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 Guardian Life in Cincinnati, OH, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Guardian Life since 2011. Outside of his advisory role, he is involved in offering insurance products beyond Guardian Life and works with business owners to introduce them to LS Benefits for planning purposes. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

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 as a financial advisor at Guardian Life since 2022. His prior experience includes roles at W&S Brokerage Services and Fidelity, where he worked for over 13 years. He holds Series 63 and Series 66 licenses. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and consulting, combining advisor-led discretionary management with model-based strategies delivered through proprietary and third-party platforms.

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.

Matthew Hager is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Raymond James & Associates and Ipsos Insights. Janney Montgomery Scott LLC 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, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

William Sena Jr. is a CFP® and CFA® with 23 years of experience in financial advising. He has worked at Hightower Advisors since 2020, and previously spent time at Osborn Williams & Donohoe, LLC and Fort Washington Investment Advisors, Inc. His current role is based in Cincinnati, OH. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach centers on manager selection and multi-manager solutions, employing both affiliated and third-party managers alongside proprietary research and various portfolio construction methods.

Jennifer Anderson is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Citigroup Global Markets since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealing and futures commission merchant activities.

Karl Zimmerman is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, Wells Fargo Clearing, and CitiGroup. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implements investments via approved models managed by PNC or third-party strategists.

Matthew Luken is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2016. Outside of his advisory role, he competes in various pro fishing tournaments. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers via its Passageway Managed Account Program.

Bradley Curtsinger is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH. He holds the Series 66 designation and has 14 years of industry experience. He has been with Fifth Third Securities since 2006. 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 its municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

Thomas Faris is a financial advisor with Fifth Third Securities, Inc. in Madeira, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Fifth Third Securities since 2002. 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 wholly-owned subsidiary of Fifth Third Bank.

Anthony Butz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has prior experience with Carillon Investments, Inc. from 2003 to 2006. In addition to his advisory role, he is a managing partner of Premier Planning Group, LLC, an independent insurance agency selling fixed insurance products. 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 offers a range of services such as asset management, financial planning, and retirement plan advisory, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

James Murphy is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 registrations and bringing 41 years of industry experience. He has worked with PNC Investments since 2007. 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 that utilizes algorithmic risk assessment and invests via approved model strategies managed by PNC or third parties.

Zane Couch is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2024. His prior experience includes roles at Cracker Barrel and Fifth Third Bank, N.A. Outside of finance, he has been involved with the Kentucky Basketball Academy. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers various managed account programs, including mutual fund, ETF, SMA, and direct-indexing strategies, supported by a platform integrated with Fidelity and National Financial Services.