Joel Musser is a CFP® with 11 years of industry experience. He is currently with Carson Wealth and CWM, LLC, having previously worked at Total Wealth Planning, LLC. Musser is based in Cincinnati, OH. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to oversee model portfolios and providing tailored solutions including custom indexing and access to alternative investments.

Sean Fitzgerald is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 20 years with Fifth Third Securities. 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 that combine third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Kyle Kursim is a CFP® with 16 years of industry experience, currently advising at Cerity Partners LLC since 2023. He previously worked at ARGI Investment Services from 2018 to 2023 and Fidelity Investments from 2010 to 2017. Outside of his advisory role, he is involved with Livingston & Co. and Livingston Homes, where he spends limited time on property renovation and rehabilitation. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, with approximately $166.2 billion in client assets as of December 31, 2025. The firm’s investment approach emphasizes client-specific profiles and asset allocation, utilizing proprietary screening, manager selection, and access to alternative and private market solutions.

James McGrath is a CFP®, CFA®, and Series 65 credentialed advisor with 24 years of industry experience. He is currently with Mariner Wealth Advisors and previously spent 10 years at Cassady Schiller Wealth Management. McGrath serves on the investment subcommittee of Interact for Health and is Treasurer and a board member of the Wyoming Golf Club in Cincinnati, OH. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax, accounting, and operational capabilities.

Alexander Leugers is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He has worked at TIAA-CREF since 2025 and was previously employed at TIAA starting in 2017, as well as First Financial Bank from 2016 to 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs tailored primarily to individuals associated with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning from ongoing portfolio management, operating under a fiduciary standard and utilizing model or customized portfolios within its managed account offerings.

Joseph Ford Jr. is a CFP® certificant with 12 years of industry experience, currently advising at Mariner since 2018. Prior to joining Mariner, he worked at JPMorgan Securities LLC from 2014 to 2018. He holds the Series 66 license and is based in Cincinnati, OH. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and external managers, and provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Jeremiah Schalk is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. His work history includes roles at Net Law Group, Legacy Shield, WealthWave, Amazon, and World Financial Group. He is also involved in estate planning services through Legacy Shield and Net Law Group. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Bernita Pridgett is a financial advisor with Money Concepts Capital Corp in Cincinnati, OH, holding a Series 63 designation and 21 years of industry experience. She has been with First Financial Wealth Resource Group since 2009 and is also associated with First Financial Bank, where she has worked since 2000. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of investment strategies, including model portfolios and third-party sub-advisers, and offers both discretionary and non-discretionary account management.

George Kavalauskas is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with both firms since 2001. Outside of his advisory role, he is involved with The Rebecca Group, an insurance sales business focusing on term and whole life insurance. Park Avenue Securities LLC, a subsidiary of Guardian Life, serves individuals, corporations, retirement plan sponsors, charities, and businesses with brokerage and investment advisory services. The firm offers a range of financial planning and consulting services, combining advisor-led management with model-based strategies and access to proprietary and third-party platforms.

Eric Holzwarth is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 65 and Series 63 designations and bringing 12 years of experience. He has been with Fifth Third Securities since 2014 and also associated with Fifth Third Bank since 2013. Fifth Third Securities, Inc. serves a diverse client base that includes individuals, high-net-worth clients, and institutions such as corporations and trusts. The firm offers investment advisory and brokerage services through multiple program types on the Passageway Managed Account platform, combining third-party portfolio management with a range of investment options tailored to client risk profiles.

Timothy Goodman II is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including roles at The Huntington Investment Company and Fifth Third Securities since 2010. Fifth Third Securities, Inc. serves a diverse client base, including individuals, high-net-worth clients, institutions, and trusts, offering investment advisory and brokerage services. The firm features the Passageway Managed Account Program, which provides access to various third-party portfolio managers and investment strategies through a wrap-fee platform.

Judd Eberhart is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, he worked for six years at Northern Trust Corporation. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure managing approximately $217 billion in client assets.

Michael Frey is a CFP® professional with 28 years of experience in the financial industry. He is currently with Rockefeller Financial LLC, where he has worked for five years, and previously spent a decade at Bank of America and over two decades at Merrill. Outside of his advisory role, he owns a rental property in Cincinnati, Ohio. 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 combines portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform, offering access to equities, fixed income, alternatives, and personalized managed accounts.

Traci Byrge is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. She has been with Fifth Third Securities since 2007 and has been associated with Fifth Third Bank since 2000. Outside of her advisory role, she owns and operates Traci Lea Photography. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm provides multiple discretionary managed-account options, including direct indexing and tax-overlay services, and operates as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Ian Schilly is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2022, with prior experience at Fidelity Investments and a decade at Let's Play Sports, Inc. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, businesses, and institutional clients through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options that integrate third-party portfolio managers and advisor-managed strategies, supported by a range of features including direct indexing and tax-overlay services.

Robert Fisher is a financial advisor at TIAA-CREF with 13 years of industry experience. He has held roles at TIAA-CREF and Tiaa since 2018 and previously worked at Strategic Advisers, Inc. from 2013 to 2018. Fisher holds Series 63 and Series 66 designations and is based in Cincinnati, OH. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-managed employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management within a vertically integrated structure that includes affiliated funds and acts as adviser to a donor-advised fund.

Luke Bowman is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for seven years at Harrison Tax & Accounting. Outside of his advisory role, he is involved in insurance sales through Conservative Financial Solutions. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by a platform servicing a large number of clients and advisors.

Britton Riley is a financial advisor at Allworth Financial, L.P. based in Cincinnati, OH. He holds the CFP® and Series 65 designations and has 11 years of industry experience. His prior work includes roles at Hanson McClain Advisors and Simply Money Advisors. He is also involved part-time as an insurance agent with Financial Network Group Insurance Agency. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm provides financial planning, portfolio management, retirement plan consulting, and operates both proprietary funds and educational programs.

Melissa Seibert is a financial advisor with Rockefeller Financial LLC in Cincinnati, OH, holding Series 63 and Series 66 designations and 27 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 13 years before joining Rockefeller Financial LLC and Rockefeller Capital Management. 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 offers a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides placement and investment banking services through a consolidated investment platform.

David Workman II is a CFP® professional with 12 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2022 and previously spent 14 years at The Asset Advisory Group, Inc. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, multi-factor tilts, low-cost index vehicles, and tax management.