David Dennerll is a CFP® professional with 28 years of industry experience, currently serving at Janney Montgomery Scott. Prior to joining Janney in 2024, he spent 15 years at Raymond James & Associates. He holds leadership roles in nonprofit and community organizations, including President of the Cincinnati Host Lions Club and Committee Member for Zero Prostate Cancer. 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 a diverse client base with services including brokerage, financial planning, consulting, and multiple advisory programs, combining in-house and third-party investment management.

Romelda Giles is a financial advisor with Fifth Third Securities, Inc. in Florence, KY, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has been with Fifth Third Securities since 2014. Outside of her advisory role, she owns an online product sales business called The Home Economics Co. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and its registration as a municipal advisor.

Erik Christman is a CFP®-certified financial advisor with 27 years of industry experience, currently with Focus Partners Wealth, LLC. He has worked at The Colony Group, Buckingham Strategic Wealth, Oxford Financial Partners, and Osaic FA. Christman is the author and owner of Power of 5 Investing®, a media business focused on investment-related content. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients by offering wealth management, advisory services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

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 credentials and 33 years of industry experience. He has worked with Independent Financial Partners and its affiliated entities since 2013, including a tenure at LPL Financial from 2010 to 2018. Outside of his advisory role, he conducts research in the home recycling field through Cleanloopinnovations. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a decentralized advisory model and a notable focus on retirement-plan advisory and pension consulting.

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 at Lincoln Investment with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles at Lincoln Investment Planning, Allstate Financial Advisors, FIFTH THIRD SECURITIES, and other firms since 2002. Outside of his advisory work, Crotty is involved in owning and managing rental real estate properties. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that develops model portfolios and adaptive strategies.

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 at Principal Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Principal Securities Inc. and Principal Life Insurance Company since 2019, following a four-year tenure at Mutual of Omaha. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Glen Whittington is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and 10 years of industry experience. His prior experience includes roles at Triad Advisors LLC, Advisor Group, MassMutual, The Huntington Investment Company, BMO Nesbitt Burns, and JPMorgan Securities. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers a range of investment programs via its Passageway Managed Account Platform, utilizing multiple third-party portfolio managers and strategies such as SMA, tax overlays, and direct indexing.

Andrew Stout is a CFP® and CFA® with 20 years of experience in financial advising. He has worked at firms including Hanson McClain Advisors and Simply Money Advisors. Stout serves as an adjunct professor at UC Clermont. He is affiliated with Allworth Financial, a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies, discretionary and non-discretionary services, and employs technology to manage held-away retirement accounts.

Jenniffer Young is a Series 66-registered advisor with Fifth Third Securities, Inc. in Alexandria, KY, with one year of experience at the firm and 25 years at Fifth Third Bank. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program, utilizing third-party portfolio managers and various investment strategies tailored to client risk profiles.

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.