Eric Holzwarth is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with Fifth Third Securities since 2014 and with FIFTH THIRD BANK since 2013. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, providing clients with access to various portfolio management strategies and risk profiles.

Timothy Goodman II is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been with Fifth Third Securities and its affiliated firm since 2010. 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 broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with Fifth Third Bank.

Michael Frey is a CFP® professional with 27 years of industry experience, currently serving at Rockefeller Financial LLC since 2021. His prior experience includes ten years at Bank of America, N.A., and over two decades at Merrill. Outside of his advisory role, he owns a rental property in Cincinnati. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and access to alternative and private investments within its Rockefeller Global Family Office platform.

Traci Byrge is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. She has been with Fifth Third Securities since 2007 and has been associated with Fifth Third Bank since 2000. Outside of her advisory role, she owns and operates Traci Lea Photography. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm provides multiple discretionary managed-account options, including direct indexing and tax-overlay services, and operates as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Ian Schilly is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2022, with prior experience at Fidelity Investments and a decade at Let's Play Sports, Inc. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, businesses, and institutional clients through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options that integrate third-party portfolio managers and advisor-managed strategies, supported by a range of features including direct indexing and tax-overlay services.

Robert Fisher is a financial advisor at TIAA-CREF with 13 years of industry experience. He has held roles at TIAA-CREF and Tiaa since 2018 and previously worked at Strategic Advisers, Inc. from 2013 to 2018. Fisher holds Series 63 and Series 66 designations and is based in Cincinnati, OH. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-managed employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management within a vertically integrated structure that includes affiliated funds and acts as adviser to a donor-advised fund.

Daniel Berssenbruegge is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 designations and 13 years of industry experience. His work history includes prior roles at Ameriprise Financial Services and Cambridge Investment Research Advisors, as well as experience outside the financial sector at Sunrise Treatment Center. Berssenbruegge is based in Cincinnati, Ohio. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and affiliate portfolio management solutions.

Melissa Seibert is a financial advisor at Rockefeller Capital Management with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 13 years. Her current tenure at Rockefeller includes roles at both Rockefeller Capital Management and Rockefeller Financial LLC. Rockefeller Capital Management is an enterprise firm serving a broad client base with a comprehensive investment approach.

Joseph Bono II is a financial advisor at Fifth Third Securities, Inc. in Covington, KY, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Fifth Third Securities since 1999. 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 a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Adam Dickman is a financial advisor at Independent Financial Partners with three years of industry experience. He holds a Series 65 designation and has worked at Independent Financial Partners and Dickman Wealth Management since 2021. Prior to his advisory career, he was involved in logistics and retail, with positions at A&R Logistics and Costco, and attended Thomas More College. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and provides a decentralized advisory model with notable retirement-plan advisory and pension consulting capabilities.

Craig Middendorf is a CFP® with 26 years of industry experience, currently serving at Independent Financial Partners since 2011. His prior experience includes roles at LPL Financial from 2011 to 2019 and IFP Securities, LLC since 2019. Middendorf is also involved in non-variable insurance business through GPS Wealth Management, LLC. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform with over 260 advisors managing more than $12 billion in assets, offering both individualized investment strategies and centralized asset management options.

Ameesh Mehta is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds a Series 66 designation and has worked previously at LPL Enterprise and The Prudential Insurance Company of America. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Camryn Chapman is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. Prior to her current role, she has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, her background includes roles in education and community organizations such as Northern Kentucky University and the R.C. Durr YMCA. Primerica Advisors serves a broad retail client base including individual and high-net-worth investors, offering brokerage and advisory services along with financial planning and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services.

Sandra Mills is a financial advisor with The Huntington Investment Company in Cincinnati, OH, holding a Series 66 designation and having 22 years of industry experience. She has been with The Huntington Investment Company since 2004 and has worked with Ameriprise Financial Services, LLC since 2026. Outside of her advisory role, she is a member of Legacy Land Partners LLC, a business that buys, improves, and sells land. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary private bank models, with portfolio management and custodial services provided through National Financial Services.

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.

Jason Klein is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH. He holds Series 63 and Series 66 designations and has seven years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2021, he worked at The Prudential Insurance Company of America and Pruco Securities, LLC from 2017 to 2021. Fifth Third Securities serves a diverse client base including individual, high-net-worth, institutional, corporate, trust, and retirement accounts through both investment advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account platform, providing options such as mutual-fund/ETF models, SMA strategies, tax-overlay services, and direct indexing.

Jeffrey Dunn is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior work includes long tenure at New York Life Insurance Company and Edward Jones. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing in-house and third-party model portfolios along with a platform integrating multiple affiliated financial services.

Andrew Lutsch is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Citigroup Global Markets since 2016, following a brief period at Citibank the same year. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains a large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Bradley Howard is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked with LPL Financial LLC and the Center for Wealth Management. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and wealth coaching through discretionary and non-discretionary portfolio management. The firm employs a network model combining independent advisory representatives with access to brokerage services through LPL Financial and offers integrated technology platforms for asset aggregation and estate planning.