Kyle Kursim is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. He previously worked at ARGI Investment Services for five years and Fidelity Investments for seven years. Outside of his advisory role, he is involved in property rehabilitation and renovation through Livingston & Co. and Livingston Homes. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base with customized portfolio strategies that emphasize diversified asset allocation and access to alternative and private-market investments.

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.

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.

Bernita Pridgett is a financial advisor with Money Concepts Capital Corp in Cincinnati, OH, holding a Series 63 designation and 21 years of industry experience. She has been with First Financial Wealth Resource Group since 2009 and is also associated with First Financial Bank, where she has worked since 2000. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of investment strategies, including model portfolios and third-party sub-advisers, and offers both discretionary and non-discretionary account management.

George Kavalauskas is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life Insurance Company of America since 2001. Outside of his primary roles, he is involved with The Rebecca Group, where he engages in insurance sales. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account types with discretionary and non-discretionary management options.

Eric Holzwarth is an advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 designations with 12 years of industry experience. He has been with Fifth Third Securities since 2014 and has also worked at Fifth Third Bank since 2013. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program, utilizing third-party portfolio managers and providing a range of investment strategies from mutual funds and ETFs to SMA and direct indexing options.

Timothy Goodman II is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including roles at The Huntington Investment Company and Fifth Third Securities since 2010. Fifth Third Securities, Inc. serves a diverse client base, including individuals, high-net-worth clients, institutions, and trusts, offering investment advisory and brokerage services. The firm features the Passageway Managed Account Program, which provides access to various third-party portfolio managers and investment strategies through a wrap-fee platform.

Judd Eberhart is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, he worked for six years at Northern Trust Corporation. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure managing approximately $217 billion in client assets.

Michael Frey is a CFP® professional with 28 years of experience in the financial industry. He is currently with Rockefeller Financial LLC, where he has worked for five years, and previously spent a decade at Bank of America and over two decades at Merrill. Outside of his advisory role, he owns a rental property in Cincinnati, Ohio. 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 combines portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform, offering access to equities, fixed income, alternatives, and personalized managed accounts.

Traci Byrge is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. She has been with Fifth Third Securities since 2007 and has been associated with Fifth Third Bank since 2000. Outside of her advisory role, she owns and operates Traci Lea Photography. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm provides multiple discretionary managed-account options, including direct indexing and tax-overlay services, and operates as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Ian Schilly is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2022, with prior experience at Fidelity Investments and a decade at Let's Play Sports, Inc. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, businesses, and institutional clients through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options that integrate third-party portfolio managers and advisor-managed strategies, supported by a range of features including direct indexing and tax-overlay services.

Robert Fisher is a financial advisor at TIAA-CREF with 13 years of industry experience. He has held roles at TIAA-CREF and Tiaa since 2018 and previously worked at Strategic Advisers, Inc. from 2013 to 2018. Fisher holds Series 63 and Series 66 designations and is based in Cincinnati, OH. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-managed employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management within a vertically integrated structure that includes affiliated funds and acts as adviser to a donor-advised fund.

Luke Bowman is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for seven years at Harrison Tax & Accounting. Outside of his advisory role, he is involved in insurance sales through Conservative Financial Solutions. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by a platform servicing a large number of clients and advisors.

Britton Riley is a CFP® and Series 65-registered financial advisor with 10 years of industry experience. He has worked at Hanson McClain Advisors since 2018 and previously at Simply Money Advisors. Riley also works as an insurance agent with Financial Network Group. He is affiliated with Allworth Financial, a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. Allworth offers customized portfolio strategies including core-satellite and pure-index allocations, and employs third-party sub-advisers and technology solutions to manage held-away accounts.

Melissa Seibert is a financial advisor with Rockefeller Financial LLC in Cincinnati, OH, holding Series 63 and Series 66 designations and 27 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 13 years before joining Rockefeller Financial LLC and Rockefeller Capital Management. 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 offers a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides placement and investment banking services through a consolidated investment platform.

David Workman II is a CFP® professional with 12 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2022 and previously spent 14 years at The Asset Advisory Group, Inc. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, multi-factor tilts, low-cost index vehicles, and tax management.

Diana Damico is a Series 66-licensed financial advisor with Money Concepts Capital Corp in Cincinnati, OH, where she has worked since 1999. She has 26 years of industry experience. In addition to her advisory role, she performs administrative duties for another Money Concepts representative. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs and employs a range of portfolio strategies using fundamental and technical analysis alongside modern portfolio theory.

Joshua Handel is a financial advisor at MAI Capital Management, LLC with two years of industry experience. He previously worked at Madison Advisors, PNC Bank, NA, and ClearPoint Federal Bank & Trust. Joshua holds a Series 65 designation and is based in Cincinnati, OH. MAI Capital Management provides discretionary and non-discretionary 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 clients. The firm manages a wide range of investment strategies and integrates financial planning and tax services, overseeing $72.3 billion in assets under management as of May 31, 2026.