Shawn Chadwell is a CFP® professional with 13 years of industry experience, currently serving at Ameritas Advisory Services, LLC since 2021. His prior work includes roles at Compass Wealth Management LLC and Fifth Third Bank. Outside of his advisory role, he assists clients with Medicare options as an Independent Sales Representative. Ameritas Advisory Services provides fee-based investment management and financial planning to individuals, corporations, and institutional clients, offering both discretionary and non-discretionary programs through in-house and third-party managers.

Jeffrey Leiker is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 66 designations and having 19 years of industry experience. He has been with Fifth Third Securities since 2007. Outside of his advisory role, he serves as an official scorer for the No Complainers Golf League in Villa Hills, Kentucky. 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 offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated banking and advisory functions.

Thomas Jaracz is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Ameritas Advisory Services, LLC and has held roles at Ameritas Investment Company, Ameritas Life Insurance Corp, Premier Planning Group LLC, Fifth Third Securities, and Fidelity Investments. In addition to his advisory work, he serves as a Junior Partner at Premier Planning Group LLC, focusing on life insurance, disability insurance, and annuities, and assists clients with Medicare Advantage and Supplement Plan selections. 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, with a significant focus on plan sponsors and participants.

Kathryn Deters is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at CitiBank and Fifth Third Bank. Outside of her advisory role, she is involved in agricultural activities, including ownership of a cattle farm and a family egg business, and works as a delivery driver for a Walmart delivery service. 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 wholly owned subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Joseph Clift is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63, 65, and 66 licenses and having 16 years of industry experience. His prior work includes roles at Bank of America, Merrill, Ameriprise Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors, as well as academic positions at the University of Cincinnati and Gateway Community and Technical College. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs and unique features such as direct indexing and tax-overlay services.

Christopher Graner is a CFA® charterholder with 27 years of experience in the financial services industry. He has been with Money Concepts Capital Corp since 2005 and also manages investments for North Side Bank, where he has worked since 2002. Based in Cincinnati, OH, he holds Series 63 and Series 65 licenses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, serving approximately 14,700 clients through its enterprise of over 400 advisors.

Jeffrey Lawson is a CFP® professional with 26 years of industry experience, currently serving at Fifth Third Securities, Inc. and Fifth Third Bank of Northern Kentucky since 1988 and 1992 respectively. He is based in Florence, KY. Outside of his advisory role, he volunteers with the University of Cincinnati Athletic Department as part of the chain crew for home football games. 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 programs and integrates its corporate banking affiliation with specialized municipal advisory services.

Daniel Creager is a financial advisor with PNC Wealth Management in Cincinnati, OH. He holds the Series 66 designation and has 26 years of industry experience, including 22 years at PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, algorithm-driven digital portfolio solution available to select employees. The firm uses approved third-party strategists and mutual funds or ETFs for investment implementation, with annual rebalancing and limited direct client interaction.

Ali Hilvers is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Hilvers has been with Fifth Third Securities since 2015. 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 a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and integrated banking relationships.

Christopher Fallat is an advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials. He has been with Fifth Third Securities since 2026 and has prior experience with Fifth Third Bank, the Ohio Army National Guard, and several other organizations. Fallat is also engaged in an entrepreneurial venture with Amway. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm provides access to multiple investment programs through the Passageway Managed Account platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Nicholas Ryan is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Personal Capital Advisors Corporation, Fisher Investments, and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Christopher Field is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Hornor, Townsend & Kent since 2019 and concurrently at Penn Mutual Life Insurance Company. Outside of his advisory role, Field coaches a 4th/5th grade boys basketball team. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Daniel Altenau is a CFP® professional with 24 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. He has worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2002. Altenau is also involved in life insurance brokerage through Altenau Financial Services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily on a non-discretionary basis through third-party asset manager platforms and financial planning. The firm is distinguished by its dual registration as an SEC-registered investment adviser and broker-dealer and its affiliation with 1847 Financial/Penn Mutual.

William Wittich is a financial advisor with Private Advisor Group, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2014 and has also been associated with Foundation Financial Group since 1999. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives using various model portfolios and third-party asset management platforms.

Frederick Fegan is a financial advisor at GWN Securities Inc. with 25 years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors, LLC for 15 years before joining GWN Securities in 2016. Outside of his advisory role, he is involved in assisting clients with Medicare supplement insurance and serves as a reading tutor for Easterseals Redwood. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and access to third-party managers. The firm utilizes a variety of discretionary portfolio management strategies, including market-timing and momentum-based approaches, and integrates technology platforms to support its offerings.

David Sparks is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior roles include positions at Creative Planning, JP Morgan Securities, and Scottrade. He is a board member and chair of the Governance Committee for Santa Maria Community Services, a charity based in Cincinnati, OH. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers integrated tax and accounting services alongside discretionary, customized portfolio management supported by an internal investment committee.

Anthony Roberts III is a CFA® charterholder with 17 years of experience in the financial advisory industry. He has been with Mariner since 2018 and previously worked at Riverpoint Capital Management for six years. Roberts serves on the Board of Trustees at the Cincinnati Art Museum, where he also chairs the Investment Committee and is a member of the Finance Committee. Mariner serves a diverse clientele including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and offers integrated tax, accounting, and financial wellness solutions.

Joseph Daft is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. with 26 years of industry experience. He has been with Fifth Third Securities since 2005. Fifth Third Securities, Inc. 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 program types and third-party portfolio management on its Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Andrew Bucher Sr. is a financial advisor with Independent Financial Partners who holds a Series 65 designation and has 25 years of industry experience. He has worked with several firms including LPL Financial and Waterbury & Associates, and has operated his own CPA and bookkeeping firm, Andrew J. Bucher & Company, Inc., since 1984. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers a decentralized advisory model with notable retirement-plan advisory and pension consulting capabilities.

Brianna Ritz is a financial advisor at Rockefeller Financial LLC in Cincinnati, OH, holding a Series 66 designation with 15 years of industry experience. Her prior roles include positions at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. She has been with Rockefeller Financial and Rockefeller & Co. since 2021. 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, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.