Luke Kremzar is a financial advisor at Mariner with a Series 65 credential and three years of industry experience. Before joining Mariner Wealth in 2025, he worked at Cassady Schiller CPA's and Advisers from 2021 to 2025. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through comprehensive investment management, financial planning, retirement consulting, and tax services. The firm combines discretionary portfolio management with in-house research and third-party managers, and it offers integrated tax, accounting, and family office services alongside innovative employer financial wellness tools.

Jeffrey Leibfarth is a financial advisor with GWN Securities Inc. in Liberty Township, OH, holding a Series 63 designation and 34 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, he is involved in the sale of fixed annuities and insurance products through a related business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive history of employing market-timing and momentum strategies within its managed-account programs.

Michael Rudolph is a financial advisor with Eagle Strategies (NY Life) in Oxford, Ohio, holding a Series 63 designation and possessing 42 years of industry experience. He has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 1997 and was previously associated with Bailey & Associates, Inc. He serves as president and board member of the Kiwanis Club of Oxford, Ohio, and holds leadership roles with local community organizations including a homeowners association and a Presbyterian church session. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored solutions across various program types, with the majority of its assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

Matthew Glassmeyer is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Commonwealth and Cornerstone Financial Group since 2010. Outside of his advisory role, he serves as a bookkeeper for Elite Performance Climbing and acts as a mentor coordinator with BNI Cincy North. 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 support services, including discretionary model portfolios and personalized investment solutions, while offering operational and compliance support to affiliated advisors.

Kenneth Crawford is a financial advisor at FIFTH THIRD SECURITIES, Inc. with eight years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Fifth Third Bank, FIFTH THIRD SECURITIES, The Huntington Investment Company, and New York Life Insurance Co. during his career. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types via its Passageway Managed Account platform, utilizing third-party portfolio managers and varied investment strategies.

Adam Hardy is a CFP® with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. His prior experience includes roles at ARGI Investment Services, Fidelity Brokerage Services, Merrill, CitiGroup, and other financial institutions. Cerity Partners is an SEC-registered investment adviser serving a broad client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolio solutions.

Eric Bokesch is a financial advisor with Mariner who holds Series 63 and Series 66 credentials and has 24 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Cambridge Investment Research Advisors, Pinnacle Wealth Management, and Securities America. He is currently associated with Mariner Institutional and Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, committee-overseen portfolios that combine in-house research with third-party manager allocations and provides integrated tax and accounting services alongside traditional portfolio management.

Anthony Poe is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Northwestern Mutual and LPL Financial. Outside of his advisory career, he operated a photography business for over a decade. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate clients, offering portfolio management, financial planning, and retirement consulting with access to various third-party asset management programs.

Matthew Held is a CFP® with 19 years of industry experience, currently affiliated with Commonwealth Financial Network and serving as owner of Clarity Wealth Management, LLC. He previously worked at Lincoln Financial Advisors Corporation for 17 years. Held also engages in fixed insurance sales as part of his business activities. 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, and compliance support while allowing advisors discretion in portfolio construction across various securities and insurance products.

Jerome Evers is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2001. Outside of his advisory role, he is a co-owner of a family real estate company. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs and portfolio management options via its Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.

Vicki Schapp is a CFP® professional with 25 years of industry experience, currently affiliated with Transamerica Financial Advisors. She has held various roles including trustee of a revocable trust and educator at the Heartland Institute of Financial Education. Her background also includes administrative work and involvement with estate document services. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, providing advisory and broker-dealer services through proprietary and third-party investment models with both discretionary and non-discretionary options.

Spencer Ford is a CFP® professional with 10 years of experience currently affiliated with AE Wealth Management, LLC. He has held roles at multiple firms including Madison Avenue Securities, LLC and Harrison Tax & Accounting, where he is a managing member. Ford is also an author working on revising or writing books. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual households, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a range of investment strategies, serving over 127,000 clients through a platform-focused approach.

Patrick Mullen is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining Fifth Third Securities in 2021, he worked at Fifth Third Bank and previously at Kona Grill. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a variety of investment programs, including mutual fund and ETF models, SMA strategies, and direct indexing, operating as a wholly owned subsidiary of Fifth Third Bank.

Charles Cline is a financial advisor with Principal Financial Services in Sharonville, OH. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Black Bull Capital Partners, LLC. Outside the financial industry, he has experience working with River Hills Christian Church and Milford Christian Church. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Dennis Brown is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes positions at Game Stop and Fifth Third Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform and is a wholly owned subsidiary of Fifth Third Bank.

Thomas Keller is a CFP® professional with 26 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has worked at Kestra Investment Services, LLC since 2003. Keller holds a partner role at Kehoe Financial Advisors, providing advisory and accounting services. He is also involved with the Donauschwaben Society, a community organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and serves large institutional clients including sovereign wealth funds.

Jennifer Ferguson is a financial advisor at Fifth Third Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 1999. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and investment strategies via the Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

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.

James Murphy is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 registrations and bringing 41 years of industry experience. He has worked with PNC Investments since 2007. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account that utilizes algorithmic risk assessment and invests via approved model strategies managed by PNC or third parties.

Robert Lemmons Jr. is a CFP® with 18 years of industry experience currently affiliated with CWM, LLC. His prior experience includes 11 years at Total Wealth Planning, LLC, and a recent role at Carson Wealth. He holds a Series 63 registration and is based in Cincinnati, OH. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios supported by an in-house Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.