Benjamin Holman is a financial advisor with Guardian Life in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at W&S Brokerage Services and WESTERN SOUTHERN Life for ten years each and spent five years with Eagle Strategies (NY Life). Outside of his advisory role, Holman serves on the Loveland School District Business Advisory Council and Tigers Inc., a student mentorship program, both unrelated to investments. He is affiliated with Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, retirement plans, and organizations. The firm offers a range of financial planning and management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party 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.

Samuel Rulli is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Reef Life Aquatics. FIFTH THIRD SECURITIES, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, providing clients with a range of investment strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Kristin Fishbaugh is a CFA® charterholder with 11 years of industry experience. She has worked at RiverPoint Capital Management and Mariner Wealth Advisors, LLC. She holds various board positions, including Treasurer, with the Cincinnati Ballet. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party manager allocations and provides integrated tax and accounting services alongside its portfolio management capabilities.

Joseph West is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in Cincinnati, OH. He has been with Moneta Group since 2016. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a partner-led team structure and an open-architecture investment process that emphasizes asset allocation and manager due diligence.

William Jones Jr. is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in Cincinnati, OH. He has two years of experience in the financial services industry. Outside of his advisory role, he serves as president of the AmSpirit Networking Group and is a board member of Rooms with Love, a nonprofit that furnishes homes for people in need. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

William Heemskerk is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and previously worked at Corient, Morgan Stanley, Eaton Vance, New England Center and Home for Veterans, and Westfield State University. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party allocations, along with integrated tax and accounting solutions and employer financial wellness programs.

Wilson Rosebraugh is a financial advisor with Kestra Advisory in Cincinnati, OH, holding a Series 66 designation and with 27 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2012. Outside of his advisory work, he is active as a musician and songwriter and is involved in the entertainment music group PSILOCIN BLUES BAND. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base of institutional and individual investors, offering services that include fiduciary consulting, plan design and compliance, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors such as sovereign wealth funds.

Mary Stith is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with PNC Investments, LLC since 2016, after a brief career hiatus from 2015 to 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and third-party portfolio implementation.

Shawn Chadwell is a CFP® professional with 13 years of experience in financial advising. He is currently with Ameritas Advisory Services, LLC and has previously worked at Compass Wealth Management, Fifth Third Bank, and Fidelity. In addition to his advisory work, he assists clients with life insurance, annuities, disability insurance, and Medicare options through independent sales roles. Ameritas Advisory Services, LLC provides investment advisory and planning services to a broad range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers diversified asset management and financial planning solutions, utilizing various model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Jeffrey Leiker is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 66 designations and having 19 years of industry experience. He has been with Fifth Third Securities since 2007. Outside of his advisory role, he serves as an official scorer for the No Complainers Golf League in Villa Hills, Kentucky. 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 integrated banking and advisory functions.

Thomas Jaracz is a CFP® professional with 11 years of experience currently with Ameritas Advisory Services, LLC. He has prior experience at Fidelity Investments and Fifth Third Securities. Outside of advisory work, he is a junior partner at Premier Planning Group LLC, where he is involved in life insurance, disability insurance, annuities sales, and Medicare Advantage/Supplement plan enrollment. 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 employs a range of investment options and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, and offers both discretionary and non-discretionary programs.

Kathryn Deters is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at CitiBank and Fifth Third Bank. Outside of her advisory role, she is involved in agricultural activities, including ownership of a cattle farm and a family egg business, and works as a delivery driver for a Walmart delivery service. 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 wholly owned subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Erica Parsons is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds Series 63 and Series 65 designations and has worked at Fifth Third Securities and Fifth Third Bank. Prior to her financial services career, her work history includes roles at Amazon and Express Employment. 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 combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Christopher Graner is a CFA® charterholder with 27 years of experience in the financial services industry. He has been with Money Concepts Capital Corp since 2005 and also manages investments for North Side Bank, where he has worked since 2002. Based in Cincinnati, OH, he holds Series 63 and Series 65 licenses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, serving approximately 14,700 clients through its enterprise of over 400 advisors.

Daniel Creager is a financial advisor with PNC Wealth Management in Cincinnati, OH. He holds the Series 66 designation and has 26 years of industry experience, including 22 years at PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, algorithm-driven digital portfolio solution available to select employees. The firm uses approved third-party strategists and mutual funds or ETFs for investment implementation, with annual rebalancing and limited direct client interaction.

Ali Hilvers is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Hilvers has been with Fifth Third Securities since 2015. 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 a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and integrated banking relationships.

Daniel Altenau is a CFP® professional with 24 years of industry experience, working at Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company since 2002. He is based in Cincinnati, OH, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Altenau is involved in life insurance brokerage through Altenau Financial Services. Hornor, Townsend & Kent serves individual, high-net-worth, trust, business, charitable, and retirement plan clients with advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, operating a platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

William Wittich is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2014 and has been affiliated with Foundation Financial Group since 1999. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model utilizes multiple strategies and technology platforms to provide tailored investment solutions, often implementing advice through third-party managers and TAMPs.

Frederick Fegan is a financial advisor at GWN Securities Inc. with 25 years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors, LLC for 15 years before joining GWN Securities in 2016. Outside of his advisory role, he is involved in assisting clients with Medicare supplement insurance and serves as a reading tutor for Easterseals Redwood. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and access to third-party managers. The firm utilizes a variety of discretionary portfolio management strategies, including market-timing and momentum-based approaches, and integrates technology platforms to support its offerings.