Camryn Chapman is a financial advisor with Guardian Life and holds a Series 66 designation. She has two years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm uses a combination of advisor-led management and model-based strategies, providing tailored client solutions through proprietary and third-party platforms.

Kimberly Breedlove is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with Citibank since 2014. Outside of her advisory role, she is involved in sales for ColorStreet, a fingernail overlay company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, integrating internal standards and oversight committees to select and monitor investment managers.

Cameron Druffel is a financial advisor with TIAA-CREF in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with TIAA and TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also serves as adviser to the TIAA Donor Advised Fund and administers managed accounts using both model and customized portfolios within a vertically integrated structure.

William Maxwell III is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He has held roles at several firms including JP Flooring, Reliant Flooring Solutions, and Netlaw, where he has been involved since 2019, primarily in referral services for estate planning. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Jason Klein is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio. He holds Series 63 and Series 66 designations and has seven years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering various managed account programs and portfolio management options via the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and supports both retail and institutional investors.

Pedro Falconi Cardenas is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 63 designation and eight years of industry experience. His prior work includes roles at Cetera, Northwestern Mutual, and Bank of America. Outside of advising, he is involved in managing and flipping residential real estate through multiple business ventures. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across various platforms such as Transamerica ONE and TFA365.

Andrew Lutsch is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He has been with Citigroup Global Markets since 2016 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and proprietary research capabilities.

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.

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® and Series 63 credentialed financial advisor with nine years of industry experience. He is currently with Empower Advisory Group and has prior experience 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, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and clients’ savings rates in its planning approach and serves a large participant base with a high client-to-advisor ratio.

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.