Jonathon Bresnen is a CFA® charterholder based in Cincinnati, OH, with 12 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously spent six years at RiverPoint Capital Management. He serves as a member of the Board of Trustees for the Cincinnati Parks Foundation. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers across a range of strategies and offers specialized capabilities such as tax integration and employer financial-wellness solutions.

Richard Jackson is a financial advisor with Eagle Strategies (NY Life) based in Cincinnati, OH. He holds Series 66 and Series 63 licenses and has one year of industry experience. Alongside his advisory role, he operates under the DBA Jackson Wealth Strategies, Ltd, which focuses on selling New York Life products and services. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Osborn is a CFA® charterholder with 23 years of industry experience. He has been with Hightower Advisors since 2020 and previously worked at Osborn Williams & Donohoe, LLC for eight years. Since 2013, he has served as a director of Cincinnati Financial Corporation, participating on its audit, investment, and compensation committees. Hightower Advisors provides investment advisory and planning services to individual and institutional clients through a network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Matthew Strife is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. He previously worked for The O.N. Equity Sales Company for 16 years before joining Fifth Third Securities and Fifth Third Bank in 2022. 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 offers multiple discretionary managed-account programs, including advisor-directed models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Lamont Taylor is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Fidelity Investments and Fifth Third Bank, as well as experience outside finance in the hospitality and entertainment sectors. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, offering multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Trisha Farver is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 16 years of industry experience. She has worked at Huntington in various capacities since 2010 and is also the owner of Best You, a retail business operating since 2007. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture platform that combines third-party and affiliate model management.

Matthew King is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and having 20 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies underpinned by internal standards and oversight committees, combining large institutional scale with unique market roles and arrangements.

Joseph Hricovsky is a financial advisor at Mariner with a Series 65 credential and experience beginning in 2024. His prior roles include a position at Truepoint and various periods of full-time education. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and other financial services. The firm employs discretionary, customized portfolios supported by an Investment Committee and combines in-house research with third-party manager allocations, while also providing extensive tax and accounting integration and specialized operational capabilities.

Michael Weckenbrock is a financial advisor at Ameritas Advisory Services, LLC with 20 years of industry experience. He holds Series 63 and Series 66 credentials and is also an attorney providing legal and tax consulting through his own firm, Weckenbrock Consulting, LLC. Additionally, he is a notary public in Ohio and Kentucky. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach combining in-house model portfolios, third-party managers, and integration with Ameritas affiliates to serve a diverse client base.

Alex Crowthers is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials and having nine years of industry experience. He has worked at Fifth Third Securities since 2016 and at Fifth Third Bank since 2014. 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 incorporates features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Max Bursk is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments. Outside of finance, he worked at Unwind Wine Bar for several periods totaling around five years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Nan Matteson is a CFP® professional with over 20 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2003. She holds the Series 66 designation and is based in Cincinnati, OH. Outside of her advisory role, she owns and operates Queen City Flower Farm, where she grows cut flowers for a local farmer’s market. 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 direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Timothy Leonard is a financial advisor with Lincoln Investment in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Lincoln Investment since 2010. Lincoln Investment serves individuals, charitable organizations, businesses, and 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 portfolio management programs using both strategic and tactical investment approaches.

Jeremy Ramsey is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Cincinnati, OH. He holds the Series 63 and Series 66 designations and has eight years of industry experience, including prior roles at J.P. Morgan Securities, Merrill, and Fidelity Brokerage Service. Outside of financial services, he was involved with Ramsey Custom Outfitters, LLC and Jrock Supplements over several years. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account Platform, covering strategies such as mutual funds, ETFs, SMAs, tax overlays, and direct indexing.

Samuel Rulli is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Reef Life Aquatics. FIFTH THIRD SECURITIES, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, providing clients with a range of investment strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Nicole Redus is a financial advisor at United Planners Financial Services of America with 22 years of industry experience. She holds a Series 63 designation and has held leadership roles including President and CEO of Ascension Wealth Management and Redus Financial Group. She serves on the board of the National Underground Railroad Freedom Center and is a committee member of the Greater Cincinnati Foundation. United Planners Financial Services is a national wealth-management enterprise supporting a broad client base through a large network of independent advisors. The firm offers both advisory and brokerage services, with a notable focus on non-discretionary account management and a limited-partnership ownership structure.

Kristin Fishbaugh is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. Prior to Mariner, she spent five years at RiverPoint Capital Management. She holds various board positions, including Treasurer, at the Cincinnati Ballet. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement consulting. The firm employs discretionary portfolios combining in-house research with external managers and offers integrated tax, family office, and financial wellness services.

Joseph West is a CFP® with nine 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, providing portfolio management, financial planning, family office services, and concierge offerings. The firm uses a partner-led team structure with a centralized Investments Department and employs a multi-criteria selection process emphasizing asset allocation and manager due diligence.

Joseph Shults is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. from 2002 to 2024 and LPL Financial. Outside of his advisory work, he owns and operates a photography business, Joe Shults Photo LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

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.