Alan Topolski is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera Advisors LLC and LPL Financial, among other firms. Outside of finance, he is involved in music as a musician, performing live and teaching private lessons. Commonwealth Financial Network serves a national network of advisors and their clients by providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Daniel Wolf is a financial advisor with Money Concepts Capital Corp in Cincinnati, OH, holding a Series 63 designation and 36 years of industry experience. He has been with Money Concepts Capital Corp since 1995. Outside of his advisory role, he owns JDSA, LLC and Wolf Asset Management, LLC, both non-investment related businesses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment approaches, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.

Andrea Noe is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, holding Series 66 and Series 63 licenses with 10 years of industry experience. Her prior roles include positions at Fifth Third Bank and ownership of A&A Lakefront Properties. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering a range of managed account programs on the Passageway platform with services that include mutual fund and ETF models, separately managed accounts, and tax-overlay strategies.

Daniel Collings is a financial advisor with Transamerica Financial Advisors, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Transamerica Financial Advisors since 2013 and has prior experience with firms including United Healthcare and World Financial Group. Collings is also involved in the sale 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, delivering services through a large advisor network and multiple advisory platforms. The firm utilizes model portfolios and third-party managers for portfolio implementation and offers an integrated retirement plan ecosystem with affiliated entities.

Andrea Bell is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Fifth Third Securities since 2022 and has additional experience with Fifth Third Bank, Francesca Holdings, and Davids Bridal. Fifth Third Securities, Inc. provides 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 offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, supported by its unique combination of municipal-advisor registration and affiliation with Fifth Third Bank.

John Kruse Jr. is a ChFC® and Series 66 credentialed financial advisor with 20 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2009. In addition to his advisory role, he is an attorney providing probate, estate, trust, tax, and business legal services through his law firm. He also serves as a poll worker judge in Ohio elections. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies tailored to client suitability with both discretionary and nondiscretionary options.

Tiffany Mckee is a financial advisor with Fifth Third Securities, Inc. in West Chester, OH. She holds Series 63 and Series 65 licenses and has 12 years of industry experience, all with Fifth Third Securities since 2014, and has been with Fifth Third Bank since 2008. 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 tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Nathaniel Hasto is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at Community First Bank of Indiana, LPL Financial LLC, American Portfolios Financial Services, and PFS Investments Inc. 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 features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration.

Joseph Brinker is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the industry since 2023. His prior experience includes roles at The Cincinnati Insurance Companies and The Home Depot. Outside of his advisory work, he is co-owner of All Ears K9 LLC, a dog training business. 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 programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and a tax-overlay service.

Garry Kohn is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. He previously led Kohn Wealth Management Advisors, LLC and was associated with L.M. Kohn & Company for over two decades. Outside of his advisory role, he is involved in the sales and service of fixed insurance and annuities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by quantitative and fundamental research, and offers a broad range of financial planning and asset management services.

Anne Lame Megerle is a CFP® professional with 12 years of industry experience. She has worked at Creative Planning since 2020 and previously spent 13 years at Lenox Wealth Management. Megerle serves on the boards of StarShine Hospice and Lenox Wealth Management and participates on the investment committee for DePaul Cristo Rey. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Larry Kohn is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He was previously principal of L.M. Kohn & Company for 34 years. Outside of his advisory work, he serves as an executive committee member and treasurer of Teton Pines Country Club in Jackson Hole, Wyoming. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Andrea Bourquein is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Fifth Third Securities since 2013 and has been with Fifth Third Bank since 2011. Outside of her financial career, she is involved in competitive barrel racing and horse training. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers and advisor-managed options, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Jeanne Comer is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account for employees that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Austin Hogan is a financial advisor with Transamerica Financial Advisors based in Cincinnati, OH, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and is also co-owner of Silverbirch Entertainment LLC, where he provides administrative support and coaching for recording artists. Hogan’s background includes running Hogan Consulting, LLC, and work with WFGIA. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, supporting both discretionary and non-discretionary investment programs.

John Kaine is a financial advisor at Transamerica Financial Advisors with over 31 years of industry experience. He holds a Series 65 designation and has worked with firms including Nationwide Securities, Nationwide Insurance, and World Financial Group. He is also the owner of Kaine Insurance LLC, a property and casualty insurance agency. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory services through multiple program platforms.

Anthony Folz is a CFP® professional with six years at Creative Planning and a total of four years of industry experience. His prior roles include positions at Lenox Wealth Management and PNC Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various customized equity, bond, and private market options.

Daryl Evans is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Fifth Third Securities since 2015. Outside of his advisory role, he is a co-owner and member of Shirewood LLC, a rental operator based in Ft. Mitchell, KY. 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, including advisor-directed models, separately managed accounts, and a unified program that features direct indexing, tax-overlay services, and access to FIWA-sponsored fund strategist programs.

Jacob Morrissey is a financial advisor at Fifth Third Securities, Inc. in Hamilton, OH, holding Series 65 and Series 63 licenses with four years of industry experience. His work history includes roles at Fifth Third Bank and prior experience at Platform Beer Co. and 4EG. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, utilizing third-party portfolio managers and advisory representatives to tailor investment strategies.

Bryan Clifton is a financial advisor with Equity Services, Inc. in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. He has worked at firms including National Life Group, MWA Financial Services Inc, American United Life, and Western and Southern Life. Clifton is also the Chief Executive Officer of Black Bull Capital Partners LLC, an insurance-related business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.