Samuel Schroder is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank and has experience in other business roles including Mid-Valley Service & Supply, Greek House, and academic positions at the University of Kentucky and Covington Catholic High School. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, featuring a range of portfolio management options and tax-efficient strategies.

Joseph Hack is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining MAI Capital Management in 2024, he spent 20 years at Madison Financial Advisors. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across a variety of strategies and serves both advisory and product-sponsor roles, managing a registered mutual fund and numerous private investment vehicles.

Kaelan Petersen is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Amelia, OH, holding a Series 63 designation and having 8 years of industry experience. He has been with Fifth Third Securities since 2015. 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 other 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.

Michael Brennan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2019. Prior to joining MAI, he worked for John D. Dovich & Associates from 2016 to 2019. He holds a Series 66 license and is based in Cincinnati, OH. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of portfolio strategies and integrates financial planning and tax services, while also acting as adviser to a registered mutual fund and various private investment vehicles.

Maureen Dodd is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Merrill, Stifel Nicolaus & Co Inc, and Morgan Stanley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Lisa Willhoite is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. She holds the Series 63 designation and has been with Janney Montgomery Scott since 2016. The firm manages approximately $110 billion in client assets and serves a diverse range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities. Janney offers brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Ryan Eversole is a CFP® with 16 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at ARGI Investment Services, LLC and TD AMERITRADE. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, foundations, and institutional investors. The firm offers tailored asset allocation, manager selection, and access to alternative and private-market investments through proprietary quantitative screens and various affiliated businesses.

Thomas Moore is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and has been associated with LPL Financial since 2012. Outside of his advisory work, Moore has experience coaching high school and middle school wrestling in Cincinnati, OH. Independent Advisor Alliance serves a broad range of clients including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a combination of discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support comprehensive wealth management and estate planning services.

David Newman is a financial advisor at Fifth Third Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2019. His prior experience includes roles at Fidelity Brokerage Services, Inc., Horter Investment Management, and a period as a self-employed advisor. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad product lineup including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Brent Boden is a financial advisor with Corient, holding the CFP® and ChFC® designations and 16 years of industry experience. Prior to joining Corient, he worked at Savvy Advisors, Stock Yards Bank & Trust, and Ameriprise Financial Services Inc, among others. He serves on the Board of Directors for the St. Elizabeth Foundation and is authoring a financial planning book aimed at medical professionals and high-net-worth individuals. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach with a combination of in-house strategies and third-party managers, incorporating risk management tools and alternative investments where appropriate.

George Koumoutsos is a Chartered Financial Consultant (ChFC®) with 43 years of industry experience. He has been with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company since 1978. Outside of his financial advisory work, he owns and manages Backbeat Entertainment, providing business management services for musicians and performing with a local music group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage alongside investment advice.

Jeffrey Mossbarger is a financial advisor with Janney Montgomery Scott in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Janney Montgomery Scott since 2016. Outside of his advisory role, he manages a vacation house rental in LaFollette, Tennessee. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Michael Reed is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at MAI Capital Management, LLC and previously worked at Madison Wealth Management and Greystone Investment Management, LLC. He is also a partner in GIM Partners, LLC, an entity established to receive proceeds from the Madison transaction. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing a registered mutual fund and various private investment vehicles.

Michael Fieler is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he serves on the board and finance committee of a nonprofit focused on literacy issues. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

James Morgan Jr. is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Fifth Third Securities since 1999. Outside of his advisory role, he is a part-owner of a rental property in Bonita Springs, Florida, where he is involved in managing tenant communications and property maintenance. Fifth Third Securities, Inc. offers 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of managed-account options and portfolio management services.

Faith Hess is a financial advisor with Commonwealth Financial Network based in Cincinnati, OH. She holds a Series 65 credential and has less than one year of industry experience. Her prior work history includes roles at Hillcrest Financial Group, Buffalo Wild Wings, Kona Grill, Taziki's Mediterranean Cafe, the University of Cincinnati, and Lakota West High School. Commonwealth Financial Network is a national broker/dealer and SEC-registered investment adviser that supports approximately 2,900 advisors and manages about $213 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving a broad client base of individuals and institutions.

Ross Hambleton Jr. is a CFP®-certified financial advisor with 27 years of industry experience, currently with Rockefeller Financial LLC since 2021. He previously worked at Bank of America, NA and Merrill Lynch, Pierce, Fenner & Smith Incorporated, with overlapping tenures spanning from 2006 to 2021. Outside of his advisory work, he is a limited partner in Bottle Rocket Stables LLC, an equestrian and horse racing business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates a registered broker-dealer and delivers investment solutions through a consolidated platform that includes discretionary and non-discretionary management across equities, fixed income, and alternatives.

Adam Butler is a financial advisor with Janney Montgomery Scott in Cincinnati, OH, holding Series 63 and Series 66 credentials and 29 years of industry experience. He previously worked at Raymond James & Associates for 14 years before joining Janney Montgomery Scott in 2021. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Kylie Hambleton is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Nuveen Securities, Nuveen Asset Management, and Rockefeller Capital Management. Outside of financial services, she worked at Farm Bloomington for one year. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating as both an investment advisor and a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Brooke Dryden is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 65 credentials with seven years of industry experience. She has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and tax-overlay services, and is notable for its municipal-advisor registration combined with affiliation to a large bank.