Katharine Burger is a Series 66-credentialed financial advisor at StoneX Advisors Inc. with 10 years of industry experience. She has been with StoneX Advisors since 2017 and has also worked at Stonex Securities Inc. since 2016. Beyond her advisory role, Burger serves on the Nominating Committee for Farm Credit Mid-America. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes a variety of portfolio implementation platforms and supports multiple account structures and investment approaches.

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. 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.

William Von Hoene is a financial advisor with PNC Wealth Management in Fairfield, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic risk assessment and third-party strategists to manage investments primarily in mutual funds and ETFs.

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.

Ryan Szymanski is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and nine years of industry experience. His previous roles include positions at JPMorgan Securities LLC and Fifth Third Securities. 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 utilizes an open-architecture model with various wrap-fee programs and integrates third-party and proprietary investment strategies.

Jason Rathel is a financial advisor with Fifth Third Securities, Inc. in Fairfield, Ohio, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2007. Outside of his advisory role, he is an independent distributor of health and wellness products and operates a small online resale business. 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 and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

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 29 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. In addition to his advisory role, he is involved in selling life insurance, annuities, and fixed index annuities through various insurance companies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment strategies.

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 with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Santander Securities and Proequities Inc., among other firms. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, and it operates as a wholly-owned subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Jonathan Jarvis is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at Ameritas Investment Company, Valor Capital Management, Prosperity Capital Advisors, and Verso Financial. Outside of advising, he contributes as a writer to The Line Magazine, where he authors non-fiction and life story articles. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement plan consulting, utilizing a range of strategies including model portfolios, third-party sub-advisers, and custom approaches, with a focus on client reviews and fiduciary services for plan sponsors.

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 credentials and bringing 25 years of industry experience. She has worked with Ameritas Investment Corp. since 2006 and currently holds roles at Canvas Financial and Boom Planning. Outside of finance, she is an active freelance flutist and music director at Trinity Episcopal Church, where she provides music for worship services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary advice through a combination of model portfolios, third-party sub-advisers, and custom strategies.

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.