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 with Transamerica Financial Advisors in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has one year of experience in the industry. Outside of financial advising, he has ongoing roles with Midwest Collector LTD and the United States Army, where he has served since 2005. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring fee-based wrap programs, model portfolios, and access to third-party money managers.

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.

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.

Jonathon Mason is a financial advisor at Farther with a Series 66 designation and five years of industry experience. Prior to joining Farther in 2024, he worked at Crown Capital Securities LP for four years. Outside of his advisory role, he is involved in a food delivery business as a driver. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios and algorithmic rebalancing, focusing on ETFs, mutual funds, equities, and fixed income.

Mark Roberts is a financial advisor at MAI Capital Management, LLC with 33 years of industry experience. He holds a Series 63 designation and previously spent 28 years at WaterStone Investment Counsel, LLC before joining MAI Capital Management in 2024. MAI Capital Management provides discretionary and non-discretionary investment management, integrated 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 offers a range of portfolio strategies and integrates financial planning, tax, and bill-pay services into many client relationships.

William Schretter is a CFP® and ChFC® with 17 years of experience in the financial services industry. He is currently an advisor at Allworth Financial, L.P., where he has worked since 2019. His prior experience includes roles at Key Private Bank and Life-Legacy Services, the latter of which he founded to create legacy messages and conduct genealogy research. Schretter is also involved in several nonprofit organizations, serving as chairman and board member for multiple charities and holding a board position with the National Society of Accountants. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a variety of model portfolio strategies and utilizes third-party sub-advisers when appropriate, offering both discretionary and non-discretionary services.

Elliott Singer is a financial advisor with Guardian Life, holding Series 63, 65, and 66 licenses and nine years of industry experience. His work history includes roles at Park Avenue Securities, Pruco Securities LLC, Fidelity Investments, and JPMorgan Chase Bank N.A. He is based in West Chester, Ohio. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services.

Timothy Darnell is a financial advisor at Hornor, Townsend & Kent, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hornor, Townsend & Kent since 2016. In addition to his advisory role, he is involved in insurance brokerage through Altenau Financial and provides ongoing client service related to investment and life insurance policies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Luke Ramey is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Cerity Partners LLC in Cincinnati, OH, where he has worked since 2023. His prior roles include positions at ARGI Investment Services and Russell Total Wealth Management. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, charitable organizations, and institutional investors. The firm offers comprehensive financial planning, portfolio management, retirement plan consulting, and alternative investment access, combining proprietary quantitative tools with third-party managers and individual securities.

Brian Werbrich is a Certified Financial Planner® with 26 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2001. He holds the CFP® and Series 66 designations. Outside of his advisory role, he is involved in managing several non-securities related business entities, including a watercraft holding company. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account platform, utilizing third-party portfolio managers and providing options such as SMA strategies and direct indexing.