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.

Dana Decknadel is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 65 designation and 25 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also associated with Pinnacle Financial Services, Legacy Shield, and AARP United Healthcare Medicare Plans, where she assists clients with Medicare supplement insurance and estate planning. Transamerica Financial Advisors serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, estates, charities, and corporations. The firm offers a range of advisory and broker-dealer services, combining proprietary and third-party investment models with both discretionary and non-discretionary program options.

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.

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.

Jay Finke is a CFP® with 35 years of industry experience, currently affiliated with Commonwealth Financial Network since 2023. He previously worked for Lincoln Financial Advisors Corporation for 32 years. Outside of his advisory role, he co-owns Finkeland Farm, a hay and tree farm in Guilford, Indiana. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive support platform including managed-account programs, access to third-party asset managers, and custody services, utilizing both internally managed portfolios and external subadvisers.

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.

Laura Tenley is a financial advisor at Fifth Third Securities, Inc. in Montgomery, Ohio, holding a Series 66 designation with 14 years of industry experience. She has been with Fifth Third Securities since 2012. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers the Passageway Managed Account Program, providing multiple program types and third-party portfolio managers to meet various client investment needs.

Lucy Weigel is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 credentials and has three years of industry experience. She has been with Fifth Third Securities since 2023 and Fifth Third Bank since 2013. FIFTH THIRD SECURITIES, Inc. serves a broad mix of individual and institutional clients, offering investment advisory and brokerage services. The firm provides various program types through its Passageway Managed Account Platform, allowing clients to select investment strategies based on their risk profiles.

Samantha Gabbard is a CFP®-designated financial advisor at Allworth Financial, L.P. with one year of industry experience. Prior to joining Allworth Financial in 2026, she worked with FFR Wealth Team and CWM, LLC. Allworth Financial serves individual and high-net-worth clients, as well as pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, retirement plan consulting, and educational resources. The firm employs a combination of quantitative and qualitative analysis to offer customized investment strategies across various asset classes and specialized portfolios.

Rita Cornett is a Series 66-licensed financial advisor with 27 years of industry experience. She has been with Fifth Third Securities, Inc. and its parent company, Fifth Third, since 2010. 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.

Gregory Ross is a CFP® professional with 12 years of industry experience. He is currently with Creative Planning, where he has worked since 2022. Prior to that, he held roles at MAI Capital Management and Fidelity in various advisory capacities. Outside of his advisory work, Ross serves as an assistant varsity basketball coach at Archbishop McNicholas High School and is a sales partner for Young Living Essential Oils. Creative Planning provides wealth management and financial planning services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, alongside selective private market exposure and retirement plan services.

Vincent Waln is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 63 and Series 65 credentials. He has 37 years of industry experience, with prior roles at Penn Mutual Life Insurance Co and LifePlan, Ltd./Minnesota Mutual. He is also actively involved in insurance brokerage through multiple agencies and serves as a board member and treasurer for a professional office condominium association. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform providing both advisory and broker-dealer services, working with third-party asset managers to deliver tailored investment strategies.

Daniel Doerflein is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2018 and Fifth Third Bank since 2017. Outside of his advisory role, he is active as a freelance online writer and a web-based streamer and reviewer of games and books. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and an optional tax-overlay service, supported by its affiliation with Fifth Third Bank and a multi-layered operational structure.

Michael Smith is a financial advisor with Fifth Third Securities, Inc. in Fairfield, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2012. Outside of his advisory role, he is active as a musician in Cincinnati. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Richard Shively is a financial advisor with Money Concepts Capital Corp, holding a Series 63 designation and 20 years of industry experience. His prior roles include positions at the Dwayne Daniels Agency, Allstate Financial Advisors, and World Financial Group, among others. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven investment approaches and offers both discretionary and non-discretionary programs, managing over $4 billion in client assets through a large network of advisors.

Julian Owens is a financial advisor at Transamerica Financial Advisors with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Transamerica Financial Advisors since 2012. Owens also has roles with Legacy Shield Solutions and Net Law Group Inc., where he provides document preparation and estate planning referral services. He served as a board member of Union Towns for 19 years. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and businesses. The firm uses model portfolios and third-party managers to implement its advisory approach and operates an integrated retirement plan ecosystem with affiliated entities.