Gary Roell is a CFP®-certified financial advisor with 23 years of industry experience. He has been with SPC since 2010 and also works with Sigma Financial Corporation. Outside of his advisory roles, he offers financial services and sells various lines of insurance products through Roell Financial Services. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Corey Lehan is a CFP® professional with nine years of industry experience, currently advising clients at Mariner. He previously worked at Edward Jones and AXA Advisors, LLC, and has a background that includes time at Florida State University. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, and provides integrated tax and accounting services along with operational family office and financial wellness solutions.

Gregory Mueller is a financial advisor at SPC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parkland Securities LLC since 2015. Outside of his advisory role, he serves as a board member for Give Where You Live Northern Kentucky, a charitable organization supporting local nonprofits. 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, with a structure that includes affiliated broker-dealers and insurance agencies and formal succession and compliance protocols.

Alan Topolski is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior work history includes roles at Cetera Advisors LLC, LPL Financial, and Cadaret Grant & Co., Inc. Outside of finance, he is involved in music as a drummer, performing live and teaching private lessons under the name AT Drums. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a range of managed-account programs and third-party asset management solutions, serving individual and institutional clients with a comprehensive adviser-support platform.

Daniel Wolf is a financial advisor with Money Concepts Capital Corp in Cincinnati, OH, holding a Series 63 designation and 36 years of industry experience. He has been with Money Concepts Capital Corp since 1995. Outside of his advisory role, he owns JDSA, LLC and Wolf Asset Management, LLC, both non-investment related businesses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment approaches, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.

Andrea Noe is a financial advisor with Fifth Third Securities, Inc. and holds Series 66 and Series 63 licenses. She has 10 years of industry experience, including prior roles at Fifth Third Bank and as a proprietor of A&A Lakefront Properties. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers various investment programs via its Passageway Managed Account Platform, combining multiple portfolio management options with a range of strategies such as mutual funds, ETFs, separate managed accounts, and direct indexing.

Daniel Collings is a financial advisor with Transamerica Financial Advisors, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Transamerica Financial Advisors since 2013 and has prior experience with firms including United Healthcare and World Financial Group. Collings is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple advisory platforms. The firm utilizes model portfolios and third-party managers for portfolio implementation and offers an integrated retirement plan ecosystem with affiliated entities.

Andrea Bell is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Fifth Third Securities since 2022 and has additional experience with Fifth Third Bank, Francesca Holdings, and Davids Bridal. 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 programs with features such as direct indexing and tax-overlay services, supported by its unique combination of municipal-advisor registration and affiliation with Fifth Third Bank.

Philip Jackson is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fifth Third Securities since 2006. Outside of his advisory role, he is a 50% owner of a women's boutique business owned by his spouse. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporations, and institutional clients through its Passageway Managed Account Program. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration and integrated banking relationships.

Thomas Cunningham is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 22 years of industry experience. His work history includes over two decades at both Guardian Life Insurance and Park Avenue Securities. Outside of advising, he is involved with Steelit, LLC in a non-investment capacity. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its connection with Guardian Life.

Jacob Secter is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 66 and Series 63 licenses. He has eight years of industry experience, including roles at Citigroup and Fidelity Brokerage Services. Fifth Third Securities, Inc. serves a diverse client base comprising individual, high-net-worth, and institutional clients via both investment advisory and brokerage services. The firm offers multiple investment programs through its Passageway Managed Account platform, combining third-party portfolio managers and various strategies to meet clients’ risk profiles.

James Copeland is a financial advisor with Kestra Advisory in Cincinnati, Ohio, holding over 21 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Voya Financial Advisors, along with founding and managing Copeland Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers comprehensive fiduciary services, uses multiple management platforms, and maintains extensive third-party and affiliate relationships.

Keith Meyer is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven account pilot for PNC employees that uses approved model strategies managed by PNC or third-party strategists.

Joseph Brinker is a financial advisor with Fifth Third Securities, Inc. in Evendale, OH, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Fifth Third Bank, The Cincinnati Insurance Companies, and The Home Depot. He is also co-owner of All Ears K9 LLC, a dog training business. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple managed account programs on the Passageway platform. The firm is a wholly owned subsidiary of Fifth Third Bank and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Garry Kohn is a CFP®-certified financial advisor with 29 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He previously led Kohn Wealth Management Advisors, LLC and has over two decades of experience in wealth management. Based in West Chester, OH, he also has an insurance agency role focused on fixed insurance and annuities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified investment approach that combines passive and active strategies, supported by an internal Investment Committee.

Edward Rountree Jr. is a CFP® and CFA® credentialed financial advisor with seven years of industry experience. He is currently with Corient in Cincinnati, OH, having previously worked at Bowling Portfolio Management LLC for 15 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining internal strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Michael Frey is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Florence, KY, holding a Series 66 designation and eight years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2019, and previously held positions at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Operations Company Inc. Outside of his advisory role, Frey is the owner and lessor of a home rental in Independence, KY. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of programs on the Passageway Managed Account platform, including advisor-directed mutual fund and ETF models, separately managed accounts, and tax-overlay strategies. As a wholly owned subsidiary of Fifth Third Bank, the firm operates at an enterprise scale with a broad advisory network and multiple affiliated entities.

Keith Douglas is a CFP® with 30 years of experience in the financial services industry. He has worked with Fifth Third Securities, Inc. since 2008 and previously held positions at Natcity Investments, Inc. and Morgan Stanley DW Inc. in Cincinnati, OH. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a variety of managed account programs on the Passageway platform featuring multiple investment strategies and portfolio manager options.

Kortnie James is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has three years of industry experience, including her current role at Fifth Third Securities and a decade of service with Fifth Third Bank. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining advisor-directed models with sophisticated strategies such as direct indexing and tax-loss harvesting.

Frank Heitker is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has worked with Premier Planning Partners, LLC and Premier Planning Group LLC, where he serves as a partner and agency manager specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and financial planning solutions.