William Maxwell III is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He has held roles at several firms including JP Flooring, Reliant Flooring Solutions, and Netlaw, where he has been involved since 2019, primarily in referral services for estate planning. Transamerica Financial Advisors serves a broad 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.

Matthew Griffin is a CFP® professional with 23 years of experience in the financial services industry. He currently works at Fifth Third Securities, Inc. and has held roles within Fifth Third Bank since 2009. His prior experience includes positions at Guggenheim Investments and DWS Investment Management Americas, Inc. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform and utilizes a variety of third-party portfolio managers to provide tailored investment solutions.

Julia Galioto is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 license and bringing nine years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Kleinfelder Capital, Inc., and Morgan Stanley. She is also the owner of Wild Nemi Birthing, LLC, a business unrelated to the investment industry. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Daniel Markarian is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Fifth Third Securities since 2014 and has been with Fifth Third Bank since 2012. Fifth Third Securities 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.

Pedro Falconi Cardenas is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 63 designation and eight years of industry experience. His prior work includes roles at Cetera, Northwestern Mutual, and Bank of America. Outside of advising, he is involved in managing and flipping residential real estate through multiple business ventures. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across various platforms such as Transamerica ONE and TFA365.

Thomas Lalley is a CFP®, CFA®, and Series 63 credentialed advisor with 24 years of industry experience. He has worked at MAI Capital Management, LLC since 2019 and previously spent 19 years at John D Dovich & Associates. Lalley is associated with Eden Park Financial Partners, LLC, which holds keyman and business transition insurance in partnership with John Dovich. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a wide range of investment strategies across various asset classes and integrates financial planning, tax, and bill-payment services into many client relationships.

Andrew Shafer is a financial advisor at Allworth Financial, L.P. based in Cincinnati, OH, holding the ChFC® designation and Series 63 license with 13 years of industry experience. His prior work includes roles at Hanson McClain Advisors, Simply Money, Merrill, and A. G. Edwards & Sons, Inc. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, qualified retirement plan consulting, and variable annuity sub-account servicing, utilizing both quantitative and qualitative approaches with customizable investment strategies.

Andrew Bruns is a CFA® charterholder at MAI Capital Management, LLC with four years of industry experience. He has previously worked at Madison Wealth Advisors, Wealthquest Corporation, and John D. Dovich & Associates. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services into many client relationships.

Darien Jackson is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and having three years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2021, with prior experience at Bowling Green State University. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a client base that includes high-net-worth individuals and various business entities.

Charles Metzger is a Series 66-registered financial advisor at Rockefeller Financial LLC with one year of industry experience. His prior roles include positions at Crunch Fitness, Fifth Third Bank, Roebling Capital Partners, and teaching experience at The University of Alabama, Covington Catholic High School, and St. Agnes School. 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, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Casey Hays is a financial advisor at PNC Wealth Management with four years of industry experience. He holds the Series 66 and Series 63 credentials and has previously worked at firms including J.P. Morgan Securities and Fidelity Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online portfolio solution that uses algorithmic risk assessment and delegated portfolio management with mutual funds and ETFs.

Charles Downs is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Hanson McClain Advisors, Financial Network Group, Ltd, and Royal Alliance Associates, Inc. during his career. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides financial planning, portfolio management, retirement plan consulting, and educational resources, using a combination of quantitative and qualitative analysis to offer customized investment strategies.

Stephan Wisniowski is a Series 66 licensed advisor with over 10 years of industry experience. He has been with Fifth Third Securities, Inc. in Cincinnati, OH since 2015. Fifth Third Securities, Inc. serves a diverse range of clients, including individuals, high-net-worth investors, and institutional entities, through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via the Passageway Managed Account Program, combining advisory support with strategies such as SMAs, tax-overlay services, and direct indexing.

William Von Hoene is a financial advisor with PNC Wealth Management, holding a Series 66 license and 19 years of industry experience. He has worked at PNC Investments since 2014, following roles at Ameriprise and UBS Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to approved third parties, focusing on mutual funds and ETFs with annual rebalancing.

Douglas Tyson is a CFP® and ChFC® with 23 years of industry experience. He is currently with Cerity Partners LLC, having joined in 2024. His prior experience includes roles at Manning & Napier, Franklin University, TD Ameritrade, BB&T Investment Services, PSA Financial Advisors, Edward Jones, and Fidelity. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing over $166 billion in client assets. The firm offers customized wealth management services that combine proprietary quantitative screening, manager selection, and asset allocation, with access to alternative and private market solutions for qualified clients.

Sally Dempsey is a Series 65-credentialed financial advisor with 13 years of industry experience. She is currently with MAI Capital Management, LLC and has previously worked at Madison Wealth Management and Greystone Investment Management. Sally is a partner in GIM Partners, LLC, an entity formed to receive proceeds from the sale of Greystone Investment Management. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse clientele that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio management strategies and integrates financial planning, tax, and administrative services across its relationships.

Rasahn Reynolds is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services, Fidelity Investments Institutional Services, Amazon, and Fifth Third Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering both investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform.

Carson Page is a financial advisor with Commonwealth Financial Network holding a Series 65 designation and beginning his advisory career in 2026. Prior to his current role, he worked at Nisa Investment Advisors LLC and Hillcrest Financial Group. His background also includes experience outside finance, such as employment with Corbett Masonry and Mosquito Joe of Cincinnati. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad range of advisory support, including managed account programs and access to third-party asset managers, and provides trading, reporting, and custodial services.

Thomas Berry is a financial advisor with Wealth Enhancement Advisory Services, LLC in Cincinnati, Ohio. He holds Series 65 and Series 63 licenses and has nine years of industry experience, including nine years at LM Kohn & Company prior to joining Wealth Enhancement Advisory Services in 2025. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified investment approach blending passive and active strategies with oversight by an internal Investment Committee.

Carey Markoe is a CFP® and holds a Series 66 license with eight years of industry experience. He currently works at MAI Capital Management, LLC and has prior experience with Bank of America, Merrill, and State Farm Insurance. Markoe serves as a committee member and trustee for the National Multiple Sclerosis Society in the Ohio Valley and Southern Ohio regions. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of strategies across equities, fixed income, and private investments, and offers integrated financial planning and administrative services.