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 10 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, offering portfolio management, financial planning, and family office services. The firm uses a partner-led team structure and an open-architecture investment process that emphasizes 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.

Robert Siegmann is a financial advisor at Carson Wealth with 15 years of industry experience. He holds a Series 65 designation and has worked previously at Total Wealth Planning, LLC, and Financial Management Group Inc. Outside of advisory activities, he is an owner of rental properties. CWM, LLC operates an enterprise platform serving corporate, institutional, and high-net-worth clients through more than 650 advisors managing approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, and retirement plan services, with an investment approach led by an Investment Committee that uses both fundamental and technical inputs to construct and monitor portfolios.

William Jones Jr. is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in Cincinnati, OH. He has two years of experience in the financial services industry. Outside of his advisory role, he serves as president of the AmSpirit Networking Group and is a board member of Rooms with Love, a nonprofit that furnishes homes for people in need. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Shawn Patrick is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also associated with WealthWave and Net Law Group Inc., where he provides estate document services such as wills and trusts. His professional activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach, using third-party money managers and platform sub-advisors to implement investment strategies, supported by a large advisor network and multiple advisory programs.

Thomas Neess is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with firms including LPL Financial, StoneX Advisors Inc., and Wrp Investments, Inc. Neess also operates an insurance agency as a sole proprietor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based model combines client goal assessment with portfolio management or manager selection, utilizing both proprietary and third-party platforms and strategies.

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.

David Junker is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2010. Fifth Third Securities 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 and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

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.

Terri Moniot is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Fifth Third, she worked for over two decades at Dr. Bobbie Hopes, Ph.D, L.L.C. Fifth Third Securities, Inc. serves a diverse client base including individuals, institutions, and trusts, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform.

Thomas Jaracz is a CFP® professional with 11 years of experience currently with Ameritas Advisory Services, LLC. He has prior experience at Fidelity Investments and Fifth Third Securities. Outside of advisory work, he is a junior partner at Premier Planning Group LLC, where he is involved in life insurance, disability insurance, annuities sales, and Medicare Advantage/Supplement plan enrollment. 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 employs a range of investment options and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, and offers both discretionary and non-discretionary programs.

Joseph Clift is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding the Series 63, Series 65, and Series 66 designations and 17 years of industry experience. His career includes roles at Fifth Third Bank, Bank of America, Merrill, Ameriprise Financial Services, Wells Fargo Clearing, and Citigroup Global Markets, as well as teaching positions at the University of Cincinnati and Gateway Community and Technical College. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels, offering a variety of program types and portfolio management options via the Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and provides both advisory and municipal advisory services.

John Lame, Jr. is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2020, he worked at Lenox Wealth Management for six years. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.