Estelle Zekoff is a CFP® professional with two years of industry experience, currently serving at MAI Capital Management, LLC since 2024. Prior to joining MAI, she worked at Madison Wealth Management and has experience in nonprofit work with the United Pet Fund. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning, tax, and administrative services within client relationships.

Eva Purvis is a CFP® with 21 years of industry experience, currently serving at Hanson McClain Advisors since 2018. She previously worked at Simply Money Advisors for 13 years and Morgan Stanley DW Inc. for 2 years. Outside of financial advising, she works as an independent distributor for a makeup and skin care company during non-business hours. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides a range of financial planning and portfolio management services, employing both quantitative and qualitative analysis to customize investment strategies across multiple asset classes.

Michael King is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, including 13 years at Fifth Third Securities. Fifth Third Securities, Inc. 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 tax-overlay services, supported by its affiliation with Fifth Third Bank and a broad platform infrastructure.

Richard Jackson is a financial advisor with Eagle Strategies (NY Life) based in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to his current role, he has professional ties to NYLIFE Securities LLC and New York Life Insurance Co, as well as diverse work experience including teaching at Miami University. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a substantial majority of its assets on a non-discretionary basis.

Abby Aey is a financial advisor with Fifth Third Securities, Inc. in Liberty Township, Ohio, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2013. Outside of her advisory role, Abby serves as Director of Operations at OI Medical Aesthetics, a medical spa in Dayton, Ohio. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, supported by a platform featuring direct indexing and tax-overlay services.

Timothy Leonard is a financial advisor at Lincoln Investment with 34 years of industry experience. He has been with Lincoln Investment since 2010 and previously worked at MM Ascend Life Investor Services, LLC from 2006 to 2010. He holds Series 63 and Series 65 credentials and is based in Cincinnati, Ohio. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and Adaptive Intelligence Model strategies.

Jeremy Ramsey is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and with nine years of industry experience. Prior to joining Fifth Third in 2025, he worked at J.P. Morgan Securities and Merrill. Outside the financial industry, he has been involved with Ramsey Custom Outfitters, LLC, an entrepreneurial venture. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers a range of investment programs via its Passageway Managed Account Platform, supported by various third-party portfolio managers and advisory representatives.

Roger Ford is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at AE Wealth Management since 2017 and previously held roles at Madison Avenue Securities, GF Investment Services, and Global Financial Private Capital. Outside of his advisory work, Ford is the founder of Conservative Financial Solutions, a financial consulting and fixed insurance sales firm, and also founded Harrison Tax & Accounting. Additionally, he owns and operates a farming business. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting its advisors with internal consulting and licensing programs.

Alex Hornsby is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Foot Locker Inc. from 2014 to 2022. 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 municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Joseph Shults is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc. from 2002 to 2024 and LPL Financial. Outside of his advisory work, he is the owner of Joe Shults Photo LLC, a photography business. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee and a range of implementation tools and services.

Jaden Schlosser is a financial advisor at Mariner with a Series 65 designation. He has no prior industry experience before joining Mariner, where he has worked since 2025. His background includes employment at Cerity Partners and non-financial roles such as working at Mac & Joe's Bar and time spent at Miami University. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through comprehensive investment management, financial planning, and retirement consulting. The firm utilizes a combination of in-house research and third-party managers to implement customized discretionary portfolios and offers integrated tax, accounting, and financial wellness services alongside traditional portfolio management.

Robert Siegmann is a financial advisor at Carson Wealth with 15 years of industry experience. He holds a Series 65 designation and has worked previously at Total Wealth Planning, LLC, and Financial Management Group Inc. Outside of advisory activities, he is an owner of rental properties. CWM, LLC operates an enterprise platform serving corporate, institutional, and high-net-worth clients through more than 650 advisors managing approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, and retirement plan services, with an investment approach led by an Investment Committee that uses both fundamental and technical inputs to construct and monitor portfolios.

James Mills is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Nationwide Investment Services Corporation, Brokerage Solutions LLC, and Western & Southern Financial Group. TLG Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Shawn Patrick is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also associated with WealthWave and Net Law Group Inc., where he provides estate document services such as wills and trusts. His professional activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach, using third-party money managers and platform sub-advisors to implement investment strategies, supported by a large advisor network and multiple advisory programs.

Thomas Neess is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with firms including LPL Financial, StoneX Advisors Inc., and Wrp Investments, Inc. Neess also operates an insurance agency as a sole proprietor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based model combines client goal assessment with portfolio management or manager selection, utilizing both proprietary and third-party platforms and strategies.

Samuel Mathis is a CFP® with six years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott in Cincinnati, OH. He has held roles at Janney Montgomery Scott since 2019 and previously worked at The Country Club and the University of Cincinnati. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a wide range of brokerage, financial planning, and advisory services.

Michael Reagan is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Oppenheimer since 2011 and previously held positions at Raymond James & Associates, Citigroup Global Markets, and Legg Mason Wood Walker. He serves as a volunteer class agent for Xavier University and is a board member of the Portage Point Resort condominium complex. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs including asset management, consulting, and retirement services, delivering both discretionary and non-discretionary portfolio management.

John Lame, Jr. is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2020, he worked at Lenox Wealth Management for six years. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Christopher Travis is a financial advisor with Commonwealth Financial Network, holding a Series 65 credential and three years of industry experience. His work history includes roles at Hillcrest Financial Group and St James White Oak. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

Garrett Cobb is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Mariner Wealth Advisors and has previously worked at Cassady Schiller Wealth Management, Meyer Capital Management, Baird, and Hilliard Lyons. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charities, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm emphasizes discretionary, customized portfolios supported by in-house research and external managers, with a notable integration of tax and accounting services alongside traditional portfolio management.