Keith Meyer is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven account pilot for PNC employees that uses approved model strategies managed by PNC or third-party strategists.

Edward Rountree Jr. is a CFP® and CFA® credentialed financial advisor with seven years of industry experience. He is currently with Corient in Cincinnati, OH, having previously worked at Bowling Portfolio Management LLC for 15 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining internal strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Lukas Manger is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial LLC, Superior Credit Union, and the Brianne Marshall Allstate Agency. He has experience in financial institution duties and non-variable insurance. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to the Passageway Managed Account Program with various investment strategies including SMA and direct indexing.

Michael Frey is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Florence, KY, holding a Series 66 designation and eight years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2019, and previously held positions at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Operations Company Inc. Outside of his advisory role, Frey is the owner and lessor of a home rental in Independence, KY. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of programs on the Passageway Managed Account platform, including advisor-directed mutual fund and ETF models, separately managed accounts, and tax-overlay strategies. As a wholly owned subsidiary of Fifth Third Bank, the firm operates at an enterprise scale with a broad advisory network and multiple affiliated entities.

Keith Douglas is a CFP® with 29 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2008. He holds Series 63 and Series 65 licenses and is based in Cincinnati, OH. 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 featuring third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and distinguishes itself with its municipal-advisor registration and affiliation with Fifth Third Bank.

Kortnie James is a financial advisor at FIFTH THIRD SECURITIES, Inc. with three years of industry experience. She holds the Series 66 and Series 63 designations and has been affiliated with Fifth Third institutions since 2016. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, employing a range of strategies from mutual funds and ETFs to separately managed accounts with tax-overlay and direct indexing options.

Frank Heitker is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been associated with Ameritas Advisory Services since 2021 and has worked with related Ameritas entities since 2006. He is also an owner and agency manager of Premier Planning Group LLC, where he sells fixed insurance products and manages a partnership of multiple offices. 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, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Benjamin Tunney is a financial advisor with PNC Wealth Management in Cleves, OH, holding a Series 66 designation and three years of industry experience. He has been with PNC Investments LLC since 2022 and has a longer tenure at PNC Bank NA dating back to 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary account accessible by invitation to PNC employees. The firm uses algorithm-driven risk assessments to recommend portfolios managed by PNC or third-party strategists, with implementations via mutual funds and ETFs.

Casey Gilligan is a CFP® and Series 65-licensed financial advisor at Mariner in Cincinnati, OH, with five years of industry experience. Prior to joining Mariner in 2021, he worked at Medpace and Midwest Switchgear Services. He serves as Co-Chair of the Southern Ohio Chapter of the Crohn's & Colitis Foundation, participating on the planning and fundraising board. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and combines in-house research with third-party allocations, while also providing integrated tax and administrative CFO services.

Rebecca Dinn is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022 and at Fifth Third Bank since 2017. Outside of her advisory role, she operates a part-time dog sitting business in Florence, Kentucky. 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 options and combines bank affiliation with municipal-advisor registration.

Erin Knodel is a CFP® with 23 years of experience in the financial services industry. She is currently with Primerica Advisors and has a long tenure at Park Avenue Securities and Guardian Life Insurance Company of America dating back to 2002. Outside of her advisory role, she is the author of a book titled *Volunteer Parent* under a pen name. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party platforms and provides various account-level services such as lending solutions and donor-advised funds.

Harold Taylor III is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Fifth Third Securities since 1999. 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.

Matthew Hambleton is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Merrill and Bank of America, N.A., prior to joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management, financial planning, brokerage services, and placement and investment banking through a Private Advisor model and a consolidated investment platform.

Tyler Seidl is a CFP® professional with nine years of industry experience, currently serving at Fifth Third Securities, Inc. in Cincinnati, OH. His career includes roles at Fifth Third Bank, Bank of America, N.A., and Merrill. Fifth Third Securities provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers multiple program types and portfolio management options through its Passageway Managed Account Program, operating as a wholly owned subsidiary of Fifth Third Bank.

Randall Knapmeyer is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. His previous roles include positions at Ameriprise Financial Services and Cambridge Investment Research. He is also a member of Tierra Grande Golf and Resort, a real estate development venture. 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 invests primarily in mutual funds and ETFs with annual rebalancing.

Raphael Olomajeye is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity and Fidelity Personal and Workplace Advisors. Outside of advising, he is the owner of a rental property management business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers a range of advisory services, including customized portfolio management and donor-advised fund advising, operating within a vertically integrated structure that uses affiliated funds.

Wesley Simpson is a CFP® with 13 years of industry experience, currently serving at Fifth Third Securities, Inc. in Louisville, KY. He has been with Fifth Third Securities since 2011 and has worked at Fifth Third Bank since 2010. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm provides multiple managed-account options, including discretionary models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank.

Samuel Curran is a CFP® and Series 65-licensed financial advisor at Mariner with seven years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously spent three years at ClearArc Capital. Curran serves on the Board of Directors for the Friendly Sons of St. Patrick Foundation and is an investment committee member for 4C for Children in Bellevue, WA. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm uses discretionary, customized portfolios supported by internal research and third-party managers, and provides a range of strategies spanning equities, fixed income, alternatives, and digital assets.

Scott Reynolds is a CFP® professional with 14 years of industry experience, currently advising at CWM, LLC. His prior roles include positions at Carson Wealth, FFR Wealth Team, and Waddell & Reed Inc. He serves as a board member of the Sycamore Premier Sports Club. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, utilizing model portfolios and a combination of fundamental and technical analysis overseen by an in-house Investment Committee.

Alan Koncal is a financial advisor with PNC Wealth Management in Florence, KY, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, US Bank, and various divisions of PNC. Outside of advisory work, he has experience as an owner-landlord. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only, online discretionary model account that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.