Ashlyn Clark is a financial advisor at CWM, LLC with a Series 65 credential and one year of industry experience. Prior to her current role, she has held positions at FFR Wealth Team and Car-Part.com, as well as experience in education and fitness sectors. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary, model-portfolio approach combined with third-party management, customization tools, and a focus on retirement plan fiduciary processes and institutional services.

Jared Wolever is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2004. Additionally, he is involved in implementing insurance coverage through other carriers outside of Guardian Life. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers multiple proprietary and third-party investment programs, managing approximately $15 billion in regulatory assets under management.

Craig Neltner is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 65 and Series 63 licenses and having two years of industry experience. His prior work includes roles at Fifth Third Bank, United Dairy Farmers, and the University of Kentucky. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, employing multiple investment strategies and portfolio management options.

Nicholas Lewis is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services, J.P. Morgan Securities, Empower Advisory Group, and Fidelity Brokerage Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach that combines third-party and affiliate model offerings through wrap-fee programs on the Envestnet MAS platform.

Sara Muckenfuhs is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. She holds Series 65 and Series 63 licenses and has been associated with Ameritas Life Insurance Corp. and Ameritas Investment Company, LLC since 2006. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs, fee-based management of variable annuity and universal life subaccounts, and utilizes multiple custodial platforms supported by an Investment Committee and third-party partners.

Kelly Malatesta is a financial advisor with Fifth Third Securities, Inc. She holds a Series 66 designation and has 17 years of industry experience. Malatesta 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.

Michael Hewitt is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Before his finance career, he was employed at Snappy Tomato Pizza, Sears, and Mount St. Joseph University. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach combining third-party and affiliate model offerings, managing accounts through various programs on the Envestnet MAS platform.

Matthew Giesler is a financial advisor with Principal Financial Services in Ft Thomas, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors, Secure Investment Management, LLC, and U.S. Bancorp Investments, Inc. He also works as a licensed insurance agent, selling life insurance, variable annuities, disability insurance, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

John Krumpelman is a CFA® charterholder based in Cincinnati, OH, with 13 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously at RiverPoint Capital Management from 2014 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, 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 to offer customized portfolios and also provides specialized tax integration and employer financial wellness tools.

Arthur Shields is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 credentials and 18 years of industry experience. He has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and specialized market roles.

William Young is a financial advisor with Empower Advisory Group, holding a Series 66 designation and one year of experience at the firm. His prior work includes roles at Levi Strauss, Amazon, and the University of Louisville, along with 12 years in full-time K-12 education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within a large client base supported by proprietary and third-party planning methodologies.

Matthew Cook is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Fifth Third Securities since 2013 and has been with Fifth Third Bank since 2003. Outside of his advisory role, he is involved in managing several rental property businesses. 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, including advisor-directed models and direct indexing, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Jacqueline Wilson is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses with 36 years of industry experience. She has been with Fifth Third Securities since 1993. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers various investment programs via the Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Ryan Brown is a financial advisor with Mariner Wealth Advisors, holding a Series 63 designation and bringing 25 years of industry experience. He has worked at Mariner since 2018 and previously spent six years at Riverpoint Capital Management. Mariner serves a diverse client base including individuals, high-net-worth households, 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 customized discretionary portfolios supported by an investment committee and internal research.

Ginny Wykoff is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Benjamin Coffaro is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. Prior to Mariner, he worked at Putnam Retail Management from 2015 to 2018. Outside of his advisory role, he is Chairman and Co-Founder of Chair Force 1, a Cincinnati-based charity that supplies medical equipment to those in need. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines discretionary, customized portfolio management with in-house research and third-party allocations, and provides integrated tax and accounting services alongside traditional wealth management.

Larry Weber is a CFP® professional with 27 years of experience in the financial industry. He has been with The Huntington Investment Company in Cincinnati, OH, since 2015. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and corporations. The firm employs an open-architecture investment model incorporating third-party sub-managers and proprietary Private Bank strategies, with multiple wrap-fee program options available.

Michael Mcgriff is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at U.S. Bancorp Investments, INC. for three years before joining Citigroup in 2019. Outside of his advisory role, he also provides transportation services as an Uber driver in Cincinnati. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional-scale operations with in-house research, derivatives services, and bespoke solutions for very large relationships.

Jennifer Drapp is a financial advisor at The Huntington Investment Company with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with The Huntington Investment Company since 1995, including its predecessor The Huntington Bank, Inc. She was also affiliated with Ameriprise for a brief period beginning in 2026. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture model combining third-party sub-managers and proprietary private bank models, offering multiple wrap-fee programs on the Envestnet platform.

Robert Wilson Sr. is a financial advisor at Hornor, Townsend & Kent, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and Penn Mutual Life Insurance Company. In addition to his advisory role, he is active in insurance brokerage through Advanced Capital Advisory Group, LLC, focusing on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, incorporating third-party asset manager relationships and a range of account options under a dual SEC-registered adviser and FINRA-member broker-dealer structure.