George Lang is a financial advisor with Lincoln Investment in West Chester, Ohio, holding a Series 63 designation and over 31 years of industry experience. He has been with Lincoln Investment since 2010 and has previous experience with Quixtar, Lang Radcliff Agency Inc, and Aag Securities, Inc. Outside of his advisory work, Lang serves as a state senator for Ohio's 4th district and is a partner in a Second Amendment advocacy organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical investment approaches managed by an in-house research team.

Robert Sponseller Jr. is a financial advisor at Allworth Financial, L.P., holding the ChFC® designation and a Series 63 license, with 34 years of industry experience. He has worked at Allworth Financial and AW Securities since 2020 and previously spent eight years with Commonwealth Financial Network and Cornerstone Financial Group. In addition to his advisory role, he is involved in fixed insurance sales at his branch location. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a variety of model strategies, discretionary and non-discretionary asset management, and specialized investment approaches, including a focus on airline industry employees and management of privately offered real estate and credit funds.

Ethan Jackson is a CFP® and holds a Series 65 license with six years of industry experience. He currently works at Mariner Wealth, joining in 2025 after eight years at Cassady Schiller Wealth Management. Prior to his financial advising career, he spent five years in full-time education. Mariner serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services uncommon among large advisory enterprises.

Geoffrey Glazier is a CFP® with 19 years of industry experience, currently affiliated with Mariner Wealth Advisors. He has previously worked at Pinnacle Wealth Management and Securities America, gaining extensive experience over more than a decade. Glazier is also involved with MSEC, LLC, an investment-related business based in West Chester, OH. Mariner Wealth Advisors serves a diverse client base, including individuals, trusts, estates, and institutional investors, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Amy Leindecker is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and four years of industry experience. She has been with Fifth Third Bank and Fifth Third Securities since 2021 and worked at Fifth Third Bank from 2001 to 2021. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with distinctive features such as direct indexing and an optional tax-overlay service.

Joel Musser is a CFP® professional with 11 years of industry experience, currently serving at CWM, LLC and Carson Wealth since 2025. Prior to this, he spent 11 years with Total Wealth Planning, LLC. CWM, LLC is an SEC-registered investment adviser that serves a diverse range of clients, including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm employs model portfolios managed by an in-house Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools while offering various retirement and institutional services.

James McGrath is a CFP®, CFA®, and Series 65 credentialed advisor with 24 years of industry experience. He is currently with Mariner Wealth Advisors and previously spent 10 years at Cassady Schiller Wealth Management. McGrath serves on the investment subcommittee of Interact for Health and is Treasurer and a board member of the Wyoming Golf Club in Cincinnati, OH. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax, accounting, and operational capabilities.

Amy Starkey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and 32 years of industry experience. She has been with Ameritas and its related entities since 2006. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing both in-house model portfolios and third-party managers through discretionary and non-discretionary programs.

Michael Palmaccio is a financial advisor at Voya Financial Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at Voya and its affiliates since 2019. Prior to his financial services career, he held various roles including positions at Target and Toys 'R' Us. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm combines adviser-led programs with an active broker-dealer distribution model and offers both discretionary and non-discretionary investment management solutions.

Jeremiah Schalk is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. His work history includes roles at Net Law Group, Legacy Shield, WealthWave, Amazon, and World Financial Group. He is also involved in estate planning services through Legacy Shield and Net Law Group. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Bernita Pridgett is a financial advisor with Money Concepts Capital Corp in Cincinnati, OH, holding a Series 63 designation and 21 years of industry experience. She has been with First Financial Wealth Resource Group since 2009 and is also associated with First Financial Bank, where she has worked since 2000. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of investment strategies, including model portfolios and third-party sub-advisers, and offers both discretionary and non-discretionary account management.

Judd Eberhart is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, he worked for six years at Northern Trust Corporation. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure managing approximately $217 billion in client assets.

Luke Bowman is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining AE Wealth Management, he worked for seven years at Harrison Tax & Accounting. He is also involved in insurance sales through Conservative Financial Solutions. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Britton Riley is a financial advisor at Allworth Financial, L.P. with 10 years of industry experience. He holds the CFP® designation and Series 65 license. Riley has worked at Hanson McClain Advisors and Simply Money Advisors and also serves as an insurance agent/associate advisor in Cincinnati. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management utilizing a range of model strategies and employs technology to manage held-away retirement accounts, with notable ownership by private investment vehicles and the Ontario Teachers’ Pension Plan.

David Workman II is a CFP® professional with 12 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2022 and previously spent 14 years at The Asset Advisory Group, Inc. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, multi-factor tilts, low-cost index vehicles, and tax management.

Diana Damico is a Series 66-licensed financial advisor with Money Concepts Capital Corp in Cincinnati, OH, where she has worked since 1999. She has 26 years of industry experience. In addition to her advisory role, she performs administrative duties for another Money Concepts representative. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs and employs a range of portfolio strategies using fundamental and technical analysis alongside modern portfolio theory.

Gary Hollander is a CFP® with 42 years of industry experience, currently affiliated with Independent Financial Partners in Cincinnati, OH. His career includes roles at IFP Securities, LPL Financial, Mutual Service Corporation, Ohio National, and his own firm, Hollander & Associates LLC, which he has operated for over 50 years. He volunteers as a moderator for continuing education programs on retirement planning at local universities and nonprofit organizations. Independent Financial Partners is a nationwide advisory firm supporting a platform of approximately 261 advisors and managing over $12.5 billion in assets. The firm offers a decentralized advisory model with both discretionary and non-discretionary options, notable for its retirement-plan advisory and pension consulting services.

Derek Hamant is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining PNC Investments LLC, he worked at Fidelity Investments and has held positions in various service industries. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven online platform that manages investments using approved model strategies with annual rebalancing and no individual security trading.

James Carroll is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and previously operated J. Carroll And Associates for over two decades. Carroll is also involved in the sale of insurance and non-insurance products affiliated with Transamerica and has experience owning rental properties. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm uses model portfolios and third-party managers to implement investment strategies and offers multiple advisory programs alongside retirement plan administration services.

Daniel Vaughan is a financial advisor at Fifth Third Securities, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, utilizing third-party portfolio managers and strategies such as mutual funds, ETFs, separately managed accounts, and tax-overlay services.