Adam Maucher is a financial advisor with AE Wealth Management, LLC and holds a Series 65 designation. He has three years of industry experience and previously worked at First Financial Bank for seven years. Maucher is also involved with Conservative Financial Solutions, LLC, where he engages in insurance sales and related services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, utilizing a platform-centered approach that incorporates both internal and third-party investment models.

Kristen Sanders is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with Ameritas Investment Corp since 2013 and joined Ameritas Advisory Services in 2021. Outside of her advisory role, she is involved with BIG S FARM ENTERPRISE, LLC, a business that produces and sells farm products and breeds Doberman Pinschers. Ameritas Advisory Services offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm utilizes a variety of investment vehicles and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities to build customized portfolios.

Joel Kubala is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. He previously worked at Stifel Nicolaus & Co Inc and Fidelity Investments. Outside of his advisory role, he is a member of Ironman Real Estate, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through a range of discretionary and non-discretionary programs.

Charles Estes is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Principal Securities, he held roles at Principal Funds Distributor, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. Outside of his advisory work, Estes operates a small real estate referral business and owns a residential rental property. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Molly Snider is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and bringing 23 years of industry experience. She has worked with Park Avenue Securities since 2003 and Guardian Life since 2002. Outside her primary roles, she is involved in offering term, disability, and long-term care insurance products independent of Guardian. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Kyle Harvey is a financial advisor at Allworth Financial, L.P. with Series 65 credentials and one year of industry experience. Prior to joining Allworth Financial in 2022, he worked at New American Funding and River City Mortgage. His background also includes several years at Ohio University and Mason High School. Allworth Financial serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and educational resources, utilizing both quantitative and qualitative investment analysis.

Alexander Nourse is a financial advisor at PNC Wealth Management with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Bank, Hamilton Lauren LLC, RiverHills Bank, and JPMorgan Chase Bank. Outside of finance, he serves as a guest services attendant at Great Parks of Hamilton County and Little Miami Golf Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessment and delegates portfolio implementation to approved strategists and third-party service providers.

Jamie Caudill is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at MAI Capital Management LLC, Huntington Private Bank, and First Financial Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and offers model-based and customized portfolio options through its managed account programs.

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.

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.

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.

Kyle Watson is a financial advisor at Mercer Global Advisors Inc. in Cincinnati, OH. He holds a Series 65 designation and has been in the industry since 2025, with prior experience at Financial Rounds and as a student at Miami University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach uses Modern Portfolio Theory to construct globally diversified, risk-appropriate portfolios with a range of strategies and products, supported by educational content and integrated service lines.

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.

Daniel Smith is a CFA® charterholder with 15 years of industry experience. He is currently with Independent Financial Partners and has previously worked at firms including Northern Lights Distributors, RUSSELL Investments, The Retirement Plan Company, RedTree Investment Group, and Fidelity Investments. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

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.

Timothy Darnell is a financial advisor at Hornor, Townsend & Kent, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hornor, Townsend & Kent since 2016. In addition to his advisory role, he is involved in insurance brokerage through Altenau Financial and provides ongoing client service related to investment and life insurance policies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Parker Bailey is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has 23 years of industry experience, including a long tenure at Park Avenue Securities since 2003. Outside of advisory work, he serves as a trustee for an irrevocable trust and is involved in a tax professional alliance initiative. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofit organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, supporting tailored client relationships and access to insurance and alternative investment products.

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.

Daniel Schwartz is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His prior experience includes 19 years at PNC Investments before joining Fifth Third Securities and Fifth Third Bank in 2023. Outside of his advisory role, he participates as a dog boarder through Rover.com. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account platform, combining multiple portfolio management strategies and risk profiling to meet client needs.

Mark Dickman is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked with Independent Financial Partners and its affiliated entities since 2013, including a tenure at LPL Financial from 2010 to 2018. Outside of his advisory role, he conducts research in the home recycling field through Cleanloopinnovations. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a decentralized advisory model and a notable focus on retirement-plan advisory and pension consulting.