Jeffrey Leibfarth is a financial advisor with GWN Securities Inc. in Liberty Township, OH, holding a Series 63 designation and 34 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, he is involved in the sale of fixed annuities and insurance products through a related business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive history of employing market-timing and momentum strategies within its managed-account programs.

Jeremy Gates is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Fifth Third Securities, Inc. since 2012. He holds Series 63, 65, and 66 licenses. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, high-net-worth clients, charitable organizations, corporate and business clients, and institutional investors. The firm provides multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and layered corporate relationships.

Gabriel Thelen is a financial advisor at Cerity Partners LLC with a Series 65 designation and recent industry experience beginning in 2023. Prior to joining Cerity Partners, he worked at Fidelity Investments and has a diverse background including roles outside finance such as at Cock and Bull Public House and Hustle Basketball, alongside a decade in full-time education. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a broad client base from individuals to institutional investors. The firm offers customized portfolio management, financial planning, and access to alternative investments through a range of affiliated entities.

Matthew Glassmeyer is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Commonwealth and Cornerstone Financial Group since 2010. Outside of his advisory role, he serves as a bookkeeper for Elite Performance Climbing and acts as a mentor coordinator with BNI Cincy North. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while offering operational and compliance support to affiliated advisors.

Todd Mcintire is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at BB&T and U.S. Bank before joining Truist in 2018. Outside of his advisory work, he is owner of Heartland Turf LLC, a lawn care business, and Perennial Investments LLC, which focuses on residential real estate activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and manager arrangements to deliver investment solutions.

Kenneth Crawford is a financial advisor at FIFTH THIRD SECURITIES, Inc. with eight years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Fifth Third Bank, FIFTH THIRD SECURITIES, The Huntington Investment Company, and New York Life Insurance Co. during his career. 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 via its Passageway Managed Account platform, utilizing third-party portfolio managers and varied investment strategies.

Adam Hardy is a CFP® with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. His prior experience includes roles at ARGI Investment Services, Fidelity Brokerage Services, Merrill, CitiGroup, and other financial institutions. Cerity Partners is an SEC-registered investment adviser serving a broad client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolio solutions.

Eric Bokesch is a financial advisor with Mariner who holds Series 63 and Series 66 credentials and has 24 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Cambridge Investment Research Advisors, Pinnacle Wealth Management, and Securities America. He is currently associated with Mariner Institutional and Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, committee-overseen portfolios that combine in-house research with third-party manager allocations and provides integrated tax and accounting services alongside traditional portfolio management.

Anthony Poe is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Northwestern Mutual and LPL Financial. Outside of his advisory career, he operated a photography business for over a decade. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate clients, offering portfolio management, financial planning, and retirement consulting with access to various third-party asset management programs.

Matthew Held is a CFP® with 19 years of industry experience, currently affiliated with Commonwealth Financial Network and serving as owner of Clarity Wealth Management, LLC. He previously worked at Lincoln Financial Advisors Corporation for 17 years. Held also engages in fixed insurance sales as part of his business activities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, and compliance support while allowing advisors discretion in portfolio construction across various securities and insurance products.

Vicki Schapp is a CFP® professional with 25 years of industry experience, currently affiliated with Transamerica Financial Advisors. She has held various roles including trustee of a revocable trust and educator at the Heartland Institute of Financial Education. Her background also includes administrative work and involvement with estate document services. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, providing advisory and broker-dealer services through proprietary and third-party investment models with both discretionary and non-discretionary options.

Brian Bolan is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Bolan Capital Management for 15 years before joining MAI Capital Management in 2024. 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 variety of investment strategies and offers additional services such as trust administration and insurance through affiliated entities.

John Stagg is a financial advisor with Eagle Strategies (NY Life) based in Cincinnati, OH. He holds Series 63 and Series 66 designations and has 35 years of industry experience. His career includes long-term associations with Eagle Strategies since 2011, Nylife Securities Inc. since 1990, and New York Life Insurance Company since 1989. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types and manages a substantial portion of its assets on a non-discretionary basis, focusing on both retail and institutional relationships within an integrated New York Life affiliate structure.

Spencer Ford is a CFP® professional with 10 years of experience currently affiliated with AE Wealth Management, LLC. He has held roles at multiple firms including Madison Avenue Securities, LLC and Harrison Tax & Accounting, where he is a managing member. Ford is also an author working on revising or writing books. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual households, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a range of investment strategies, serving over 127,000 clients through a platform-focused approach.

William Bruns is a financial advisor at MAI Capital Management, LLC in Cincinnati, Ohio, holding Series 63 and Series 66 licenses with 19 years of industry experience. He previously worked at John D. Dovich & Associates, LLC for nine years before joining MAI Capital Management in 2019. Bruns is also associated with Eden Park Financial Partners, LLC, which holds keyman and business transition insurance. MAI Capital Management provides 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 broad range of investment strategies and offers integrated financial planning and trust and insurance administration through affiliated entities.

Patrick Mullen is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining Fifth Third Securities in 2021, he worked at Fifth Third Bank and previously at Kona Grill. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a variety of investment programs, including mutual fund and ETF models, SMA strategies, and direct indexing, operating as a wholly owned subsidiary of Fifth Third Bank.

Matthew Hager is a financial advisor at Janney Montgomery Scott in Cincinnati, OH, holding a Series 66 designation with nine years of industry experience. He previously worked at Raymond James & Associates and Ipsos Insights. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

Charles Cline is a financial advisor with Principal Financial Services in Sharonville, OH. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Black Bull Capital Partners, LLC. Outside the financial industry, he has experience working with River Hills Christian Church and Milford Christian Church. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Dennis Brown is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes positions at Game Stop and Fifth Third Bank. 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 and is a wholly owned subsidiary of Fifth Third Bank.

Thomas Keller is a CFP® professional with 26 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has worked at Kestra Investment Services, LLC since 2003. Keller holds a partner role at Kehoe Financial Advisors, providing advisory and accounting services. He is also involved with the Donauschwaben Society, a community organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and serves large institutional clients including sovereign wealth funds.