Christopher Hayes is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Fifth Third Securities since 2004. Outside of his advisory role, he is involved in managing rental properties in Naples, Florida. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and use of established clearing and platform providers.

Garry Kohn is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. He previously led Kohn Wealth Management Advisors, LLC and was associated with L.M. Kohn & Company for over two decades. Outside of his advisory role, he is involved in the sales and service of fixed insurance and annuities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by quantitative and fundamental research, and offers a broad range of financial planning and asset management services.

Suparna Dutta is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. She has worked with Transamerica Financial Advisors since 2013 and is also involved in the sales of insurance and non-insurance products affiliated with the firm. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with program options that can be discretionary or non-discretionary.

Andrea Bourquein is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Fifth Third Securities since 2013 and has been with Fifth Third Bank since 2011. Outside of her financial career, she is involved in competitive barrel racing and horse training. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers and advisor-managed options, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Daryl Evans is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Fifth Third Securities since 2015. Outside of his advisory role, he is a co-owner and member of Shirewood LLC, a rental operator based in Ft. Mitchell, KY. 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, including advisor-directed models, separately managed accounts, and a unified program that features direct indexing, tax-overlay services, and access to FIWA-sponsored fund strategist programs.

Hannah Swigert is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2015 and has a longer tenure at Columbia Financial, Inc. She is also involved with JKS Capital LLC as a member. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Jacob Morrissey is a financial advisor at Fifth Third Securities, Inc. in Hamilton, OH, holding Series 65 and Series 63 licenses with four years of industry experience. His work history includes roles at Fifth Third Bank and prior experience at Platform Beer Co. and 4EG. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, utilizing third-party portfolio managers and advisory representatives to tailor investment strategies.

Bryan Clifton is a financial advisor with Equity Services, Inc. in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. He has worked at firms including National Life Group, MWA Financial Services Inc, American United Life, and Western and Southern Life. Clifton is also the Chief Executive Officer of Black Bull Capital Partners LLC, an insurance-related business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

George Lang is a financial advisor with Lincoln Investment in West Chester, Ohio, holding a Series 63 designation and over 31 years of industry experience. He has been with Lincoln Investment since 2010 and has previous experience with Quixtar, Lang Radcliff Agency Inc, and Aag Securities, Inc. Outside of his advisory work, Lang serves as a state senator for Ohio's 4th district and is a partner in a Second Amendment advocacy organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical investment approaches managed by an in-house research team.

Geoffrey Glazier is a CFP® with 19 years of industry experience, currently affiliated with Mariner Wealth Advisors. He has previously worked at Pinnacle Wealth Management and Securities America, gaining extensive experience over more than a decade. Glazier is also involved with MSEC, LLC, an investment-related business based in West Chester, OH. Mariner Wealth Advisors serves a diverse client base, including individuals, trusts, estates, and institutional investors, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Amy Leindecker is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and four years of industry experience. She has been with Fifth Third Bank and Fifth Third Securities since 2021 and worked at Fifth Third Bank from 2001 to 2021. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with distinctive features such as direct indexing and an optional tax-overlay service.

William Beeson is a Series 66-licensed financial advisor at PNC Wealth Management in Centerville, OH, with 19 years of industry experience. He has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to PNC employees, which utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Lucas Wagers is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Gregory Clingerman, J Schwieterman Group LLC, Jack Hanson, and Eastgate Group. He is involved in financial services and education activities, assisting with client applications and administrative tasks for affiliated advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages over $2 billion in assets and provides a range of discretionary and non-discretionary investment programs.

Michael Palmaccio is a Series 66 licensed financial advisor with five years of industry experience, currently with Voya Financial Advisors, Inc. since 2021. His prior work includes positions at Voya, Target, and Long Island University-C.W. Post. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily through non-discretionary, recommendation-based relationships.

David Warner is a financial advisor with Primerica Advisors in Dayton, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2007. Outside of his advisory role, Warner serves as a volunteer board member for the Coffman YMCA and is a cycling instructor; he is also the vice president of the Dayton Cycling Club. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, financial planning, and retirement-plan consulting. The firm offers various proprietary and third-party investment programs and employs a mix of discretionary and non-discretionary management strategies across multiple investment vehicles.

Luke Bowman is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining AE Wealth Management, he worked for seven years at Harrison Tax & Accounting. He is also involved in insurance sales through Conservative Financial Solutions. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Daniel Vaughan is a financial advisor at Fifth Third Securities, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, utilizing third-party portfolio managers and strategies such as mutual funds, ETFs, separately managed accounts, and tax-overlay services.

Michael Wessel is a CFP®, CFA®, and Series 63 credentialed advisor with nine years of industry experience. He is currently with Kestra Advisory and has previously worked at Commonwealth Financial Network, Buckley Financial Planning, Inc, National Financial Services LLC, and FIDELITY Brokerage Services LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving notable clients such as sovereign wealth funds.

Laura Smith is a financial advisor at PNC Wealth Management with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investment and PNC Bank since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic tools to recommend investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Riley Blankenship is a financial advisor at Mariner with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Mariner, Riley held positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing a combination of in-house research and third-party managers to implement customized discretionary portfolios.