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.

Timothy Clarke is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2005. Outside of his advisory role, Clarke teaches and performs traditional Irish music at the Riley School of Irish Music. 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 subsidiary of Fifth Third Bank with a distinct combination of municipal-advisor registration and bank affiliation.

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.

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.

Nicholas Kaminsky is a Series 66-licensed financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, bringing 11 years of industry experience. His work history includes nine years at 5/3 Securities and one year with Springboro Community Schools. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services. The firm provides access to multiple investment programs through the Passageway Managed Account Platform, utilizing a range of strategies such as mutual fund and ETF models, SMA strategies, tax overlays, and direct indexing.

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.

John Schuele is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior work includes roles at Mutual of Omaha and Sigma Financial Corp. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing Morningstar Investment Management's proprietary tools for portfolio construction and oversight.

Ross Hambleton is a financial advisor at Rockefeller Financial LLC based in Cincinnati, OH. He holds the Series 66 designation and has been in the industry for four years, with prior experience at Merrill Lynch. Outside of finance, he has worked in hospitality and education sectors, including at Brick Street Bar & Grille and Elder High School. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a comprehensive investment platform combining discretionary and non-discretionary portfolio management, financial planning, and brokerage services through its Private Advisor model and integrated affiliated capabilities.

Brandon Walters is a financial advisor at Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has recently begun his career in the financial industry. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank, N.A. and has experience in the food service industry. Fifth Third Securities, Inc. 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 its Passageway Managed Account platform, combining multiple portfolio management strategies and risk profiles.

Bradley Cooper is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 66 and Series 63 registrations and 12 years of industry experience. His prior roles include positions at Ameriprise and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, featuring a digital discretionary model account available to select employees. The firm uses algorithm-driven risk assessments to guide investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Thomas Wyatt is a CFP® with 26 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and Park Avenue Securities, having worked with Primerica from 1999 to 2018 and with Park Avenue Securities and Guardian Life Insurance since 2018. Outside of his advisory roles, Wyatt provides legal services related to estate planning and serves as president and board member of the SFSP National Foundation. He is also involved in consulting for retirement plans and holds ownership interests in employee benefits organizations. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers various brokerage and advisory services, utilizing proprietary and third-party investment strategies with a range of account management options.

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® professional with 14 years of industry experience, currently affiliated with Fifth Third Securities, Inc. and Fifth Third Bank since 2019. His prior work includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Fidelity Investments. 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 and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Gregory Carlton is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 66 credentials with 29 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. 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.

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.