Kyle Kursim is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. He previously worked at ARGI Investment Services for five years and Fidelity Investments for seven years. Outside of his advisory role, he is involved in property rehabilitation and renovation through Livingston & Co. and Livingston Homes. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base with customized portfolio strategies that emphasize diversified asset allocation and access to alternative and private-market investments.

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.

Nathan Rogers is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors since 2002. He also holds Series 63 and Series 65 licenses and has worked with Agia since 2022. Outside of advisory work, he is the managing partner of an LLC that owns his office space in Kentucky. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

John Young is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains distinctive market roles such as operating as a swap dealer and futures commission merchant.

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® and holds a Series 66 license with 11 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously spent four years at JPMorgan Securities LLC. Based in Cincinnati, OH, he currently serves clients through Mariner. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, coordinated tax services, and family office support, utilizing customized portfolios overseen by an investment committee and combining in-house research with third-party manager allocations.

George Kavalauskas is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life Insurance Company of America since 2001. Outside of his primary roles, he is involved with The Rebecca Group, where he engages in insurance sales. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account types with discretionary and non-discretionary management options.

Eric Holzwarth is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with Fifth Third Securities since 2014 and with FIFTH THIRD BANK since 2013. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, providing clients with access to various portfolio management strategies and risk profiles.

Timothy Goodman II is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been with Fifth Third Securities and its affiliated firm since 2010. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with Fifth Third Bank.

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 27 years of industry experience, currently serving at Rockefeller Financial LLC since 2021. His prior experience includes ten years at Bank of America, N.A., and over two decades at Merrill. Outside of his advisory role, he owns a rental property in Cincinnati. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and access to alternative and private investments within its Rockefeller Global Family Office platform.

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.

Daniel Berssenbruegge is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 designations and 13 years of industry experience. His work history includes prior roles at Ameriprise Financial Services and Cambridge Investment Research Advisors, as well as experience outside the financial sector at Sunrise Treatment Center. Berssenbruegge is based in Cincinnati, Ohio. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and affiliate portfolio management solutions.

Britton Riley is a financial advisor at Allworth Financial, L.P. with 10 years of industry experience. He holds the CFP® designation and Series 65 license. Riley has worked at Hanson McClain Advisors and Simply Money Advisors and also serves as an insurance agent/associate advisor in Cincinnati. 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 portfolio management utilizing a range of model strategies and employs technology to manage held-away retirement accounts, with notable ownership by private investment vehicles and the Ontario Teachers’ Pension Plan.

Melissa Seibert is a financial advisor at Rockefeller Capital Management with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 13 years. Her current tenure at Rockefeller includes roles at both Rockefeller Capital Management and Rockefeller Financial LLC. Rockefeller Capital Management is an enterprise firm serving a broad client base with a comprehensive investment approach.

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.

Diana Damico is a Series 66-licensed financial advisor with Money Concepts Capital Corp in Cincinnati, OH, where she has worked since 1999. She has 26 years of industry experience. In addition to her advisory role, she performs administrative duties for another Money Concepts representative. 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 offers multiple managed programs and employs a range of portfolio strategies using fundamental and technical analysis alongside modern portfolio theory.

Joshua Handel is a financial advisor at MAI Capital Management, LLC with two years of industry experience. He previously worked at Madison Advisors, PNC Bank, NA, and ClearPoint Federal Bank & Trust. Joshua holds a Series 65 designation and is based in Cincinnati, OH. MAI Capital Management provides discretionary and non-discretionary investment management, 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 manages a wide range of investment strategies and integrates financial planning and tax services, overseeing $72.3 billion in assets under management as of May 31, 2026.