Jeffrey Lawson is a CFP®-certified financial advisor with 27 years of industry experience. He has worked with Fifth Third Securities, Inc. since 1988 and has been employed at Fifth Third Bank of Northern Kentucky since 1992. Outside of his advisory work, he volunteers with the University of Cincinnati Athletic Department as a chain crew member for home football games. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through 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 combines broker-dealer, municipal advisor, and SEC-registered investment adviser activities.

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.

Nicholas Ryan is a CFP® with 14 years of industry experience, currently serving at Empower Advisory Group since 2023. His prior roles include positions at Personal Capital Advisors Corporation and Fisher 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 certain retail brokerage account holders through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its planning services.

Daniel Altenau is a CFP® professional with 24 years of industry experience, working at Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company since 2002. He is based in Cincinnati, OH, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Altenau is involved in life insurance brokerage through Altenau Financial Services. Hornor, Townsend & Kent serves individual, high-net-worth, trust, business, charitable, and retirement plan clients with advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, operating a platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

William Wittich is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2014 and has been affiliated with Foundation Financial Group since 1999. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model utilizes multiple strategies and technology platforms to provide tailored investment solutions, often implementing advice through third-party managers and TAMPs.

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 15 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, Scottrade Investment Management, and SCOTTRADE. He is a board member and chair of the Governance Committee at Santa Maria Community Services, a Cincinnati-based charity. Mariner Wealth Advisors serves a diverse client base, including individuals, plans, trusts, and institutions, offering investment management, financial planning, retirement consulting, and tax services. The firm combines discretionary, customized portfolios with coordinated tax and accounting integration, alongside family office and financial wellness solutions.

Anthony Roberts III is a CFA® charterholder with 17 years of industry experience. He currently works at Mariner and has previously held roles at Riverpoint Capital Management and Hilliard Lyons Capital Management. He serves on the Board of Trustees and several committees, including as Chair of the Investment Committee, at the Cincinnati Art Museum. Mariner serves a diverse client base that includes individuals, pension plans, trusts, charitable organizations, and private funds. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and coordinated tax services, implementing discretionary, customized portfolios with both in-house and third-party management.

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 credential and has 25 years of industry experience. His work history includes roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and Waterbury & Associates. In addition to advisory services, he is president and director of Andrew J. Bucher & Company, Inc., a CPA firm specializing in bookkeeping and tax preparation. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model with both discretionary and non-discretionary account management and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Bryan McClatchie is an advisor at Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining the firm in 2022, he served in the U.S. Army from 2014 to 2020. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers investment programs on its Passageway Managed Account platform, providing clients access to various portfolio management strategies and services.

Mike Collins is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with Fifth Third Securities and affiliated entities for much of his career, including previous roles at LPL Financial and The Retirement Corporation of America. Fifth Third Securities serves a diverse client base of individuals, high-net-worth clients, and institutional accounts through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers with customizable strategies including mutual funds, SMAs, and tax-optimized approaches.

Matthew Foley is a CFP® with 35 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2008. He is also involved in executive coaching for small business owners, serves as a literary trustee managing literary works and royalties, and officiates weddings as a minister. Fifth Third Securities, Inc. offers 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 combines multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a comprehensive supervisory structure.

Charles Williams is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 10 years of industry experience. He has been with Fifth Third Securities since 2016. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm utilizes the Passageway Managed Account Program, which features multiple investment strategies and third-party portfolio managers, and operates as a wholly owned subsidiary of Fifth Third Bank.

Robert Koscik is a financial advisor with Guardian Life in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance for over 18 years combined, and previously spent two years at Charles Schwab. Koscik also offers fixed annuities as part of his services when appropriate. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporations, retirement plan sponsors, charities, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, offering financial planning, consulting, and access to proprietary and third-party investment solutions.

Albert Duplace Jr. is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His prior roles include positions at Pruco Securities, Prudential Insurance Company of America, Allstate Financial Advisors, Morgan Stanley, and Merrill Lynch. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements investments via approved strategies managed by PNC or third-party strategists.

Jessica Lucas is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 licenses and has 18 years of industry experience, including 16 years with Fifth Third Securities. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, providing clients with options such as mutual fund and ETF models, SMA strategies, and direct indexing.

Brennan Byrns is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 66 and Series 63 designations. His work history includes roles at Empower Financial Services, EDE Solutions, Key Bridge Compliance, and Fidelity Brokerage Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm uses an integrated service model tied to Empower’s administrative platforms, focusing on long-term portfolio returns and client savings rates.

Michael Richter is a CFP® professional at Mariner with 14 years of industry experience. He previously worked at Riverpoint Capital Management from 2012 to 2018 before joining Mariner Wealth Advisors in 2018. Richter serves on the finance committee of St. Joseph Home, a nonprofit children’s home in Cincinnati, assisting with endowment review. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm combines in-house research with external allocations across a range of asset classes and provides integrated tax and accounting services along with family office and employer financial wellness solutions.