Mason Moore is a financial advisor at Independent Advisor Alliance, LLC with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Curry Moore & Associates Wealth Advisors. Outside of his advisory role, Moore serves as an assistant cross-country and track & field coach at The Summit Country Day High School. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a network model of advisory representatives and integrates various portfolio management strategies and technology platforms to support client services.

Margaret Kaiser is a financial advisor with Rockefeller Financial LLC in Cincinnati, OH. She holds a Series 66 designation and has 8 years of industry experience. Her prior work includes roles at Merrill Lynch, Pierce, Fenner and Smith, Inc. and Bank of America N.A. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services within a Private Advisor model, and operates as a registered broker-dealer providing a broad range of investment and advisory solutions.

Michael Coates is a CFP® professional with 12 years of industry experience, currently associated with Allworth Financial, L.P. He has worked with Hanson McClain Advisors and Simply Money Advisors. Outside of advisory services, he also works as an insurance agent and provides transportation services locally. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs technology to manage held-away employer retirement accounts without accessing client login credentials.

Christopher Bush is a Series 66-licensed advisor with 26 years of industry experience, currently with Fifth Third Securities, Inc. He has been with the firm since 2004, based in Cincinnati, OH. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Sean Buckley is a CFP® with 15 years of experience in financial advisory. He is currently with Kestra Advisory and has previously worked at Commonwealth Financial Network and operated his own firm, Buckley Financial Planning, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and maintains extensive third-party relationships to support its investment platforms.

Joseph Hack is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining MAI Capital Management in 2024, he spent 20 years at Madison Financial Advisors. 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 offers customized portfolio management across a variety of strategies and serves both advisory and product-sponsor roles, managing a registered mutual fund and numerous private investment vehicles.

Zach Mcdonald is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 65 and Series 63 licenses and four years of industry experience. He has been with Fifth Third Securities since 2021 and has a longer tenure with Fifth Third Bank dating back to 2016. Outside of his advisory role, he owns and operates Daily Sportfish, an online platform focused on sportfishing and yachting content. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers a range of investment programs on the Passageway Managed Account platform, employing various strategies from mutual funds and ETFs to separate managed accounts and direct indexing.

Steven Hruby is a CFP® professional with 12 years of industry experience. He is currently with Allworth Financial, L.P., where he has worked since 2022. His prior experience includes roles at Merrill Lynch, Bank of America, and Fidelity Investments. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a variety of strategies, including core-satellite, pure-index, and options-based overlays, and manages both discretionary and non-discretionary accounts.

Michael Brennan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2019. Prior to joining MAI, he worked for John D. Dovich & Associates from 2016 to 2019. He holds a Series 66 license and is based in Cincinnati, OH. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated 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 employs a range of portfolio strategies and integrates financial planning and tax services, while also acting as adviser to a registered mutual fund and various private investment vehicles.

Maureen Dodd is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Merrill, Stifel Nicolaus & Co Inc, and Morgan Stanley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

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 worked in education for several years and held roles at Grass!365 and Desparados Cantina. Cerity Partners provides customized wealth management services to a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored investment approach utilizing proprietary quantitative screens alongside third-party managers and individual securities, and offers a broad suite of services such as portfolio management, financial planning, and retirement plan consulting.

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. He is currently with Cerity Partners LLC and has previously worked at ARGI Investment Services, LLC and TD AMERITRADE. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, foundations, and institutional investors. The firm offers tailored asset allocation, manager selection, and access to alternative and private-market investments through proprietary quantitative screens and various affiliated businesses.

Thomas Moore is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and has been associated with LPL Financial since 2012. Outside of his advisory work, Moore has experience coaching high school and middle school wrestling in Cincinnati, OH. Independent Advisor Alliance serves a broad range of clients including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a combination of discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support comprehensive wealth management and estate planning services.

David Newman is a financial advisor at Fifth Third Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2019. His prior experience includes roles at Fidelity Brokerage Services, Inc., Horter Investment Management, and a period as a self-employed advisor. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad product lineup including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Brent Boden is a financial advisor with Corient, holding the CFP® and ChFC® designations and 16 years of industry experience. Prior to joining Corient, he worked at Savvy Advisors, Stock Yards Bank & Trust, and Ameriprise Financial Services Inc, among others. He serves on the Board of Directors for the St. Elizabeth Foundation and is authoring a financial planning book aimed at medical professionals and high-net-worth individuals. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach with a combination of in-house strategies and third-party managers, incorporating risk management tools and alternative investments where appropriate.

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, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His work history includes roles at SERVPRO Restoration and WealthWave, in addition to his long tenure at Transamerica Financial Advisors. Outside of finance, he owns and operates BHuff Construction and Lazy H's Ranch, an equine boarding facility. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services through multiple program platforms.