Lora Hampton is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2016, also working with Fifth Third Bank since 2012. 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 options, including advisor-directed models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank.

Wesley Botto is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 65 credentials and bringing 10 years of industry experience. He has worked at Commonwealth since 2017 and previously at MCF Advisors LLC. Wesley is also the owner of Botto Wealth Management, a private entity facilitating securities, advisory, and insurance business. 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 comprehensive back-office support, including operations, trading, technology, investment management, compliance, and practice management.

Edward Kuresman is a CFA® and holds a Series 65 license with 22 years of industry experience. He joined MAI Capital Management, LLC in 2024 after spending 21 years at Madison Financial Advisors, Ltd. Kuresman is based in Cincinnati, OH. 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 high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of customized portfolio management strategies and financial planning services, operating both as an investment adviser and product sponsor.

Austin Schreck is a CFP® and holds a Series 65 license, with six years of industry experience. He has worked at Cerity Partners since 2023 and previously was with ARGI Investment Services from 2019 to 2023. Prior to his advisory roles, he held positions at the City of Edgewood and Putt Putt Golf Course. Cerity Partners advises a broad range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment framework based on client-specific profiles and combines quantitative screening, manager selection, and direct security selection alongside alternative and private market solutions for qualified clients.

Marc Wambaugh is a CFP® professional with 20 years of experience in financial advisory roles. He currently works at Carson Wealth and CWM, LLC and previously held positions at Total Wealth Planning, LLC, Cassady Schiller Wealth Management, and Fidelity. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee that oversees model portfolios and provides tailored investment solutions.

Michael Clark is a financial advisor at Mariner with 24 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior experience includes long-term roles at CSA Financial Advisors, Ltd. and Cassady Schiller & Associates. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm emphasizes customized, discretionary portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and specialized employer financial-wellness tools.

Nathan Wangler is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Fifth Third Securities since 2014. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, with features such as direct indexing and a tax-overlay service.

Matthew Pitzer is a CFP® and Series 63 credentialed advisor with six years of industry experience. He has worked at Creative Planning since 2020 and previously held roles at Lenox Wealth Management and US Bank Private Wealth Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and other portfolio techniques.

Steven Meegan is a CFA® charterholder with over six years of experience in the financial industry. He is currently with MAI Capital Management, LLC, where he has worked since 2021. Prior to joining MAI, he held roles at Ultimus Fund Solutions, University Housing Solutions, Clovernook Country Club, and Xavier University. MAI Capital Management, LLC provides investment management, 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 investors. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Jacob Geglein is a financial advisor at MAI Capital Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Quadrant Capital Group, Constellation Wealth Advisors, Bank of America, and Merrill. 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 individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Cody O'Connor 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 and Fifth Third Bank. Fifth Third Securities serves a diverse range of individual and institutional clients through both investment advisory and brokerage services, offering multiple program types including mutual-fund/ETF models, SMA strategies, and direct-indexing options on its Passageway Managed Account platform.

Christopher Dexter is a financial advisor at Carson Wealth with a Series 65 license and one year of industry experience. His prior work includes roles at Hills Properties, LLC and Dexter Home Improvement, LLC, as well as nearly a decade at Trinity Wealth Management, LLC. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios and provides tailored investment solutions.

Joanne Wolf is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. She previously worked at Berno Financial Management, Inc. for five years before joining Creative Planning in 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Shawn Scott is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a ChFC® designation and Series 63 license. He has 17 years of industry experience, including over a decade at Wealthquest Corporation before joining Wealth Enhancement Advisory Services in 2024. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Jeffrey Clark is a financial advisor at Oppenheimer with 33 years of industry experience. He has been with Oppenheimer since 2006, following prior roles at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory work, he serves as president of the Ohio Valley Region of the Porsche Club of America, organizing events and managing board activities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment and consulting services across various portfolio types, combining discretionary and non-discretionary management while maintaining custody of client assets.

Jason Dennis is a financial advisor with Ameritas Advisory Services, LLC in Cincinnati, OH, holding a Series 66 designation and having 11 years of industry experience. He has been with Ameritas Investment Corp since 2014 and Ameritas Advisory Services since 2021. Dennis is also associated with Dell Financial Network, where he has maintained a role since 2010. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment vehicles and program platforms, combining firm-developed and third-party model portfolios with mutual funds, ETFs, interval funds, and individual securities to customize portfolios.

Brandon Rozanski is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at John Dovich & Associates and Fidelity Brokerage Services LLC. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a broad client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

James Hayes is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds a Series 65 designation and has previously worked at Constellation Wealth Advisors and Pegasus Partners Ltd. He is based in Cincinnati, OH. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of portfolio management strategies supported by in-house managers and third-party sub-advisers.

Gregory Franklin is a financial advisor at Independent Financial Partners with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and his own firm, Franklin Wealth Advisors LLC. Outside of advisory work, he serves on the Financial Operations Committee of the Tonto Verde Golf Club, advising on financial policy. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with flexible investment strategies and notable retirement-plan advisory and pension consulting capabilities.

S Renee Whisman is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior experience includes roles at PNC Bank and PNC Investments from 2013 to 2018 before joining Fifth Third Securities and Fifth Third Bank in 2018. 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 with features such as direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.