Katharine Burger is a Series 66 licensed financial advisor with StoneX Advisors Inc., where she has worked since 2017. She has 10 years of industry experience and is based in Brookville, Indiana. Outside of her advisory role, she serves as a nominating committee member for Farm Credit Mid-America, participating in the identification of candidates for board positions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a combination of advisor-managed portfolios, proprietary models, and third-party money managers to implement strategies across various account structures.

Joseph Bates is a financial advisor at Creative Financial Designs, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase and the Ohio Auditor of State. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients, offering discretionary and non-discretionary investment management along with financial planning and consulting services. The firm employs asset-class model allocations across five risk levels and incorporates third-party research and an Executive Investment Committee in portfolio management.

Larry Coyle is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining BFC Planning, he worked at Sandlapper Securities, LLC and Buffalo Trace Financial Group. Outside of his advisory role, he is involved in community activities including serving as a youth basketball coach and holding board positions related to local finance, redevelopment, and parks and recreation in Liberty, Indiana. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports a large network of independent advisory representatives who use a variety of investment strategies and platforms tailored to client needs.

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.

Jacob Morrissey is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2020. His background also includes roles at Platform Beer Co. and 4EG. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via the Passageway platform, incorporating third-party portfolio managers and a range of strategies from mutual fund and ETF models to separately managed accounts and direct indexing.

Jariel Dumford is a financial advisor at AE Wealth Management, LLC, holding a Series 65 credential and beginning his advisory career in 2026. He previously operated Dumford Management Group, Inc. since 2017 and worked at Patton Financial Group from 2006 to 2017. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and various investment strategies, serving a large client base through a platform-focused approach.

Gregory Burch is a financial advisor at Integrity Alliance, LLC with 29 years of industry experience. Prior to joining Integrity Alliance in 2025, he worked at L.M. Kohn & Company for 29 years and has been president of Lighthouse Agency, a securities and insurance firm, since 1996. He holds Series 63 and Series 65 licenses. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Alex Hornsby is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Foot Locker Inc. from 2014 to 2022. Fifth Third Securities, Inc. offers 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 combines municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Jason Rathel is a financial advisor with Fifth Third Securities, Inc. in Fairfield, Ohio, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2007 and previously spent a year at Waddell & Reed. Outside of his advisory role, Rathel is involved in independent online sales and wellness product distribution. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and engages in broker-dealer and municipal advisor activities.

Adam Wagers is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2021. His prior experience includes roles at Fifth Third Bank, Kroger, and Hamilton City Schools. 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 a municipal-advisor registration.

Paul Sessler Jr. is a financial advisor at SPC with 30 years of industry experience. He holds a Series 63 designation and has worked at Parkland Securities since 2014, World Group Securities, Inc. since 2002, and Fermco since 1992. He is also involved in selling life insurance, annuities, and fixed index annuities through various insurance companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice through multiple account programs and strategic partnerships.

Sarah Dupuy Rasmussen is a financial advisor with Fifth Third Securities, Inc. in Hamilton, Ohio, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with Fifth Third Bank and its affiliated entities since 2009, including a decade at Fifth Third Securities prior to her current role. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

William Schafer is a financial advisor with Eagle Strategies (NY Life) based in Oxford, Ohio, holding Series 63 credentials and with 37 years of industry experience. He has worked with NYLIFE Securities LLC since 1992 and New York Life Insurance Company since 1991. Outside of his advisory role, he is also a guitarist in a 20-piece band. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types focused on tailored recommendations and primarily manages assets on a non-discretionary basis.

Jacob Sommerkamp is a financial advisor at FIFTH THIRD SECURITIES, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Santander Securities and Proequities Inc. Sommerkamp is based in Fairfield, Ohio. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program, leveraging third-party portfolio managers and risk-profile-based investment strategies.

Jonathan Jarvis is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His career includes long-term roles at Ameritas Investment Corp. and recent engagements with Verso Financial and Valor Capital Management. Outside of advisory work, he contributes non-fiction articles to The Line Magazine. 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 offers a range of asset management and financial planning solutions, employing multiple program platforms and leveraging third-party technology and managers.

Neil Cate is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, holding a Series 66 designation with six years of industry experience. His work history includes roles at Fifth Third Securities since 2020, Fifth Third Bank since 2018, Edward Jones from 2017 to 2018, and Esko from 2011 to 2017. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and investment features such as direct indexing and tax-overlay services.

Jennifer Elliott is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has served in operations management roles at Canvas Financial and Boom Planning since 2023 and has been affiliated with Ameritas entities since 2006. Outside of finance, Elliott is a freelance flutist and music director at Trinity Episcopal Church in Hamilton, Ohio, where she provides music for worship services and teaches flute. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, employing both proprietary and third-party model portfolios across multiple program platforms.

Michael Rudolph is a financial advisor with Eagle Strategies (NY Life) in Oxford, Ohio, holding a Series 63 designation and possessing 42 years of industry experience. He has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 1997 and was previously associated with Bailey & Associates, Inc. He serves as president and board member of the Kiwanis Club of Oxford, Ohio, and holds leadership roles with local community organizations including a homeowners association and a Presbyterian church session. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored solutions across various program types, with the majority of its assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

Patrick Mullen is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining Fifth Third Securities in 2021, he worked at Fifth Third Bank and previously at Kona Grill. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a variety of investment programs, including mutual fund and ETF models, SMA strategies, and direct indexing, operating as a wholly owned subsidiary of Fifth Third Bank.