Matthew Griffin is a CFP®-designated financial advisor with 23 years of industry experience. He is currently affiliated with Fifth Third Securities, Inc. and has held various roles within Fifth Third Bank and its securities division since 2009. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway Managed Account Platform, providing clients with options ranging from mutual funds and ETFs to separately managed accounts and tax-overlay strategies.

Julia Galioto is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 license and bringing nine years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Kleinfelder Capital, Inc., and Morgan Stanley. She is also the owner of Wild Nemi Birthing, LLC, a business unrelated to the investment industry. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Thomas Lalley is a CFP®, CFA®, and Series 63 credentialed advisor with 24 years of industry experience. He has worked at MAI Capital Management, LLC since 2019 and previously spent 19 years at John D Dovich & Associates. Lalley is associated with Eden Park Financial Partners, LLC, which holds keyman and business transition insurance in partnership with John Dovich. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a wide range of investment strategies across various asset classes and integrates financial planning, tax, and bill-payment services into many client relationships.

Laura Smith is a financial advisor at PNC Wealth Management with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investment and PNC Bank since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic tools to recommend investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Stephen Dennis is a financial advisor at Ameritas Advisory Services, LLC with 42 years of industry experience. He holds a Series 63 designation and has worked at Ameritas Advisory Services since 2021, previously serving at Ameritas Investment Corp. and Ameritas Life Insurance Corp. He is also a licensed independent insurance agent for fixed insurance products. 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 fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Jordan Nare is a financial advisor at CWM, LLC with five years of industry experience. He has held positions at firms including Carson Wealth, Total Wealth Planning, LLC, and Mariner Wealth Advisors. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing a discretionary management approach with model portfolios and a combination of fundamental and technical analysis.

Andrew Shafer is a financial advisor at Allworth Financial, L.P. in Cincinnati, OH, with 12 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Hanson McClain Advisors and Simply Money. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies, including model portfolios, defined-outcome ETFs, and options overlays, and is notable for its ownership structure and specialized services such as an Airline division and privately offered Shorepoint income funds.

Ronald Alessi Jr. is a financial advisor with The Huntington Investment Company, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Huntington since 2014, previously working at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party and affiliate managers, with portfolio management supported by National Financial Services custodial services.

Andrew Bruns is a CFA® charterholder at MAI Capital Management, LLC with four years of industry experience. He has previously worked at Madison Wealth Advisors, Wealthquest Corporation, and John D. Dovich & Associates. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services into many client relationships.

Darien Jackson is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and having three years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2021, with prior experience at Bowling Green State University. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a client base that includes high-net-worth individuals and various business entities.

Casey Hays is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA, J.P. Morgan Securities, and Fidelity Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithm-driven risk assessment and discretionary management of mutual funds and ETFs.

Charles Downs is a financial advisor at Allworth Financial, L.P. based in Cincinnati, OH, holding Series 63 and Series 65 registrations with 37 years of industry experience. His prior roles include positions at Hanson McClain Advisors, Financial Network Group, Ltd, and Royal Alliance Associates, Inc., where he has worked for extensive periods during his career. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios using various model strategies and integrates technology to manage held-away employer retirement accounts, distinguishing itself through private investment vehicle ownership and specialized service divisions.

Douglas Tyson is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently with Cerity Partners LLC, where he has worked since 2024. His prior experience includes roles at Manning & Napier Investor Services, Franklin University, and TD AMERITRADE. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers customized portfolios with a focus on diversified asset allocation and provides a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Sally Dempsey is a Series 65-credentialed financial advisor with 13 years of industry experience. She is currently with MAI Capital Management, LLC and has previously worked at Madison Wealth Management and Greystone Investment Management. Sally is a partner in GIM Partners, LLC, an entity formed to receive proceeds from the sale of Greystone Investment Management. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse clientele that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio management strategies and integrates financial planning, tax, and administrative services across its relationships.

Jon Pitcock is a ChFC® and Series 63-licensed financial advisor with 29 years of industry experience. He has been with SPC since 2004 and also works with Parkland Securities. He serves as a Regional Sales Director for Midland National Life and is involved in the sale of life and fixed variable insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Carson Page is a financial advisor with Commonwealth Financial Network holding a Series 65 designation and beginning his advisory career in 2026. Prior to his current role, he worked at Nisa Investment Advisors LLC and Hillcrest Financial Group. His background also includes experience outside finance, such as employment with Corbett Masonry and Mosquito Joe of Cincinnati. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad range of advisory support, including managed account programs and access to third-party asset managers, and provides trading, reporting, and custodial services.

Thomas Berry is a financial advisor at Wealth Enhancement Advisory Services, LLC in Cincinnati, OH, holding Series 65 and Series 63 licenses with nine years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2025, he worked at LM Kohn & Company from 2016 to 2025. 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 through a large advisor network and employs a diversified investment approach that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Carey Markoe is a CFP® and holds a Series 66 license with eight years of industry experience. He currently works at MAI Capital Management, LLC and has prior experience with Bank of America, Merrill, and State Farm Insurance. Markoe serves as a committee member and trustee for the National Multiple Sclerosis Society in the Ohio Valley and Southern Ohio regions. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of strategies across equities, fixed income, and private investments, and offers integrated financial planning and administrative services.

Michael Momper is a ChFC® credentialed advisor with 32 years of industry experience, currently serving at Mercer Global Advisors Inc. Prior to joining Mercer, he spent 30 years at Fortis Investors, Inc. and two years at OSAIC. He is president of Goal Line Financial, LLC, which focuses on client insurance solutions, and serves on the boards of the Saint Xavier Booster Board and the Serenelli Project, a nonprofit prison ministry. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, and nonprofit organizations. The firm uses a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, implementing portfolios with a variety of low-cost vehicles and offering specialized services such as retirement plan consulting and charitable advisory.

Andrew Heckaman is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Fifth Third Securities since 2013 and with Fifth Third Bank since 2010. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.