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.

Arthur Ridder is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Fifth Third Bank and Fifth Third Securities since 2022 and previously held roles at PNC Capital Markets from 2015 to 2022. 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 that combine 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 Reagan is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2011. Outside of his advisory role, he volunteers as a class agent for Xavier University and serves as a board member for the Portage Point Resort condominium complex. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Joseph Clift is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63, 65, and 66 licenses and having 16 years of industry experience. His prior work includes roles at Bank of America, Merrill, Ameriprise Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors, as well as academic positions at the University of Cincinnati and Gateway Community and Technical College. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs and unique features such as direct indexing and tax-overlay services.

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.

Nolan Neville is a financial advisor at Cerity Partners LLC in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Skylight Financial Group, and Triplecrown Wealth Management. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, and access to alternative investments, emphasizing customized, diversified portfolio strategies.

Alexander Fetherland is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, Fifth Third Bank, and other companies. Outside of his advisory role, he is a co-owner of a lawn care and landscaping business, Fetherland Corporation dba Cincinnati Lawn Enforcement. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, and institutional clients. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed options.

Christopher Fallat is an advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials. He has been with Fifth Third Securities since 2026 and has prior experience with Fifth Third Bank, the Ohio Army National Guard, and several other organizations. Fallat is also engaged in an entrepreneurial venture with Amway. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm provides access to multiple investment programs through the Passageway Managed Account platform and operates as a wholly owned subsidiary of Fifth Third Bank.

John Stanovich is a CFP® with 14 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, estates, business entities, charitable organizations, foundations, endowments, and other institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Tera Myers is a financial advisor at Kestra Advisory with nine years of industry experience. She holds the Series 66 designation and has previously worked at Commonwealth Financial Network and Securities America. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Erin Savage Weaver is a CFP® professional with 10 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2018. She previously worked at ValMark Advisers, Inc. from 2016 to 2018. Outside of her advisory role, Erin serves as a board member and treasurer for the Senior Advocate Action Group, a nonprofit organization, and volunteers as a tax counselor for the AARP Tax Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers comprehensive fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Feraas Suleyman is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 credential and 26 years of industry experience. He has been with Fifth Third Securities since 2011. 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 tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Andrew Kohn is a financial advisor with Wealth Enhancement Advisory Services, LLC in Cincinnati, OH, holding a Series 63 designation and 12 years of industry experience. Prior to joining Wealth Enhancement in 2025, he worked at L.M. Kohn & Company from 2013 to 2025. Outside of financial advising, he owns and operates Allison Landscaping and Water Gardens LLC, an independent landscaping business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that blends passive and active management supported by quantitative and fundamental research.

Debra Lang is a financial advisor at Lincoln Investment with 21 years of industry experience. She has been with Lincoln Investment since 2010 and also serves as Vice President and agent at The Lang Agency, a financial services and health insurance business she has led since 1997. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment advisory services, utilizing both strategic and dynamic investment approaches.

James Hager is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James & Associates for 15 years. He has been with Janney Montgomery Scott since 2024. 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 broad range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Brianna Ritz is a financial advisor at Rockefeller Financial LLC in Cincinnati, OH, holding a Series 66 designation with 15 years of industry experience. Her prior roles include positions at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. She has been with Rockefeller Financial and Rockefeller & Co. since 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Balisha Merritt is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Bank and Fifth Third Securities since 2006. 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, and institutional investors. The firm offers multiple managed-account options and combines the capabilities of its bank affiliation and registered municipal advisor status to deliver a distinctive platform.

John Kilcoyne is a CFP® professional with 26 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Bohmer Kilcoyne Wealth Management, LLC and LPL Financial. He is also involved in tax preparation as a side activity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.