Austin Hogan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Transamerica Financial Advisors since 2016 and is also co-owner of Silverbirch Entertainment LLC, a music production company where he provides administrative support and coaching to artists. Hogan’s prior experience includes running Hogan Consulting, LLC and working with WFGIA. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services with options for discretionary and non-discretionary investment management. The firm uses proprietary and third-party model portfolios and maintains affiliated retirement and recordkeeping entities to support plan clients.

John Kaine is a financial advisor at Transamerica Financial Advisors with over 31 years of industry experience. He holds a Series 65 designation and has worked with firms including Nationwide Securities, Nationwide Insurance, and World Financial Group. He is also the owner of Kaine Insurance LLC, a property and casualty insurance agency. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory services through multiple program platforms.

Anthony Folz is a CFP® professional with six years at Creative Planning and a total of four years of industry experience. His prior roles include positions at Lenox Wealth Management and PNC Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various customized equity, bond, and private market options.

Daryl Evans is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Fifth Third Securities since 2015. Outside of his advisory role, he is a co-owner and member of Shirewood LLC, a rental operator based in Ft. Mitchell, KY. 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, including advisor-directed models, separately managed accounts, and a unified program that features direct indexing, tax-overlay services, and access to FIWA-sponsored fund strategist programs.

Joseph Walsh is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Ameriprise and Convergence Research, as well as various roles in education and community organizations. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services, combining proprietary investment strategies and access to alternative and private market solutions through affiliated businesses.

Ryan Meckes is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 license with two years of industry experience. Prior to his advisory role, he has worked in various service and hospitality positions, including at Jack Brown's and Ember's Steak Seafood and Sushi. Outside of financial services, he is involved with the Thunderdome Restaurant Group. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and IAR-managed sleeves, with features such as direct indexing and tax-overlay services.

Gregory Pendleton is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Fifth Third Securities, Fifth Third Bank, LPL Financial, CUNA Mutual Group, and Arkansas Federal Credit Union. Fifth Third Securities, Inc. 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 and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and integrated bank affiliation.

Jacob Morrissey is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2020. His background also includes roles at Platform Beer Co. and 4EG. 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 multiple program types via the Passageway platform, incorporating third-party portfolio managers and a range of strategies from mutual fund and ETF models to separately managed accounts and direct indexing.

Bryan Clifton is a financial advisor at Equity Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including National Life Group, MWA Financial Services Inc, and Merrill. Outside his advisory role, Clifton serves as Chief Executive Officer of Black Bull Capital Partners LLC, an insurance-related business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm delivers advisory programs through a network of representatives, utilizing multiple platforms and third-party asset managers with a combination of long-term and short-term investment strategies.

George Lang is a financial advisor with Lincoln Investment based in West Chester, OH, holding a Series 63 designation and 32 years of industry experience. He has worked with Lincoln Investment since 2010 and has prior experience at Quixtar, Lang Radcliff Agency Inc, and Aag Securities, Inc. Lang is also a State Senator for Ohio's 4th district and is involved in advocacy for Second Amendment rights through a partnership with GOT YOUR BACK DBA SECOND CALL DEFENSE. 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 provides financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and a network of third-party managers.

Robert Sponseller Jr. is a financial advisor at Allworth Financial, L.P. with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Commonwealth Financial Network, Cornerstone Financial Group, LPL Financial, and Osaic FA, Inc. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm uses both quantitative and qualitative analysis through an Investment Committee to create customized allocations across various asset classes and employs a range of model strategies and specialist portfolios.

Ethan Jackson is a CFP® and holds a Series 65 license with six years of industry experience. He currently works at Mariner Wealth, joining in 2025 after eight years at Cassady Schiller Wealth Management. Prior to his financial advising career, he spent five years in full-time education. Mariner serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services uncommon among large advisory enterprises.

Geoffrey Glazier is a CFP® with 20 years of experience in the financial services industry. He is currently with Mariner and also involved with MSEC, LLC. His prior experience includes roles at Pinnacle Wealth Management, Pinnacle Financial Advisors, Securities America, LPL Financial, Crown Capital Securities, and Fidelity. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon for a firm of its size.

Amy Leindecker is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and four years of industry experience. She has been with Fifth Third Bank and Fifth Third Securities since 2021 and worked at Fifth Third Bank from 2001 to 2021. Fifth Third Securities, Inc. 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 programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with distinctive features such as direct indexing and an optional tax-overlay service.

Joel Musser is a CFP® with 11 years of industry experience. He is currently with Carson Wealth and CWM, LLC, having previously worked at Total Wealth Planning, LLC. Musser is based in Cincinnati, OH. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to oversee model portfolios and providing tailored solutions including custom indexing and access to alternative investments.

Kyle Kursim is a CFP® with 16 years of industry experience, currently advising at Cerity Partners LLC since 2023. He previously worked at ARGI Investment Services from 2018 to 2023 and Fidelity Investments from 2010 to 2017. Outside of his advisory role, he is involved with Livingston & Co. and Livingston Homes, where he spends limited time on property renovation and rehabilitation. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, with approximately $166.2 billion in client assets as of December 31, 2025. The firm’s investment approach emphasizes client-specific profiles and asset allocation, utilizing proprietary screening, manager selection, and access to alternative and private market solutions.

James McGrath is a CFP®, CFA®, and Series 65 credentialed advisor with 24 years of industry experience. He is currently with Mariner Wealth Advisors and previously spent 10 years at Cassady Schiller Wealth Management. McGrath serves on the investment subcommittee of Interact for Health and is Treasurer and a board member of the Wyoming Golf Club in Cincinnati, OH. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax, accounting, and operational capabilities.

Jeremiah Schalk is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. His work history includes roles at Net Law Group, Legacy Shield, WealthWave, Amazon, and World Financial Group. He is also involved in estate planning services through Legacy Shield and Net Law Group. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Bernita Pridgett is a financial advisor with Money Concepts Capital Corp in Cincinnati, OH, holding a Series 63 designation and 21 years of industry experience. She has been with First Financial Wealth Resource Group since 2009 and is also associated with First Financial Bank, where she has worked since 2000. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of investment strategies, including model portfolios and third-party sub-advisers, and offers both discretionary and non-discretionary account management.

Judd Eberhart is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, he worked for six years at Northern Trust Corporation. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure managing approximately $217 billion in client assets.