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.

Nan Matteson is a CFP® professional with over 20 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2003. She holds the Series 66 designation and is based in Cincinnati, OH. Outside of her advisory role, she owns and operates Queen City Flower Farm, where she grows cut flowers for a local farmer’s market. 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, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Benjamin Holman is a financial advisor with Guardian Life in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at W&S Brokerage Services and WESTERN SOUTHERN Life for ten years each and spent five years with Eagle Strategies (NY Life). Outside of his advisory role, Holman serves on the Loveland School District Business Advisory Council and Tigers Inc., a student mentorship program, both unrelated to investments. He is affiliated with Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, retirement plans, and organizations. The firm offers a range of financial planning and management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

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 10 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, offering portfolio management, financial planning, and family office services. The firm uses a partner-led team structure and an open-architecture investment process that emphasizes asset allocation and manager due diligence.

William Jones Jr. is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in Cincinnati, OH. He has two years of experience in the financial services industry. Outside of his advisory role, he serves as president of the AmSpirit Networking Group and is a board member of Rooms with Love, a nonprofit that furnishes homes for people in need. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Ramona Rechtin is a financial advisor with SPC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. She is also an independent insurance agent selling life and health products and is a Notary Public in Florence, KY. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, providing both discretionary and nondiscretionary management options.

William Heemskerk is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and previously worked at Corient, Morgan Stanley, Eaton Vance, New England Center and Home for Veterans, and Westfield State University. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party allocations, along with integrated tax and accounting solutions and employer financial wellness programs.

Wilson Rosebraugh is a financial advisor with Kestra Advisory in Cincinnati, OH, holding a Series 66 designation and with 27 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2012. Outside of his advisory work, he is active as a musician and songwriter and is involved in the entertainment music group PSILOCIN BLUES BAND. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base of institutional and individual investors, offering services that include fiduciary consulting, plan design and compliance, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors such as sovereign wealth funds.

David Junker is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2010. 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 offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

Shawn Chadwell is a CFP® professional with 13 years of experience in financial advising. He is currently with Ameritas Advisory Services, LLC and has previously worked at Compass Wealth Management, Fifth Third Bank, and Fidelity. In addition to his advisory work, he assists clients with life insurance, annuities, disability insurance, and Medicare options through independent sales roles. Ameritas Advisory Services, LLC provides investment advisory and planning services to a broad range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers diversified asset management and financial planning solutions, utilizing various model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Jeffrey Leiker is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 66 designations and having 19 years of industry experience. He has been with Fifth Third Securities since 2007. Outside of his advisory role, he serves as an official scorer for the No Complainers Golf League in Villa Hills, Kentucky. 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 subsidiary of Fifth Third Bank with integrated banking and advisory functions.

Thomas Jaracz is a CFP® professional with 11 years of experience currently with Ameritas Advisory Services, LLC. He has prior experience at Fidelity Investments and Fifth Third Securities. Outside of advisory work, he is a junior partner at Premier Planning Group LLC, where he is involved in life insurance, disability insurance, annuities sales, and Medicare Advantage/Supplement plan enrollment. 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 employs a range of investment options and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, and offers both discretionary and non-discretionary programs.

Tanner Limon is an advisor at Fifth Third Securities, Inc. in Fort Thomas, KY, holding Series 63 and Series 65 credentials. He has one year of industry experience with prior roles at Northwestern Mutual and Fifth Third Bank. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs on the Passageway platform, including mutual fund and ETF models, separately managed accounts, and direct indexing options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services to a broad client base including high-net-worth individuals, corporations, trusts, and retirement accounts.

Jeffrey Lawson is a CFP®-certified financial advisor with 27 years of industry experience. He has worked with Fifth Third Securities, Inc. since 1988 and has been employed at Fifth Third Bank of Northern Kentucky since 1992. Outside of his advisory work, he volunteers with the University of Cincinnati Athletic Department as a chain crew member for home football games. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and combines broker-dealer, municipal advisor, and SEC-registered investment adviser activities.

Daniel Creager is a financial advisor with PNC Wealth Management in Cincinnati, OH. He holds the Series 66 designation and has 26 years of industry experience, including 22 years at PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, algorithm-driven digital portfolio solution available to select employees. The firm uses approved third-party strategists and mutual funds or ETFs for investment implementation, with annual rebalancing and limited direct client interaction.

Ali Hilvers is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Hilvers 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 institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and integrated banking relationships.