Michael Weckenbrock is a financial advisor with Ameritas Advisory Services, LLC in Cincinnati, OH, holding Series 63 and Series 66 designations and 20 years of industry experience. His career includes roles at Ameritas Life Insurance Corp, BCG Securities, and Horace Mann. He is also an attorney offering tax preparation and legal consulting services through his own firm, Weckenbrock Consulting, LLC, and is a licensed notary public in Ohio and Kentucky. 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 combines model portfolios, mutual funds, ETFs, and individual securities across multiple platforms, leveraging third-party technology and maintaining operational practices such as converting holdings to lower-cost share classes.

Alex Crowthers is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials and having nine years of industry experience. He has worked at Fifth Third Securities since 2016 and at Fifth Third Bank since 2014. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and incorporates features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Max Bursk is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments. Outside of finance, he worked at Unwind Wine Bar for several periods totaling around five years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Nan Matteson is a CFP® professional with over 20 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2003. She holds the Series 66 designation and is based in Cincinnati, OH. Outside of her advisory role, she owns and operates Queen City Flower Farm, where she grows cut flowers for a local farmer’s market. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Samuel Rulli is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Reef Life Aquatics. FIFTH THIRD SECURITIES, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, providing clients with a range of investment strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Nicole Redus is a financial advisor at United Planners Financial Services of America with 22 years of industry experience. She holds a Series 63 designation and has held leadership roles including President and CEO of Ascension Wealth Management and Redus Financial Group. She serves on the board of the National Underground Railroad Freedom Center and is a committee member of the Greater Cincinnati Foundation. United Planners Financial Services is a national wealth-management enterprise supporting a broad client base through a large network of independent advisors. The firm offers both advisory and brokerage services, with a notable focus on non-discretionary account management and a limited-partnership ownership structure.

Kristin Fishbaugh is a CFA® charterholder with 11 years of industry experience. She has worked at RiverPoint Capital Management and Mariner Wealth Advisors, LLC. She holds various board positions, including Treasurer, with the Cincinnati Ballet. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party manager allocations and provides integrated tax and accounting services alongside its portfolio management capabilities.

Joseph West is a CFP® with nine years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in Cincinnati, OH. He has been with Moneta Group since 2016. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm uses a partner-led team structure with a centralized Investments Department and employs a multi-criteria selection process emphasizing asset allocation and manager due diligence.

Joseph Shults is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc. from 2002 to 2024 and LPL Financial. Outside of his advisory work, he is the owner of Joe Shults Photo LLC, a photography business. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee and a range of implementation tools and services.

Jaden Schlosser is a financial advisor at Mariner with a Series 65 designation. He has no prior industry experience before joining Mariner, where he has worked since 2025. His background includes employment at Cerity Partners and non-financial roles such as working at Mac & Joe's Bar and time spent at Miami University. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through comprehensive investment management, financial planning, and retirement consulting. The firm utilizes a combination of in-house research and third-party managers to implement customized discretionary portfolios and offers integrated tax, accounting, and financial wellness services alongside traditional portfolio management.

William Jones Jr. is a Series 66-licensed financial advisor with Primerica Advisors, based in Cincinnati, OH. He has one year of industry experience and previously worked at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, Jones serves as president of the AmSpirit Networking Group and is a board member of Rooms with Love, a nonprofit that furnishes homes for individuals in need. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Ramona Rechtin is a financial advisor with SPC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. She is also an independent insurance agent selling life and health products and is a Notary Public in Florence, KY. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, providing both discretionary and nondiscretionary management options.

William Heemskerk is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and previously worked at Corient, Morgan Stanley, Eaton Vance, New England Center and Home for Veterans, and Westfield State University. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party allocations, along with integrated tax and accounting solutions and employer financial wellness programs.

Wilson Rosebraugh is a financial advisor with Kestra Advisory in Cincinnati, OH, holding a Series 66 designation and with 27 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2012. Outside of his advisory work, he is active as a musician and songwriter and is involved in the entertainment music group PSILOCIN BLUES BAND. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base of institutional and individual investors, offering services that include fiduciary consulting, plan design and compliance, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors such as sovereign wealth funds.

Samuel Mathis is a CFP® with six years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott in Cincinnati, OH. He has held roles at Janney Montgomery Scott since 2019 and previously worked at The Country Club and the University of Cincinnati. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a wide range of brokerage, financial planning, and advisory services.

Arthur Ridder is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at PNC Capital Markets from 2015 to 2022. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, providing options such as mutual funds, ETFs, SMA strategies, and tax-efficient solutions.

Michael Reagan is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Oppenheimer since 2011 and previously held positions at Raymond James & Associates, Citigroup Global Markets, and Legg Mason Wood Walker. He serves as a volunteer class agent for Xavier University and is a board member of the Portage Point Resort condominium complex. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs including asset management, consulting, and retirement services, delivering both discretionary and non-discretionary portfolio management.

Mary Stith is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with PNC Investments, LLC since 2016, after a brief career hiatus from 2015 to 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and third-party portfolio implementation.

Shawn Chadwell is a CFP® professional with 13 years of experience in financial advising. He is currently with Ameritas Advisory Services, LLC and has previously worked at Compass Wealth Management, Fifth Third Bank, and Fidelity. In addition to his advisory work, he assists clients with life insurance, annuities, disability insurance, and Medicare options through independent sales roles. Ameritas Advisory Services, LLC provides investment advisory and planning services to a broad range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers diversified asset management and financial planning solutions, utilizing various model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Jeffrey Leiker is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 66 designations and having 19 years of industry experience. He has been with Fifth Third Securities since 2007. Outside of his advisory role, he serves as an official scorer for the No Complainers Golf League in Villa Hills, Kentucky. 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 subsidiary of Fifth Third Bank with integrated banking and advisory functions.