Kevin Webb is a CFP® professional with 13 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory since 2016. He has been associated with Kestra Investment Services, LLC since 2003. Outside of his advisory role, Webb holds board positions in multiple homeowner associations and is involved in managing a real estate investment business. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm provides fiduciary consulting, plan design, and investment services supported by due diligence across multiple management platforms.

James Hayes is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds a Series 65 designation and has previously worked at Constellation Wealth Advisors and Pegasus Partners Ltd. He 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 individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of portfolio management strategies supported by in-house managers and third-party sub-advisers.

Gregory Franklin is a financial advisor at Independent Financial Partners with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and his own firm, Franklin Wealth Advisors LLC. Outside of advisory work, he serves on the Financial Operations Committee of the Tonto Verde Golf Club, advising on financial policy. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with flexible investment strategies and notable retirement-plan advisory and pension consulting capabilities.

S Renee Whisman is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior experience includes roles at PNC Bank and PNC Investments from 2013 to 2018 before joining Fifth Third Securities and Fifth Third Bank in 2018. 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 with features such as direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Timothy Francis is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with multiple major healthcare-related firms including Silver Scripts, Envisionrxplus, Med Mutual, Anthem Blue Cross Blue Shield, and United Health Care. His current role at Transamerica Financial Advisors has spanned over 12 years. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party management approach across multiple advisory platforms, managing approximately $1.7 billion in regulatory assets under management.

Steven Weinstein is a CFP® with over 42 years of industry experience. He is currently with Independent Financial Partners and has previously worked at firms including Securities America and LPL Financial. Weinstein also engages in insurance sales. Independent Financial Partners is a nationwide firm offering investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm supports a decentralized advisory model and is notable for its retirement-plan advisory and pension consulting capabilities.

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 the financial services industry. He is currently an advisor at Allworth Financial, L.P., where he has worked since 2019. His prior experience includes roles at Key Private Bank and Life-Legacy Services, the latter of which he founded to create legacy messages and conduct genealogy research. Schretter is also involved in several nonprofit organizations, serving as chairman and board member for multiple charities and holding a board position with the National Society of Accountants. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a variety of model portfolio strategies and utilizes third-party sub-advisers when appropriate, offering both discretionary and non-discretionary services.

Elliott Singer is a financial advisor with Guardian Life, holding Series 63, 65, and 66 licenses and nine years of industry experience. His work history includes roles at Park Avenue Securities, Pruco Securities LLC, Fidelity Investments, and JPMorgan Chase Bank N.A. He is based in West Chester, Ohio. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services.

Joshua Weinstein is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Independent Financial Partners since 2019. He previously worked at Securities America, Inc. and operated Weinstein Consulting. Outside of his primary advisory role, he is involved with Weinstein Financial Group, a business focusing on life, disability, and long-term care insurance sales incidental to financial planning. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and offers a decentralized advisory model, including formal 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, where he has worked since 2023. His prior roles include positions at ARGI Investment Services and Russell Total Wealth Management. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, charitable organizations, and institutional investors. The firm offers comprehensive financial planning, portfolio management, retirement plan consulting, and alternative investment access, combining proprietary quantitative tools with third-party managers and individual securities.

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® with 27 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Oxford Financial Partners, and Osaic FA. He is also the author and owner of Power of 5 Investing®, a media investment-related business. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Micah Peterson is a financial advisor at CWM, LLC with three years of industry experience. He holds a Series 65 designation and has worked with firms including Carson Group, Total Wealth Planning, and Wealthquest Corp. Prior to his financial advisory career, he spent three years at Miami University. 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 manages portfolios on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customized investment tools.

Connor Payne is a financial advisor at FIFTH THIRD SECURITIES, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fifth Third Securities since 2023. Outside of his advisory role, he is the owner of CC Investment Group LLC, a residential real estate rental business in Cincinnati, Ohio. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs and third-party portfolio managers via its Passageway platform, and operates as a wholly owned subsidiary of Fifth Third Bank.

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® with 11 years of experience in the financial industry. He is currently with Cerity Partners LLC and previously worked at ARGI Investment Services and Russell & Company. Outside of his advisory role, he serves on the board of directors for the Hope Rising Pregnancy Center and is managing director of Sensel Family Ventures, a small business investment firm. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, businesses, and institutional investors. The firm uses tailored asset allocation and quantitative screening to build client programs and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.

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.