Tiffany Mckee is a financial advisor with Fifth Third Securities, Inc. in West Chester, OH. She holds Series 63 and Series 65 licenses and has 12 years of industry experience, all with Fifth Third Securities since 2014, and has been with Fifth Third Bank since 2008. 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 and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Garry Kohn is a CFP®-certified financial advisor with 29 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He previously led Kohn Wealth Management Advisors, LLC and has over two decades of experience in wealth management. Based in West Chester, OH, he also has an insurance agency role focused on fixed insurance and annuities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified investment approach that combines passive and active strategies, supported by an internal Investment Committee.

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.

Jeanne Comer is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account for employees that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Austin Hogan is a financial advisor with Transamerica Financial Advisors based in Cincinnati, OH, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and is also co-owner of Silverbirch Entertainment LLC, where he provides administrative support and coaching for recording artists. Hogan’s background includes running Hogan Consulting, LLC, and work with WFGIA. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, supporting both discretionary and non-discretionary investment programs.

John Kaine is a financial advisor at Transamerica Financial Advisors with over 31 years of industry experience. He holds a Series 65 designation and has worked with firms including Nationwide Securities, Nationwide Insurance, and World Financial Group. He is also the owner of Kaine Insurance LLC, a property and casualty insurance agency. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory services through multiple program platforms.

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.

Bryan Clifton is a financial advisor at Equity Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including National Life Group, MWA Financial Services Inc, and Merrill. Outside his advisory role, Clifton serves as 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 services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm delivers advisory programs through a network of representatives, utilizing multiple platforms and third-party asset managers with a combination of long-term and short-term investment strategies.

George Lang is a financial advisor with Lincoln Investment based in West Chester, OH, holding a Series 63 designation and 32 years of industry experience. He has worked with Lincoln Investment since 2010 and has prior experience at Quixtar, Lang Radcliff Agency Inc, and Aag Securities, Inc. Lang is also a State Senator for Ohio's 4th district and is involved in advocacy for Second Amendment rights through a partnership with GOT YOUR BACK DBA SECOND CALL DEFENSE. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and a network of third-party managers.

Geoffrey Glazier is a CFP® with 20 years of experience in the financial services industry. He is currently with Mariner and also involved with MSEC, LLC. His prior experience includes roles at Pinnacle Wealth Management, Pinnacle Financial Advisors, Securities America, LPL Financial, Crown Capital Securities, and Fidelity. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon for a firm 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.

Joel Musser is a CFP® professional with 11 years of industry experience, currently serving at CWM, LLC and Carson Wealth since 2025. Prior to this, he spent 11 years with Total Wealth Planning, LLC. CWM, LLC is an SEC-registered investment adviser that serves a diverse range of clients, including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm employs model portfolios managed by an in-house Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools while offering various retirement and institutional services.

Jeremiah Schalk is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. His work history includes roles at Net Law Group, Legacy Shield, WealthWave, Amazon, and World Financial Group. He is also involved in estate planning services through Legacy Shield and Net Law Group. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Bernita Pridgett is a financial advisor with Money Concepts Capital Corp in Cincinnati, OH, holding a Series 63 designation and 21 years of industry experience. She has been with First Financial Wealth Resource Group since 2009 and is also associated with First Financial Bank, where she has worked since 2000. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of investment strategies, including model portfolios and third-party sub-advisers, and offers both discretionary and non-discretionary account management.

Luke Bowman is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for seven years at Harrison Tax & Accounting. Outside of his advisory role, he is involved in insurance sales through Conservative Financial Solutions. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by a platform servicing a large number of clients and advisors.

James Carroll is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and previously operated J. Carroll And Associates for over two decades. Carroll is also involved in the sale of insurance and non-insurance products affiliated with Transamerica and has experience owning rental properties. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm uses model portfolios and third-party managers to implement investment strategies and offers multiple advisory programs alongside retirement plan administration 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.

James Winters Jr. is an investment advisor representative at Kestra Advisory with 39 years of industry experience. He holds a Series 63 designation and has been with Kestra Advisory since 2016. Winters is also involved in insurance through his roles as part owner and president of Winters Financial Network, Inc., and part owner of United Benefits Agency, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm is noted for delivering fiduciary services, plan design and compliance testing, and access to multiple management platforms and third-party solutions, serving clients that include large institutional investors 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.