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.

Kyle Harvey is a financial advisor at Allworth Financial, L.P. with Series 65 credentials and one year of industry experience. Prior to joining Allworth Financial in 2022, he worked at New American Funding and River City Mortgage. His background also includes several years at Ohio University and Mason High School. Allworth Financial serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and educational resources, utilizing both quantitative and qualitative investment analysis.

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.

Alexander Nourse is a financial advisor at PNC Wealth Management with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Bank, Hamilton Lauren LLC, RiverHills Bank, and JPMorgan Chase Bank. Outside of finance, he serves as a guest services attendant at Great Parks of Hamilton County and Little Miami Golf Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessment and delegates portfolio implementation to approved strategists and third-party service providers.

Kevin Webb is a CFP® professional with 13 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory since 2016. He has been associated with Kestra Investment Services, LLC since 2003. Outside of his advisory role, Webb holds board positions in multiple homeowner associations and is involved in managing a real estate investment business. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm provides fiduciary consulting, plan design, and investment services supported by due diligence across multiple management platforms.

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.

Timothy Francis is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with multiple major healthcare-related firms including Silver Scripts, Envisionrxplus, Med Mutual, Anthem Blue Cross Blue Shield, and United Health Care. His current role at Transamerica Financial Advisors has spanned over 12 years. 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 and third-party management approach across multiple advisory platforms, managing approximately $1.7 billion in regulatory assets under management.

Steven Weinstein is a CFP® with over 42 years of industry experience. He is currently with Independent Financial Partners and has previously worked at firms including Securities America and LPL Financial. Weinstein also engages in insurance sales. Independent Financial Partners is a nationwide firm offering investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm supports a decentralized advisory model and is notable for its retirement-plan advisory and pension consulting capabilities.

Mark Roberts is a financial advisor at MAI Capital Management, LLC with 33 years of industry experience. He holds a Series 63 designation and previously spent 28 years at WaterStone Investment Counsel, LLC before joining MAI Capital Management 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-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio strategies and integrates financial planning, tax, and bill-pay services into many client relationships.

William Schretter is a CFP® and ChFC® with 17 years of experience in financial advising. He currently works at Allworth Financial, L.P. and has held prior positions at Key Private Bank, Life-Legacy Services, BSB Partners, and Northwestern Mutual Investment Management. Outside of his advisory role, he is involved in multiple nonprofit boards, including chairing Never The Less Inc., and participates in employee performance consulting through co-ownership of BSB Partners LLC. Allworth Financial serves a broad client base ranging from individual investors to charitable organizations, providing financial planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to offer customized investment strategies across various asset classes and maintains specialized portfolios and private funds.

Elliott Singer is a financial advisor with Guardian Life and holds Series 63, Series 65, and Series 66 licenses. He has nine years of industry experience and previously worked with firms including Fidelity Investments, JPMorgan Chase Bank, and Pruco Securities. Guardian Life’s subsidiary Park Avenue® Wealth Management offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory platforms.

Joshua Weinstein is a Certified Financial Planner® with 14 years of industry experience. He has been with Independent Financial Partners since 2019 and previously worked at Securities America, Weinstein Consulting, and Chase Investment Services Corp. Weinstein also operates Weinstein Financial Group, a related business that offers life, disability, and long-term care insurance sales incidental to his financial planning practice. Independent Financial Partners is a nationwide firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model that includes individualized investment strategies, centralized asset management options, and specialized retirement-plan advisory and pension consulting services.

Brian Werbrich is a Certified Financial Planner® with 26 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2001. He holds the CFP® and Series 66 designations. Outside of his advisory role, he is involved in managing several non-securities related business entities, including a watercraft holding company. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account platform, utilizing third-party portfolio managers and providing options such as SMA strategies and direct indexing.

Micah Peterson is a financial advisor with Carson Wealth and holds a Series 65 designation. He has three years of industry experience, including roles at Total Wealth Planning, LLC and Wealthquest Corp. Peterson is based in West Chester, Ohio. Carson Wealth is an enterprise platform that oversees approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios managed by an Investment Committee and providing tailored investment solutions.

Connor Payne is a financial advisor at Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Fifth Third Securities, Payne worked at Fifth Third Bank and had roles at DICKS Sporting Goods, Western Hills Retirement Village, and Oak Hills High School. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform.

Zachary Woodward is a CFP® professional with 11 years of industry experience, currently serving at Cerity Partners LLC since 2023. His prior roles include positions at ARGI Investment Services and Russell & Company. Outside of his financial advisory work, he serves on the board of directors for the Hope Rising Pregnancy Center. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, businesses, charitable institutions, 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 quantitative screening, manager selection, and access to alternative and private market solutions.

Colin Harper is a CFP® and holds a Series 66 license, with 12 years of industry experience. He currently works at Mariner and previously spent five years at LPL Financial, LLC, and nine years at FSC Securities Corporation. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining in-house research with third-party managers across a range of asset classes and strategies.

Andrew Stout is a CFP® and CFA® with 20 years of experience in the financial industry. He has worked at Hanson McClain Advisors since 2018 and has served as an adjunct professor at UC Clermont since 2014. Andrew is affiliated with Allworth Financial, which serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, combining quantitative and qualitative analysis to create customized investment strategies across various asset types.

Charles Massarella is a financial advisor at Ameritas Advisory Services, LLC, based in Cincinnati, Ohio, with 34 years of experience in the industry. He holds Series 63 and Series 66 licenses and has worked with Ameritas Investment Corp. since 2006 before joining Ameritas Advisory Services in 2021. 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 strategies and program platforms, combining firm-developed and third-party model portfolios with various securities, and offers comprehensive asset management and financial consulting services.