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.

Ken Mason is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works closely with clients to develop wealth strategies that incorporate their workplace benefits, aiming to support them in pursuing their financial goals. Ken emphasizes building trust through a consultative approach, ensuring clients receive personalized and understandable financial plans. He is committed to helping clients achieve peace of mind by focusing on what matters most to them. Specific details about his education, credentials, or personal interests were not provided.

Ryan Dilts is a financial advisor at Cerity Partners LLC in Cincinnati, OH, holding a Series 65 credential with approximately one year of experience at Cerity Partners. His prior roles include positions at First Financial Bank / Yellow Cardinal Advisory Group, Western Kentucky University, and Clayton and Crume. He also has a background in education spanning ten years. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities to build client programs.

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.

Michael Ducker is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2005. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and offers solutions including discretionary and non-discretionary programs, mutually managed accounts, and exposure to alternative investments.

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.

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.

Kelley Niehaus is a financial advisor with Fifth Third Securities, Inc. in Alexandria, Kentucky. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 10 years with Fifth Third Securities. Fifth Third Securities serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides a range of strategies, including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Eric Rawe is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2018. Rawe is also a co-owner of Rawe Financial Group, LLC, which facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Francis Niehaus is a CFP®-credentialed financial advisor with 38 years of industry experience, currently affiliated with Commonwealth Financial Network since 2024. He has a long tenure in the financial services field, including nearly two decades at Securities America Advisors, Inc. Niehaus is also an attorney and owner of Niehaus Law Office, LLC, where he provides legal services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions.

Jeffery Ready is a financial advisor with TIAA-CREF in Cincinnati, OH, holding Series 63 and Series 66 credentials with 29 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm differentiates between one-time planning services and ongoing discretionary management, providing customized portfolio management under a fiduciary standard within a vertically integrated structure.

Gary Roell is a CFP®-certified financial advisor with 23 years of industry experience. He has been with SPC since 2010 and also works with Sigma Financial Corporation. Outside of his advisory roles, he offers financial services and sells various lines of insurance products through Roell Financial Services. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

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.

Corey Lehan is a CFP® professional with nine years of industry experience, currently advising clients at Mariner. He previously worked at Edward Jones and AXA Advisors, LLC, and has a background that includes time at Florida State University. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, and provides integrated tax and accounting services along with operational family office and financial wellness solutions.

Gregory Mueller is a financial advisor at SPC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parkland Securities LLC since 2015. Outside of his advisory role, he serves as a board member for Give Where You Live Northern Kentucky, a charitable organization supporting local nonprofits. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that includes affiliated broker-dealers and insurance agencies and formal succession and compliance protocols.

Philip Jackson is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fifth Third Securities since 2006. Outside of his advisory role, he is a 50% owner of a women's boutique business owned by his spouse. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporations, and institutional clients through its Passageway Managed Account Program. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration and integrated banking relationships.

Andrew Machenheimer is a financial advisor at Cerity Partners LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at ARGI Investment Services, LLC and TD Ameritrade. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening in its investment approach and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Thomas Cunningham is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 22 years of industry experience. He has been with Guardian Life since 2005 and Park Avenue Securities since 2006. Cunningham is involved with Steelit, LLC, a non-investment-related business venture. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs.