Jacob Geglein is a financial advisor at MAI Capital Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Quadrant Capital Group, Constellation Wealth Advisors, Bank of America, and Merrill. 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 individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

William Hinton is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 63 designation and five years of industry experience. His work history includes positions at Fifth Third Securities, Fifth Third Bank, and Fidelity Brokerage Services. Fifth Third Securities 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 combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.

David Heck is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Benjamin Conner is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has been with Fifth Third Securities since 2016 and associated with Fifth Third Bank since 2014. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio management via its Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and combines brokerage, municipal advisory, and investment advisory functions.

Ashley Brewster is a financial advisor at Mariner with Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at UBS Financial Services, Charles Schwab, and the Law and Leadership Institute. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and integrated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by both in-house research and third-party managers, alongside specialized offerings such as tax compliance and financial wellness tools.

Matthew Larmann is a ChFC®-designated financial advisor with 42 years of experience, currently practicing at Kestra Advisory. He has been with Kestra Advisory since 2016 and has operated Larmann Financial Corporation, through which he provides investment advisory and insurance services, since 1991. Outside of advisory work, he serves as a board member for a condominium association and acts as trustee for two life insurance trusts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms and third-party solutions, serving a broad spectrum of clients including very large institutional investors.

Joanne Wolf is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. She previously worked at Berno Financial Management, Inc. for five years before joining Creative Planning in 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Shawn Scott is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a ChFC® designation and Series 63 license. He has 17 years of industry experience, including over a decade at Wealthquest Corporation before joining Wealth Enhancement Advisory Services in 2024. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Joel Kubala is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. He previously worked at Stifel Nicolaus & Co Inc and Fidelity Investments. Outside of his advisory role, he is a member of Ironman Real Estate, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through a range of discretionary and non-discretionary programs.

Charles Estes is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Principal Securities, he held roles at Principal Funds Distributor, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. Outside of his advisory work, Estes operates a small real estate referral business and owns a residential rental property. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Molly Snider is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and bringing 23 years of industry experience. She has worked with Park Avenue Securities since 2003 and Guardian Life since 2002. Outside her primary roles, she is involved in offering term, disability, and long-term care insurance products independent of Guardian. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Kyle Harvey is a financial advisor at Allworth Financial, L.P. with Series 65 credentials and one year of industry experience. Prior to joining Allworth Financial in 2022, he worked at New American Funding and River City Mortgage. His background also includes several years at Ohio University and Mason High School. Allworth Financial serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and educational resources, utilizing both quantitative and qualitative investment analysis.

Jeffrey Clark is a financial advisor at Oppenheimer with 33 years of industry experience. He has been with Oppenheimer since 2006, following prior roles at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory work, he serves as president of the Ohio Valley Region of the Porsche Club of America, organizing events and managing board activities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment and consulting services across various portfolio types, combining discretionary and non-discretionary management while maintaining custody of client assets.

Brandon Rozanski is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at John Dovich & Associates and Fidelity Brokerage Services LLC. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a broad client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Jamie Caudill is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at MAI Capital Management LLC, Huntington Private Bank, and First Financial Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and offers model-based and customized portfolio options through its managed account programs.

James Hayes is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds a Series 65 designation and has previously worked at Constellation Wealth Advisors and Pegasus Partners Ltd. He 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 individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of portfolio management strategies supported by in-house managers and third-party sub-advisers.

Kyle Watson is a financial advisor at Mercer Global Advisors Inc. in Cincinnati, OH. He holds a Series 65 designation and has been in the industry since 2025, with prior experience at Financial Rounds and as a student at Miami University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach uses Modern Portfolio Theory to construct globally diversified, risk-appropriate portfolios with a range of strategies and products, supported by educational content and integrated service lines.

Brandon Johnson is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Northwestern Mutual and PNC Bank. Before entering finance, he worked for seven years at Red Lobster. PNC Wealth Management offers retail brokerage and advisory services with a focus on model-based investment programs, including a digital discretionary model account available through an employee-only pilot that uses algorithmic risk assessment and invests via mutual funds and ETFs.

Jonathon Mason is a financial advisor at Farther with a Series 66 designation and five years of industry experience. Prior to joining Farther in 2024, he worked at Crown Capital Securities LP for four years. Outside of his advisory role, he is involved in a food delivery business as a driver. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios and algorithmic rebalancing, focusing on ETFs, mutual funds, equities, and fixed income.

William Schretter is a CFP® and ChFC® with 17 years of experience in financial advising. He currently works at Allworth Financial, L.P. and has held prior positions at Key Private Bank, Life-Legacy Services, BSB Partners, and Northwestern Mutual Investment Management. Outside of his advisory role, he is involved in multiple nonprofit boards, including chairing Never The Less Inc., and participates in employee performance consulting through co-ownership of BSB Partners LLC. Allworth Financial serves a broad client base ranging from individual investors to charitable organizations, providing financial planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to offer customized investment strategies across various asset classes and maintains specialized portfolios and private funds.