Robert Koscik is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has worked extensively with Park Avenue Securities and The Guardian Life Insurance Company since 2005. Koscik also offers fixed annuities as part of his client services. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides transaction-based brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies across multiple platforms.

Jodi Crouch is a financial advisor at The Huntington Investment Company with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Huntington in various capacities since 1996. Outside of her advisory work, she makes and sells personalized clothing and gifts as a crafting hobby. 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 offers multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate managers, with portfolio management and trade execution supported by National Financial Services.

Albert Duplace Jr. is a financial advisor at PNC Wealth Management with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pruco Securities, LLC, Prudential Insurance Company of America, and Allstate Insurance Co. since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist account that uses algorithm-driven risk assessment and implements portfolios via approved models managed by PNC or third parties.

Jessica Lucas is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Fifth Third Securities and Fifth Third since 2010. 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 and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank with a municipal-advisor registration.

Brennan Byrns is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Brokerage Services LLC for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Michael Richter is a CFP® with 14 years of industry experience, currently serving at Mariner Wealth Advisors since 2018. Prior to joining Mariner, he worked six years at Riverpoint Capital Management. He is a member of the finance committee for St Joseph Home, a nonprofit children’s home in Cincinnati, where he assists with endowment review. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting capabilities uncommon for firms of its size.

Joseph Landrum is a financial advisor with Empower Advisory Group holding a Series 66 designation and nine years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, 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 certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

Jonathan Weidler is a CFA® charterholder with 14 years of industry experience. He has worked at Mariner since 2018 and previously spent five years with Touchstone Securities Inc. He holds the Series 66 designation and is based in Cincinnati, OH. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, providing a broad range of strategies along with coordinated tax and family office services.

Mary Schall is a financial advisor at Mariner with nine years of industry experience. She holds the Series 66 designation and previously worked at Aspiriant for ten years before joining Mariner in 2022. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds by providing investment management, financial planning, retirement plan consulting, and tax services. The firm uses a discretionary, customized portfolio approach supported by both in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside employer financial wellness solutions.

Sam Zeibak is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 registrations and over 34 years of industry experience. His prior work includes 26 years at Fidelity Brokerage Services, Inc. He is based in Florence, KY. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that incorporates third-party sub-managers alongside proprietary Private Bank models.

Michelle Misplay is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 designations and 19 years of industry experience. She has been with Fifth Third Securities since 2008. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account programs, including advisor-directed models and direct indexing, and is notable for its municipal-advisor registration combined with its affiliation with Fifth Third Bank.

Gregory Altenau is a financial advisor at Hornor, Townsend & Kent, LLC with 42 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 1979. Outside of his advisory role, he serves as treasurer for a community band and is a board member and treasurer for an archaeological research institute. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third‑party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Darren Wilson Jr. is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience with prior roles at firms including Park Avenue Securities, Lifetime Financial Growth, Fifth Third Securities, and JPMorgan Chase Bank. Outside of his advisory work, he operates Wilson Financial LLC and is a licensed Ohio notary public. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships with access to a variety of model portfolios and digital advisory solutions.

Daniel Stipanovich is a Series 66-licensed financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, with two years of industry experience. He has been affiliated with Fifth Third Bank and Fifth Third Securities since 2016. FIFTH THIRD SECURITIES, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank.

Steven Zins is a CFA® charterholder with four years of industry experience. He is currently with Mariner Wealth Advisors and previously worked at Ohio National Financial Services and CIBC Bank USA. He serves on the boards of the Crohn's & Colitis Foundation and Breakthrough Cincinnati. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by an internal investment team and third-party managers and offers integrated tax and administrative family office services.

Steven Schnell is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses and one year of industry experience. He has been with Fifth Third Securities since 2025 and concurrently associated with Fifth Third Bank since 2016. Prior to his financial industry career, he worked at TGI Fridays from 2013 to 2017. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through both investment advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account platform, including mutual fund, ETF, SMA, and direct indexing strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.

Adam Dietz is a Series 65-licensed financial advisor at Mariner in Cincinnati, OH, with nine years of industry experience. He previously worked for Fourth Street Performance Partners, Inc. for ten years before joining Mariner in 2024. Mariner serves a broad range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm implements customized discretionary portfolios that combine in-house research with third-party managers and provides integrated tax and accounting services uncommon at this enterprise scale.

Larry Farr is a financial advisor with Fifth Third Securities, Inc. in Lebanon, Ohio, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has been with Fifth Third Securities since 2013 and has worked at Fifth Third Bank since 2011. Outside of his advisory role, Farr works part-time as an associate at Home Depot in Lebanon. Fifth Third Securities 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 options and combines third-party portfolio managers with proprietary strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Daniel Murphy is a CFP®-credentialed financial advisor with LPL Financial in Cincinnati, OH, bringing 40 years of industry experience. He has been with LPL Financial and Private Advisor Group, LLC since 2015 and has worked as an independent insurance agent since 1985. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Rodrigo Domingo is a financial advisor at Fifth Third Securities, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors prior to joining Fifth Third Securities in 2020. 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, including advisor-directed models and separately managed accounts, and combines third-party portfolio managers with IAR-managed sleeves, featuring services such as direct indexing and tax-overlay options.