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.

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.

Mary Stith is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with PNC Investments, LLC since 2016, after a brief career hiatus from 2015 to 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and third-party portfolio implementation.

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.

Tanner Limon is an advisor at Fifth Third Securities, Inc. in Fort Thomas, KY, holding Series 63 and Series 65 credentials. He has one year of industry experience with prior roles at Northwestern Mutual and Fifth Third Bank. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs on the Passageway platform, including mutual fund and ETF models, separately managed accounts, and direct indexing options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services to a broad client base including high-net-worth individuals, corporations, trusts, and retirement accounts.

Joseph Clift is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63, 65, and 66 licenses and possessing 17 years of industry experience. His career includes roles at Fifth Third Bank, Bank of America, Merrill, Ameriprise Financial Services, Wells Fargo, and Citigroup Global Markets. He also has experience in education, having worked at the University of Cincinnati and Gateway Community and Technical College. Fifth Third Securities, Inc. serves a diverse client base that includes individuals, high-net-worth clients, institutions, corporations, and trusts through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, featuring advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing options.

Erica Parsons is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds Series 63 and Series 65 designations and has worked at Fifth Third Securities and Fifth Third Bank. Prior to her financial services career, her work history includes roles at Amazon and Express Employment. 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 and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay 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.

Christopher Travis is a financial advisor with Commonwealth Financial Network, holding a Series 65 credential and three years of industry experience. His work history includes roles at Hillcrest Financial Group and St James White Oak. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

Christopher Graner is a CFA® charterholder with 27 years of experience in the financial services industry. He has been with Money Concepts Capital Corp since 2005 and also manages investments for North Side Bank, where he has worked since 2002. Based in Cincinnati, OH, he holds Series 63 and Series 65 licenses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, serving approximately 14,700 clients through its enterprise of over 400 advisors.

Garrett Cobb is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Mariner Wealth Advisors and has previously worked at Cassady Schiller Wealth Management, Meyer Capital Management, Baird, and Hilliard Lyons. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charities, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm emphasizes discretionary, customized portfolios supported by in-house research and external managers, with a notable integration of tax and accounting services alongside traditional portfolio management.

Nolan Neville is a financial advisor at Cerity Partners LLC in Cincinnati, OH, holding a Series 66 designation with three years of industry experience. His prior roles include tenures at MassMutual Life Insurance Company, Skylight Financial Group, and Triplecrown Wealth Management. Cerity Partners advises a wide range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative methods, manager selection, and access to alternative and private market solutions.

Daniel Creager is a financial advisor with PNC Wealth Management in Cincinnati, OH. He holds the Series 66 designation and has 26 years of industry experience, including 22 years at PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, algorithm-driven digital portfolio solution available to select employees. The firm uses approved third-party strategists and mutual funds or ETFs for investment implementation, with annual rebalancing and limited direct client interaction.