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 at SPC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SPC since 2010 and Parkland Securities, LLC since 2014. Outside of his advisory role, he serves on the board of Give Where You Live Northern Kentucky, a charitable organization supporting local 501(c)(3) nonprofits. SPC serves a diverse client base including individuals, high-net-worth households, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm provides both discretionary and nondiscretionary management options and maintains a corporate structure that integrates affiliated broker-dealers and insurance agencies, supporting a range of fiduciary and non-fiduciary retirement services.

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.

Kaelan Petersen is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Amelia, OH, holding a Series 63 designation and having 8 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other 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.

Michael Brennan is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at MAI Capital Management, LLC since 2019 and previously spent three years with John D. Dovich & Associates. He is based in Cincinnati, OH. MAI Capital Management, LLC 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 manages $72.3 billion in assets and offers a customized portfolio management approach across multiple asset classes, as well as trust and insurance administration services.

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 at Rockefeller Financial LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked 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 offers discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, 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.

Jonah Haney is a Series 65 licensed advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners, he worked in education for several years and held roles at Grass!365 and Desparados Cantina. Cerity Partners provides customized wealth management services to a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored investment approach utilizing proprietary quantitative screens alongside third-party managers and individual securities, and offers a broad suite of services such as portfolio management, financial planning, and retirement plan consulting.

John Kahle is a CFP® professional with 33 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held roles at firms including TIAA and Empower Financial Services. In addition to his advisory work, he serves as a leadership coach and mentor in Cincinnati, OH. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a combination of passive and active investment strategies guided by an internal Investment Committee.

Ryan Eversole is a CFP® with 16 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at ARGI Investment Services, LLC and TD AMERITRADE. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, foundations, and institutional investors. The firm offers tailored asset allocation, manager selection, and access to alternative and private-market investments through proprietary quantitative screens and various affiliated businesses.

Thomas Moore is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and has been associated with LPL Financial since 2012. Outside of his advisory work, Moore has experience coaching high school and middle school wrestling in Cincinnati, OH. Independent Advisor Alliance serves a broad range of clients including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a combination of discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support comprehensive wealth management and estate planning services.

David Newman is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, holding Series 63 and Series 66 licenses with 26 years of industry experience. His career includes long-term tenure at Fidelity Brokerage Services, Inc., followed by roles at Horter Investment Management and a period as a self-employed advisor before joining Fifth Third Securities in 2019. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutions. The firm integrates a range of discretionary managed-account options with features such as direct indexing and tax-overlay services, supported by its dual registration as a broker-dealer and municipal advisor and its affiliation with Fifth Third Bank.

Brent Boden is a financial advisor with Corient, holding the CFP® and ChFC® designations and 16 years of industry experience. Prior to joining Corient, he worked at Savvy Advisors, Stock Yards Bank & Trust, and Ameriprise Financial Services Inc, among others. He serves on the Board of Directors for the St. Elizabeth Foundation and is authoring a financial planning book aimed at medical professionals and high-net-worth individuals. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach with a combination of in-house strategies and third-party managers, incorporating risk management tools and alternative investments where appropriate.

Lee Feinerer is a CFA® charterholder with eight years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously held positions at RiverPoint Capital Management, LLC and Crowe Horwath LLP. He serves as treasurer of Ohio Valley Residential Services, Inc., a nonprofit organization based in Cincinnati, OH. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers discretionary, customized portfolios supported by an internal team and third-party managers, alongside integrated tax and accounting services and administrative family office capabilities.

George Koumoutsos is a ChFC® credentialed financial advisor with 42 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 1978 and also maintains a long-standing affiliation with Penn Mutual Life Insurance Company. Outside of his advisory work, he owns and operates Backbeat Entertainment, where he provides business management services and performs with a local musical group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight.

Amy Woelfel is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2013, also working at Fifth Third Bank since 2008. Fifth Third Securities 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 a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.