Zachary Woodward is a CFP® with 11 years of experience in the financial industry. He is currently with Cerity Partners LLC and previously worked at ARGI Investment Services and Russell & Company. Outside of his advisory role, he serves on the board of directors for the Hope Rising Pregnancy Center and is managing director of Sensel Family Ventures, a small business investment firm. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, businesses, and institutional investors. The firm uses tailored asset allocation and quantitative screening to build client programs and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.

Colin Harper is a CFP® and holds a Series 66 license, with 12 years of industry experience. He currently works at Mariner and previously spent five years at LPL Financial, LLC, and nine years at FSC Securities Corporation. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining in-house research with third-party managers across a range of asset classes and strategies.

Andrew Stout is a CFP® and CFA® with 19 years of industry experience, currently affiliated with Allworth Financial, L.P. He has worked at Hanson McClain Advisors since 2018 and is an adjunct professor at UC Clermont, a role he has held since 2014. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, charitable organizations, and corporate clients. The firm uses a mix of model strategies and third-party sub-advisers to implement customized portfolios and offers both discretionary and non-discretionary asset management services.

Michael Hall is a ChFC® credentialed financial advisor with Eagle Strategies (New York Life) and has 39 years of industry experience. He has been with New York Life Insurance Company since 2000. Hall serves as a Board Member at Large for the Loveland Museum Center, contributing to local historical awareness initiatives. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Robert Chess is a financial advisor at Wealth Enhancement Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at L.M. Kohn & Company and Fifth Third Securities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

Christopher Dudash is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist product that uses algorithmic risk assessment and delegates portfolio implementation to third parties.

Richard Jackson is a financial advisor with Eagle Strategies (NY Life) in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with Eagle Strategies since 2008 and operates Jackson Wealth Strategies, Ltd, where he brokers non-registered insurance products. Jackson also volunteers at White Oak Christian Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and primarily manages assets on a non-discretionary basis, serving a diverse client base including defined contribution and defined benefit plans.

Brian James is a CFP® professional with 22 years of industry experience, currently with Allworth Financial, L.P. He has worked at Hanson McClain Advisors and Simply Money Advisors for the past several years. He serves as a financial advisor on the Board of Governors for the Phi Kappa Tau Beta Chapter, assisting with the chapter's financial operations in a volunteer capacity. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various strategies, including model allocations and specialized approaches, and collaborates with third-party sub-advisers when appropriate.

Alexis Abanto Wolf is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. She holds the Series 66 designation and has worked previously at US Bancorp Investments and U.S. Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to a variety of discretionary managed-account programs and distinctive features such as direct indexing and tax-overlay services.

Anthony Strittholt is a financial advisor at Mercer Global Advisors Inc. with 29 years of industry experience. His prior roles include positions at American Century Investments and Wealth Enhancement Group. Outside of his advisory work, he owns Stritt Holdings, LLC, a referral business involved in farm hay sales. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, offering a range of portfolio management and financial planning solutions.

Mary Herrington is a CFP® professional with 18 years of experience in financial advisory roles. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Bohmer Kilcoyne Wealth Management LLC and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Alan Henning is a CFA® charterholder with 21 years of experience in the financial industry. He has worked at MAI Capital Management, LLC since 2024 and previously spent 19 years at Madison Financial Advisors. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, and institutional clients. The firm manages $72.3 billion in assets and offers a range of customized portfolio strategies, integrating financial planning and related services.

Nicholas Niehaus is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes multiple periods at Fifth Third Securities, as well as a year at Wells Fargo Clearing Services LLC. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to various discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Chase Harkness is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Janney Montgomery Scott in Cincinnati, Ohio. He has 18 years of industry experience, including a decade at Raymond James and Associates prior to joining Janney Montgomery Scott in 2022. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of brokerage, financial planning, and advisory services utilizing in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Alexander Hesse is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses and has eight years of industry experience. He has been affiliated with Eagle Strategies and New York Life since 2018. Outside of his advisory role, Hesse volunteers as a football coach for Loveland High School and participates in a local business networking group, where he serves on the leadership team. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis.

Todd Sams is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Prior to this, he worked at Fifth Third Bank and Fidelity Investments, and has experience in non-financial roles including at Big Ash Brewing and Ball State University. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both investment advisory and brokerage services. The firm offers a range of programs on the Passageway platform, utilizing multiple portfolio management strategies and third-party managers.

Katherine Hupp is a financial advisor with Fifth Third Securities, Inc. in West Chester, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Fifth Third Securities since 2008. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account options, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Michael Coates is a CFP® professional with 12 years of industry experience, currently associated with Allworth Financial, L.P. He has worked with Hanson McClain Advisors and Simply Money Advisors. Outside of advisory services, he also works as an insurance agent and provides transportation services locally. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs technology to manage held-away employer retirement accounts without accessing client login credentials.

Christopher Bush is a Series 66-licensed advisor with 26 years of industry experience, currently with Fifth Third Securities, Inc. He has been with the firm since 2004, based in Cincinnati, OH. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Sean Buckley is a CFP® with 15 years of experience in financial advisory. He is currently with Kestra Advisory and has previously worked at Commonwealth Financial Network and operated his own firm, Buckley Financial Planning, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and maintains extensive third-party relationships to support its investment platforms.