Brian Schlosser is a financial advisor with Founders Financial Securities LLC in Milford, OH, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Founders Financial Securities since 2006 and previously operated Schlosser Financial from 2004 to 2022. Outside of his advisory role, he is involved in executive leadership coaching through Magis Wealth Capital and consults on viatical life settlements. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers a range of portfolio management, financial planning, and retirement consulting services, utilizing both traditional and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth programs.

Donald Jump is a financial advisor at Belpointe Asset Management LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe since 2017, following eight years at Tuttle Wealth Management and over four decades at his own CPA firm, Donald M Jump & Company. Outside of advising, he serves as treasurer for the Christian Business Men's Committee and a local homeowners association. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing both model and customized portfolios with a variety of investment strategies tailored to client objectives and risk tolerance.

Ryan Rospert is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at Fifth Third Bank and Fifth Third Securities since 2022 and previously spent nine years at Fidelity Investments. FIFTH THIRD SECURITIES serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, combining third-party portfolio management with customized investment solutions.

Adrienne Reinert is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio. She holds Series 63 and Series 65 licenses and has three years of industry experience. Adrienne has been with Fifth Third Securities since 2022 and has worked at Fifth Third Bank since 2006. 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 its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

Daniel Bashinski is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has been self-employed since 2003. Outside of his advisory role, he engages in tax preparation work unrelated to investments. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with various fee-based and commission-based investment programs, combining proprietary and third-party model portfolios.

William Maxwell III is a financial advisor with Transamerica Financial Advisors in Cincinnati, Ohio, holding seven years of industry experience. His career includes roles in flooring businesses and ongoing involvement with Netlaw, where he provides referral services related to estate planning. He also engages 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 charitable organizations, using a large advisor network and multiple program platforms. The firm’s investment approach relies on model portfolios and third-party managers, delivering services through proprietary and external models combined with referral and administration offerings for employer plans.

Pedro Falconi Cardenas is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 63 designation and eight years of industry experience. His prior work includes roles at Cetera, Northwestern Mutual, and Bank of America. Outside of advising, he is involved in managing and flipping residential real estate through multiple business ventures. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across various platforms such as Transamerica ONE and TFA365.

Thomas Dynes is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding a Series 66 designation and 25 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital discretionary model account. The firm utilizes approved model strategies managed by PNC or third-party strategists and executes investments primarily through mutual funds and ETFs with an algorithm-driven enrollment process.

Chris Dibari is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available via an invitation-only pilot for employees with PNC Bank online-banking credentials. The firm uses algorithmic risk assessment and approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

David Junker is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2010. Fifth Third Securities 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 combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

Guillermo Milord is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and operates GR Milord Inc., a corporation used for business purposes since 2016. His other business activities include sales 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, providing investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms. The firm uses a model portfolio approach implemented via third-party managers and proprietary models, supporting both individual and institutional clients.

Cody O'Connor is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments and Fifth Third Bank. Fifth Third Securities serves a diverse range of individual and institutional clients through both investment advisory and brokerage services, offering multiple program types including mutual-fund/ETF models, SMA strategies, and direct-indexing options on its Passageway Managed Account platform.

Karla Knox is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and four years of industry experience. She is co-owner of Spinderella 360 Experience LLC, a business providing 360 photo booth services for events. Knox also serves as Senior Manager of Asset Management at the Dayton Metropolitan Housing Authority, overseeing operations of 2,700 public housing units. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers advisory and broker-dealer services, combining proprietary and third-party investment models with both discretionary and non-discretionary management options.

S Renee Whisman is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior experience includes roles at PNC Bank and PNC Investments from 2013 to 2018 before joining Fifth Third Securities and Fifth Third Bank in 2018. 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 with features such as direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Trevon Loeser is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and one year of industry experience. He has worked at several firms including Lendmark Financial Services and Adp, and is involved in brand promotion activities as a Brand Ambassador for Bee Scene Agency and TEAM. Additionally, he provides estate planning assistance through NetLaw. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to individuals, employer-sponsored plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers to deliver its advisory services across a broad client base.

William Lyon is a financial advisor with Eagle Strategies (NY Life) in Cincinnati, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has been associated with New York Life and its affiliates since 1986. Lyon also operates The Lyon Group, LLC, and serves as a minister at Heritage Universalist Unitarian Church and LyonShare Ministries. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of assets on a non-discretionary basis.

James Albrecht Jr. is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Independent Financial Group since 2005. Outside of his advisory role, Albrecht is a 50% owner and officer of Campbell Pension Services, which provides third-party administrative and consulting services for defined contribution retirement plans. Independent Financial Group offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. Its approach includes financial planning, discretionary and non-discretionary portfolio management using firm and third-party models, combining strategic asset allocation with active and passive exposures across various risk profiles.

Matthew Hood is a financial advisor with SPC in Batavia, Ohio, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Sigma Planning Corporation since 2018 and previously held positions at Parkland Securities LLC, Interactive Financial Advisors, Brooklight Place Securities, Inc., and Rodenberg Insurance. Hood is also an independently licensed insurance agent operating Mueller Financial, which offers life, long-term care, disability insurance, and fixed annuities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment options tailored to client needs.

Joshua Polkow is a financial advisor at Eagle Strategies (NY Life) based in Cincinnati, OH, holding a Series 66 designation with three years of industry experience. His prior work includes roles at NYLIFE Securities LLC, The Lyon Group, and Oxford Financial Group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across various program types, including retirement plan consulting and variable annuity solutions, with a significant portion of assets managed on a non-discretionary basis.

Warren Perez is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 65 and Series 63 licenses and has been with Fifth Third since 2021, including his current role at FIFTH THIRD SECURITIES beginning in 2025. Prior to entering the financial sector, his experience includes roles at Rent A Center, National TV Sales and Rental, and Fun City. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through investment advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account platform, which includes third-party portfolio managers and various investment strategies tailored to client risk profiles.