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.

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.

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.

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.

Samuel Odonnell is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding a Series 66 license and four years of industry experience. His prior roles include positions at Fifth Third Bank, Morgan Stanley, and Fort Washington Investment Advisors. PNC Wealth Management offers retail brokerage and advisory services via several model-based programs, including an invitation-only digital portfolio strategist offering. The firm utilizes algorithmic risk assessment and third-party portfolio implementation with a focus on mutual funds and ETFs.

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.

Joseph Walsh is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Cerity Partners LLC and previously worked at Ameriprise and Convergence Research. His background also includes roles in education and community organizations. Cerity Partners provides customized wealth management services to a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored investment approach using proprietary quantitative screens alongside third-party managers and individual securities, and it offers a variety of affiliated services such as retirement plan consulting and access to private-market investments.

Ryan Meckes is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 license with two years of industry experience. Prior to his advisory role, he has worked in various service and hospitality positions, including at Jack Brown's and Ember's Steak Seafood and Sushi. Outside of financial services, he is involved with the Thunderdome Restaurant Group. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and IAR-managed sleeves, with features such as direct indexing and tax-overlay services.

Gregory Pendleton is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Fifth Third Securities, Fifth Third Bank, LPL Financial, CUNA Mutual Group, and Arkansas Federal Credit Union. 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 distinctive municipal-advisor registration and integrated bank affiliation.

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.

James Dores is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 65 and Series 63 designations with five years of industry experience. Prior to his current role, he worked at Fifth Third Bank and has experience in real estate investing and the rental business. Outside of his advisory role, he owns Done Right Renovations LLC, a home renovation business. Fifth Third Securities serves individual and institutional clients through both investment advisory and brokerage services. The firm offers a variety of managed account programs via the Passageway platform, providing clients with access to multiple investment strategies and third-party portfolio managers.

Robert Idol is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 licenses and 22 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2021. Outside of his advisory role, he is a limited partner in Geneva Roth Properties, LLC, a real estate investment LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Robert Sponseller Jr. is a financial advisor at Allworth Financial, L.P., holding the ChFC® designation and a Series 63 license, with 34 years of industry experience. He has worked at Allworth Financial and AW Securities since 2020 and previously spent eight years with Commonwealth Financial Network and Cornerstone Financial Group. In addition to his advisory role, he is involved in fixed insurance sales at his branch location. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a variety of model strategies, discretionary and non-discretionary asset management, and specialized investment approaches, including a focus on airline industry employees and management of privately offered real estate and credit funds.

Ethan Jackson is a CFP® and holds a Series 65 license with six years of industry experience. He currently works at Mariner Wealth, joining in 2025 after eight years at Cassady Schiller Wealth Management. Prior to his financial advising career, he spent five years in full-time education. Mariner serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services uncommon among large advisory enterprises.

Joel Musser is a CFP® professional with 11 years of industry experience, currently serving at CWM, LLC and Carson Wealth since 2025. Prior to this, he spent 11 years with Total Wealth Planning, LLC. CWM, LLC is an SEC-registered investment adviser that serves a diverse range of clients, including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm employs model portfolios managed by an in-house Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools while offering various retirement and institutional services.

Sean Fitzgerald is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 20 years with Fifth Third Securities. 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 that combine third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Kyle Kursim is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. He previously worked at ARGI Investment Services for five years and Fidelity Investments for seven years. Outside of his advisory role, he is involved in property rehabilitation and renovation through Livingston & Co. and Livingston Homes. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base with customized portfolio strategies that emphasize diversified asset allocation and access to alternative and private-market investments.

James McGrath is a CFP®, CFA®, and Series 65 credentialed advisor with 24 years of industry experience. He is currently with Mariner Wealth Advisors and previously spent 10 years at Cassady Schiller Wealth Management. McGrath serves on the investment subcommittee of Interact for Health and is Treasurer and a board member of the Wyoming Golf Club in Cincinnati, OH. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax, accounting, and operational capabilities.

Judd Eberhart is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, he worked for six years at Northern Trust Corporation. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure managing approximately $217 billion in client assets.