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®-certified financial advisor with 27 years of industry experience, currently with Focus Partners Wealth, LLC. He has worked at The Colony Group, Buckingham Strategic Wealth, Oxford Financial Partners, and Osaic FA. Christman is the author and owner of Power of 5 Investing®, a media business focused on investment-related content. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients by offering wealth management, advisory services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

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.

Connor Payne is a financial advisor at Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Fifth Third Securities, Payne worked at Fifth Third Bank and had roles at DICKS Sporting Goods, Western Hills Retirement Village, and Oak Hills High School. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform.

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® professional with 11 years of industry experience, currently serving at Cerity Partners LLC since 2023. His prior roles include positions at ARGI Investment Services and Russell & Company. Outside of his financial advisory work, he serves on the board of directors for the Hope Rising Pregnancy Center. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, businesses, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

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.

Glen Whittington is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and 10 years of industry experience. His prior experience includes roles at Triad Advisors LLC, Advisor Group, MassMutual, The Huntington Investment Company, BMO Nesbitt Burns, and JPMorgan Securities. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers a range of investment programs via its Passageway Managed Account Platform, utilizing multiple third-party portfolio managers and strategies such as SMA, tax overlays, and direct indexing.

Andrew Stout is a CFP® and CFA® with 20 years of experience in the financial industry. He has worked at Hanson McClain Advisors since 2018 and has served as an adjunct professor at UC Clermont since 2014. Andrew is affiliated with Allworth Financial, which serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, combining quantitative and qualitative analysis to create customized investment strategies across various asset types.

Michael Hall is a ChFC® credentialed financial advisor with Eagle Strategies (New York Life) and has 39 years of industry experience. He has been with New York Life Insurance Company since 2000. Hall serves as a Board Member at Large for the Loveland Museum Center, contributing to local historical awareness initiatives. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Charles Massarella is a financial advisor at Ameritas Advisory Services, LLC, based in Cincinnati, Ohio, with 34 years of experience in the industry. He holds Series 63 and Series 66 licenses and has worked with Ameritas Investment Corp. since 2006 before joining Ameritas Advisory Services in 2021. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and program platforms, combining firm-developed and third-party model portfolios with various securities, and offers comprehensive asset management and financial consulting services.

Robert Chess is a financial advisor at Wealth Enhancement Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at L.M. Kohn & Company and Fifth Third Securities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

Christopher Dudash is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist product that uses algorithmic risk assessment and delegates portfolio implementation to third parties.

Richard Jackson is a financial advisor with Eagle Strategies (NY Life) in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with Eagle Strategies since 2008 and operates Jackson Wealth Strategies, Ltd, where he brokers non-registered insurance products. Jackson also volunteers at White Oak Christian Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and primarily manages assets on a non-discretionary basis, serving a diverse client base including defined contribution and defined benefit plans.

Brian James is a CFP® with 22 years of experience in the financial services industry. He currently works at Allworth Financial, L.P. and has previously been affiliated with Hanson McClain Advisors, Simply Money Advisors, Stratos Wealth Partners, Ltd, PNC Wealth Management, and Natcity Investments, Inc. He serves on the Board of Governors for the Phi Kappa Tau Beta Chapter, assisting with the chapter’s financial operations on a volunteer basis. Allworth Financial serves a diverse client base, including individual investors, high-net-worth clients, pension plans, trusts, corporations, and charitable organizations. The firm provides financial planning, portfolio management, qualified retirement plan consulting, and education through various channels, employing both quantitative and qualitative analysis to deliver customized investment strategies.

Alexis Linderer is a Series 66-credentialed advisor with nine years of industry experience. She is currently with Fifth Third Securities, Inc. and Fifth Third Bank, N.A., having joined in 2024. Her prior experience includes roles at US Bancorp Investments and U.S. Bank, spanning from 2015 to 2024, as well as employment at Northern Kentucky University from 2011 to 2017. Fifth Third Securities, Inc. serves individual and institutional clients through both advisory and brokerage services, offering a variety of investment programs including managed accounts, SMA strategies, and tax-overlay services. The firm operates as a wholly owned subsidiary of Fifth Third Bank and supports a broad client base with diverse portfolio management options.

Kevin Koeninger is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Fifth Third Securities since 2016 and has also worked with Fifth Third Bank since 2015. Fifth Third Securities 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 incorporates features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

Anthony Strittholt is a financial advisor at Mercer Global Advisors Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including American Century Investments and Wealth Enhancement Group. Outside of his advisory work, he is the owner of Stritt Holdings, LLC, a referral and sell-side service business involved in farm hay sales. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm follows a Modern Portfolio Theory-based investment approach, utilizing globally diversified portfolios implemented through ETFs, index funds, separate account managers, and private funds.

Mary Herrington is a CFP® professional with 18 years of experience in financial advisory roles. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Bohmer Kilcoyne Wealth Management LLC 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 comprehensive financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Paul Sessler Jr. is a financial advisor at SPC with 30 years of industry experience. He holds a Series 63 designation and has worked at Parkland Securities since 2014, World Group Securities, Inc. since 2002, and Fermco since 1992. He is also involved in selling life insurance, annuities, and fixed index annuities through various insurance companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice through multiple account programs and strategic partnerships.