Erik Christman is a CFP® and holds a Series 66 designation with 27 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously been associated with The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Oxford Financial Partners. He is the author and owner of POWER OF 5 INVESTING®, a media-related business. Focus Partners Wealth serves a diverse client base including individuals, families, corporate and institutional clients, providing investment management, financial counseling, family office services, and more. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis along with third-party managers and alternative strategies.

Robert Fitzpatrick is a financial advisor with The Huntington Investment Company in Cincinnati, OH, holding Series 65 and Series 63 credentials and 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services and PNC Bank. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.

Parker Bailey is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at Park Avenue Securities since 2003 and has been affiliated with Guardian Life Insurance Company since 2002. Outside of his advisory work, he serves as a trustee for a family irrevocable trust and coordinates a Tax Professional Alliance to connect tax professionals with coaching and training resources. Park Avenue Securities LLC serves a diverse retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement and business consulting, utilizing a mix of proprietary model portfolios, third-party investment managers, and digital advice solutions.

Trevon Loeser is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and one year of industry experience. He has worked at several firms including Lendmark Financial Services and Adp, and is involved in brand promotion activities as a Brand Ambassador for Bee Scene Agency and TEAM. Additionally, he provides estate planning assistance through NetLaw. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to individuals, employer-sponsored plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers to deliver its advisory services across a broad client base.

David Niehaus is a CFA® charterholder at MAI Capital Management, LLC with four years of industry experience. He has held prior roles at Madison Wealth Management, Fifth Third Bank, and Mercer Consultants. Niehaus is based in Cincinnati, OH. 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 high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and offers trust and insurance services, managing $72.3 billion in assets as of May 2026.

Daniel Schwartz is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His prior experience includes 19 years at PNC Investments before joining Fifth Third Securities and Fifth Third Bank in 2023. Outside of his advisory role, he participates as a dog boarder through Rover.com. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account platform, combining multiple portfolio management strategies and risk profiling to meet client needs.

William Lyon is a financial advisor with Eagle Strategies (NY Life) in Cincinnati, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has been associated with New York Life and its affiliates since 1986. Lyon also operates The Lyon Group, LLC, and serves as a minister at Heritage Universalist Unitarian Church and LyonShare Ministries. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of assets on a non-discretionary basis.

Mark Dickman is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at LPL Financial and Independent Advisor Alliance before joining Independent Financial Partners. Outside of advisory work, he is involved in research related to home recycling through Cleanloopinnovations. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers a decentralized advisory model that includes formal retirement-plan advisory and pension consulting capabilities.

Bradley Cunningham is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding a Series 63 designation and 22 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2005. Outside of his advisory role, Cunningham coaches swimming for Madeira Swim Club and Madeira High School and serves on the Madeira City Schools School Board. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial and retirement-plan consulting. The firm utilizes a range of investment strategies through proprietary models, third-party managers, and digital advice solutions to meet diverse client needs.

Peter Crotty is a financial advisor with Lincoln Investment in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Lincoln Investment Planning since 2014. Outside of his advisory role, he is involved as an agent selling fixed insurance products. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs utilizing both strategic and tactical approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Colin Harper is a CFP® and holds a Series 66 license, with 12 years of industry experience. He currently works at Mariner and previously spent five years at LPL Financial, LLC, and nine years at FSC Securities Corporation. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining in-house research with third-party managers across a range of asset classes and strategies.

Catherine Anderson is a CFP® professional with six years of industry experience, currently advising at Mariner since 2025. She has previously worked at Encompass More Investments, LLC and Verity Asset Management among other firms. Outside of her advisory work, she owns Anderson Financial and Insurance Group, where she is a licensed life and health insurance agent. Mariner serves a diverse 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 portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting services and specialized operational offerings for employer clients.

Eric Turner is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2019 and was previously with Mutual of Omaha from 2015 to 2019. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Glen Whittington is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. He holds a Series 66 designation and has held roles at firms including JPMorgan Securities LLC, BMO Nesbitt Burns, and MassMutual. 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 advisor-directed models and separately managed accounts, and is noted for its municipal-advisor registration and affiliation with Fifth Third Bank.

Andrew Stout is a CFP® and CFA® with 19 years of industry experience, currently affiliated with Allworth Financial, L.P. He has worked at Hanson McClain Advisors since 2018 and is an adjunct professor at UC Clermont, a role he has held since 2014. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, charitable organizations, and corporate clients. The firm uses a mix of model strategies and third-party sub-advisers to implement customized portfolios and offers both discretionary and non-discretionary asset management services.

Jenniffer Young is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and based in Alexandria, Kentucky. She has been with Fifth Third Securities since 2025 and has over 25 years of experience with Fifth Third Bank. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering a variety of discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Ryan Murray is a CFP® professional based in Cincinnati, OH, with 12 years of industry experience. He currently works at Corient, having joined in 2025 after roles at firms including Strategic Wealth Partners Ltd, Charles Schwab, TD Ameritrade, and Fidelity. His credentials include Series 63 and Series 66 licenses. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates individual security strategies with third-party manager solutions and employs risk management tools to align portfolios with client objectives.

Robert Chess is a financial advisor at Wealth Enhancement Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at L.M. Kohn & Company and Fifth Third Securities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

Henry Heidrich is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, Central Bank and Trust, and two separate tenures at Fifth Third Bank. He has also worked for the Cincinnati Reds and operated Four Seasons Tent Rental. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering a range of program types and third-party portfolio managers via its Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and provides services including advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Richard Jackson is a financial advisor with Eagle Strategies (NY Life) in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with Eagle Strategies since 2008 and operates Jackson Wealth Strategies, Ltd, where he brokers non-registered insurance products. Jackson also volunteers at White Oak Christian Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and primarily manages assets on a non-discretionary basis, serving a diverse client base including defined contribution and defined benefit plans.