William Bruns is a financial advisor at MAI Capital Management, LLC in Cincinnati, Ohio, holding Series 63 and Series 66 licenses with 19 years of industry experience. He previously worked at John D. Dovich & Associates, LLC for nine years before joining MAI Capital Management in 2019. Bruns is also associated with Eden Park Financial Partners, LLC, which holds keyman and business transition insurance. MAI Capital Management provides investment management, 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 a broad range of investment strategies and offers integrated financial planning and trust and insurance administration through affiliated entities.

Brett Roth is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Guardian Life since 2022. His prior experience includes roles at W&S Brokerage Services and Fidelity, where he worked for over 13 years. He holds Series 63 and Series 66 licenses. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and consulting, combining advisor-led discretionary management with model-based strategies delivered through proprietary and third-party platforms.

Matthew Hager is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Raymond James & Associates and Ipsos Insights. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

William Sena Jr. is a CFP® and CFA® with 23 years of experience in financial advising. He has worked at Hightower Advisors since 2020, and previously spent time at Osborn Williams & Donohoe, LLC and Fort Washington Investment Advisors, Inc. His current role is based in Cincinnati, OH. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach centers on manager selection and multi-manager solutions, employing both affiliated and third-party managers alongside proprietary research and various portfolio construction methods.

Karl Zimmerman is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, Wells Fargo Clearing, and CitiGroup. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implements investments via approved models managed by PNC or third-party strategists.

Thomas Keller is a CFP® professional with 26 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has worked at Kestra Investment Services, LLC since 2003. Keller holds a partner role at Kehoe Financial Advisors, providing advisory and accounting services. He is also involved with the Donauschwaben Society, a community organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and serves large institutional clients including sovereign wealth funds.

Bradley Curtsinger is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH. He holds the Series 66 designation and has 14 years of industry experience. He has been with Fifth Third Securities since 2006. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

Thomas Faris is a financial advisor with Fifth Third Securities, Inc. in Madeira, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Fifth Third Securities since 2002. 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 and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Anthony Butz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has prior experience with Carillon Investments, Inc. from 2003 to 2006. In addition to his advisory role, he is a managing partner of Premier Planning Group, LLC, an independent insurance agency selling fixed insurance products. 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 offers a range of services such as asset management, financial planning, and retirement plan advisory, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

James Murphy is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 registrations and bringing 41 years of industry experience. He has worked with PNC Investments since 2007. 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 that utilizes algorithmic risk assessment and invests via approved model strategies managed by PNC or third parties.

Joseph Nelson is a financial advisor with Empower Advisory Group in Cincinnati, Ohio. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Empower Advisory Group, he worked at IFS Financial Services and Touchstone Securities. Nelson also engages in business-to-business marketing related to Separately Managed Accounts and Model Portfolio Delivery options for select advisers contracted with Touchstone Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Ashlyn Clark is a financial advisor with Carson Wealth who holds a Series 65 designation and has been active in the industry since 2023. Her prior work experience includes roles at FFR Wealth Team, Car-Part.com, and Northern Kentucky University. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee that develops and monitors model portfolios using both fundamental and technical analysis.

Robert Lemmons Jr. is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at Carson Wealth. His prior roles include positions at Total Wealth Planning, LLC, Financial Management Group Inc, and Wealth Dimensions Group, Ltd. He is based in Cincinnati, OH. CWM, LLC operates as an SEC-registered investment adviser with an enterprise platform overseeing approximately $50.6 billion through more than 650 advisors. The firm offers services such as discretionary asset management, financial planning, and retirement plan solutions, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored investment options.

Michael Raidt is a CFP® professional with six years of industry experience, currently serving at Mercer Global Advisors Inc. in Cincinnati, OH. His prior roles include positions at The Asset Advisory Group, Inc., Shepherd Insurance, and Assured Partners. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a variety of implementation options alongside financial and retirement planning services.

Jared Wolever is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2004 and previously worked at New England Securities from 2000 to 2004. Outside of his advisory role, he is involved in insurance services through Lifetime Financial Growth. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party solutions tailored to client needs.

Michael Steffen is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 15 years with Fifth Third Securities and Fifth Third Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Stacy Naberhaus is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. She has been with Commonwealth and Cornerstone Financial Group since 2006. Outside of her advisory role, she owns SKW Financial LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and various program structures.

Craig Neltner is a financial advisor with Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes roles at Fifth Third Bank, United Dairy Farmers, and the University of Kentucky. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers the Passageway Managed Account Program, utilizing multiple program types and third-party portfolio managers, and operates as a wholly owned subsidiary of Fifth Third Bank.

Todd Leary is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Allstate Insurance Company, Northwestern Mutual, Securian Financial, Foresters Financial, and Waddell & Reed. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio offering available as an invitation-only pilot for employees. These programs use algorithm-driven risk assessments and invest in approved model strategies via mutual funds and ETFs with annual rebalancing.

Rebecca Milord is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 16 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and is also affiliated with Wealthwave and her own business, Gr Milord, Inc. Milord is involved in the sales of insurance and non-insurance products through companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base that includes individual investors, retirement plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers across multiple program platforms to deliver its services.