Zane Couch is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2024. His prior experience includes roles at Cracker Barrel and Fifth Third Bank, N.A. Outside of finance, he has been involved with the Kentucky Basketball Academy. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers various managed account programs, including mutual fund, ETF, SMA, and direct-indexing strategies, supported by a platform integrated with Fidelity and National Financial Services.

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.

Alan Runkel is a financial advisor at Private Advisor Group, LLC with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Private Advisor Group and LPL Financial since 2015. Outside of advising, he participates in bowling tournaments for prize money. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides various managed account solutions, including its proprietary WealthSuite platform and access to third-party managers and TAMPs, operating under a fiduciary-based advisory model.

Arthur Shields is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. He has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with specialized market roles.

Ginny Wykoff is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Michael Mcgriff is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at U.S. Bancorp Investments, INC. for three years before joining Citigroup in 2019. Outside of his advisory role, he also provides transportation services as an Uber driver in Cincinnati. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional-scale operations with in-house research, derivatives services, and bespoke solutions for very large relationships.

William Brems is a ChFC® credentialed advisor with 36 years of experience, currently with Fifth Third Securities, Inc. since 2003. He is based in Cleves, Ohio, and holds a Series 63 license. 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 multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and integrated corporate structure.

Matthew Holmes is a financial advisor with PNC Wealth Management in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with PNC Investments since 2010. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment to manage discretionary model accounts primarily invested in mutual funds and ETFs.

Susan Hacker is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2004. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including 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 with a distinctive combination of municipal-advisor registration and corporate affiliation.

Mitch Lawson is a CFP® with seven years of industry experience, currently affiliated with Fifth Third Securities, Inc. He has held roles at Fifth Third Securities and Fifth Third Bank since 2023, and previously worked at Touchstone Investments and Touchstone Securities, Inc. Mitch’s background also includes positions at the University of Cincinnati. 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 provides multiple discretionary managed-account options combining third-party managers and advisor-managed portfolios, with features such as direct indexing and an optional tax-overlay service.

Kimberlee Goble is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Berry Law Firm, Universal Companies, Wyndham Destinations, and ProCare Rx. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning services.

Lauren Lubben is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds a Series 66 designation and has prior work experience at Bayport Polymers, Formosa Plastics, Sasol, and the University of Louisville. 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 a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Cory Mitchell is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked at several Fidelity divisions as well as Fisher Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs through systematic methodologies.

Meghan Horine Schafer is a CFP® and Series 66-registered advisor with Edward Jones, where she has worked since 2017. She has a total of eight years of industry experience, including prior work at State Farm Insurance. She is the owner of a commercial property development business in Lawrenceburg, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Frank Coffenberry is a financial advisor with Cambridge Investment Research Advisors in Florence, KY, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at LPL Financial, Raymond James & Associates, and Fidelity. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple platform options, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Drew Fulton is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Bank of America. Fulton also served in the United States Navy Reserves from 2011 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jay Otto is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, Ohio, holding a Series 63 designation and 25 years of industry experience. He worked previously at Ameriprise Financial Services from 2009 to 2026 before joining Cambridge in 2026. Outside of his advisory role, Otto is an owner of a construction business, Otto and Walsh Construction. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm is known for its proprietary model strategies under the Founders Gate Capital brand and supports both discretionary and non-discretionary management.

Eric Rawe is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for eight years. Rawe is also co-owner of Rawe Financial Group, LLC, which supports securities, advisory, and insurance business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary strategies.

Francis Niehaus is a financial advisor at LPL Financial with 38 years of industry experience. He holds CFP® and Series 63 designations and has a background that includes nearly two decades at Securities America Advisors, Inc. Niehaus is also an attorney and owner of Niehaus Law Office, LLC, where he provides legal services outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Bockhorst is a financial advisor with Primerica Advisors in Winchester, OH, holding a Series 63 designation and over 32 years of industry experience. He has been with Primerica Advisors since 1992 and has worked with Primerica Financial Services since 1984. Outside of his advisory role, he is involved in sales of non-investment home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and a limited set of discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a tiered wrap-fee structure rather than fixed fees.