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.

Ryan Voet is a CFP® with 11 years of industry experience. He is currently an advisor at OSAIC Institutions, Inc. and First Commonwealth Bank. His prior roles include positions at Key Investment Services LLC, Fidelity Investments, U.S. Bancorp Investments, and several other financial firms. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that includes a lending marketplace and third-party promoter arrangements.

Marcus Mitchell is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 63 designation and seven years of industry experience. His career includes roles at WealthWave Insurance Agency LLC and managing member responsibilities at Chance For All, LLC. Outside of advising, he is involved in managing business retreat and camp properties in Maine. Transamerica Financial Advisors serves individual investors, pension plans, trusts, and charitable organizations through a combination of advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary options.

Gregory Burch is a financial advisor at Integrity Alliance, LLC with 29 years of industry experience. Prior to joining Integrity Alliance in 2025, he worked at L.M. Kohn & Company for 29 years and has been president of Lighthouse Agency, a securities and insurance firm, since 1996. He holds Series 63 and Series 65 licenses. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Kevin Goins is a financial advisor with Money Concepts Capital Corp in Liberty Township, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, Equitable Advisors, and Morgan Stanley DW Inc. Outside of his advisory work, he operates a rideshare service on a part-time basis. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through several hundred advisors using model-driven and asset-allocation approaches, combining proprietary and third-party strategies.

Dylan Sabol is a financial advisor at CWM, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Carson Wealth, Total Wealth Planning, Thor Wealth Management, and Monti Inc. He has also worked in the food service industry and spent time as a full-time student. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm utilizes discretionary model portfolios overseen by an in-house Investment Committee and combines multiple analytical approaches and third-party resources to manage investments.

Anthony Bruns is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. He previously worked at Pinnacle Financial Advisors for 16 years. Bruns is a member of the Episcopal Retirement Services Investment Committee. Mariner serves a diverse client base including 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 integrated tax and family office services, employing discretionary, customized portfolios overseen by an internal investment committee.

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.

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.

Justin Mccolaugh is a financial advisor with SPC, holding a Series 66 designation and 22 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2013. Outside of his advisory role, he also sells life insurance and long-term care insurance as an independent agent. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary arrangements tailored to client needs.

Steve Tuchfarber is a financial advisor with Fifth Third Securities, Inc. in Harrison, Ohio. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Tuchfarber has been with Fifth Third Securities since 2009 and with Fifth Third since 2003. 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 wholly owned subsidiary of Fifth Third Bank.

Eva Purvis is a CFP® with 21 years of industry experience, currently serving with Allworth Financial, L.P. in Cincinnati, OH. Her prior roles include positions at Hanson McClain Advisors, Simply Money Advisors, and Morgan Stanley DW Inc. Outside of financial advising, she works as an independent distributor for a makeup and skin care company during non-business hours. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management through a variety of model strategies and combines discretionary and non-discretionary services, supported by technology solutions and multiple affiliated business lines.

Abby Aey is a financial advisor with Fifth Third Securities, Inc. in Liberty Township, Ohio, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2013. Outside of her advisory role, Abby serves as Director of Operations at OI Medical Aesthetics, a medical spa in Dayton, Ohio. 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, including advisor-directed models and separately managed accounts, supported by a platform featuring direct indexing and tax-overlay services.

Timothy Leonard is a financial advisor at Lincoln Investment with 34 years of industry experience. He has been with Lincoln Investment since 2010 and previously worked at MM Ascend Life Investor Services, LLC from 2006 to 2010. He holds Series 63 and Series 65 credentials and is based in Cincinnati, Ohio. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and Adaptive Intelligence Model strategies.

Jeremy Ramsey is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Cincinnati, OH. He holds the Series 63 and Series 66 designations and has eight years of industry experience, including prior roles at J.P. Morgan Securities, Merrill, and Fidelity Brokerage Service. Outside of financial services, he was involved with Ramsey Custom Outfitters, LLC and Jrock Supplements over several years. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account Platform, covering strategies such as mutual funds, ETFs, SMAs, tax overlays, and direct indexing.

Roger Ford is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at AE Wealth Management since 2017 and previously held roles at Madison Avenue Securities, GF Investment Services, and Global Financial Private Capital. Outside of his advisory work, Ford is the founder of Conservative Financial Solutions, a financial consulting and fixed insurance sales firm, and also founded Harrison Tax & Accounting. Additionally, he owns and operates a farming business. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting its advisors with internal consulting and licensing programs.

Alex Hornsby is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Foot Locker Inc. from 2014 to 2022. 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 municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Joseph Shults is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc. from 2002 to 2024 and LPL Financial. Outside of his advisory work, he is the owner of Joe Shults Photo LLC, a photography business. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee and a range of implementation tools and services.

Jaden Schlosser is a financial advisor at Mariner with a Series 65 designation. He has no prior industry experience before joining Mariner, where he has worked since 2025. His background includes employment at Cerity Partners and non-financial roles such as working at Mac & Joe's Bar and time spent at Miami University. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through comprehensive investment management, financial planning, and retirement consulting. The firm utilizes a combination of in-house research and third-party managers to implement customized discretionary portfolios and offers integrated tax, accounting, and financial wellness services alongside traditional portfolio management.

Robert Siegmann is a financial advisor at CWM, LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Total Wealth Planning, LLC for 11 years before joining CWM and Carson Wealth in 2025. Outside of his advisory role, he owns rental property. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm employs discretionary model portfolios managed by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan services.