John Stagg is a financial advisor with Eagle Strategies (NY Life) based in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. John has been with Eagle Strategies since 2011 and has worked with New York Life and its affiliates since 1989. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the vast majority of its regulatory assets on a non-discretionary basis.

William Bruns is a financial advisor at MAI Capital Management, LLC in Cincinnati, Ohio, holding Series 63 and Series 66 licenses with 19 years of industry experience. He previously worked at John D. Dovich & Associates, LLC for nine years before joining MAI Capital Management in 2019. Bruns is also associated with Eden Park Financial Partners, LLC, which holds keyman and business transition insurance. MAI Capital Management 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 clients. The firm manages a broad range of investment strategies and offers integrated financial planning and trust and insurance administration through affiliated entities.

Matthew Hager is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Raymond James & Associates and Ipsos Insights. Janney Montgomery Scott LLC 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, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Thomas Faris is a financial advisor with Fifth Third Securities, Inc. in Madeira, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Fifth Third Securities since 2002. 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 wholly-owned subsidiary of Fifth Third Bank.

Kevin Hancock is a financial advisor at Empower Advisory Group holding a Series 66 designation. He has recently entered the industry and began his financial services career in 2026. Prior to joining Empower Advisory Group, he worked in various mortgage services roles from 2013 to 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm delivers services through an integrated model with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Robert Lemmons Jr. is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at Carson Wealth. His prior roles include positions at Total Wealth Planning, LLC, Financial Management Group Inc, and Wealth Dimensions Group, Ltd. He is based in Cincinnati, OH. CWM, LLC operates as an SEC-registered investment adviser with an enterprise platform overseeing approximately $50.6 billion through more than 650 advisors. The firm offers services such as discretionary asset management, financial planning, and retirement plan solutions, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored investment options.

Michael Raidt is a CFP® professional with six years of industry experience, currently serving at Mercer Global Advisors Inc. in Cincinnati, OH. His prior roles include positions at The Asset Advisory Group, Inc., Shepherd Insurance, and Assured Partners. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a variety of implementation options alongside financial and retirement planning services.

Stacy Naberhaus is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. She has been with Commonwealth and Cornerstone Financial Group since 2006. Outside of her advisory role, she owns SKW Financial LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and various program structures.

Todd Leary is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Allstate Insurance Company, Northwestern Mutual, Securian Financial, Foresters Financial, and Waddell & Reed. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio offering available as an invitation-only pilot for employees. These programs use algorithm-driven risk assessments and invest in approved model strategies via mutual funds and ETFs with annual rebalancing.

Timothy Bouman is a financial advisor with PNC Wealth Management in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with PNC Wealth Management since 2007. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to guide investment in approved model strategies managed by PNC or third-party strategists.

Nicholas Hench is a financial advisor at Key Investment Services LLC in Loveland, OH, holding a Series 66 designation with three years of industry experience. He has been with KeyBank NA since 2013, overlapping with his tenure at Key Investment Services LLC since 2023. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm employs a multi-provider model combining platform and discretionary implementation by Envestnet with strategist portfolios designed by internal and third-party managers, offering various wrap programs and ancillary insurance products.

Mark Schibi is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at UBS Financial Services, Inc., TD Ameritrade, and Fidelity Brokerage Services LLC. Schibi is based in Milford, Ohio. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios from Morningstar Investment Management to support asset allocation and retirement planning.

Madison Krummen is a CFP® and Series 65 licensed advisor with three years of industry experience. She is currently with Carson Wealth and CWM, LLC, having held prior roles at Total Wealth Planning, LLC, BCR Wealth Strategies, LLC, and Fidelity Investments. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through more than 650 advisors across partner offices. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct model portfolios and providing tailored solutions such as custom indexing and access to alternative investments.

John Wolf III is a financial advisor with PNC Wealth Management in Loveland, Ohio, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with PNC Wealth Management since 2006. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment to manage portfolios with approved mutual funds and ETFs. The firm’s approach involves third-party portfolio implementation and focuses on discretionary model accounts without direct trading or standalone financial planning services.

Patrick Walsh is a CFP® and holds a Series 66 license with 18 years of experience in financial advisory. He has worked at multiple firms, including The Colony Group, Buckingham Strategic Wealth, Oxford Financial Partners, Osaic FA, and Mass Mutual Investors Services. He is currently with Focus Partners Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds through an enhanced open architecture framework.

Kevin Copley is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. His prior experience includes roles at J.P. Morgan Securities and TD Ameritrade. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing 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.

Thomas Robinett is a financial advisor with Ameritas Advisory Services, LLC, holding 37 years of industry experience. He has been with Ameritas Advisory Services since 2021 and previously worked with Ameritas Investment Corp. and Tap Insurance Agency, Inc., where he also manages fixed insurance product sales as an independent insurance agent. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and financial planning solutions across multiple program platforms.

Brian George is a financial advisor at Fifth Third Securities, Inc. in Loveland, Ohio, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Fifth Third Securities since 2002. 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 programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Brian Burger is a financial advisor with Eagle Strategies (NY Life) based in Cincinnati, OH. He holds the ChFC® and Series 63 designations and has 27 years of industry experience. He has been with Eagle Strategies since 2009 and has worked with Nylife Securities Inc. and New York Life Insurance Company since 1999. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, with a notable focus on relationships with institutional plan sponsors.

Jonathan Andre is a CFP® with 15 years of experience in financial advisory services. He is currently with Carson Wealth and CWM, LLC, joining both firms in 2025. His prior experience includes 11 years at Total Wealth Planning, LLC, and four years with Financial Management Group Inc. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor model portfolios while providing tailored solutions and integrating custodial and technology relationships.