Elliott Jordan is a financial advisor at Kestra Advisory with eight years of industry experience. He holds a Series 66 credential and has worked at Kestra Advisory since 2023. Prior to joining Kestra, he worked at Bank of America and Merrill from 2018 to 2023, and earlier held roles at Weckman & Wolff Holdings. Outside of advising, he serves as Director of Operations at Larmann Financial Corporation and Wealth Management & Benefit Partners, LLC, where he supports insurance sales and firm operations. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds with approximately $79.8 billion in assets under management.

Michael Richter is a CFP® professional at Mariner with 14 years of industry experience. He previously worked at Riverpoint Capital Management from 2012 to 2018 before joining Mariner Wealth Advisors in 2018. Richter serves on the finance committee of St. Joseph Home, a nonprofit children’s home in Cincinnati, assisting with endowment review. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm combines in-house research with external allocations across a range of asset classes and provides integrated tax and accounting services along with family office and employer financial wellness solutions.

Jonathan Weidler is a CFA® charterholder with 14 years of industry experience. He has worked at Mariner since 2018 and previously spent five years with Touchstone Securities Inc. He holds the Series 66 designation and is based in Cincinnati, OH. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, providing a broad range of strategies along with coordinated tax and family office services.

Mary Schall is a financial advisor at Mariner with nine years of industry experience. She holds the Series 66 designation and previously worked at Aspiriant for ten years before joining Mariner in 2022. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds by providing investment management, financial planning, retirement plan consulting, and tax services. The firm uses a discretionary, customized portfolio approach supported by both in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside employer financial wellness solutions.

Darren Wilson Jr. is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience with prior roles at firms including Park Avenue Securities, Lifetime Financial Growth, Fifth Third Securities, and JPMorgan Chase Bank. Outside of his advisory work, he operates Wilson Financial LLC and is a licensed Ohio notary public. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships with access to a variety of model portfolios and digital advisory solutions.

Daniel Stipanovich is a Series 66-licensed financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, with two years of industry experience. He has been affiliated with Fifth Third Bank and Fifth Third Securities since 2016. FIFTH THIRD SECURITIES, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank.

Guillermo Milord is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and operates GR Milord Inc., a corporation used for business purposes since 2016. His other business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and businesses, providing investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms. The firm uses a model portfolio approach implemented via third-party managers and proprietary models, supporting both individual and institutional clients.

Steven Zins is a CFA® charterholder with four years of industry experience. He is currently with Mariner Wealth Advisors and previously worked at Ohio National Financial Services and CIBC Bank USA. He serves on the boards of the Crohn's & Colitis Foundation and Breakthrough Cincinnati. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by an internal investment team and third-party managers and offers integrated tax and administrative family office services.

Adam Dietz is a Series 65-licensed financial advisor at Mariner in Cincinnati, OH, with nine years of industry experience. He previously worked for Fourth Street Performance Partners, Inc. for ten years before joining Mariner in 2024. Mariner serves a broad range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm implements customized discretionary portfolios that combine in-house research with third-party managers and provides integrated tax and accounting services uncommon at this enterprise scale.

Larry Farr is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Fifth Third Securities since 2013 and also has a history with Fifth Third Bank dating back to 2011. Outside of his advisory role, he works as a retail associate at Home Depot in Lebanon, Ohio. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing a range of investment solutions including mutual fund and ETF models, separately managed accounts, tax overlay services, and direct indexing.

Rodrigo Domingo is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors prior to his current role. Domingo is based in Cincinnati, OH. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers multiple managed account programs and works with third-party portfolio managers to provide a range of investment strategies and solutions.

Brandon Walters is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been with the firm since 2025. Prior to his current role, he worked at Fifth Third Bank, N.A. and has experience in the hospitality industry, including positions at Chipotle Mexican Grill, Skyline Chili, and Archer's Tavern. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and investment options, including mutual funds, ETFs, separately managed accounts, and direct-indexing strategies, supported by a platform sponsored by Fidelity and cleared through National Financial Services.

Bradley Cooper is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio option provided as an invitation-only pilot for employees. The firm uses algorithm-driven risk assessments and third-party management for mutual fund and ETF investments, focusing on structured portfolio solutions rather than individual security trading.

Thomas Wyatt is a CFP® professional with 27 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has held roles at Guardian Life since 1999 and at Park Avenue Securities since 2018. Outside of his advisory work, he is a practicing attorney providing legal services including estate planning, and serves as president and board member of the SFSP National Foundation. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and various investment advisory programs.

Lucas Woehler is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. His prior roles include positions at Randolph Co Inc and Fifth Third Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized, discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services uncommon for firms of its size.

Robert Louis is a financial advisor at TIAA-CREF with eight years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Strategic Advisers, LLC. Robert holds Series 63 and Series 66 licenses. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Stacy Bosch is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Fifth Third Securities since 2008. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program, offering multiple discretionary managed-account options and features such as direct indexing and tax-overlay services. The firm operates as a wholly-owned subsidiary of Fifth Third Bank, combining its municipal-advisor registration with a large bank affiliation.

Valerie Newell is a financial advisor at Mariner with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Riverpoint Capital Management and DWS Investment Management Americas. She serves as a trustee for several nonprofit foundations, including Bowling Green State University Foundation, Horizon Community Funds of Northern Kentucky, and Mayfield Education and Research Foundation. Mariner serves a diverse clientele, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various investment vehicles. The firm employs discretionary, customized portfolios supported by an internal management team and combines in-house research with third-party allocations, while also providing integrated tax and accounting services alongside traditional portfolio management.

William Hinton is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 63 designation and five years of industry experience. His work history includes positions at Fifth Third Securities, Fifth Third Bank, and Fidelity Brokerage Services. 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 programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.

David Heck is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2013. 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’s advisory model separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.