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.

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 with Mariner Wealth Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Mariner since 2018 and previously worked at Riverpoint Capital Management from 2002 to 2018. Newell serves as a trustee for several nonprofit foundations, including Bowling Green State University Foundation and Mayfield Education and Research Foundation. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax, accounting, and family office 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, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has been with Fifth Third Securities since 2016 and has worked at Fifth Third Bank since 2014. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services. The firm provides access to multiple program types through the Passageway Managed Account Platform, with a range of investment strategies and third-party portfolio managers.

Ashley Brewster is a financial advisor at Mariner with Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at UBS Financial Services, Charles Schwab, and the Law and Leadership Institute. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and integrated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by both in-house research and third-party managers, alongside specialized offerings such as tax compliance and financial wellness tools.

Kristen Sanders is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Ameritas Advisory Services since 2021 and has worked with Ameritas Investment Corp since 2013. Outside of her advisory work, she is involved with BIG S FARM ENTERPRISE, LLC, a business that sells farm-produced goods and breeds Doberman Pinschers. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a range of services tailored for plan sponsors and participants.

Joel Kubala is a financial advisor at Ameritas Advisory Services, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Stifel Nicolaus & Co Inc and Fidelity Investments. Outside of his advisory role, Kubala is involved with Ironman Real Estate, LLC, where he participates in general property upkeep and maintenance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and custom portfolio strategies, serving clients through both discretionary and non-discretionary arrangements.

Charles Estes is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Principal Securities, he held roles at Principal Funds Distributor, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. Outside of his advisory work, Estes operates a small real estate referral business and owns a residential rental property. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Molly Snider is a financial advisor at Primerica Advisors with 23 years of industry experience. She holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company throughout her career. In addition to her advisory role, she engages in insurance sales of term, disability, and long-term care products outside of Guardian. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports a range of account services including lending solutions and donor-advised funds.

Alexander Nourse is a financial advisor at PNC Wealth Management in Cincinnati, OH, with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including JPMorgan Chase Bank and RiverHills Bank. Outside of finance, he serves as a Guest Services Attendant II at Great Parks of Hamilton County and Little Miami Golf Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.

Jamie Caudill is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at MAI Capital Management LLC, Huntington Private Bank, and First Financial Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and offers model-based and customized portfolio options through its managed account programs.

Kimberly Basham is a CFP® with 20 years of experience in financial services, currently affiliated with The Huntington Investment Company. Her career includes long-term roles at Huntington National Bank and The Huntington Investment Company. Outside of her advisory work, she operates a retail crafts business focused on creating and rehabbing luxury goods for resale. The Huntington Investment Company serves individuals, charitable organizations, and businesses with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that integrates third-party and proprietary investment strategies.

Daniel Smith is a financial advisor at Independent Financial Partners with 15 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Russell Investments, Fidelity Investments, and The Retirement Plan Company. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a particular focus on retirement-plan advisory and pension consulting services.

Timothy Darnell is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has been with Hornor, Townsend & Kent Inc since 2016. Outside of his advisory role, he is active as an insurance agent, providing multi-line insurance brokerage services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining investment advice with custody, execution, and brokerage capabilities.

Romelda Giles is a financial advisor with Fifth Third Securities, Inc. in Florence, KY, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has been with Fifth Third Securities since 2014. Outside of her advisory role, she owns an online product sales business called The Home Economics Co. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and its registration as a municipal advisor.