Christopher Dexter is a financial advisor at Carson Wealth with a Series 65 license and one year of industry experience. His prior work includes roles at Hills Properties, LLC and Dexter Home Improvement, LLC, as well as nearly a decade at Trinity Wealth Management, LLC. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios and provides tailored investment solutions.

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 with Ameritas Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. He previously worked at Stifel Nicolaus & Co Inc and Fidelity Investments. Outside of his advisory role, he is a member of Ironman Real Estate, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through a range of discretionary and non-discretionary programs.

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 with Guardian Life and Park Avenue Securities, holding a Series 66 designation and bringing 23 years of industry experience. She has worked with Park Avenue Securities since 2003 and Guardian Life since 2002. Outside her primary roles, she is involved in offering term, disability, and long-term care insurance products independent of Guardian. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, 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.

Kyle Harvey is a financial advisor at Allworth Financial, L.P. with Series 65 credentials and one year of industry experience. Prior to joining Allworth Financial in 2022, he worked at New American Funding and River City Mortgage. His background also includes several years at Ohio University and Mason High School. Allworth Financial serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and educational resources, utilizing both quantitative and qualitative investment analysis.

Jeffrey Clark is a financial advisor at Oppenheimer with 33 years of industry experience. He has been with Oppenheimer since 2006, following prior roles at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory work, he serves as president of the Ohio Valley Region of the Porsche Club of America, organizing events and managing board activities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment and consulting services across various portfolio types, combining discretionary and non-discretionary management while maintaining custody of client assets.

Loren Baldwin is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at the Heartland Institute of Financial Education, Midwest Collector LTD, and an ongoing career in the U.S. Army since 2005. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, with both proprietary and third-party investment solutions, and manages substantial discretionary and non-discretionary assets.

Jason Dennis is a financial advisor with Ameritas Advisory Services, LLC in Cincinnati, OH, holding a Series 66 designation and having 11 years of industry experience. He has been with Ameritas Investment Corp since 2014 and Ameritas Advisory Services since 2021. Dennis is also associated with Dell Financial Network, where he has maintained a role since 2010. 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 utilizes a range of investment vehicles and program platforms, combining firm-developed and third-party model portfolios with mutual funds, ETFs, interval funds, and individual securities to customize portfolios.

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 with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Bank, Hamilton Lauren LLC, RiverHills Bank, and JPMorgan Chase Bank. Outside of finance, he serves as a guest services attendant 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 a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessment and delegates portfolio implementation to approved strategists and third-party service providers.

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 at Independent Financial Partners with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked 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, advising on financial policy. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with flexible investment strategies and notable 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.

Kyle Watson is a financial advisor at Mercer Global Advisors Inc. in Cincinnati, OH. He holds a Series 65 designation and has been in the industry since 2025, with prior experience at Financial Rounds and as a student at Miami University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach uses Modern Portfolio Theory to construct globally diversified, risk-appropriate portfolios with a range of strategies and products, supported by educational content and integrated service lines.