Edward Kuresman is a CFA® and holds a Series 65 license with 22 years of industry experience. He joined MAI Capital Management, LLC in 2024 after spending 21 years at Madison Financial Advisors, Ltd. Kuresman is based in Cincinnati, OH. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated 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 $72.3 billion in assets and offers a range of customized portfolio management strategies and financial planning services, operating both as an investment adviser and product sponsor.

Brandon Walters is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses. He has been with Fifth Third Securities since 2025 and has prior experience at Fifth Third Bank, N.A. and Chipotle Mexican Grill. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, featuring strategies such as mutual funds, ETFs, SMAs, and direct indexing.

Bradley Cooper is a financial advisor at PNC Wealth Management in Cincinnati, OH, holding Series 66 and Series 63 licenses with 12 years of industry experience. His prior roles include positions at Ameriprise and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, algorithm-driven digital portfolio offering that uses approved model strategies with mutual funds and ETFs, featuring annual rebalancing and third-party delegation for portfolio implementation.

Austin Schreck is a CFP® and holds a Series 65 license, with six years of industry experience. He has worked at Cerity Partners since 2023 and previously was with ARGI Investment Services from 2019 to 2023. Prior to his advisory roles, he held positions at the City of Edgewood and Putt Putt Golf Course. Cerity Partners advises a broad range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment framework based on client-specific profiles and combines quantitative screening, manager selection, and direct security selection alongside alternative and private market solutions for qualified clients.

Thomas Wyatt is a CFP® professional with 27 years of experience in financial advising, currently with Guardian Life and Park Avenue Securities. He has worked at Guardian Life and its affiliated entities since 1999. Outside of his advisory role, Wyatt is involved in legal consulting on estate planning and serves on the SFSP National Foundation Board. He is affiliated with Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and advisory services to individuals, retirement plans, and organizations. The firm provides tailored financial planning and investment management through a combination of advisor-led and model-based strategies, with access to insurance products and alternative investments.

Laura Davitt is a CFP® professional with 27 years of experience in the financial services industry. She is currently associated with Commonwealth Financial Network and Niehaus Financial Services, LLC. Her prior experience includes ten years at Securities America Advisors and Securities America, Inc. In addition to her advisory work, she is involved in tax preparation through Niehaus Tax Services, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

Phil Weber is a CFP®-certified financial advisor with FIFTH THIRD SECURITIES, Inc. in Edgewood, KY, bringing 14 years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity, where he worked across various advisory and brokerage services. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers via its Passageway Managed Account Program. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, supporting a range of investment strategies from mutual fund and ETF models to SMA and direct indexing options.

Gregory Carlton is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 66 credentials with 29 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Nathan Wangler is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Fifth Third Securities since 2014. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, with features such as direct indexing and a tax-overlay service.

Lucas Woehler is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. His prior roles include positions at Randolph Co Inc and Fifth Third Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized, discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services uncommon for firms of its size.

Matthew Pitzer is a CFP® and Series 63 credentialed advisor with six years of industry experience. He has worked at Creative Planning since 2020 and previously held roles at Lenox Wealth Management and US Bank Private Wealth Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and other portfolio techniques.

Robert Louis is a financial advisor at TIAA-CREF with eight years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Strategic Advisers, LLC. Robert holds Series 63 and Series 66 licenses. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Stacy Bosch is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fifth Third Securities since 2008. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, and trusts through both investment advisory and brokerage services. The firm offers a variety of managed account programs on the Passageway platform, combining third-party portfolio management with customized strategies that include tax overlay and direct indexing.

Steven Meegan is a CFA® charterholder with over six years of experience in the financial industry. He is currently with MAI Capital Management, LLC, where he has worked since 2021. Prior to joining MAI, he held roles at Ultimus Fund Solutions, University Housing Solutions, Clovernook Country Club, and Xavier University. MAI Capital Management, LLC 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 investors. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Valerie Newell is a financial advisor at Mariner with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Riverpoint Capital Management and DWS Investment Management Americas. She serves as a trustee for several nonprofit foundations, including Bowling Green State University Foundation, Horizon Community Funds of Northern Kentucky, and Mayfield Education and Research Foundation. Mariner serves a diverse clientele, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various investment vehicles. The firm employs discretionary, customized portfolios supported by an internal management team and combines in-house research with third-party allocations, while also providing integrated tax and accounting services alongside traditional portfolio management.

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.

Cody O'Connor is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments and Fifth Third Bank. Fifth Third Securities serves a diverse range of individual and institutional clients through both investment advisory and brokerage services, offering multiple program types including mutual-fund/ETF models, SMA strategies, and direct-indexing options on its Passageway Managed Account platform.

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.