Lawrence Kocisko II is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Fifth Third Securities since 1999. 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 to provide a range of discretionary managed-account programs, including direct indexing and tax-overlay services.

Bryan McClatchie is an advisor at Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining the firm in 2022, he served in the U.S. Army from 2014 to 2020. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers investment programs on its Passageway Managed Account platform, providing clients access to various portfolio management strategies and services.

Mike Collins is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with Fifth Third Securities and affiliated entities for much of his career, including previous roles at LPL Financial and The Retirement Corporation of America. Fifth Third Securities serves a diverse client base of individuals, high-net-worth clients, and institutional accounts through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers with customizable strategies including mutual funds, SMAs, and tax-optimized approaches.

Matthew Foley is a CFP® with 35 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2008. He is also involved in executive coaching for small business owners, serves as a literary trustee managing literary works and royalties, and officiates weddings as a minister. 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 multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a comprehensive supervisory structure.

Charles Williams is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 10 years of industry experience. He has been with Fifth Third Securities since 2016. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm utilizes the Passageway Managed Account Program, which features multiple investment strategies and third-party portfolio managers, and operates as a wholly owned subsidiary of Fifth Third Bank.

Robert Koscik is a financial advisor with Guardian Life in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Park Avenue Securities and The Guardian Life Insurance Company since 2005. Koscik also offers fixed annuity products when appropriate for clients. Guardian Life's Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments.

Albert Duplace Jr. is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His prior roles include positions at Pruco Securities, Prudential Insurance Company of America, Allstate Financial Advisors, Morgan Stanley, and Merrill Lynch. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements investments via approved strategies managed by PNC or third-party strategists.

Jessica Lucas is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 licenses and has 18 years of industry experience, including 16 years with Fifth Third Securities. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, providing clients with options such as mutual fund and ETF models, SMA strategies, and direct indexing.

Brennan Byrns is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Brokerage Services LLC for seven years. His background also includes roles at Key Bridge Compliance and EDE Solutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and clients’ savings rates.

Elliott Jordan is a financial advisor at Kestra Advisory with eight years of industry experience. He holds a Series 66 credential and has worked at Kestra Advisory since 2023. Prior to joining Kestra, he worked at Bank of America and Merrill from 2018 to 2023, and earlier held roles at Weckman & Wolff Holdings. Outside of advising, he serves as Director of Operations at Larmann Financial Corporation and Wealth Management & Benefit Partners, LLC, where he supports insurance sales and firm operations. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds with approximately $79.8 billion in assets under management.

Michael Richter is a CFP® professional at Mariner with 14 years of industry experience. He previously worked at Riverpoint Capital Management from 2012 to 2018 before joining Mariner Wealth Advisors in 2018. Richter serves on the finance committee of St. Joseph Home, a nonprofit children’s home in Cincinnati, assisting with endowment review. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm combines in-house research with external allocations across a range of asset classes and provides integrated tax and accounting services along with family office and employer financial wellness solutions.

Joseph Landrum is a financial advisor with Empower Advisory Group holding a Series 66 designation and nine years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

Jonathan Weidler is a CFA® charterholder with 14 years of industry experience. He has worked at Mariner since 2018 and previously spent five years with Touchstone Securities Inc. He holds the Series 66 designation and is based in Cincinnati, OH. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, providing a broad range of strategies along with coordinated tax and family office services.

Mary Schall is a financial advisor at Mariner with nine years of industry experience. She holds the Series 66 designation and previously worked at Aspiriant for ten years before joining Mariner in 2022. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds by providing investment management, financial planning, retirement plan consulting, and tax services. The firm uses a discretionary, customized portfolio approach supported by both in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside employer financial wellness solutions.

Michelle Misplay is a financial advisor at Fifth Third Securities, Inc. with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2008. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Darren Wilson Jr. is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Park Avenue Securities and Fifth Third Bank. Outside of his advisory work, he operates Wilson Financial LLC and serves as an Ohio Notary Public. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning, model-based strategies, and access to proprietary and third-party solutions.

Daniel Stipanovich is a Series 66-licensed advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with three years of industry experience. He has been with Fifth Third Bank and its affiliated securities firm since 2016. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple managed account programs and investment strategies via its Passageway platform, operating as a wholly owned subsidiary of Fifth Third Bank.

Guillermo Milord is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH. He holds a Series 63 designation and has 25 years of industry experience. His career includes roles at Wfgia since 2001 and founding GR Milord Inc. in 2016. He is also involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Steven Zins is a CFA® charterholder with four years of industry experience. He is currently with Mariner Wealth Advisors and previously worked at Ohio National Financial Services and CIBC Bank USA. He serves on the boards of the Crohn's & Colitis Foundation and Breakthrough Cincinnati. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by an internal investment team and third-party managers and offers integrated tax and administrative family office services.

Adam Dietz is a Series 65-licensed financial advisor at Mariner in Cincinnati, OH, with nine years of industry experience. He previously worked for Fourth Street Performance Partners, Inc. for ten years before joining Mariner in 2024. Mariner serves a broad range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm implements customized discretionary portfolios that combine in-house research with third-party managers and provides integrated tax and accounting services uncommon at this enterprise scale.