Michael Smith is a financial advisor at Guardian Life with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at NYLife Securities LLC and New York Life Insurance Company before joining Park Avenue Securities, a subsidiary of Guardian Life. Michael has been involved with Beyond The Walls Ministry for over a decade. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client relationships through advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Connor Hawkins is a CFP® and ChFC® credentialed advisor with five years of experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes roles at Guardian Life Insurance Company and Lifetime Financial Growth, as well as several positions at The College of Wooster. Hawkins also maintains a fixed insurance brokerage as an ancillary business. He works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and investment advisory services to individuals, institutions, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and investment solutions tailored to client needs.

Marisa Serna is a financial advisor at Mariner in Cincinnati, OH, holding a Series 65 designation with industry experience beginning in 2024. Prior to joining Mariner, she worked at MDM Wealth Management and Bartlett Wealth Management. Outside of finance, Serna has experience in the hospitality sector with Great Wolf Lodge and Wendy's, as well as a teaching role at Sandusky Central Catholic School. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and integrates tax and accounting services alongside traditional portfolio management.

Sanford Aderson is a financial advisor with Guardian Life and holds a Series 63 designation. He has 24 years of industry experience and has been associated with Park Avenue Securities since 2002. Outside of his advisory work, he serves as a trustee of a perpetual charitable testamentary trust and is a board member of the Westmoreland Country Club and Madison on Bellefield condominium association. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and a range of financial planning and consulting services.

Susan Mason is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 credentials. She has 28 years of industry experience, including tenure at Fidelity from 2005 to 2021 and ongoing roles with Advised Assets Group, LLC and Gwfs Equities, Inc since 2022. Mason also has experience working with the Boone County School District through 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Robert Corsarie is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Fifth Third Bank and Fifth Third Securities since 2006. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm offers multiple discretionary managed-account programs, including direct indexing and tax-overlay options, and is notable for its municipal-advisor registration combined with its affiliation to Fifth Third Bank.

Diego Vallota is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has 30 years of experience in the industry. His prior firms include Dean Dorton Wealth Management LLC, Avantax Advisory Services, J.P. Morgan Securities, and PNC Wealth Management. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, using an IAR-driven, open-architecture investment approach that integrates multiple third-party platforms and managers.

Robert Nienaber III is a financial advisor with Eagle Strategies (New York Life) based in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been with Eagle Strategies since 2011 and also operates The Lyon Group, LLC, where he brokers non-registered insurance products and New York Life offerings. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Edward Bosch Jr. is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has worked with IFP Securities, LLC since 2019 and Independent Financial Partners since 2013, following a nine-year tenure at LPL Financial. Outside of his advisory role, Bosch is involved in a cattle farming operation in Kentucky. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Charles Williams II is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Guardian Life Insurance Company of America and Park Avenue Securities since 2007 and previously with A. G. Edwards & Sons, Inc. in 2006. Outside of advisory work, he consults for a teleradiology medical practice and serves on the boards of the Thank America First Foundation and the Cincinnati Blue Line Foundation. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning, consulting, and investment management solutions through proprietary and third-party platforms.

Gregory George is a financial advisor with Guardian Life in Cincinnati, OH, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Guardian Life since 2011. Outside of his advisory role, he is involved in offering insurance products beyond Guardian Life and works with business owners to introduce them to LS Benefits for planning purposes. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Nolan Kamerer is a CFP® with 12 years of industry experience, currently advising at Mariner. His prior roles include positions at RiverPoint Capital Management and Fifth Third Securities. He serves as a board member of the HealthPath Foundation of Ohio. Mariner provides investment management, financial planning, and retirement plan consulting to a wide range of clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax, accounting, and family office services.

Robb Newman is a financial advisor at PNC Wealth Management with 26 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account for employees. The program uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists, focusing on investments in mutual funds and ETFs with annual rebalancing.

Teresa Graner is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Hornor, Townsend & Kent since 1985. In addition to her advisory role, Graner owns and operates a multi-line insurance brokerage, specializing in life and long-term care insurance as well as investment-related products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and employs third-party asset manager relationships to provide tailored investment strategies.

Brett Roth is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Guardian Life since 2022. His prior experience includes roles at W&S Brokerage Services and Fidelity, where he worked for over 13 years. He holds Series 63 and Series 66 licenses. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and consulting, combining advisor-led discretionary management with model-based strategies delivered through proprietary and third-party platforms.

Aaron Walker is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Amazon.com and Fidelity Investments prior to joining Citigroup in 2020. 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.

William Sena Jr. is a CFP® and CFA® with 23 years of experience in financial advising. He has worked at Hightower Advisors since 2020, and previously spent time at Osborn Williams & Donohoe, LLC and Fort Washington Investment Advisors, Inc. His current role is based in Cincinnati, OH. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach centers on manager selection and multi-manager solutions, employing both affiliated and third-party managers alongside proprietary research and various portfolio construction methods.

Jennifer Anderson is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Citigroup Global Markets since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealing and futures commission merchant activities.

Karl Zimmerman is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, Wells Fargo Clearing, and CitiGroup. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implements investments via approved models managed by PNC or third-party strategists.

Matthew Luken is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2016. Outside of his advisory role, he competes in various pro fishing tournaments. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers via its Passageway Managed Account Program.