Bradley Howard is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes positions at LPL Financial LLC, Center for Wealth Management, J.J.B. Hilliard, W.L. Lyons, LLC, and Merrill. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model of independent advisors combined with access to brokerage services through LPL Financial and uses technology platforms to support portfolio management and estate planning.

Christopher Hopper is a financial advisor with Fifth Third Securities, Inc. in Hebron, KY, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Fifth Third Securities since 2000. Fifth Third Securities serves a broad client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway Managed Account platform, with services ranging from mutual fund and ETF models to separately managed accounts and direct indexing.

Lenardo Colvin is a financial advisor with Empower Advisory Group in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at GWFS Equities for 10 years and Lincoln Financial Group for 8 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning approach and serves a large participant base relative to its advisor headcount.

Justin Black is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2017. His previous positions include roles at Fidelity Brokerage Services LLC and Frey Electric. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering 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 caters to a broad client base including corporations, trusts, and retirement accounts.

Kaitlin Cengia is an advisor with Guardian Life and holds a Series 66 designation. She has experience at Park Avenue Securities and several other firms and organizations since 2022. Kaitlin’s background includes roles at Anheuser Busch, Western and Southern, and involvement with University of Dayton Athletics. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions tailored to client needs.

David Janszen Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at Fifth Third Bank and its affiliated securities firms from 2004 to 2023, before joining Bankers Life Advisory Services in 2025. Bankers Life Advisory Services provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a mix of fundamental and technical analysis to guide investment decisions.

Ben Russell is a CFP® and Series 63-registered financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH. He has one year of industry experience and has been affiliated with Fifth Third Bank and its related entities since 2015. Fifth Third Securities, Inc. 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 combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Russell Sims is a CFP® and CFA® with 11 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent 10 years at Osborn Williams & Donohoe. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Andrew Thompson is a CFP® with 10 years of industry experience. He has worked at Mariner since 2026, following prior roles at Truepoint, Inc. and Charles Schwab Bank and Charles Schwab & Co., Inc. He is based in Cincinnati, OH. Mariner serves a broad mix of client types through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm’s customized portfolios are overseen by an Investment Committee and supported by in-house research and third-party strategies, with notable integration of tax and accounting services as well as administrative family office capabilities.

Dominic Vanderyt is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, where he has worked since 2021. His prior roles include positions at Secure Future Advisor, Fidelity Brokerage Services LLC, IFS Financial Services, and Touchstone Securities. Outside of finance, he has experience working at Humbert's Meats. 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 Managed Account Program, combining third-party portfolio managers, strategist portfolios, and advisor-managed options, with features such as direct indexing and tax-overlay services.

Kealan Hatfield is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. Before joining Mariner, he worked at Marriott and Stock Yards Bank & Trust. Mariner serves a broad mix of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

David Heald is a CFP® with eight years of industry experience, currently serving at Empower Advisory Group. His prior work includes roles at GWFS Equities, Jackson National Life, and the Department of Defense. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Robert Ernst is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2014, having also worked at Fifth Third Bank since 2012. Fifth Third Securities, Inc. 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 and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Arthur Kube III is a financial advisor with Guardian Life and Park Avenue Securities in Cincinnati, OH, holding a Series 63 designation and 31 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2004. Outside of his advisory duties, he previously operated a test prep business called Ontrak College Funding LLC but has had no activity in it for at least five years. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, alongside access to proprietary and third-party solutions, with tailored client relationships across various financial planning and consulting services.

Tiffany Holt is a financial advisor at Commonwealth Financial Network with nine years of industry experience. She holds the Series 66 designation and has worked at Omnica Wealth since 2013. Outside of finance, she was involved with Woodhouse Day Spa from 2013 to 2017. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a range of managed account programs, access to third-party asset managers, and comprehensive back-office support for individual and institutional clients.

Joseph Schneider is a financial advisor at Mariner with three years of industry experience. He holds the Series 63 and Series 65 designations and is based in Cincinnati, OH. He has worked at Mariner Wealth Advisors since 2002. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and access to various investment vehicles. The firm implements discretionary, customized portfolios supported by internal and third-party research and provides integrated tax and accounting services along with family office and employer financial wellness solutions.

Alexander Marshall is a financial advisor with PNC Wealth Management in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and The Huntington National Bank. PNC Wealth Management delivers retail brokerage and advisory services through model-based programs, including a discretionary online model account offered to select employees. The firm employs algorithm-driven risk assessments and delegates portfolio execution to approved strategists using mutual funds and ETFs, emphasizing automated management and annual rebalancing.

Lucas Griffith is a financial advisor at TIAA-CREF with 10 years of industry experience. He has held roles at TIAA-CREF since 2019 and previously worked at OppenheimerFunds Distributors, Inc. from 2016 to 2019. He holds the Series 63 and Series 66 securities registrations. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund, offering both model and customized portfolio management within a vertically integrated structure.

Brian Meeks II is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation with 17 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Michael Young is a financial advisor with Fifth Third Securities, Inc. in Walton, KY. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Fifth Third Bank, Rocket Mortgage, Charter Spectrum, and Ruoff Mortgage Company. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway Managed Account platform, with a range of investment strategies from mutual funds and ETFs to separately managed accounts and direct indexing.