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 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Allstate Insurance Company, Northwestern Mutual, Securian Financial, Foresters Financial, and Waddell and Reed. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

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.

Scott Leslie is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of managed advice programs and investment education services. The firm emphasizes asset allocation, contribution rates, and retirement age guidance, utilizing proprietary portfolio models developed in partnership with Morningstar Investment Management.

Madison Krummen is a CFP® with three years of industry experience, currently serving as a financial advisor at CWM, LLC in Cincinnati, OH. Prior to joining CWM, Madison worked at Carson Wealth, Total Wealth Planning, LLC, and BCR Wealth Strategies, LLC. CWM, LLC is an SEC-registered investment adviser with over 600 advisors serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Kevin Copley is a CFP® with 19 years of industry experience and has been with Creative Planning since 2014. He holds Series 63 and Series 66 licenses and is based in Montgomery, Ohio. 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 client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented with direct indexing, tax-loss harvesting, and other tailored approaches.

Adam Hunt is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at multiple entities affiliated with Huntington and Ameriprise Financial Services, LLC. Outside of his advisory work, he previously held a role at Fibonacci Brewing Company. The Huntington Investment Company offers advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. Its programs use an open-architecture model that combines third-party sub-managers and firm-affiliated strategies, providing flexible portfolio management options through various wrap-fee programs.

Thomas Robinett is a financial advisor with Ameritas Advisory Services, LLC, holding 36 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Tap Insurance Agency, Inc. since 2012, where he manages and sells fixed life, health, and annuity products. Robinett is also licensed as an independent insurance agent for selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as charitable and corporate entities and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services through a variety of strategies and maintains firm-level affiliations that support a broad range of client needs.

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.

Drake Hafer is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 9 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Clearing, Bank of America, and Merrill. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm employs an open-architecture investment model combining third-party and affiliate offerings, with various wrap-fee programs managed on the Envestnet MAS platform.

Jonathan Andre is a CFP® professional based in Cincinnati, OH, with 15 years of industry experience. He has worked at Total Wealth Planning, LLC for 11 years and is currently affiliated with Carson Wealth and CWM, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers a range of services including portfolio management and retirement-plan solutions, utilizing discretionary model portfolios governed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Robert Patton Jr. is a financial advisor at The Huntington Investment Company with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His work history includes roles at Ameriprise Financial Services, LLC, The Huntington Investment Company, and Huntington National Bank. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture model combining third-party sub-managers with affiliate offerings, primarily using wrap-fee programs on the Envestnet MAS platform.

Laura Tenley is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. She holds a Series 66 designation and has been with Fifth Third Securities since 2012. 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 and features such as direct indexing and an optional tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Lucy Weigel is a financial advisor at Fifth Third Securities, Inc. with 2 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Bank since 2013. 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 combines a municipal-advisor registration with its affiliation to Fifth Third Bank, offering a platform that includes discretionary managed-account programs, direct indexing, and tax-overlay services.

Samantha Gabbard is a CFP® with one year of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. She previously worked at FFR Wealth Team and CWM, LLC. Allworth Financial is an SEC-registered, fee-based advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs third-party sub-advisers as appropriate.

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, currently advising at Creative Planning since 2022. He previously worked at MAI Capital Management and Fidelity in various advisory roles from 2014 to 2022. Outside of his financial career, he 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, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and institutions. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by tax-loss harvesting, individually managed portfolios, and private market investments.

Vincent Waln is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes long-term roles at Penn Mutual Life Insurance Company and LifePlan, Ltd. He also 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 both advisory and broker-dealer services and utilizes third-party asset manager relationships to provide 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.