Michael Momper is a ChFC® credentialed advisor with 32 years of industry experience, currently serving at Mercer Global Advisors Inc. Prior to joining Mercer, he spent 30 years at Fortis Investors, Inc. and two years at OSAIC. He is president of Goal Line Financial, LLC, which focuses on client insurance solutions, and serves on the boards of the Saint Xavier Booster Board and the Serenelli Project, a nonprofit prison ministry. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, and nonprofit organizations. The firm uses a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, implementing portfolios with a variety of low-cost vehicles and offering specialized services such as retirement plan consulting and charitable advisory.

Andrew Heckaman is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Fifth Third Securities since 2013 and with Fifth Third Bank since 2010. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Nicholas Panaro is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 22 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 a portfolio solutions digital offering available by invitation to employees. The program uses algorithmic risk assessment and manages investments via approved model strategies executed with mutual funds and ETFs.

Paul Staadeker is a CFP® professional with 39 years of experience in the financial services industry. He currently serves as an advisor at Steward Partners Investment Advisory, LLC and has previously held roles at Raymond James Financial Services and Wells Fargo Advisors. Staadeker is involved in support roles at NOVA Retirement Strategies and Staadeker Wealth Management Group, where he provides counsel to high net worth clients. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering various advisory and portfolio management services through both proprietary and third-party solutions.

Jonathan Dinsmore is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with 19 years of industry experience. He has been with Fifth Third Securities since 2013 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a rental property owner in Cincinnati. 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 combines bank affiliation with municipal-advisor registration and offers multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Jacob Oney is a CFA® charterholder and holds a Series 65 license. He has one year of industry experience and is currently with MAI Capital Management, LLC. His prior roles include positions at Fifth Third Bank and Maywic Select Investments. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated 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 $72.3 billion in assets and offers customized portfolio management across multiple strategies, integrating financial planning and tax services into many client relationships.

Alexandra Berning is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds a Series 66 designation and has been with Fifth Third Securities since 2020, alongside a longer tenure at Fifth Third Bank dating back to 2015. Outside of her advisory role, she is a partner in a commercial real estate venture. Fifth Third Securities, Inc. provides 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 offers multiple discretionary managed-account options with features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with integrated regulatory and supervisory structures.

Louis Magliano IV is a financial advisor with Fifth Third Securities, Inc. in Loveland, Ohio. He holds Series 63 and Series 66 designations and has 11 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2019, he worked at E*TRADE Securities from 2015 to 2018. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs that include advisor-directed models, separately managed accounts, and a unified platform combining third-party portfolio managers and IAR-managed sleeves.

Thomas Dynes is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding a Series 66 designation and 25 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital discretionary model account. The firm utilizes approved model strategies managed by PNC or third-party strategists and executes investments primarily through mutual funds and ETFs with an algorithm-driven enrollment process.

Julie Albright is a CFP® and CFA® with three years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. in Cincinnati, OH. She previously worked at Madison Wealth Management from 2017 to 2020. Outside of her advisory role, she volunteers with Impact 100 in a finance oversight capacity and provides tax preparation services for the United Way of Greater Cincinnati. Mercer Global Advisors offers investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and provides a range of portfolio management and financial planning solutions.

Jason Hermes is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Hermes has been with Fifth Third Securities since 2014 and has worked at Fifth Third Bank since 2012. 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 various managed-account programs and features such as direct indexing and tax-overlay services.

Chris Dibari is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available via an invitation-only pilot for employees with PNC Bank online-banking credentials. The firm uses algorithmic risk assessment and approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Christopher Potts is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked for MassMutual Ascend Life Insurance Company and MM Ascend Life Investor Services, LLC for ten years. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Estelle Zekoff is a CFP® professional with two years of industry experience, currently serving at MAI Capital Management, LLC since 2024. Prior to joining MAI, she worked at Madison Wealth Management and has experience in nonprofit work with the United Pet Fund. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning, tax, and administrative services within client relationships.

Eva Purvis is a CFP® professional with 21 years of industry experience, currently affiliated with Allworth Financial, L.P. She has worked at Hanson McClain Advisors since 2018 and has over 20 years of experience with Simply Money Advisors. Outside of financial advising, she serves as an independent distributor for Senegence International, focusing on makeup and skincare. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm utilizes customized portfolio strategies combining core-satellite, index, and specialized approaches, supported by third-party sub-advisers and proprietary technology for managing retirement accounts.

Michael King is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, including 13 years at Fifth Third Securities. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a broad platform infrastructure.

Richard Jackson is a financial advisor with Eagle Strategies (NY Life) based in Cincinnati, OH. He holds Series 66 and Series 63 licenses and has one year of industry experience. Alongside his advisory role, he operates under the DBA Jackson Wealth Strategies, Ltd, which focuses on selling New York Life products and services. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Strife is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. He previously worked for The O.N. Equity Sales Company for 16 years before joining Fifth Third Securities and Fifth Third Bank in 2022. 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 programs, including advisor-directed models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Lamont Taylor is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Fidelity Investments and Fifth Third Bank, as well as experience outside finance in the hospitality and entertainment sectors. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, offering multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Max Bursk is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments. Outside of finance, he worked at Unwind Wine Bar for several periods totaling around five years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.