Brett Hamilton is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been affiliated with The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2013. Outside of his advisory work, he operates as an independent insurance agent. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary accounts and employs a dual-registration model, serving clients through a combination of third-party investment programs and advisory relationships.

Angelina Watkins is a financial advisor with Gradient Securities, LLC in Cincinnati, OH, holding Series 65 and Series 63 licenses and two years of industry experience. She has worked at several firms, including Transamerica Financial Advisors, Inc., and currently owns a business focused on emotional, mental, and spiritual counseling and coaching. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment approach that combines fundamental, technical, and cyclical analysis, often integrating third-party managers while maintaining client approval before trading.

William Backscheider is a CFP® with one year of industry experience. He is currently with MCF Advisors, LLC and previously worked at LPL Financial LLC, Truepoint Wealth Counsel, and Bartlett Wealth Management. Outside of his advisory role, he is a business owner of Relentless Challenge, LLC. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds by providing wealth management, financial planning, portfolio management, and additional services such as tax preparation and estate-planning support. The firm employs a tactical asset allocation approach with an emphasis on risk management and offers discretionary management through third-party platforms.

Louisa Gehring is a financial advisor at Constellation Wealth Advisors with one year of industry experience. She holds a Series 65 designation and previously operated Gehring Travel, a travel agency, where she designed and arranged travel excursions. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages diversified strategies across public and private markets and operates a proprietary private capital platform with approximately $5.4 billion in client assets.

Kristen Kirkwood is a financial advisor at MCF Advisors, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at IFS Financial Services, Touchstone Securities, Inc., and Ohio National Financial Services. Kirkwood serves as a board member of the Greater Cincinnati Mutual Fund Association, a networking group where she helps organize events and meetings. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation process tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Douglas Boschert is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with M Holdings for 24 years. Outside of his advisory role, he serves as treasurer for Friends of Lauren Hill Memorial Park and is a member of the Elder High School Investment Committee. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a comprehensive range of advisory and brokerage services, combining in-house portfolio management with third-party sub-advisors and employing platform providers and custodial arrangements to support client trading and reporting.

Neil Hantak Jr. is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at MAI Capital Management, LLC since 2019. He previously worked at John Dovich and Associates and The Randolph Co. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and incorporates financial planning and tax services into its client relationships.

Ken Mason is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works closely with clients to develop wealth strategies that incorporate their workplace benefits, aiming to support them in pursuing their financial goals. Ken emphasizes building trust through a consultative approach, ensuring clients receive personalized and understandable financial plans. He is committed to helping clients achieve peace of mind by focusing on what matters most to them. Specific details about his education, credentials, or personal interests were not provided.

Ryan Dilts is a financial advisor at Cerity Partners LLC in Cincinnati, OH, holding a Series 65 credential with approximately one year of experience at Cerity Partners. His prior roles include positions at First Financial Bank / Yellow Cardinal Advisory Group, Western Kentucky University, and Clayton and Crume. He also has a background in education spanning ten years. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities to build client programs.

Donna Sterwerf is a CFP® professional with 23 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. She previously worked at Constellation Wealth Advisors, LLC for eight years and Oxford Financial Group, Ltd for two years. MAI Capital Management, LLC provides 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 customized approach to portfolio management using various strategies and serves both advisory and product-sponsor roles, managing significant assets and affiliated funds.

Laura Tidd 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 Securities and its affiliated firm since 2009. 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 subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate bank affiliation.

Andrew Magenheim is a financial advisor with Eagle Strategies (NY Life) in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at Eagle Strategies since 2012 and is also the owner of Pi E3 Financial Collaborative, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

David Wilder is a CFP® professional with 24 years of experience in the financial industry. He is currently with CWM, LLC and Carson Wealth, having previously spent 11 years at Total Wealth Planning, LLC. Outside of his advisory work, he owns a company involved in rental property management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, typically managing accounts on a discretionary basis using model portfolios and various investment tools.

Colin Hill is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. He has previously worked at Hill Financial Strategies, Cornerstone Financial Group, XPO Logistics, and Cintas Corp. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Drew Deimling is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2016. Outside of his advisory role, he founded and served as president of Frontier Friends, a charitable organization supporting underprivileged and ill children, and currently serves on the board of directors for May We Help, a nonprofit charity in Cincinnati. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets and serving a diverse range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm provides investment advice through a combination of in-house and third-party portfolio management across multiple advisory programs and offers custody and trustee services through a New Hampshire-chartered subsidiary trust company.

Kelley Niehaus is a financial advisor with Fifth Third Securities, Inc. in Alexandria, Kentucky. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 10 years with Fifth Third Securities. Fifth Third Securities serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides a range of strategies, including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Eric Rawe is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2018. Rawe is also a co-owner of Rawe Financial Group, LLC, which facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Nicholas Adams is a financial advisor at Cerity Partners LLC based in Cincinnati, OH. He holds a Series 65 designation and began his advisory career with Cerity Partners in 2024. Prior to joining the firm, he spent four years at Miami University and five years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and 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.

Ryan Rospert is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at Fifth Third Bank and Fifth Third Securities since 2022 and previously spent nine years at Fidelity Investments. FIFTH THIRD SECURITIES serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, combining third-party portfolio management with customized investment solutions.

Elise Schulok is a CFP® and holds a Series 65 registration, currently serving as a financial advisor with Mariner Wealth. She has three years of industry experience and previously worked at Cassady Schiller Wealth Management and Cassady Schiller CPA and Advisors. Schulok is based in Cincinnati, OH. Mariner Wealth serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal investment team and integrates tax and accounting services alongside traditional wealth management.