7 billion in regulatory assets under management.

Benjamin Lipp is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and three years of industry experience. His prior work history includes roles at KeyBank and Key Investment Services, and he has also worked as a contractor for Uber since 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and managed account solutions.