Michael Wessel is a CFP®, CFA®, and Series 63 credentialed advisor with nine years of industry experience. He is currently with Kestra Advisory and has previously worked at Commonwealth Financial Network, Buckley Financial Planning, Inc, National Financial Services LLC, and FIDELITY Brokerage Services LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving notable clients such as sovereign wealth funds.

James Winters Jr. is an investment advisor representative at Kestra Advisory with 39 years of industry experience. He holds a Series 63 designation and has been with Kestra Advisory since 2016. Winters is also involved in insurance through his roles as part owner and president of Winters Financial Network, Inc., and part owner of United Benefits Agency, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm is noted for delivering fiduciary services, plan design and compliance testing, and access to multiple management platforms and third-party solutions, serving clients that include large institutional investors such as sovereign wealth funds.

Matthew Griffin is a CFP®-designated financial advisor with 23 years of industry experience. He is currently affiliated with Fifth Third Securities, Inc. and has held various roles within Fifth Third Bank and its securities division since 2009. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway Managed Account Platform, providing clients with options ranging from mutual funds and ETFs to separately managed accounts and tax-overlay strategies.

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.

Riley Blankenship is a financial advisor at Mariner with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Mariner, Riley held positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing a combination of in-house research and third-party managers to implement customized discretionary portfolios.

Stephen Dennis is a financial advisor at Ameritas Advisory Services, LLC with 42 years of industry experience. He holds a Series 63 designation and has worked at Ameritas Advisory Services since 2021, previously serving at Ameritas Investment Corp. and Ameritas Life Insurance Corp. He is also a licensed independent insurance agent for fixed insurance products. 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.

Jordan Nare is a financial advisor at CWM, LLC with five years of industry experience. He has held positions at firms including Carson Wealth, Total Wealth Planning, LLC, and Mariner Wealth Advisors. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing a discretionary management approach with model portfolios and a combination of fundamental and technical analysis.

Andrew Shafer is a financial advisor at Allworth Financial, L.P. in Cincinnati, OH, with 12 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Hanson McClain Advisors and Simply Money. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies, including model portfolios, defined-outcome ETFs, and options overlays, and is notable for its ownership structure and specialized services such as an Airline division and privately offered Shorepoint income funds.

Ronald Alessi Jr. is a financial advisor with The Huntington Investment Company, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Huntington since 2014, previously working at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party and affiliate managers, with portfolio management supported by National Financial Services custodial services.

Gary Hamant is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he has interests as a rental property owner through several LLCs. PNC Wealth Management offers retail brokerage and advisory services, including an invitation-only, model-based digital investment program that uses algorithm-driven risk assessment and discretionary portfolio management with mutual funds and ETFs.

Janet Booth is a financial advisor at Transamerica Financial Advisors with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Gerardi Wealth Management and LPL Financial. Booth also engages in the sale of insurance and non-insurance products for companies affiliated with her firm. Transamerica Financial Advisors serves a diverse client base ranging from individual investors and high-net-worth clients to pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

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.

Juliann Bunner is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials with four years of industry experience. She has been with Fifth Third Securities since 2022 and has prior experience at Fifth Third Bank, Cincinnati State Technical and Community College, Torrid, Rue 21, and Oak Hills High School. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing roughly $10.9 billion in assets.

Margaret Schneider is a Series 66 licensed financial advisor with 19 years of industry experience, currently with Fifth Third Securities, Inc. in Cincinnati, Ohio, where she has worked since 2007. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through both investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a network of around 919 advisors.

Sylvester Brown is a financial advisor with Transamerica Financial Advisors who holds a Series 63 designation and has 41 years of industry experience. He has been with Transamerica Financial Advisors since 2016 and also works with World Financial Group, Inc. since 2014. His other business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach delivered through multiple advisory programs and third-party managers, supported by an extensive advisor network.

Charles Downs is a financial advisor at Allworth Financial, L.P. based in Cincinnati, OH, holding Series 63 and Series 65 registrations with 37 years of industry experience. His prior roles include positions at Hanson McClain Advisors, Financial Network Group, Ltd, and Royal Alliance Associates, Inc., where he has worked for extensive periods during his career. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios using various model strategies and integrates technology to manage held-away employer retirement accounts, distinguishing itself through private investment vehicle ownership and specialized service divisions.

William Von Hoene is a financial advisor with PNC Wealth Management in Fairfield, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic risk assessment and third-party strategists to manage investments primarily in mutual funds and ETFs.

Jon Pitcock is a ChFC® and Series 63-licensed financial advisor with 29 years of industry experience. He has been with SPC since 2004 and also works with Parkland Securities. He serves as a Regional Sales Director for Midland National Life and is involved in the sale of life and fixed variable insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Lisa Sandlin is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her background includes leadership roles with nonprofit and community organizations such as the Rotary Club of Hamilton, the Heartland Institute of Financial Education, and the City of Hamilton Planning Commission. Additionally, she owns a residential design practice specializing in house renovations and additions. Transamerica Financial Advisors serves a diverse client base including individual investors, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party investment models with both discretionary and non-discretionary options.