Matthew Glassmeyer is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Commonwealth and Cornerstone Financial Group since 2010. Outside of his advisory role, he serves as a bookkeeper for Elite Performance Climbing and acts as a mentor coordinator with BNI Cincy North. 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 solutions, while offering operational and compliance support to affiliated advisors.

Robert Corsarie is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Fifth Third Bank and Fifth Third Securities since 2006. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm offers multiple discretionary managed-account programs, including direct indexing and tax-overlay options, and is notable for its municipal-advisor registration combined with its affiliation to Fifth Third Bank.

Todd Mcintire is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at BB&T and U.S. Bank before joining Truist in 2018. Outside of his advisory work, he is owner of Heartland Turf LLC, a lawn care business, and Perennial Investments LLC, which focuses on residential real estate activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and manager arrangements to deliver investment solutions.

Diego Vallota is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has 30 years of experience in the industry. His prior firms include Dean Dorton Wealth Management LLC, Avantax Advisory Services, J.P. Morgan Securities, and PNC Wealth Management. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, using an IAR-driven, open-architecture investment approach that integrates multiple third-party platforms and managers.

Kenneth Crawford is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His career includes roles at Fifth Third Bank, The Huntington Investment Company, and New York Life entities. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through various programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing multiple portfolio management options and maintaining a comprehensive corporate structure as a subsidiary of Fifth Third Bank.

Robert Nienaber III is a financial advisor with Eagle Strategies (New York Life) based in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been with Eagle Strategies since 2011 and also operates The Lyon Group, LLC, where he brokers non-registered insurance products and New York Life offerings. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Adam Hardy is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His career includes roles at ARGI Investment Services, Wake Forest University, Fidelity Brokerage Services, and previous positions at Merrill and CitiGroup. Cerity Partners advises a diverse client base ranging from individuals to institutional investors, providing customized wealth management services that include investment management, financial planning, and retirement plan consulting. The firm’s investment approach incorporates client-specific investment profiles, quantitative screening, and access to alternative and private market solutions for qualified clients.

Edward Bosch Jr. is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has worked with IFP Securities, LLC since 2019 and Independent Financial Partners since 2013, following a nine-year tenure at LPL Financial. Outside of his advisory role, Bosch is involved in a cattle farming operation in Kentucky. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Eric Bokesch is a financial advisor with Mariner who holds Series 63 and Series 66 credentials and has 24 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Cambridge Investment Research Advisors, Pinnacle Wealth Management, and Securities America. He is currently associated with Mariner Institutional and Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, committee-overseen portfolios that combine in-house research with third-party manager allocations and provides integrated tax and accounting services alongside traditional portfolio management.

Charles Williams II is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Guardian Life Insurance Company of America and Park Avenue Securities since 2007 and previously with A. G. Edwards & Sons, Inc. in 2006. Outside of advisory work, he consults for a teleradiology medical practice and serves on the boards of the Thank America First Foundation and the Cincinnati Blue Line Foundation. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning, consulting, and investment management solutions through proprietary and third-party platforms.

Anthony Poe is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and over 20 years of industry experience. His prior roles include positions at LPL Financial and Northwestern Mutual, spanning from 2005 through 2019. Outside of finance, he operated AJPOE Photography for 11 years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model that incorporates a variety of investment strategies and third-party managers, supported by proprietary technology platforms.

Matthew Held is a financial advisor with Commonwealth Financial Network based in Cincinnati, OH. He holds the CFP® designation and the Series 66 license, and has 20 years of industry experience. Prior to joining Commonwealth, he worked at Lincoln Financial Advisors Corporation for 17 years. He is also the owner of Clarity Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Gregory George is a financial advisor with Guardian Life in Cincinnati, OH, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Guardian Life since 2011. Outside of his advisory role, he is involved in offering insurance products beyond Guardian Life and works with business owners to introduce them to LS Benefits for planning purposes. Guardian Life’s subsidiary, Park Avenue Wealth Management, 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.

Nolan Kamerer is a CFP® with 12 years of industry experience, currently advising at Mariner. His prior roles include positions at RiverPoint Capital Management and Fifth Third Securities. He serves as a board member of the HealthPath Foundation of Ohio. Mariner provides investment management, financial planning, and retirement plan consulting to a wide range of clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax, accounting, and family office services.

Vicki Schapp is a CFP® professional with 25 years of industry experience, currently affiliated with Transamerica Financial Advisors. She has held various roles including trustee of a revocable trust and educator at the Heartland Institute of Financial Education. Her background also includes administrative work and involvement with estate document services. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, providing advisory and broker-dealer services through proprietary and third-party investment models with both discretionary and non-discretionary options.

Brian Bolan is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. He previously founded and led Bolan Capital Management for 15 years and worked at Fidelity for one year. He holds Series 63 and Series 65 licenses. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Robb Newman is a financial advisor at PNC Wealth Management with 26 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account for employees. The program uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists, focusing on investments in mutual funds and ETFs with annual rebalancing.

John Stagg is a financial advisor with Eagle Strategies (NY Life) based in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. John has been with Eagle Strategies since 2011 and has worked with New York Life and its affiliates since 1989. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the vast majority of its regulatory assets on a non-discretionary basis.

Spencer Ford is a CFP® professional with 10 years of industry experience, currently affiliated with AE Wealth Management, LLC. He has held positions at multiple firms including Madison Avenue Securities, LLC and Conservative Financial Solutions LLC, where he serves as Chief Operating Officer and Wealth Advisor. Outside of his advisory roles, Ford is also an author working on revisions and new material. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse clientele, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and offers specialized ERISA services while managing approximately $49.8 billion for over 127,000 clients.

Teresa Graner is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Hornor, Townsend & Kent since 1985. In addition to her advisory role, Graner owns and operates a multi-line insurance brokerage, specializing in life and long-term care insurance as well as investment-related products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and employs third-party asset manager relationships to provide tailored investment strategies.