Lucy Weigel is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 credentials and has three years of industry experience. She has been with Fifth Third Securities since 2023 and Fifth Third Bank since 2013. FIFTH THIRD SECURITIES, Inc. serves a broad mix of individual and institutional clients, offering investment advisory and brokerage services. The firm provides various program types through its Passageway Managed Account Platform, allowing clients to select investment strategies based on their risk profiles.

Rita Cornett is a Series 66-licensed financial advisor with 27 years of industry experience. She has been with Fifth Third Securities, Inc. and its parent company, Fifth Third, since 2010. 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.

Vincent Waln is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 63 and Series 65 credentials. He has 37 years of industry experience, with prior roles at Penn Mutual Life Insurance Co and LifePlan, Ltd./Minnesota Mutual. He is also actively involved in insurance brokerage through multiple agencies and serves as a board member and treasurer for a professional office condominium association. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform providing both advisory and broker-dealer services, working with third-party asset managers to deliver tailored investment strategies.

Michael Smith is a financial advisor with Fifth Third Securities, Inc. in Fairfield, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2012. Outside of his advisory role, he is active as a musician in Cincinnati. 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 its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Richard Shively is a financial advisor with Money Concepts Capital Corp, holding a Series 63 designation and 20 years of industry experience. His prior roles include positions at the Dwayne Daniels Agency, Allstate Financial Advisors, and World Financial Group, among others. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven investment approaches and offers both discretionary and non-discretionary programs, managing over $4 billion in client assets through a large network of advisors.

Julian Owens is a financial advisor at Transamerica Financial Advisors with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Transamerica Financial Advisors since 2012. Owens also has roles with Legacy Shield Solutions and Net Law Group Inc., where he provides document preparation and estate planning referral services. He served as a board member of Union Towns for 19 years. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and businesses. The firm uses model portfolios and third-party managers to implement its advisory approach and operates an integrated retirement plan ecosystem with affiliated entities.

Sydney Johnson is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Sydney held positions at Stevens Investment Group, CASTO Residential, and Village Green Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by extensive resources and technology across a large network of advisors.

Afetsi Aidam is a financial advisor with Charles Schwab in Cincinnati, OH, holding a Series 63 designation and possessing 21 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2007. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Tyler Hardtke is a CFP® with nine years of industry experience. He is currently with Charles Schwab, where he has worked since 2021, and previously was with Fidelity Investments from 2017 to 2021. Outside of his advisory roles, he has experience with Beat the Streets-Cleveland and ran a business called Thirsty Parrot from 2015 to 2017. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab operates a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Joyce Luke is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Wells Fargo Clearing Services, Ultimus Fund Distributors, Ultimus Fund Solutions, The Standard, and J.P. Morgan Asset Management. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Amanda Kingrey is a financial advisor at LPL Financial with three years of industry experience. She holds the Series 66 credential and has held previous roles at the US Census Bureau and Beckett Springs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Brandon Miller is a CFP® professional with 17 years of experience in the financial services industry. He is currently an advisor at Ameriprise and has held previous roles at The Huntington Investment Company and Fifth Third Securities. Ameriprise Financial Services is a diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jonathan Allen is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services, U.S. Bancorp Investments, and US Bank. Outside of Ameriprise, he serves as an Associate Financial Advisor at BFM & Associates, advising clients on financial planning and investment strategies. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and emphasizes the use of proprietary funds and algorithmic automation in its approach.

Joy Pascoe is a financial advisor with UBS Financial Services, holding a Series 66 designation and 18 years of industry experience. She previously worked at Morgan Stanley and Citigroup Global Markets before joining UBS in 2013. Outside of her advisory role, she is the proprietor of Cedar Ridge Farm Stand, a business that produces and sells handmade lavender and home products. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad platform of capital markets and lending services.

John Schaffstein is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds the Series 66 designation and has worked at Baird since 2020. Before joining Baird, he held roles at Amazon, Eco Tan, and the University of Dayton. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing internal research and a variety of separately managed account strategies.

George Greenert is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including The Huntington Investment Company, Key Investment Services, and PNC Investments. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Daniel Damore is a financial advisor with Ameriprise in Westchester, Ohio, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked primarily with Ameriprise and its affiliated entities since 2007, with brief roles at Key Investment Services, LLC. Outside of his advisory role, he is involved in ownership and management of investment-related businesses including Alan Loop Holdings, LLC and Walsh Legacy LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through a structured Recommendation Report and ongoing advice, supported by proprietary research and algorithmic tools.

Eugene Peters is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 1993. Outside of his advisory role, he prepares tax returns and supervises interns and staff at Hartlaub CPA Advisory Group. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Michael Broughton is a Series 66-licensed financial advisor with Ameriprise, where he has worked since 2000, including six years at the current firm entity. He has 26 years of industry experience. Outside of his advisory role, he is an owner and board member of BFM & Associates, LLC, a financial planning practice he operates with partners. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports, supported by a centralized retirement-income consulting team.

Walter Roderer III is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 10 years of experience in the financial services industry, providing expertise in areas such as college education planning, family wealth management strategies, executive compensation, employee financial health, retirement income, and portfolio management services. Walter holds a Bachelor's Degree in Business Administration from The Ohio State University. He holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is involved in his local church and spends time pursuing personal interests such as baseball, cooking, football, golfing, music, reading, running marathons, skiing, spending time with his family, and yoga.