Alisha Merkel is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 10 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2015, also working at Fifth Third Bank since 2013. Outside of her financial career, she is involved with Thoughtful Travelers, a travel agency where she serves as an agent. 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 a range of discretionary managed-account options and combines its municipal-advisor registration with a corporate affiliation to 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.

James Ludwick is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2001. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business 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.

Matthew O Bryan is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license and six years of industry experience. His prior work includes roles at Fifth Third Bank and an ongoing association with Guardian Life and Park Avenue Securities. Outside of his advisory work, he is involved with Emerging Leaders of NKY, a nonprofit organization. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships, including proprietary and third-party model portfolios and a hybrid digital advisory solution.

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.

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.

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.

Deborah Cribbs is a financial advisor with Fifth Third Securities, Inc. in Covington, KY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Fifth Third Securities since 1999. Outside of her advisory role, she is involved in real estate and restaurant management through ownership and operational support of a related business. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers a variety of managed account programs and combines its municipal-advisor registration with its affiliation to Fifth Third Bank to deliver integrated investment solutions.

Michael Donohoe is a CFP® professional with experience at Hightower Advisors since 2023. He previously worked at Aspiriant from 2016 to 2020 and was self-employed from 2020 to 2023. He is based in Cincinnati, OH. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.

Gerald Naber is a financial advisor with Private Advisor Group, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2014. Outside of his advisory work, he serves as a loan officer for conventional, FHA, and VA mortgage loans with FFG Inc. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

Amanda Simmons is a CFP® at Mariner with experience in the financial industry dating back to 2020. She has worked at Mariner since 2022 and previously held roles at Fidelity Investments and County National Bank. Prior to her finance career, she held positions in education and various other industries. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, along with integrated tax and accounting capabilities.

Christopher Potts is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Stephanie Becker is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding seven years of industry experience. She has worked at Park Avenue Securities since 2018 and has been associated with Guardian Life Insurance Company since 2012. Outside of her advisory role, she is involved with SLB Advisors, LLC, a non-investment related business. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Jonathon Bresnen is a CFA® charterholder based in Cincinnati, OH, with 12 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously spent six years at RiverPoint Capital Management. He serves as a member of the Board of Trustees for the Cincinnati Parks Foundation. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers across a range of strategies and offers specialized capabilities such as tax integration and employer financial-wellness solutions.

David Osborn is a CFA® charterholder with 23 years of industry experience. He has been with Hightower Advisors since 2020 and previously worked at Osborn Williams & Donohoe, LLC for eight years. Since 2013, he has served as a director of Cincinnati Financial Corporation, participating on its audit, investment, and compensation committees. Hightower Advisors provides investment advisory and planning services to individual and institutional clients through a network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

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.

Matthew King is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and having 20 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies underpinned by internal standards and oversight committees, combining large institutional scale with unique market roles and arrangements.

Joseph Hricovsky is a financial advisor at Mariner with a Series 65 credential and experience beginning in 2024. His prior roles include a position at Truepoint and various periods of full-time education. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and other financial services. The firm employs discretionary, customized portfolios supported by an Investment Committee and combines in-house research with third-party manager allocations, while also providing extensive tax and accounting integration and specialized operational capabilities.