Lisa Willhoite is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. She holds the Series 63 designation and has been with Janney Montgomery Scott since 2016. The firm manages approximately $110 billion in client assets and serves a diverse range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities. Janney offers brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Nicholas Scarbriel is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and has four years of industry experience. He has been with Fifth Third Securities since 2022 and has been employed by Fifth Third Bank since 2016. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors such as corporations and trusts. The firm offers investment advisory and brokerage services through multiple programs and third-party portfolio managers on the Passageway platform, combining direct indexing, tax-loss harvesting, and advisor-directed strategies.

Jonah Haney is a Series 65 licensed advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners, he held roles in education and worked with Grass!365 and Desparados Cantina. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and access to alternative investments through a proprietary investment framework and affiliated business platforms.

Jacob Sommerkamp is a financial advisor at FIFTH THIRD SECURITIES, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Santander Securities and Proequities Inc. Sommerkamp is based in Fairfield, Ohio. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program, leveraging third-party portfolio managers and risk-profile-based investment strategies.

John Kahle is a CFP® professional with 33 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held roles at firms including TIAA and Empower Financial Services. In addition to his advisory work, he serves as a leadership coach and mentor in Cincinnati, OH. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a combination of passive and active investment strategies guided by an internal Investment Committee.

Ryan Eversole is a CFP® with 16 years of industry experience, currently serving at Cerity Partners LLC. His career includes roles at ARGI Investment Services, TD Ameritrade, and Fidelity. Cerity Partners advises a diverse client base ranging from high-net-worth individuals and families to institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework that incorporates both proprietary quantitative methods and direct security selection.

J. Pettigrew is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Fifth Third Securities since 2004 and previously at Morgan Stanley DW Inc. from 2001 to 2004. Outside of his advisory role, he is involved in property restoration as an owner and member of Aaxis Property Group LLC. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, utilizing third-party portfolio managers and a range of investment strategies.

Brandon Huff is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. In addition to his advisory work, he owns BHuff Construction, a construction services company, and Lazy H's Ranch, an equine boarding facility. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Randy Christophel is a financial advisor with Money Concepts Capital Corp in Morrow, OH, holding a Series 66 designation and 27 years of industry experience. He has been with Money Concepts Capital Corp since 1998 and also works with Doug Sand, CPA Accounting Firm since 1991. Outside of his advisory work, he owns RYLIN Company, a home senior care business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a variety of managed programs that utilize model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Kevin George is a CFP® professional with 13 years of industry experience, currently serving at Fifth Third Securities, Inc. He has held previous roles at firms including LPL Enterprise, The Prudential Insurance Company of America, Northwestern Mutual, and others. Kevin is also an author as noted in his other business activities. Fifth Third Securities, Inc. serves a diverse client base of individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account platform, providing options ranging from mutual fund and ETF models to separately managed accounts and direct indexing.

Jeffrey Mossbarger is a financial advisor with Janney Montgomery Scott in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Janney Montgomery Scott since 2016. Outside of his advisory role, he manages a vacation house rental in LaFollette, Tennessee. 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 and offers brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Daniel Kloenne is a financial advisor at FIFTH THIRD SECURITIES, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Fifth Third Bank and Miami University. FIFTH THIRD SECURITIES serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets.

Milan Patel is a CFP® with 33 years of industry experience, currently serving at Fifth Third Securities, Inc. since 1991. He holds Series 63 and Series 65 licenses. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Michael Reed is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at MAI Capital Management, LLC and previously worked at Madison Wealth Management and Greystone Investment Management, LLC. He is also a partner in GIM Partners, LLC, an entity established to receive proceeds from the Madison transaction. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing a registered mutual fund and various private investment vehicles.

Bryan Grisak is a CFP® and ChFC® with 25 years of experience in financial advisory. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Ameriprise Financial and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Faith Hess is a financial advisor with Commonwealth Financial Network based in Cincinnati, OH. She holds a Series 65 credential and has less than one year of industry experience. Her prior work history includes roles at Hillcrest Financial Group, Buffalo Wild Wings, Kona Grill, Taziki's Mediterranean Cafe, the University of Cincinnati, and Lakota West High School. Commonwealth Financial Network is a national broker/dealer and SEC-registered investment adviser that supports approximately 2,900 advisors and manages about $213 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving a broad client base of individuals and institutions.

Jodee Deutsch is a financial advisor with Allworth Financial, L.P. in Cincinnati, OH, holding a Series 66 license and 28 years of industry experience. She has worked at several firms including HORAN Securities, Ohio National Financial Services, Woodbury Financial Services, Ameritas Investment Company, and Edward Jones. Allworth Financial serves a diverse client base that includes individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, retirement plan consulting, and education through various media, utilizing both qualitative and quantitative analysis to implement customized investment strategies.

Mary Millitzer is a CFP® with 12 years of experience in the financial services industry, currently with Wealth Enhancement Advisory Services, LLC. Her career includes roles at LPL Financial, Bank of America, Merrill, and New York Life. She serves as Executive Vice President of the Junior League of Cincinnati and is a member of the Board of Trustees at the Contemporary Arts Center in Cincinnati. Wealth Enhancement Advisory Services (WEAS) provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Andrew Cebulskie is a Series 65-licensed financial advisor with Transamerica Financial Advisors, where he has worked since 2012. He has 17 years of industry experience and has also been involved with World Financial Group, AC Group LLC, Lynx Financial Group LLC, and Net Law Group Inc., where he assists clients with wills and trusts. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Stephanie Bemerer is a financial advisor at Allworth Financial, L.P. in Cincinnati, Ohio, with 11 years of industry experience. She has worked at Allworth Financial since 2018 and previously at Simply Money Advisors from 2015 to 2018. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations by providing financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars. The firm uses both quantitative and qualitative analysis to implement customized investment strategies across a variety of asset classes and offers specialized portfolios alongside third-party management options.