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 investment advisor at Fifth Third Securities, Inc. with one year of industry experience. He has been with Fifth Third Bank since 2016 and previously worked at TGI Fridays from 2013 to 2017. He holds Series 63 and Series 65 licenses. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, allowing clients to select strategies based on their risk profiles, with access to mutual funds, ETFs, separately managed accounts, and tax-efficient options.

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., holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Fifth Third Securities since 2013 and also has a history with Fifth Third Bank dating back to 2011. Outside of his advisory role, he works as a retail associate at Home Depot in Lebanon, Ohio. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing a range of investment solutions including mutual fund and ETF models, separately managed accounts, tax overlay services, and direct indexing.

Daniel Murphy is a CFP® with over 41 years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, LLC, where he has worked since 2015. In addition to his financial advising roles, he has worked as an independent insurance agent since 1985. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a variety of managed account solutions, including proprietary and third-party programs.

Rodrigo Domingo is a financial advisor at Fifth Third Securities, Inc. with 23 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 his current role. Domingo is based in Cincinnati, OH. 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 multiple managed account programs and works with third-party portfolio managers to provide a range of investment strategies and solutions.

Robert Bishop II is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2011. Outside of his advisory role, he works in customer service at a retail company in Florence, KY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Brandon Walters is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been with the firm since 2025. Prior to his current role, he worked at Fifth Third Bank, N.A. and has experience in the hospitality industry, including positions at Chipotle Mexican Grill, Skyline Chili, and Archer's Tavern. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and investment options, including mutual funds, ETFs, separately managed accounts, and direct-indexing strategies, supported by a platform sponsored by Fidelity and cleared through National Financial Services.

Bradley Cooper is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio option provided as an invitation-only pilot for employees. The firm uses algorithm-driven risk assessments and third-party management for mutual fund and ETF investments, focusing on structured portfolio solutions rather than individual security trading.

Thomas Wyatt is a CFP® professional with 27 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has held roles at Guardian Life since 1999 and at Park Avenue Securities since 2018. Outside of his advisory work, he is a practicing attorney providing legal services including estate planning, and serves as president and board member of the SFSP National Foundation. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and various investment advisory programs.

Laura Davitt is a CFP® professional with 27 years of experience in the financial services industry. She is currently associated with Commonwealth Financial Network and Niehaus Financial Services, LLC. Her prior experience includes ten years at Securities America Advisors and Securities America, Inc. In addition to her advisory work, she is involved in tax preparation through Niehaus Tax Services, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

Phil Weber is a CFP®-certified financial advisor with FIFTH THIRD SECURITIES, Inc. in Edgewood, KY, bringing 14 years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity, where he worked across various advisory and brokerage services. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers via its Passageway Managed Account Program. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, supporting a range of investment strategies from mutual fund and ETF models to SMA and direct indexing options.

Lucas Woehler is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. His prior roles include positions at Randolph Co Inc and Fifth Third Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized, discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services uncommon for firms of its size.

Robert Louis is a financial advisor at TIAA-CREF with eight years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Strategic Advisers, LLC. Robert holds Series 63 and Series 66 licenses. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Stacy Bosch is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Fifth Third Securities since 2008. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program, offering multiple discretionary managed-account options and features such as direct indexing and tax-overlay services. The firm operates as a wholly-owned subsidiary of Fifth Third Bank, combining its municipal-advisor registration with a large bank affiliation.

Valerie Newell is a financial advisor at Mariner with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Riverpoint Capital Management and DWS Investment Management Americas. She serves as a trustee for several nonprofit foundations, including Bowling Green State University Foundation, Horizon Community Funds of Northern Kentucky, and Mayfield Education and Research Foundation. Mariner serves a diverse clientele, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various investment vehicles. The firm employs discretionary, customized portfolios supported by an internal management team and combines in-house research with third-party allocations, while also providing integrated tax and accounting services alongside traditional portfolio management.

William Hinton is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 63 designation and five years of industry experience. His work history includes positions at Fifth Third Securities, Fifth Third Bank, and Fidelity Brokerage Services. 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 programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.

David Heck is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Benjamin Conner is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Conner has been with Fifth Third Securities since 2016 and has worked at Fifth Third Bank since 2014. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through investment advisory and brokerage services. The firm offers a range of managed account programs and portfolio management options on the Passageway platform, supported by multiple third-party managers and advisor-directed strategies.