Brian Burger is a financial advisor with Eagle Strategies (NY Life) based in Cincinnati, OH. He holds the ChFC® and Series 63 designations and has 27 years of industry experience. He has been with Eagle Strategies since 2009 and has worked with Nylife Securities Inc. and New York Life Insurance Company since 1999. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, with a notable focus on relationships with institutional plan sponsors.

Jonathan Andre is a CFP® professional based in Cincinnati, OH, with 15 years of industry experience. He has worked at Total Wealth Planning, LLC for 11 years and is currently affiliated with Carson Wealth and CWM, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers a range of services including portfolio management and retirement-plan solutions, utilizing discretionary model portfolios governed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Robert Patton Jr. is a financial advisor at The Huntington Investment Company with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His work history includes roles at Ameriprise Financial Services, LLC, The Huntington Investment Company, and Huntington National Bank. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture model combining third-party sub-managers with affiliate offerings, primarily using wrap-fee programs on the Envestnet MAS platform.

Laura Tenley is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. She holds a Series 66 designation and has been with Fifth Third Securities since 2012. 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 an optional tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Lucy Weigel is a financial advisor at Fifth Third Securities, Inc. with 2 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Bank since 2013. 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 combines a municipal-advisor registration with its affiliation to Fifth Third Bank, offering a platform that includes discretionary managed-account programs, direct indexing, and tax-overlay services.

Samantha Gabbard is a CFP® with one year of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. She previously worked at FFR Wealth Team and CWM, LLC. Allworth Financial is an SEC-registered, fee-based advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs third-party sub-advisers as appropriate.

Gregory Ross is a CFP® professional with 12 years of industry experience, currently advising at Creative Planning since 2022. He previously worked at MAI Capital Management and Fidelity in various advisory roles from 2014 to 2022. Outside of his financial career, he serves as an assistant varsity basketball coach at Archbishop McNicholas High School and is a sales partner for Young Living Essential Oils. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and institutions. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by tax-loss harvesting, individually managed portfolios, and private market investments.

Vincent Waln is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 63 and Series 65 credentials. He has 37 years of industry experience, with prior roles at Penn Mutual Life Insurance Co and LifePlan, Ltd./Minnesota Mutual. He is also actively involved in insurance brokerage through multiple agencies and serves as a board member and treasurer for a professional office condominium association. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform providing both advisory and broker-dealer services, working with third-party asset managers to deliver tailored investment strategies.

Scott Strawser is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2007. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates an advisory platform that includes third-party asset managers and provides both discretionary and non-discretionary account options.

Dennis Hill is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding a Series 63 designation and 38 years of industry experience. He has worked at Commonwealth since 2006 and also owns Hill Financial Strategies, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers multiple program structures and discretionary model portfolios, supporting advisors with operations, trading, technology, compliance, and other services.

Brian Casey is a CFP® and holds a Series 66 designation with 16 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following prior roles at ARGI Investment Services, LLC and TD Ameritrade Inc. based in Cincinnati, OH. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, charitable institutions, and other 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, with a focus on diversified asset allocation and customized portfolios.

Lance Lohr is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, focusing on advising and managing client portfolios and wealth management strategies. Lance holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation, along with FINRA Series 7, 63, and 65 registrations. His expertise encompasses a broad range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Lance graduated from Moeller High School, played football at Vanderbilt University, and earned his Bachelor of Science in Business Administration from the University of Cincinnati. Lance follows Merrill's tradition of community service by volunteering with local organizations. His personal interests include football, golfing, hiking, traveling, and spending time with his family. He emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Jennifer Metz is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. She has been with Primerica since 2000. Outside of her advisory role, she is involved in the sale of home security and automation products through affiliated companies and operates as a sole proprietor. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure for its investment services.

Andrew Grombala is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on serving corporate executives and high-earning professionals who have complex compensation structures, including equity awards such as RSUs, stock options, ESPP programs, deferred compensation packages, and performance awards. In his role, he helps clients manage concentration risk, reduce tax implications, and align their equity compensation with long-term, goals-based wealth strategies. Since entering the industry in 2017, Andrew has adopted a structured, plan-first approach that incorporates compensation, cash flow, family priorities, retirement planning, and overall risk management. He guides clients through various financial events, including vesting, diversification, liquidity management, and retirement income planning. His expertise extends to executive compensation, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and tax minimization. Andrew holds FINRA Series 7 and Series 66 registrations and is licensed in Accident & Health, Life, and Variable Insurance. He earned a Bachelor's degree in Economics from Trinity College in Hartford, Connecticut, where he also competed as a student-athlete in football and lacrosse. He resides in Anderson Township with his wife and two children. Outside of work, Andrew enjoys boating, golfing, football, ice hockey, music, and spending time with his family.

Sydney Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining LPL Financial, Johnson worked at Stevens Investment Group and has experience in various roles outside the financial industry, including positions at CASTO Residential and Dick's Sporting Goods. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Matthew Perry is a financial advisor at UBS Financial Services with 10 years of industry experience. He previously worked at Raymond James & Associates, Morgan Stanley, and Fidelity Brokerage Services. Perry holds Series 63 and Series 66 designations and is based in Cincinnati, OH. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research from its Chief Investment Office and UBS Global Research to tailor client strategies.

Corbin Guggenheim is a Wealth Management Advisor with The Guggenheim Group, bringing over eleven years of experience in financial planning and investment management. He began his career with the firm in 2015 as a summer intern and transitioned to a full-time role in 2016 after earning his Bachelor's degree in Finance from Miami University's Farmer School of Business. His expertise encompasses a broad range of areas including college education planning, executive compensation, family wealth management, retirement planning, philanthropic planning, portfolio management, socially responsible investing, tax minimization, and retirement income strategies. Corbin holds several professional designations: CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), and CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA). He and his team employ a holistic approach to wealth management, collaborating with internal and external professionals to address all aspects of a client's financial life including tax strategy, estate planning, asset allocation, and investment management. Corbin emphasizes understanding clients' goals, values, and visions to develop personalized strategies aimed at sustaining wealth and supporting their priorities. Outside of his professional role, Corbin participates in community volunteering activities. His personal interests include hiking, reading, and skiing.

Afetsi Aidam is a financial advisor with Charles Schwab in Cincinnati, OH, holding a Series 63 designation and possessing 21 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2007. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Grant Kelly is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he operated Kelly Landscaping for four years and was a full-time student for six years. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Tyler Hardtke is a CFP® with nine years of industry experience. He is currently with Charles Schwab, where he has worked since 2021, and previously was with Fidelity Investments from 2017 to 2021. Outside of his advisory roles, he has experience with Beat the Streets-Cleveland and ran a business called Thirsty Parrot from 2015 to 2017. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab operates a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized supervisory and custody arrangements.