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.

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.

Joseph Holcomb is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Rockefeller Financial since 2021 and previously held roles at Bank of America and Merrill. Holcomb serves as a director on the board of Bethesda Inc., a charitable organization affiliated with Bethesda Hospital in Cincinnati, where he participates on the grants and finance and audit committees. 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

James Dores is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with six years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Fifth Third Securities since 2020 and Fifth Third Bank since 2019. Outside of his advisory role, he owns Done Right Renovations LLC, a home renovation business. Fifth Third Securities, Inc. 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 via the Passageway platform, employing various portfolio management strategies and operates as a wholly owned subsidiary of Fifth Third Bank.

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. with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Commonwealth Financial Network, Cornerstone Financial Group, LPL Financial, and Osaic FA, Inc. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm uses both quantitative and qualitative analysis through an Investment Committee to create customized allocations across various asset classes and employs a range of model strategies and specialist portfolios.

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.

Kyle Kursim is a CFP® with 16 years of industry experience, currently advising at Cerity Partners LLC since 2023. He previously worked at ARGI Investment Services from 2018 to 2023 and Fidelity Investments from 2010 to 2017. Outside of his advisory role, he is involved with Livingston & Co. and Livingston Homes, where he spends limited time on property renovation and rehabilitation. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, with approximately $166.2 billion in client assets as of December 31, 2025. The firm’s investment approach emphasizes client-specific profiles and asset allocation, utilizing proprietary screening, manager selection, and access to alternative and private market solutions.

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.

Michael Frey is a CFP® professional with 28 years of experience in the financial industry. He is currently with Rockefeller Financial LLC, where he has worked for five years, and previously spent a decade at Bank of America and over two decades at Merrill. Outside of his advisory role, he owns a rental property in Cincinnati, Ohio. 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, and brokerage services through a Private Advisor model and a consolidated investment platform, offering access to equities, fixed income, alternatives, and personalized managed accounts.

Britton Riley is a financial advisor at Allworth Financial, L.P. based in Cincinnati, OH. He holds the CFP® and Series 65 designations and has 11 years of industry experience. His prior work includes roles at Hanson McClain Advisors and Simply Money Advisors. He is also involved part-time as an insurance agent with Financial Network Group Insurance Agency. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm provides financial planning, portfolio management, retirement plan consulting, and operates both proprietary funds and educational programs.

Melissa Seibert is a financial advisor with Rockefeller Financial LLC in Cincinnati, OH, holding Series 63 and Series 66 designations and 27 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 13 years before joining Rockefeller Financial LLC and Rockefeller Capital Management. 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 offers a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides placement and investment banking services through a consolidated investment platform.

David Workman II is a CFP® professional with 12 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2022 and previously spent 14 years at The Asset Advisory Group, Inc. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, multi-factor tilts, low-cost index vehicles, and tax management.

Diana Damico is a Series 66-licensed financial advisor with Money Concepts Capital Corp in Cincinnati, OH, where she has worked since 1999. She has 26 years of industry experience. In addition to her advisory role, she performs administrative duties for another Money Concepts representative. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs and employs a range of portfolio strategies using fundamental and technical analysis alongside modern portfolio theory.

Joshua Handel is a financial advisor at MAI Capital Management, LLC with two years of industry experience. He previously worked at Madison Advisors, PNC Bank, NA, and ClearPoint Federal Bank & Trust. Joshua holds a Series 65 designation and is based in Cincinnati, OH. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a wide range of investment strategies and integrates financial planning and tax services, overseeing $72.3 billion in assets under management as of May 31, 2026.

Gary Hollander is a CFP® with 43 years of experience in the financial industry. He is currently affiliated with Independent Financial Partners and IFP Securities, LLC and has previously worked with LPL Financial, Mutual Service Corporation, and Ohio National. Hollander volunteers as a moderator for continuing education programs at the University of Cincinnati, Miami University, and the University of Dayton, focusing on FINRA-approved retirement planning courses. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports both discretionary and non-discretionary accounts and is noted for its formal retirement-plan advisory and pension consulting services.

Ameesh Mehta is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 credential and with three years of industry experience. His prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Integrity Express Logistics, LLC. Fifth Third Securities, Inc. serves a diverse client base including individual high-net-worth and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, allowing clients to select strategies ranging from mutual funds and ETFs to separately managed accounts and direct indexing.