Eric Larison is a CFP® with 10 years of industry experience, currently practicing at DayMark Wealth Partners, LLC since 2022. He previously worked at Wells Fargo Clearing from 2016 to 2022. DayMark Wealth Partners serves individual and institutional clients, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm combines internally managed models, third-party managers, and held-away account tools, utilizing diverse analytical methods and access to alternative investments.

Brett Hamilton is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been affiliated with The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2013. Outside of his advisory work, he operates as an independent insurance agent. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary accounts and employs a dual-registration model, serving clients through a combination of third-party investment programs and advisory relationships.

Neil Hantak Jr. is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at MAI Capital Management, LLC since 2019. He previously worked at John Dovich and Associates and The Randolph Co. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and incorporates financial planning and tax services into its client relationships.

Ryan Dilts is a financial advisor at Cerity Partners LLC in Cincinnati, OH, holding a Series 65 license with approximately one year of experience at Cerity Partners and prior roles including positions at First Financial Bank, Western Kentucky University, and Clayton and Crume. His background includes a combination of financial services and education. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing over $166 billion in assets as of December 31, 2025. The firm offers customized wealth management solutions through a mix of proprietary quantitative methods, direct security selection, and access to alternative investments and private market solutions.

Donna Sterwerf is a CFP® professional with 23 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. She previously worked at Constellation Wealth Advisors, LLC for eight years and Oxford Financial Group, Ltd for two years. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a customized approach to portfolio management using various strategies and serves both advisory and product-sponsor roles, managing significant assets and affiliated funds.

Laura Tidd is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities and its affiliated firm since 2009. Fifth Third Securities, Inc. 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 subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate bank affiliation.

Andrew Magenheim is a financial advisor with Eagle Strategies (NY Life) in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at Eagle Strategies since 2012 and is also the owner of Pi E3 Financial Collaborative, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

David Wilder is a CFP® professional with 24 years of experience in financial advisory roles. He is currently with Carson Wealth and CWM, LLC, having previously worked at Total Wealth Planning, LLC and Financial Management Group Inc. Outside of his advisory work, he is the owner of David Wilder, LLC, a rental property business. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and offering tailored investment solutions.

Colin Hill is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. He has previously worked at Hill Financial Strategies, Cornerstone Financial Group, XPO Logistics, and Cintas Corp. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Drew Deimling is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2016. Outside of his advisory role, he founded and served as president of Frontier Friends, a charitable organization supporting underprivileged and ill children, and currently serves on the board of directors for May We Help, a nonprofit charity in Cincinnati. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets and serving a diverse range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm provides investment advice through a combination of in-house and third-party portfolio management across multiple advisory programs and offers custody and trustee services through a New Hampshire-chartered subsidiary trust company.

Nicholas Adams is a financial advisor at Cerity Partners LLC in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners in 2024, he spent four years at Miami University and five years in full-time education roles. Cerity Partners serves a diverse client base including high-net-worth individuals, families, institutions, and charitable organizations, managing approximately $166.2 billion in assets. The firm offers customized wealth management services, combining quantitative strategies with direct security selection and access to alternative investments and private market solutions.

Don Brosz Jr. is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for WaterStone Investment Counsel for 13 years before joining MAI in 2024. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, and institutional clients. The firm customizes portfolio strategies across multiple asset classes and offers trust and insurance administration through affiliated entities.

Ryan Rospert is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at Fifth Third Bank and Fifth Third Securities since 2022 and previously spent nine years at Fidelity Investments. FIFTH THIRD SECURITIES serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, combining third-party portfolio management with customized investment solutions.

Elise Schulok is a CFP® and holds a Series 65 registration, currently serving as a financial advisor with Mariner Wealth. She has three years of industry experience and previously worked at Cassady Schiller Wealth Management and Cassady Schiller CPA and Advisors. Schulok is based in Cincinnati, OH. Mariner Wealth serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal investment team and integrates tax and accounting services alongside traditional wealth management.

Hannah Hautzinger is a financial advisor with Fifth Third Securities, Inc. in Lebanon, Ohio. She holds Series 63 and Series 65 licenses and has experience across various roles since 2015, including positions at Fifth Third Bank and Lebanon City Schools. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, providing clients with options ranging from mutual funds and ETFs to separately managed accounts and direct indexing strategies.

William Ryan is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He has worked at Janney since 2021 and was previously with Raymond James & Associates for 14 years. Ryan serves on the board of Stepping Stones, an organization in Cincinnati providing educational and recreational programs for individuals with disabilities. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through a combination of in-house and third-party portfolio management, offering brokerage, financial planning, consulting, and advisory programs.

Alan Topolski is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Commonwealth in 2025, he worked at firms including Grove Point Investments, Cadaret Grant & Co., LPL Financial, Cetera Advisors, and Equitable Advisors. Outside of finance, he is a musician who performs live and teaches private music lessons. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform of managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Andrew Machenheimer is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include nearly 14 years at TD Ameritrade and a year at ARGI Investment Services. Cerity Partners serves a diverse client base including individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative methods, manager selection, and access to alternative and private market solutions.

Tiffany Mckee is a financial advisor with Fifth Third Securities, Inc. in West Chester, OH. She holds Series 63 and Series 65 licenses and has 12 years of industry experience, all with Fifth Third Securities since 2014, and has been with Fifth Third Bank since 2008. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business 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 subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Nathaniel Hasto is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at Community First Bank of Indiana, LPL Financial LLC, American Portfolios Financial Services, and PFS Investments Inc. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration.