Jacob Secter is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 credentials with eight years of industry experience. His work history includes positions at Citigroup and Fidelity Brokerage Services, along with his current role at Fifth Third Bank and Fifth Third Securities. FIFTH THIRD SECURITIES serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program, utilizing various portfolio management strategies and third-party managers.

Edward Rountree Jr. is a CFP® and CFA® credentialed financial advisor with seven years of industry experience. He is currently with Corient in Cincinnati, OH, having previously worked at Bowling Portfolio Management LLC for 15 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining internal strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Adrienne Reinert is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio. She holds Series 63 and Series 65 licenses and has three years of industry experience. Adrienne has been with Fifth Third Securities since 2022 and has worked at Fifth Third Bank since 2006. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

Samuel Odonnell is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding a Series 66 license and four years of industry experience. His prior roles include positions at Fifth Third Bank, Morgan Stanley, and Fort Washington Investment Advisors. PNC Wealth Management offers retail brokerage and advisory services via several model-based programs, including an invitation-only digital portfolio strategist offering. The firm utilizes algorithmic risk assessment and third-party portfolio implementation with a focus on mutual funds and ETFs.

Harold Taylor III is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Fifth Third Securities since 1999. 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 subsidiary of Fifth Third Bank with a municipal-advisor registration.

Matthew Hambleton is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Merrill and Bank of America, N.A., prior to joining Rockefeller Financial in 2021. 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 combines portfolio management, financial planning, brokerage services, and placement and investment banking through a Private Advisor model and a consolidated investment platform.

Joseph Walsh is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Cerity Partners LLC and previously worked at Ameriprise and Convergence Research. His background also includes roles in education and community organizations. 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 using proprietary quantitative screens alongside third-party managers and individual securities, and it offers a variety of affiliated services such as retirement plan consulting and access to private-market investments.

Ryan Meckes is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 license with two years of industry experience. Prior to his advisory role, he has worked in various service and hospitality positions, including at Jack Brown's and Ember's Steak Seafood and Sushi. Outside of financial services, he is involved with the Thunderdome Restaurant Group. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and IAR-managed sleeves, with features such as direct indexing and tax-overlay services.

Gregory Pendleton is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Fifth Third Securities, Fifth Third Bank, LPL Financial, CUNA Mutual Group, and Arkansas Federal Credit Union. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and 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 bank affiliation.

Daniel Bashinski is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has been self-employed since 2003. Outside of his advisory role, he engages in tax preparation work unrelated to investments. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with various fee-based and commission-based investment programs, combining proprietary and third-party model portfolios.

Randall Knapmeyer is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. His previous roles include positions at Ameriprise Financial Services and Cambridge Investment Research. He is also a member of Tierra Grande Golf and Resort, a real estate development venture. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Joseph Holcomb is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Rockefeller Financial since 2021 and previously held roles at Bank of America and Merrill. Holcomb serves as a director on the board of Bethesda Inc., a charitable organization affiliated with Bethesda Hospital in Cincinnati, where he participates on the grants and finance and audit committees. 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

James Dores is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 65 and Series 63 designations with five years of industry experience. Prior to his current role, he worked at Fifth Third Bank and has experience in real estate investing and the rental business. Outside of his advisory role, he owns Done Right Renovations LLC, a home renovation business. Fifth Third Securities serves individual and institutional clients through both investment advisory and brokerage services. The firm offers a variety of managed account programs via the Passageway platform, providing clients with access to multiple investment strategies and third-party portfolio managers.

Robert Idol is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 licenses and 22 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2021. Outside of his advisory role, he is a limited partner in Geneva Roth Properties, LLC, a real estate investment LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Sean Fitzgerald is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 20 years with Fifth Third Securities. 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 institutional investors. The firm offers multiple discretionary managed-account programs that combine third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Kyle Kursim is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. He previously worked at ARGI Investment Services for five years and Fidelity Investments for seven years. Outside of his advisory role, he is involved in property rehabilitation and renovation through Livingston & Co. and Livingston Homes. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base with customized portfolio strategies that emphasize diversified asset allocation and access to alternative and private-market investments.

Michael Frey is a CFP® professional with 28 years of experience in the financial industry. He is currently with Rockefeller Financial LLC, where he has worked for five years, and previously spent a decade at Bank of America and over two decades at Merrill. Outside of his advisory role, he owns a rental property in Cincinnati, Ohio. 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 combines portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform, offering access to equities, fixed income, alternatives, and personalized managed accounts.

Daniel Berssenbruegge is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 designations and 13 years of industry experience. His work history includes prior roles at Ameriprise Financial Services and Cambridge Investment Research Advisors, as well as experience outside the financial sector at Sunrise Treatment Center. Berssenbruegge is based in Cincinnati, Ohio. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and affiliate portfolio management solutions.

Melissa Seibert is a financial advisor with Rockefeller Financial LLC in Cincinnati, OH, holding Series 63 and Series 66 designations and 27 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 13 years before joining Rockefeller Financial LLC and Rockefeller Capital Management. 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 a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides placement and investment banking services through a consolidated investment platform.

Joshua Handel is a financial advisor at MAI Capital Management, LLC with two years of industry experience. He previously worked at Madison Advisors, PNC Bank, NA, and ClearPoint Federal Bank & Trust. Joshua holds a Series 65 designation and is based in Cincinnati, OH. MAI Capital Management provides discretionary and non-discretionary 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 wide range of investment strategies and integrates financial planning and tax services, overseeing $72.3 billion in assets under management as of May 31, 2026.