Jonathon Mason is a financial advisor at Farther with a Series 66 designation and five years of industry experience. Prior to joining Farther in 2024, he worked at Crown Capital Securities LP for four years. Outside of his advisory role, he is involved in a food delivery business as a driver. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios and algorithmic rebalancing, focusing on ETFs, mutual funds, equities, and fixed income.

Mark Roberts is a financial advisor at MAI Capital Management, LLC with 33 years of industry experience. He holds a Series 63 designation and previously spent 28 years at WaterStone Investment Counsel, LLC before joining MAI Capital Management in 2024. MAI Capital Management provides discretionary and non-discretionary investment management, integrated 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 offers a range of portfolio strategies and integrates financial planning, tax, and bill-pay services into many client relationships.

William Schretter is a CFP® and ChFC® with 17 years of experience in financial advising. He currently works at Allworth Financial, L.P. and has held prior positions at Key Private Bank, Life-Legacy Services, BSB Partners, and Northwestern Mutual Investment Management. Outside of his advisory role, he is involved in multiple nonprofit boards, including chairing Never The Less Inc., and participates in employee performance consulting through co-ownership of BSB Partners LLC. Allworth Financial serves a broad client base ranging from individual investors to charitable organizations, providing financial planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to offer customized investment strategies across various asset classes and maintains specialized portfolios and private funds.

Elliott Singer is a financial advisor with Guardian Life and holds Series 63, Series 65, and Series 66 licenses. He has nine years of industry experience and previously worked with firms including Fidelity Investments, JPMorgan Chase Bank, and Pruco Securities. Guardian Life’s subsidiary Park Avenue® Wealth Management offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory platforms.

Joshua Weinstein is a Certified Financial Planner® with 14 years of industry experience. He has been with Independent Financial Partners since 2019 and previously worked at Securities America, Weinstein Consulting, and Chase Investment Services Corp. Weinstein also operates Weinstein Financial Group, a related business that offers life, disability, and long-term care insurance sales incidental to his financial planning practice. Independent Financial Partners is a nationwide firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model that includes individualized investment strategies, centralized asset management options, and specialized retirement-plan advisory and pension consulting services.

Luke Ramey is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Cerity Partners LLC in Cincinnati, OH, joining the firm in 2023. Prior to Cerity Partners, he worked at ARGI Investment Services and Russell Total Wealth Management, among other roles. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs a proprietary investment framework that incorporates quantitative screening, asset allocation, and access to alternative and private market solutions.

Brian Werbrich is a Certified Financial Planner® with 26 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2001. He holds the CFP® and Series 66 designations. Outside of his advisory role, he is involved in managing several non-securities related business entities, including a watercraft holding company. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account platform, utilizing third-party portfolio managers and providing options such as SMA strategies and direct indexing.

David Dennerll is a CFP® professional with 28 years of industry experience, currently serving at Janney Montgomery Scott. Prior to joining Janney in 2024, he spent 15 years at Raymond James & Associates. He holds leadership roles in nonprofit and community organizations, including President of the Cincinnati Host Lions Club and Committee Member for Zero Prostate Cancer. 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 with services including brokerage, financial planning, consulting, and multiple advisory programs, combining in-house and third-party investment management.

Erik Christman is a CFP®-certified financial advisor with 27 years of industry experience, currently with Focus Partners Wealth, LLC. He has worked at The Colony Group, Buckingham Strategic Wealth, Oxford Financial Partners, and Osaic FA. Christman is the author and owner of Power of 5 Investing®, a media business focused on investment-related content. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients by offering wealth management, advisory services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Micah Peterson is a financial advisor with Carson Wealth and holds a Series 65 designation. He has three years of industry experience, including roles at Total Wealth Planning, LLC and Wealthquest Corp. Peterson is based in West Chester, Ohio. Carson Wealth is an enterprise platform that oversees approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios managed by an Investment Committee and providing tailored investment solutions.

Connor Payne is a financial advisor at Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Fifth Third Securities, Payne worked at Fifth Third Bank and had roles at DICKS Sporting Goods, Western Hills Retirement Village, and Oak Hills High School. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform.

David Niehaus is a CFA® charterholder at MAI Capital Management, LLC with four years of industry experience. He has held prior roles at Madison Wealth Management, Fifth Third Bank, and Mercer Consultants. Niehaus is based in Cincinnati, OH. MAI Capital Management provides discretionary and non-discretionary investment management, integrated 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 employs a range of investment strategies and offers trust and insurance services, managing $72.3 billion in assets as of May 2026.

Zachary Woodward is a CFP® professional with 11 years of industry experience, currently serving at Cerity Partners LLC since 2023. His prior roles include positions at ARGI Investment Services and Russell & Company. Outside of his financial advisory work, he serves on the board of directors for the Hope Rising Pregnancy Center. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, businesses, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Colin Harper is a CFP® and holds a Series 66 license, with 12 years of industry experience. He currently works at Mariner and previously spent five years at LPL Financial, LLC, and nine years at FSC Securities Corporation. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining in-house research with third-party managers across a range of asset classes and strategies.

Andrew Stout is a CFP® and CFA® with 20 years of experience in the financial industry. He has worked at Hanson McClain Advisors since 2018 and has served as an adjunct professor at UC Clermont since 2014. Andrew is affiliated with Allworth Financial, which serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, combining quantitative and qualitative analysis to create customized investment strategies across various asset types.

Michael Hall is a ChFC® credentialed financial advisor with Eagle Strategies (New York Life) and has 39 years of industry experience. He has been with New York Life Insurance Company since 2000. Hall serves as a Board Member at Large for the Loveland Museum Center, contributing to local historical awareness initiatives. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Charles Massarella is a financial advisor at Ameritas Advisory Services, LLC, based in Cincinnati, Ohio, with 34 years of experience in the industry. He holds Series 63 and Series 66 licenses and has worked with Ameritas Investment Corp. since 2006 before joining Ameritas Advisory Services in 2021. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and program platforms, combining firm-developed and third-party model portfolios with various securities, and offers comprehensive asset management and financial consulting services.

Robert Chess is a financial advisor at Wealth Enhancement Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at L.M. Kohn & Company and Fifth Third Securities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

Christopher Dudash is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist product that uses algorithmic risk assessment and delegates portfolio implementation to third parties.

Richard Jackson is a financial advisor with Eagle Strategies (NY Life) in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with Eagle Strategies since 2008 and operates Jackson Wealth Strategies, Ltd, where he brokers non-registered insurance products. Jackson also volunteers at White Oak Christian Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and primarily manages assets on a non-discretionary basis, serving a diverse client base including defined contribution and defined benefit plans.