Christopher Dexter is a financial advisor with CWM, LLC in Cincinnati, OH, holding a Series 65 designation. His professional background includes roles at Carson Wealth, Hills Properties, LLC, and Dexter Home Improvement, LLC. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm employs a discretionary investment approach using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customized tools.

Matthew Larmann is a ChFC®-designated financial advisor with 42 years of experience, currently practicing at Kestra Advisory. He has been with Kestra Advisory since 2016 and has operated Larmann Financial Corporation, through which he provides investment advisory and insurance services, since 1991. Outside of advisory work, he serves as a board member for a condominium association and acts as trustee for two life insurance trusts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms and third-party solutions, serving a broad spectrum of clients including very large institutional investors.

Joanne Wolf is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. She previously worked at Berno Financial Management, Inc. for five years before joining Creative Planning in 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Shawn Scott is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a ChFC® designation and Series 63 license. He has 17 years of industry experience, including over a decade at Wealthquest Corporation before joining Wealth Enhancement Advisory Services in 2024. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Joel Kubala is a financial advisor at Ameritas Advisory Services, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Stifel Nicolaus & Co Inc and Fidelity Investments. Outside of his advisory role, Kubala is involved with Ironman Real Estate, LLC, where he participates in general property upkeep and maintenance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and custom portfolio strategies, serving clients through both discretionary and non-discretionary arrangements.

Charles Estes is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Principal Securities, he held roles at Principal Funds Distributor, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. Outside of his advisory work, Estes operates a small real estate referral business and owns a residential rental property. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Molly Snider is a financial advisor at Primerica Advisors with 23 years of industry experience. She holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company throughout her career. In addition to her advisory role, she engages in insurance sales of term, disability, and long-term care products outside of Guardian. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports a range of account services including lending solutions and donor-advised funds.

Kyle Harvey is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds the Series 65 designation and has worked previously at New American Funding and River City Mortgage. Harvey’s background also includes four years at Ohio University. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various strategies, including model allocations and options-based overlays, and is notable for its ownership structure and specialized service divisions.

Jeffrey Clark is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer since 2006 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as the President of the Ohio Valley Region of the Porsche Club of America, organizing events and leading membership activities. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Jason Dennis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been affiliated with Ameritas Investment Corp since 2014. Dennis is also associated with Dell Financial Network, a non-investment-related entity used for name recognition. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

Brandon Rozanski is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at John Dovich & Associates and Fidelity Brokerage Services LLC. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a broad client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Alexander Nourse is a financial advisor at PNC Wealth Management in Cincinnati, OH, with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including JPMorgan Chase Bank and RiverHills Bank. Outside of finance, he serves as a Guest Services Attendant II at Great Parks of Hamilton County and Little Miami Golf Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.

Jamie Caudill is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at MAI Capital Management LLC, Huntington Private Bank, and First Financial Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and offers model-based and customized portfolio options through its managed account programs.

Kevin Webb is a CFP® professional with 13 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory since 2016. He has been associated with Kestra Investment Services, LLC since 2003. Outside of his advisory role, Webb holds board positions in multiple homeowner associations and is involved in managing a real estate investment business. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm provides fiduciary consulting, plan design, and investment services supported by due diligence across multiple management platforms.

James Hayes is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds a Series 65 designation and has previously worked at Constellation Wealth Advisors and Pegasus Partners Ltd. He 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 individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of portfolio management strategies supported by in-house managers and third-party sub-advisers.

Gregory Franklin is a financial advisor with Independent Financial Partners in Blue Ash, Ohio, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at LPL Financial and his own firm, Franklin Wealth Advisors LLC. Outside of advisory work, he serves on the financial operations committee of the Tonto Verde Golf Club, providing recommendations on financial policy. Independent Financial Partners supports a network of approximately 261 advisors across the U.S., offering investment advisory, financial planning, trust, and retirement-plan services. The firm provides a decentralized advisory model with options for centralized asset management and is notable for its retirement-plan advisory and pension consulting capabilities.

S Renee Whisman is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior experience includes roles at PNC Bank and PNC Investments from 2013 to 2018 before joining Fifth Third Securities and Fifth Third Bank in 2018. 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 with features such as direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Timothy Francis is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with multiple major healthcare-related firms including Silver Scripts, Envisionrxplus, Med Mutual, Anthem Blue Cross Blue Shield, and United Health Care. His current role at Transamerica Financial Advisors has spanned over 12 years. 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 and third-party management approach across multiple advisory platforms, managing approximately $1.7 billion in regulatory assets under management.

Kimberly Basham is a CFP® with 20 years of experience in financial services, currently affiliated with The Huntington Investment Company. Her career includes long-term roles at Huntington National Bank and The Huntington Investment Company. Outside of her advisory work, she operates a retail crafts business focused on creating and rehabbing luxury goods for resale. The Huntington Investment Company serves individuals, charitable organizations, and businesses with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that integrates third-party and proprietary investment strategies.

Brandon Johnson is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Northwestern Mutual and PNC Bank. Before entering finance, he worked for seven years at Red Lobster. PNC Wealth Management offers retail brokerage and advisory services with a focus on model-based investment programs, including a digital discretionary model account available through an employee-only pilot that uses algorithmic risk assessment and invests via mutual funds and ETFs.