Samuel Curran is a CFP® and Series 65-licensed financial advisor at Mariner with seven years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously spent three years at ClearArc Capital. Curran serves on the Board of Directors for the Friendly Sons of St. Patrick Foundation and is an investment committee member for 4C for Children in Bellevue, WA. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm uses discretionary, customized portfolios supported by internal research and third-party managers, and provides a range of strategies spanning equities, fixed income, alternatives, and digital assets.

Scott Reynolds is a CFP® professional with 14 years of industry experience, currently advising at CWM, LLC. His prior roles include positions at Carson Wealth, FFR Wealth Team, and Waddell & Reed Inc. He serves as a board member of the Sycamore Premier Sports Club. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, utilizing model portfolios and a combination of fundamental and technical analysis overseen by an in-house Investment Committee.

Alan Koncal is a financial advisor with PNC Wealth Management in Florence, KY, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, US Bank, and various divisions of PNC. Outside of advisory work, he has experience as an owner-landlord. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only, online discretionary model account that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

William Hoover is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has worked at Guardian Life Insurance Co. and Park Avenue Securities since 2000. Hoover serves on the Northern Kentucky University School of Business Advisory Board and is Treasurer of the Military Commons HOA. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm employs a mix of proprietary and third-party investment strategies and provides a range of account-level services and lending solutions.

Robert Pembaur is a financial advisor with Empower Advisory Group in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services for a combined 25 years before joining Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to 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, focusing on long-term portfolio returns and annual rebalancing rather than short-term forecasts.

Thomas Dillon is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at LPL Financial and IFP Securities. Dillon also engages in selling Medicare Advantage and Medicare Supplement insurance, as well as fixed life, indexed annuities, and other insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, serving individual, charitable, corporate, and high-net-worth clients.

Neal Mc Mahon is a financial advisor at Mariner Wealth Advisors with a Series 65 designation and experience in the industry since 2016. He previously worked at U.S. Bank Private Wealth Management and PNC Private Bank before joining Mariner. Mariner serves a broad client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios with an in-house investment committee and integrates tax and accounting services alongside traditional portfolio management.

John Young is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains distinctive market roles such as operating as a swap dealer and futures commission merchant.

Amy Starkey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and 32 years of industry experience. She has been with Ameritas and its related entities since 2006. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing both in-house model portfolios and third-party managers through discretionary and non-discretionary programs.

Alexander Leugers is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He has worked at TIAA-CREF since 2025 and was previously employed at TIAA starting in 2017, as well as First Financial Bank from 2016 to 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs tailored primarily to individuals associated with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning from ongoing portfolio management, operating under a fiduciary standard and utilizing model or customized portfolios within its managed account offerings.

Joseph Ford Jr. is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously spent four years at JPMorgan Securities LLC. Based in Cincinnati, OH, he currently serves clients through Mariner. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, coordinated tax services, and family office support, utilizing customized portfolios overseen by an investment committee and combining in-house research with third-party manager allocations.

George Kavalauskas is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life Insurance Company of America since 2001. Outside of his primary roles, he is involved with The Rebecca Group, where he engages in insurance sales. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account types with discretionary and non-discretionary management options.

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.

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.

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.