Luke Kremzar is a financial advisor at Mariner with a Series 65 credential and three years of industry experience. Before joining Mariner Wealth in 2025, he worked at Cassady Schiller CPA's and Advisers from 2021 to 2025. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through comprehensive investment management, financial planning, retirement consulting, and tax services. The firm combines discretionary portfolio management with in-house research and third-party managers, and it offers integrated tax, accounting, and family office services alongside innovative employer financial wellness tools.

Michael Yannucci is a CFP® professional with 20 years of experience in financial advising. He is currently with Commonwealth Financial Network and Hillcrest Financial Group, where he also operates as an insurance agent for fixed insurance products. His prior experience includes over a decade at Miccoli & Associates Financial Services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a platform that offers operations, trading, technology, investment management, and compliance support.

Constance Palazzolo is a financial advisor at Oppenheimer with 33 years of industry experience. She has been with Oppenheimer since 2006 and previously worked at KeyBanc Capital Markets Inc. from 1999 to 2006. She holds the Series 63 and Series 65 designations and serves as a trustee for a family special needs trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a broad range of advisory programs and combines discretionary and non-discretionary investment management services, maintaining custody of client assets and offering both commission-based and fee-based solutions.

Jeremy Gates is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Fifth Third Securities, Inc. since 2012. He holds Series 63, 65, and 66 licenses. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, high-net-worth clients, charitable organizations, corporate and business clients, and institutional investors. The firm provides multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and layered corporate relationships.

Gabriel Thelen is a financial advisor at Cerity Partners LLC with a Series 65 designation and recent industry experience beginning in 2023. Prior to joining Cerity Partners, he worked at Fidelity Investments and has a diverse background including roles outside finance such as at Cock and Bull Public House and Hustle Basketball, alongside a decade in full-time education. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a broad client base from individuals to institutional investors. The firm offers customized portfolio management, financial planning, and access to alternative investments through a range of affiliated entities.

Robert Corsarie is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Fifth Third Bank and Fifth Third Securities since 2006. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm offers multiple discretionary managed-account programs, including direct indexing and tax-overlay options, and is notable for its municipal-advisor registration combined with its affiliation to Fifth Third Bank.

Todd Mcintire is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at BB&T and U.S. Bank before joining Truist in 2018. Outside of his advisory work, he is owner of Heartland Turf LLC, a lawn care business, and Perennial Investments LLC, which focuses on residential real estate activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and manager arrangements to deliver investment solutions.

Diego Vallota is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has 30 years of experience in the industry. His prior firms include Dean Dorton Wealth Management LLC, Avantax Advisory Services, J.P. Morgan Securities, and PNC Wealth Management. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, using an IAR-driven, open-architecture investment approach that integrates multiple third-party platforms and managers.

Edward Bosch Jr. is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has worked with IFP Securities, LLC since 2019 and Independent Financial Partners since 2013, following a nine-year tenure at LPL Financial. Outside of his advisory role, Bosch is involved in a cattle farming operation in Kentucky. 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 individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Charles Williams II is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Guardian Life Insurance Company of America and Park Avenue Securities since 2007. Outside of his advisory role, he consults for a teleradiology medical practice and serves on the boards of the Thank America First Foundation and the Cincinnati Blue Line Foundation. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting. The firm manages approximately $15 billion in assets and supports a range of investment strategies and account features through an integrated operating model.

Matthew Held is a financial advisor with Commonwealth Financial Network based in Cincinnati, OH. He holds the CFP® designation and the Series 66 license, and has 20 years of industry experience. Prior to joining Commonwealth, he worked at Lincoln Financial Advisors Corporation for 17 years. He is also the owner of Clarity Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Gregory George is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Primerica Advisors since 2012 and has been associated with Guardian Life Insurance Co. of America since 2011. Outside of his primary roles, he is involved in insurance products beyond Guardian Life and engages in prospecting business owners for LS Benefits. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services. The firm implements investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.

Nolan Kamerer is a CFP® with 12 years of industry experience, currently advising at Mariner. His prior roles include positions at RiverPoint Capital Management and Fifth Third Securities. He serves as a board member of the HealthPath Foundation of Ohio. Mariner provides investment management, financial planning, and retirement plan consulting to a wide range of clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax, accounting, and family office services.

Brian Bolan is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. He previously founded and led Bolan Capital Management for 15 years and worked at Fidelity for one year. He holds Series 63 and Series 65 licenses. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Robb Newman is a financial advisor at PNC Wealth Management with 26 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account for employees. The program uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists, focusing on investments in mutual funds and ETFs with annual rebalancing.

John Stagg is a financial advisor with Eagle Strategies (NY Life) based in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. John has been with Eagle Strategies since 2011 and has worked with New York Life and its affiliates since 1989. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the vast majority of its regulatory assets on a non-discretionary basis.

Teresa Graner is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Hornor, Townsend & Kent since 1985. In addition to her advisory role, Graner owns and operates a multi-line insurance brokerage, specializing in life and long-term care insurance as well as investment-related products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and employs third-party asset manager relationships to provide tailored investment strategies.

William Bruns is a financial advisor at MAI Capital Management, LLC in Cincinnati, Ohio, holding Series 63 and Series 66 licenses with 19 years of industry experience. He previously worked at John D. Dovich & Associates, LLC for nine years before joining MAI Capital Management in 2019. Bruns is also associated with Eden Park Financial Partners, LLC, which holds keyman and business transition insurance. MAI Capital Management provides 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 broad range of investment strategies and offers integrated financial planning and trust and insurance administration through affiliated entities.

Brett Roth is a CFP® with 34 years of industry experience, currently serving at Guardian Life since 2022. He previously worked at W&S Brokerage Services from 2016 to 2022. He holds Series 63 and Series 66 licenses and is based in Cincinnati, OH. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and incorporates proprietary and third-party investment models.

Aaron Walker is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Amazon.com and Fidelity Investments prior to joining Citigroup in 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.