Chase Harkness is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Janney Montgomery Scott in Cincinnati, Ohio. He has 18 years of industry experience, including a decade at Raymond James and Associates prior to joining Janney Montgomery Scott in 2022. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of brokerage, financial planning, and advisory services utilizing in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Alexander Hesse is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses and has eight years of industry experience. He has been affiliated with Eagle Strategies and New York Life since 2018. Outside of his advisory role, Hesse volunteers as a football coach for Loveland High School and participates in a local business networking group, where he serves on the leadership team. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis.

Todd Sams is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Prior to this, he worked at Fifth Third Bank and Fidelity Investments, and has experience in non-financial roles including at Big Ash Brewing and Ball State University. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both investment advisory and brokerage services. The firm offers a range of programs on the Passageway platform, utilizing multiple portfolio management strategies and third-party managers.

Mason Moore is a financial advisor at Independent Advisor Alliance, LLC with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Curry Moore & Associates Wealth Advisors. Outside of his advisory role, Moore serves as an assistant cross-country and track & field coach at The Summit Country Day High School. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a network model of advisory representatives and integrates various portfolio management strategies and technology platforms to support client services.

Margaret Kaiser is a financial advisor with Rockefeller Financial LLC in Cincinnati, OH. She holds a Series 66 designation and has 8 years of industry experience. Her prior work includes roles at Merrill Lynch, Pierce, Fenner and Smith, Inc. and Bank of America N.A. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services within a Private Advisor model, and operates as a registered broker-dealer providing a broad range of investment and advisory solutions.

Michael Coates is a CFP® professional with 12 years of industry experience, currently associated with Allworth Financial, L.P. He has worked with Hanson McClain Advisors and Simply Money Advisors. Outside of advisory services, he also works as an insurance agent and provides transportation services locally. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs technology to manage held-away employer retirement accounts without accessing client login credentials.

Gregory Goebel is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets Inc. since 1998. Outside of his advisory role, he coaches a youth volleyball club in Kentucky, focusing on teaching fundamentals and the game to children. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and security-pricing activities as well as swap dealer and futures commission merchant operations.

Anthony Resendes is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Touchstone Securities and IFS Financial Services since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple managed-account options, including direct indexing and tax-overlay services.

Christopher Bush is a Series 66-licensed advisor with 26 years of industry experience, currently with Fifth Third Securities, Inc. He has been with the firm since 2004, based in Cincinnati, OH. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Samuel Schroder is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank and has experience in other business roles including Mid-Valley Service & Supply, Greek House, and academic positions at the University of Kentucky and Covington Catholic High School. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, featuring a range of portfolio management options and tax-efficient strategies.

Joseph Hack is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining MAI Capital Management in 2024, he spent 20 years at Madison Financial Advisors. 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 offers customized portfolio management across a variety of strategies and serves both advisory and product-sponsor roles, managing a registered mutual fund and numerous private investment vehicles.

Zach Mcdonald is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 65 and Series 63 licenses and four years of industry experience. He has been with Fifth Third Securities since 2021 and has a longer tenure with Fifth Third Bank dating back to 2016. Outside of his advisory role, he owns and operates Daily Sportfish, an online platform focused on sportfishing and yachting content. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers a range of investment programs on the Passageway Managed Account platform, employing various strategies from mutual funds and ETFs to separate managed accounts and direct indexing.

Robert Mueller is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with SPC since 2010 and also works with Parkland Securities, LLC. Mueller serves on the board of Give Where You Live Northern Kentucky, a charitable organization supporting local 501(c)(3) nonprofits. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers a range of account programs, with investment advice typically tailored and discretionary.

Steven Hruby is a CFP® professional with 12 years of industry experience. He is currently with Allworth Financial, L.P., where he has worked since 2022. His prior experience includes roles at Merrill Lynch, Bank of America, and Fidelity Investments. 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 portfolios using a variety of strategies, including core-satellite, pure-index, and options-based overlays, and manages both discretionary and non-discretionary accounts.

Michael Brennan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2019. Prior to joining MAI, he worked for John D. Dovich & Associates from 2016 to 2019. He holds a Series 66 license and is based in Cincinnati, OH. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of portfolio strategies and integrates financial planning and tax services, while also acting as adviser to a registered mutual fund and various private investment vehicles.

Thomas Wilson is a Series 66 licensed financial advisor with 28 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His prior experience includes roles at Guardian Life Insurance Company, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. Outside of his advisory work, he owns Grove Park Grille, LLC, a non-investment related business based in Cincinnati, OH. Park Avenue Securities serves a diverse retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs proprietary and third-party investment strategies across various account types and supports lending and credit facilities tied to advisory accounts.

Maureen Dodd is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Merrill, Stifel Nicolaus & Co Inc, and Morgan Stanley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Michael Jarrold Grapes is a CFP® professional with 26 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held positions at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. for over two decades and is involved in tax preparation through Niehaus Tax Services, LLC. His work includes fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment options, while enabling advisors to manage client portfolios with access to diverse securities and insurance products.

Lisa Willhoite is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. She holds the Series 63 designation and has been with Janney Montgomery Scott since 2016. The firm manages approximately $110 billion in client assets and serves a diverse range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities. Janney offers brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Michael Smedley is a CFP® professional with 28 years of industry experience. He is currently with Empower Advisory Group and has previously worked at Key Investment Services LLC and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s integrated model supports a large client base with services that include long-term focused financial planning and optional managed account solutions.