Joseph Hack is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining MAI Capital Management in 2024, he spent 20 years at Madison Financial Advisors. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across a variety of strategies and serves both advisory and product-sponsor roles, managing a registered mutual fund and numerous private investment vehicles.

Zach Mcdonald is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 65 and Series 63 licenses and four years of industry experience. He has been with Fifth Third Securities since 2021 and has a longer tenure with Fifth Third Bank dating back to 2016. Outside of his advisory role, he owns and operates Daily Sportfish, an online platform focused on sportfishing and yachting content. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers a range of investment programs on the Passageway Managed Account platform, employing various strategies from mutual funds and ETFs to separate managed accounts and direct indexing.

Steven Hruby is a CFP® professional with 12 years of industry experience. He is currently with Allworth Financial, L.P., where he has worked since 2022. His prior experience includes roles at Merrill Lynch, Bank of America, and Fidelity Investments. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a variety of strategies, including core-satellite, pure-index, and options-based overlays, and manages both discretionary and non-discretionary accounts.

Michael Brennan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2019. Prior to joining MAI, he worked for John D. Dovich & Associates from 2016 to 2019. He holds a Series 66 license and is based in Cincinnati, OH. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of portfolio strategies and integrates financial planning and tax services, while also acting as adviser to a registered mutual fund and various private investment vehicles.

Lisa Willhoite is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. She holds the Series 63 designation and has been with Janney Montgomery Scott since 2016. The firm manages approximately $110 billion in client assets and serves a diverse range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities. Janney offers brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Nicholas Scarbriel is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and has four years of industry experience. He has been with Fifth Third Securities since 2022 and has been employed by Fifth Third Bank since 2016. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors such as corporations and trusts. The firm offers investment advisory and brokerage services through multiple programs and third-party portfolio managers on the Passageway platform, combining direct indexing, tax-loss harvesting, and advisor-directed strategies.

Jonah Haney is a Series 65 licensed advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners, he worked in education for several years and held roles at Grass!365 and Desparados Cantina. Cerity Partners provides customized wealth management services to a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored investment approach utilizing proprietary quantitative screens alongside third-party managers and individual securities, and offers a broad suite of services such as portfolio management, financial planning, and retirement plan consulting.

John Kahle is a CFP® professional with 33 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held roles at firms including TIAA and Empower Financial Services. In addition to his advisory work, he serves as a leadership coach and mentor in Cincinnati, OH. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a combination of passive and active investment strategies guided by an internal Investment Committee.

Ryan Eversole is a CFP® with 16 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at ARGI Investment Services, LLC and TD AMERITRADE. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, foundations, and institutional investors. The firm offers tailored asset allocation, manager selection, and access to alternative and private-market investments through proprietary quantitative screens and various affiliated businesses.

Randy Christophel is a financial advisor with Money Concepts Capital Corp in Morrow, OH, holding a Series 66 designation and 27 years of industry experience. He has been with Money Concepts Capital Corp since 1998 and also works with Doug Sand, CPA Accounting Firm since 1991. Outside of his advisory work, he owns RYLIN Company, a home senior care business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a variety of managed programs that utilize model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Jeffrey Mossbarger is a financial advisor with Janney Montgomery Scott in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Janney Montgomery Scott since 2016. Outside of his advisory role, he manages a vacation house rental in LaFollette, Tennessee. 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 a diverse client base and offers brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Milan Patel is a CFP® with 33 years of industry experience, currently serving at Fifth Third Securities, Inc. since 1991. He holds Series 63 and Series 65 licenses. 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 a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Michael Reed is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at MAI Capital Management, LLC and previously worked at Madison Wealth Management and Greystone Investment Management, LLC. He is also a partner in GIM Partners, LLC, an entity established to receive proceeds from the Madison transaction. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing a registered mutual fund and various private investment vehicles.

Bryan Grisak is a CFP® and ChFC® with 25 years of experience in financial advisory. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Ameriprise Financial 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 a range of services such as financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Faith Hess is a financial advisor with Commonwealth Financial Network based in Cincinnati, OH. She holds a Series 65 credential and has less than one year of industry experience. Her prior work history includes roles at Hillcrest Financial Group, Buffalo Wild Wings, Kona Grill, Taziki's Mediterranean Cafe, the University of Cincinnati, and Lakota West High School. Commonwealth Financial Network is a national broker/dealer and SEC-registered investment adviser that supports approximately 2,900 advisors and manages about $213 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving a broad client base of individuals and institutions.

Jodee Deutsch is a financial advisor with Allworth Financial, L.P. in Cincinnati, Ohio, holding a Series 66 designation and 27 years of industry experience. Prior to joining Allworth Financial in 2021, she worked at HORAN Securities, Inc and Ohio National Equities Inc, among other firms. Allworth Financial is a fee-based SEC-registered advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management through a variety of model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

Mary Millitzer is a CFP® with 12 years of experience in the financial services industry, currently with Wealth Enhancement Advisory Services, LLC. Her career includes roles at LPL Financial, Bank of America, Merrill, and New York Life. She serves as Executive Vice President of the Junior League of Cincinnati and is a member of the Board of Trustees at the Contemporary Arts Center in Cincinnati. Wealth Enhancement Advisory Services (WEAS) provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Stephanie Bemerer is a financial advisor at Allworth Financial, L.P. with 11 years of industry experience. She has worked at Allworth Financial since 2018 and previously at Simply Money Advisors from 2015 to 2018. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio solutions using various model strategies and incorporates technology to manage held-away employer retirement accounts.

Steven Kramer is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at ARGI Investment Services and FIDELITY Brokerage Services. Kramer holds a Series 63 license and is based in Cincinnati, OH. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Adam Butler is a financial advisor with Janney Montgomery Scott in Cincinnati, OH, holding Series 63 and Series 66 credentials and 29 years of industry experience. He previously worked at Raymond James & Associates for 14 years before joining Janney Montgomery Scott in 2021. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.