Carson Hosier is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds the Series 66 and Series 63 licenses. His prior work experience includes positions at Fidelity Investments and various other companies in different roles. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a range of programs via the Passageway Managed Account platform, including mutual fund, ETF, and separately managed account strategies, combining advisor-directed and third-party management approaches.

David Speer is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. He has been associated with Commonwealth Financial Network and Cornerstone Financial Group since 2006. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Rob Gerdes is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 63 designation and 12 years of industry experience. His career includes roles at Transamerica Financial Advisors since 2014, WealthWave since 2016, Net Law Group Inc. since 2022, and Turo since 2023. Outside of advising, he is involved as a host for Turo and provides estate planning services through Net Law Group Inc. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm delivers investment advisory and brokerage services primarily through model portfolios and third-party managers, operating an integrated retirement plan ecosystem with approximately $1.7 billion in regulatory assets under management.

Benjamin Lipp is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Empower Advisory Group, he worked at KeyBank and related entities. Outside of finance, he has worked as an Uber driver since 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s integrated services emphasize long-term portfolio returns and are closely tied to Empower’s recordkeeping and administrative platforms.

James Riley is a financial advisor with Fifth Third Securities, Inc. in West Chester, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2008. Outside of his advisory role, Riley owns a residential remodeling business, Riley Home Improvements LLC. 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 integrated relationships across its platform.

John Payton is a financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Merrill Lynch, Bank of America, and Fidelity Brokerage Services. His current roles include positions at both Fifth Third Securities and Fifth Third Bank. Fifth Third Securities provides brokerage and investment advisory services 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.

Susan Weber is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities since 2011 and at Fifth Third Bank since 2009. Outside of her advisory role, she participates in consumer research as a product reviewer and is involved in construction consulting. Fifth Third Securities provides 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 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.

Todd Kowalski is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Creative Planning and has previously worked at LCNB National Bank, LPL Financial, TD Ameritrade Investment Management, Td Ameritrade, Inc., and Scottrade. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

William Grizinski is a financial advisor at PlanMember Securities Corporation with 41 years of industry experience. He holds a Series 66 designation and has operated Grizinski Financial Services since 1977. He is also involved with Stryde/GMG, a business focused on expense reduction and tax savings solutions for organizations. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Lora Hampton is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2016, also working with Fifth Third Bank since 2012. 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 options, including advisor-directed models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank.

Marc Wambaugh is a CFP® professional with 19 years of industry experience, currently serving at CWM, LLC. His prior roles include positions at Carson Wealth, Total Wealth Planning, LLC, and Cassady Schiller Wealth Management. CWM, LLC is an SEC-registered investment adviser supporting a diverse client base that includes individuals, high-net-worth families, and institutional clients through a network of more than 600 advisors. The firm employs discretionary model portfolio management alongside fundamental and technical analysis, utilizing third-party sub-advisors and customization tools to serve its clients.

Chris Poppa is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 65 and Series 63 designations and has prior work experience with firms including Fifth Third Bank, Burcheyes, Evolution Foods, Options Medical, and Real Fitness Sarasota. 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 a variety of managed account programs and investment strategies on the Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Jeffrey Sims is a financial advisor at Mariner with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pinnacle Financial Advisors and MSEC, LLC. He serves on the board of directors for the Christian Benevolent Association. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides integrated tax and administrative family office services.

Adam Maucher is a financial advisor with AE Wealth Management, LLC and holds a Series 65 designation. He has three years of industry experience and previously worked at First Financial Bank for seven years. Maucher is also involved with Conservative Financial Solutions, LLC, where he engages in insurance sales and related services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, utilizing a platform-centered approach that incorporates both internal and third-party investment models.

Christopher Dexter is a financial advisor with CWM, LLC in Cincinnati, OH, holding a Series 65 designation. His professional background includes roles at Carson Wealth, Hills Properties, LLC, and Dexter Home Improvement, LLC. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm employs a discretionary investment approach using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customized tools.

Jason Dennis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been affiliated with Ameritas Investment Corp since 2014. Dennis is also associated with Dell Financial Network, a non-investment-related entity used for name recognition. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

Kevin Webb is a CFP® professional with 13 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory since 2016. He has been associated with Kestra Investment Services, LLC since 2003. Outside of his advisory role, Webb holds board positions in multiple homeowner associations and is involved in managing a real estate investment business. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm provides fiduciary consulting, plan design, and investment services supported by due diligence across multiple management platforms.

Timothy Francis is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with multiple major healthcare-related firms including Silver Scripts, Envisionrxplus, Med Mutual, Anthem Blue Cross Blue Shield, and United Health Care. His current role at Transamerica Financial Advisors has spanned over 12 years. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party management approach across multiple advisory platforms, managing approximately $1.7 billion in regulatory assets under management.

Steven Weinstein is a CFP® with over 42 years of industry experience. He is currently with Independent Financial Partners and has previously worked at firms including Securities America and LPL Financial. Weinstein also engages in insurance sales. Independent Financial Partners is a nationwide firm offering investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm supports a decentralized advisory model and is notable for its retirement-plan advisory and pension consulting capabilities.

Mark Roberts is a financial advisor at MAI Capital Management, LLC with 33 years of industry experience. He holds a Series 63 designation and previously spent 28 years at WaterStone Investment Counsel, LLC before joining MAI Capital Management in 2024. MAI Capital Management provides discretionary and non-discretionary investment management, integrated 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 offers a range of portfolio strategies and integrates financial planning, tax, and bill-pay services into many client relationships.