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 Series 65-licensed financial advisor at Cerity Partners LLC with six years of industry experience. He previously worked at ARGI Investment Services and held roles with the City of Edgewood and Putt Putt Golf Course. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, institutions, and corporations. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client's profile.

Marc Wambaugh is a CFP® professional with 19 years of industry experience, currently serving at CWM, LLC. His prior roles include positions at Carson Wealth, Total Wealth Planning, LLC, and Cassady Schiller Wealth Management. CWM, LLC is an SEC-registered investment adviser supporting a diverse client base that includes individuals, high-net-worth families, and institutional clients through a network of more than 600 advisors. The firm employs discretionary model portfolio management alongside fundamental and technical analysis, utilizing third-party sub-advisors and customization tools to serve its clients.

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.

Gregory Carlton is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 66 credentials with 29 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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.

Karla Knox is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and four years of industry experience. She is co-owner of Spinderella 360 Experience LLC, a business providing 360 photo booth services for events. Knox also serves as Senior Manager of Asset Management at the Dayton Metropolitan Housing Authority, overseeing operations of 2,700 public housing units. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers advisory and broker-dealer services, combining proprietary and third-party investment models with both discretionary and non-discretionary management options.

Christopher Dexter is a financial advisor with CWM, LLC in Cincinnati, OH, holding a Series 65 designation. His professional background includes roles at Carson Wealth, Hills Properties, LLC, and Dexter Home Improvement, LLC. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm employs a discretionary investment approach using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customized tools.

Matthew Larmann is a ChFC®-designated financial advisor with 42 years of experience, currently practicing at Kestra Advisory. He has been with Kestra Advisory since 2016 and has operated Larmann Financial Corporation, through which he provides investment advisory and insurance services, since 1991. Outside of advisory work, he serves as a board member for a condominium association and acts as trustee for two life insurance trusts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms and third-party solutions, serving a broad spectrum of clients including very large institutional investors.

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 one year of industry experience. He holds the Series 65 designation and has worked previously at New American Funding and River City Mortgage. Harvey’s background also includes four years at Ohio University. 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 using various strategies, including model allocations and options-based overlays, and is notable for its ownership structure and specialized service divisions.

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.

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.