William Backscheider is a CFP® professional with one year of industry experience, currently serving as a financial advisor at MCF Advisors, LLC. His prior experience includes roles at LPL Financial LLC, Truepoint Wealth Counsel, and Bartlett Wealth Management. He is also the owner of a non-investment business, Relentless Challenge, LLC. MCF Advisors is a multi-team SEC-registered advisory firm managing approximately $4.68 billion for about 3,440 clients, including individuals, small businesses, pension plans, and pooled investment vehicles. The firm offers comprehensive wealth management, discretionary portfolio management, and tax and accounting services, employing a tactical asset allocation investment approach supported by third-party platforms and cross-disciplinary solutions.

Louisa Gehring is a financial advisor at Constellation Wealth Advisors with one year of industry experience. She holds a Series 65 designation and previously operated Gehring Travel, a travel agency, where she designed and arranged travel excursions. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages diversified strategies across public and private markets and operates a proprietary private capital platform with approximately $5.4 billion in client assets.

Kristen Kirkwood is a Series 66-licensed advisor at MCF Advisors, LLC with eight years of industry experience. Her previous roles include positions at IFS Financial Services, Touchstone Securities, Inc., and Ohio National Financial Services. She serves as a board member of the Greater Cincinnati Mutual Fund Association, participating in networking and speaking event organization. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, tax and accounting services, and integrates third-party platforms and cross-disciplinary solutions to support client needs.

Douglas Boschert is a financial advisor with M Holdings Securities, Inc. based in Covington, KY, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with M Holdings Securities since 2002 following a brief tenure at UBS Financial Services. Outside of his advisory role, Boschert serves as treasurer for Friends of Lauren Hill Memorial Park and participates on the Elder High School Investment Committee overseeing the school’s endowment management. M Holdings Securities, Inc. serves a variety of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm provides a broad range of advisory and brokerage services, emphasizing suitability-based recommendations and ongoing client monitoring across discretionary and non-discretionary investment programs.

Ken Mason is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works closely with clients to develop wealth strategies that incorporate their workplace benefits, aiming to support them in pursuing their financial goals. Ken emphasizes building trust through a consultative approach, ensuring clients receive personalized and understandable financial plans. He is committed to helping clients achieve peace of mind by focusing on what matters most to them. Specific details about his education, credentials, or personal interests were not provided.

Kelley Niehaus is a financial advisor with Fifth Third Securities, Inc. in Alexandria, Kentucky. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 10 years with Fifth Third Securities. Fifth Third Securities serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides a range of strategies, including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Jeffery Ready is a financial advisor with TIAA-CREF in Cincinnati, OH, holding Series 63 and Series 66 credentials with 29 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm differentiates between one-time planning services and ongoing discretionary management, providing customized portfolio management under a fiduciary standard within a vertically integrated structure.

Gary Roell is a CFP®-certified financial advisor with 23 years of industry experience. He has been with SPC since 2010 and also works with Sigma Financial Corporation. Outside of his advisory roles, he offers financial services and sells various lines of insurance products through Roell Financial Services. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Corey Lehan is a CFP® professional with nine years of industry experience, currently advising clients at Mariner. He previously worked at Edward Jones and AXA Advisors, LLC, and has a background that includes time at Florida State University. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, and provides integrated tax and accounting services along with operational family office and financial wellness solutions.

Philip Jackson is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fifth Third Securities since 2006. Outside of his advisory role, he is a 50% owner of a women's boutique business owned by his spouse. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporations, and institutional clients through its Passageway Managed Account Program. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration and integrated banking relationships.

Thomas Cunningham is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 22 years of industry experience. He has been with Guardian Life since 2005 and Park Avenue Securities since 2006. Cunningham is involved with Steelit, LLC, a non-investment-related business venture. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs.

Christopher Barnes is a financial advisor with PNC Wealth Management in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Prior to joining PNC Investments in 2021, he worked at Fidelity Personal and Workplace Advisors and Fifth Third Securities. Barnes is also a co-owner of Evofit Grappling LLC, a Brazilian Jiu Jitsu martial arts business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering that uses algorithmic risk assessments and approved model strategies primarily executed with mutual funds and ETFs.

Keith Meyer is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven account pilot for PNC employees that uses approved model strategies managed by PNC or third-party strategists.

Lukas Manger is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial LLC, Superior Credit Union, and the Brianne Marshall Allstate Agency. He has experience in financial institution duties and non-variable insurance. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to the Passageway Managed Account Program with various investment strategies including SMA and direct indexing.

Frank Heitker is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has worked with Premier Planning Partners, LLC and Premier Planning Group LLC, where he serves as a partner and agency manager specializing in 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, offering a range of asset management and financial planning solutions.

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.

Casey Gilligan is a CFP® and Series 65-licensed financial advisor at Mariner in Cincinnati, OH, with five years of industry experience. Prior to joining Mariner in 2021, he worked at Medpace and Midwest Switchgear Services. He serves as Co-Chair of the Southern Ohio Chapter of the Crohn's & Colitis Foundation, participating on the planning and fundraising board. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and combines in-house research with third-party allocations, while also providing integrated tax and administrative CFO services.

Erin Knodel is a CFP® with 24 years of experience in the financial services industry. She is affiliated with Guardian Life and Park Avenue Securities, where she has worked since 2002. Outside of her advisory role, she is the author of a book titled *Volunteer Parent* published under a pen name. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Tyler Seidl is a CFP® professional with nine years of industry experience, currently serving at Fifth Third Securities, Inc. in Cincinnati, OH. His career includes roles at Fifth Third Bank, Bank of America, N.A., and Merrill. Fifth Third Securities provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers multiple program types and portfolio management options through its Passageway Managed Account Program, operating as a wholly owned subsidiary of Fifth Third Bank.

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.