Gregory Mc Daniel is a financial advisor at Empower Advisory Group with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, LLC and Charles Schwab. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and participants, offering financial planning and investment management integrated with Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates through point-in-time financial plans and managed account solutions.

Debra Grauel is a Series 66-licensed financial advisor with 23 years of industry experience. She is currently with Money Concepts Capital Corp and has previously worked at Cetera and Summit Financial Group. Outside of her advisory role, she serves as president of Ohio Wealth and Retirement Planning, Inc. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations using a variety of managed programs and investment strategies.

Nicholas Panaro is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 22 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 a portfolio solutions digital offering available by invitation to employees. The program uses algorithmic risk assessment and manages investments via approved model strategies executed with mutual funds and ETFs.

James Ludwick is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2001. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Matthew O Bryan is a financial advisor at Guardian Life with seven years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with Emerging Leaders of NKY, a nonprofit organization. Park Avenue Securities LLC, operating 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 with brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Thomas Dynes is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding a Series 66 designation and 25 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital discretionary model account. The firm utilizes approved model strategies managed by PNC or third-party strategists and executes investments primarily through mutual funds and ETFs with an algorithm-driven enrollment process.

Deborah Cribbs is a financial advisor with Fifth Third Securities, Inc. in Covington, KY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Fifth Third Securities since 1999. Outside of her advisory role, she is involved in real estate and restaurant management through ownership and operational support of a related business. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers a variety of managed account programs and combines its municipal-advisor registration with its affiliation to Fifth Third Bank to deliver integrated investment solutions.

Michael Donohoe is a CFP® professional with experience at Hightower Advisors since 2023. He previously worked at Aspiriant from 2016 to 2020 and was self-employed from 2020 to 2023. He is based in Cincinnati, OH. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Amanda Simmons is a CFP® at Mariner with experience in the financial industry dating back to 2020. She has worked at Mariner since 2022 and previously held roles at Fidelity Investments and County National Bank. Prior to her finance career, she held positions in education and various other industries. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, along with integrated tax and accounting capabilities.

Stephanie Becker is a financial advisor with Guardian Life and Park Avenue Securities, holding eight years of industry experience. She has been associated with Guardian Life Insurance Company since 2012 and Park Avenue Securities since 2018. Stephanie operates out of Cincinnati, Ohio. She is also involved with SLB Advisors, LLC, a non-investment-related business. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Jonathon Bresnen is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at RiverPoint Capital Management for six years before joining Mariner Wealth Advisors. He is a member of the Board of Trustees for the Cincinnati Parks Foundation. 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 customized, discretionary portfolios supported by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

David Osborn is a CFA® charterholder with 23 years of industry experience. He has been with Hightower Advisors since 2020 and previously worked at Osborn Williams & Donohoe, LLC for eight years. Since 2013, he has served as a director of Cincinnati Financial Corporation, participating on its audit, investment, and compensation committees. Hightower Advisors provides investment advisory and planning services to individual and institutional clients through a network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Joseph Hricovsky is a financial advisor at Mariner with a Series 65 credential and experience beginning in 2024. His prior roles include a position at Truepoint and various periods of full-time education. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and other financial services. The firm employs discretionary, customized portfolios supported by an Investment Committee and combines in-house research with third-party manager allocations, while also providing extensive tax and accounting integration and specialized operational capabilities.

Michael Weckenbrock is a financial advisor with Ameritas Advisory Services, LLC in Cincinnati, OH, holding Series 63 and Series 66 designations and 20 years of industry experience. His career includes roles at Ameritas Life Insurance Corp, BCG Securities, and Horace Mann. He is also an attorney offering tax preparation and legal consulting services through his own firm, Weckenbrock Consulting, LLC, and is a licensed notary public in Ohio and Kentucky. 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. The firm combines model portfolios, mutual funds, ETFs, and individual securities across multiple platforms, leveraging third-party technology and maintaining operational practices such as converting holdings to lower-cost share classes.

Alex Crowthers is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials and having nine years of industry experience. He has worked at Fifth Third Securities since 2016 and at Fifth Third Bank since 2014. 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 incorporates features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Max Bursk is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments. Outside of finance, he worked at Unwind Wine Bar for several periods totaling around five years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Samuel Rulli is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Reef Life Aquatics. FIFTH THIRD SECURITIES, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, providing clients with a range of investment strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Kristin Fishbaugh is a CFA® charterholder with 11 years of industry experience. She has worked at RiverPoint Capital Management and Mariner Wealth Advisors, LLC. She holds various board positions, including Treasurer, with the Cincinnati Ballet. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party manager allocations and provides integrated tax and accounting services alongside its portfolio management capabilities.

Joseph West is a CFP® with nine years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in Cincinnati, OH. He has been with Moneta Group since 2016. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm uses a partner-led team structure with a centralized Investments Department and employs a multi-criteria selection process emphasizing asset allocation and manager due diligence.

William Jones Jr. is a Series 66-licensed financial advisor with Primerica Advisors, based in Cincinnati, OH. He has one year of industry experience and previously worked at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, Jones serves as president of the AmSpirit Networking Group and is a board member of Rooms with Love, a nonprofit that furnishes homes for individuals in need. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.