John Stagg is a financial advisor with Eagle Strategies (NY Life) based in Cincinnati, OH. He holds Series 63 and Series 66 designations and has 35 years of industry experience. His career includes long-term associations with Eagle Strategies since 2011, Nylife Securities Inc. since 1990, and New York Life Insurance Company since 1989. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types and manages a substantial portion of its assets on a non-discretionary basis, focusing on both retail and institutional relationships within an integrated New York Life affiliate structure.

Spencer Ford is a CFP® professional with 10 years of experience currently affiliated with AE Wealth Management, LLC. He has held roles at multiple firms including Madison Avenue Securities, LLC and Harrison Tax & Accounting, where he is a managing member. Ford is also an author working on revising or writing books. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual households, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a range of investment strategies, serving over 127,000 clients through a platform-focused approach.

William Bruns is a financial advisor at MAI Capital Management, LLC in Cincinnati, Ohio, holding Series 63 and Series 66 licenses with 19 years of industry experience. He previously worked at John D. Dovich & Associates, LLC for nine years before joining MAI Capital Management in 2019. Bruns is also associated with Eden Park Financial Partners, LLC, which holds keyman and business transition insurance. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers integrated financial planning and trust and insurance administration through affiliated entities.

Matthew Hager is a financial advisor at Janney Montgomery Scott in Cincinnati, OH, holding a Series 66 designation with nine years of industry experience. He previously worked at Raymond James & Associates and Ipsos Insights. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

Charles Cline is a financial advisor with Principal Financial Services in Sharonville, OH. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Black Bull Capital Partners, LLC. Outside the financial industry, he has experience working with River Hills Christian Church and Milford Christian Church. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Thomas Faris is a financial advisor with Fifth Third Securities, Inc. in Madeira, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Fifth Third Securities since 2002. Fifth Third Securities, Inc. 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.

Robert Lemmons Jr. is a CFP® with 18 years of industry experience currently affiliated with CWM, LLC. His prior experience includes 11 years at Total Wealth Planning, LLC, and a recent role at Carson Wealth. He holds a Series 63 registration and is based in Cincinnati, OH. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios supported by an in-house Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.

Michael Raidt is a CFP® professional with six years of industry experience, currently serving at Mercer Global Advisors Inc. in Cincinnati, OH. His prior roles include positions at The Asset Advisory Group, Inc., Shepherd Insurance, and Assured Partners. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a variety of implementation options alongside financial and retirement planning services.

Stacy Naberhaus is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. She has been with Commonwealth and Cornerstone Financial Group since 2006. Outside of her advisory role, she owns SKW Financial LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and various program structures.

Todd Leary is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Allstate Insurance Company, Northwestern Mutual, Securian Financial, Foresters Financial, and Waddell and Reed. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Timothy Bouman is a financial advisor with PNC Wealth Management in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with PNC Wealth Management since 2007. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to guide investment in approved model strategies managed by PNC or third-party strategists.

Nicholas Hench is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds a Series 66 designation and has been associated with KeyBank NA since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices and ongoing monitoring, supported by due diligence and access to third-party discretionary managers within the KeyCorp group.

Mark Schibi is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at UBS Financial Services, Inc., TD Ameritrade, and Fidelity Brokerage Services LLC. Schibi is based in Milford, Ohio. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios from Morningstar Investment Management to support asset allocation and retirement planning.

Madison Krummen is a CFP® with three years of industry experience, currently serving as a financial advisor at CWM, LLC in Cincinnati, OH. Prior to joining CWM, Madison worked at Carson Wealth, Total Wealth Planning, LLC, and BCR Wealth Strategies, LLC. CWM, LLC is an SEC-registered investment adviser with over 600 advisors serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

John Wolf III is a financial advisor with PNC Wealth Management in Loveland, Ohio, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with PNC Wealth Management since 2006. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment to manage portfolios with approved mutual funds and ETFs. The firm’s approach involves third-party portfolio implementation and focuses on discretionary model accounts without direct trading or standalone financial planning services.

Patrick Walsh is a CFP®-credentialed financial advisor with 18 years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, and Oxford Financial Partners. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, and offers a broad range of wealth management and advisory services.

Kevin Copley is a CFP® with 19 years of industry experience and has been with Creative Planning since 2014. He holds Series 63 and Series 66 licenses and is based in Montgomery, Ohio. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented with direct indexing, tax-loss harvesting, and other tailored approaches.

Adam Hunt is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at multiple entities affiliated with Huntington and Ameriprise Financial Services, LLC. Outside of his advisory work, he previously held a role at Fibonacci Brewing Company. The Huntington Investment Company offers advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. Its programs use an open-architecture model that combines third-party sub-managers and firm-affiliated strategies, providing flexible portfolio management options through various wrap-fee programs.

Thomas Robinett is a financial advisor with Ameritas Advisory Services, LLC, holding 36 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Tap Insurance Agency, Inc. since 2012, where he manages and sells fixed life, health, and annuity products. Robinett is also licensed as an independent insurance agent for selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as charitable and corporate entities and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services through a variety of strategies and maintains firm-level affiliations that support a broad range of client needs.

Brian George is a financial advisor at Fifth Third Securities, Inc. in Loveland, Ohio, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Fifth Third Securities since 2002. 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 combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.