Scott Reynolds is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Carson Wealth. His work history includes roles at CWM, LLC and FFR Wealth Team, among others. He is a board member of Sycamore Premier Sports Club. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to manage model portfolios and providing access to customized indexing, alternative investments, and third-party sub-advisors.

Alan Koncal is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 12 years of industry experience. His career includes roles at PNC Investments, U.S. Bancorp Investments, US BANK, and Morgan Stanley. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmically recommended investment models managed by PNC or third-party strategists.

Joseph Holcomb is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Rockefeller Financial since 2021 and previously held roles at Bank of America and Merrill. Holcomb serves as a director on the board of Bethesda Inc., a charitable organization affiliated with Bethesda Hospital in Cincinnati, where he participates on the grants and finance and audit committees. 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

James Dores is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with six years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Fifth Third Securities since 2020 and Fifth Third Bank since 2019. Outside of his advisory role, he owns Done Right Renovations LLC, a home renovation business. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, employing various portfolio management strategies and operates as a wholly owned subsidiary of Fifth Third Bank.

Robert Idol is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 licenses and 22 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2021. Outside of his advisory role, he is a limited partner in Geneva Roth Properties, LLC, a real estate investment LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Robert Sponseller Jr. is a financial advisor at Allworth Financial, L.P. with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Commonwealth Financial Network, Cornerstone Financial Group, LPL Financial, and Osaic FA, Inc. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm uses both quantitative and qualitative analysis through an Investment Committee to create customized allocations across various asset classes and employs a range of model strategies and specialist portfolios.

William Hoover is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and with 26 years of industry experience. He has been with Guardian Life since 2000 and serves on the Northern Kentucky University School of Business Advisory Board. Hoover is also a treasurer on the Military Commons HOA Board. 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 offers tailored client relationships through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

Robert Pembaur is a financial advisor with Empower Advisory Group in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services for a combined 25 years before joining Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to 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, focusing on long-term portfolio returns and annual rebalancing rather than short-term forecasts.

Ethan Jackson is a CFP® and holds a Series 65 license with six years of industry experience. He currently works at Mariner Wealth, joining in 2025 after eight years at Cassady Schiller Wealth Management. Prior to his financial advising career, he spent five years in full-time education. Mariner serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services uncommon among large advisory enterprises.

Neal Mc Mahon is a financial advisor at Mariner Wealth Advisors with a Series 65 designation and experience in the industry since 2016. He previously worked at U.S. Bank Private Wealth Management and PNC Private Bank before joining Mariner. Mariner serves a broad client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios with an in-house investment committee and integrates tax and accounting services alongside traditional portfolio management.

Michael Murry is a financial advisor at Integrity Alliance, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and Lion Street Advisors. Integrity Alliance serves a diverse client base, including individual investors and business entities, through a large network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a variety of investment strategies and platforms.

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.

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 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities, supporting large institutional clients alongside high-net-worth individuals.

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.