Benjamin Lipp is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and three years of industry experience. His prior work history includes roles at KeyBank and Key Investment Services, and he has also worked as a contractor for Uber since 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and managed account solutions.

Bennett Baker is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and with 27 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2004. Fifth Third Securities provides 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 offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Jason Rathel is a financial advisor with Fifth Third Securities, Inc. in Fairfield, Ohio, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2007. Outside of his advisory role, he is an independent distributor of health and wellness products and operates a small online resale business. 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, supported by a platform that includes direct indexing and tax-overlay services.

Adam Wagers is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2021. His prior experience includes roles at Fifth Third Bank, Kroger, and Hamilton City Schools. 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 features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a municipal-advisor registration.

James Riley is a financial advisor with Fifth Third Securities, Inc. in West Chester, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2008. Outside of his advisory role, Riley owns a residential remodeling business, Riley Home Improvements LLC. Fifth Third Securities, Inc. 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 integrated relationships across its platform.

John Payton is a financial advisor with Fifth Third Securities, Inc. in Franklin, OH, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His career includes roles at Bank of America, Merrill Lynch, Fidelity Brokerage Services, and Cleararc Capital. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing approximately $10.9 billion in assets.

Susan Weber is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities since 2011 and at Fifth Third Bank since 2009. Outside of her advisory role, she participates in consumer research as a product reviewer and is involved in construction consulting. Fifth Third Securities 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 and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

William Muething is a CFP®-credentialed financial advisor with Wealth Enhancement Advisory Services, LLC, based in Cincinnati, OH. He has nine years of industry experience, including prior roles at Bohmer Kilcoyne Wealth Management, LPL Financial LLC, and Aspiriant LLC. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for 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 combining passive and active managers, overseen by an internal Investment Committee.

Cless Smith II is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds the Series 66 designation and has worked at various PNC entities since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.

Nicholas Elias is a CFP® professional with 25 years of industry experience, currently affiliated with Fifth Third Securities, Inc. in Cincinnati, OH, where he has worked since 2008. He holds Series 63 and Series 65 licenses in addition to his CFP® designation. Fifth Third Securities, Inc. offers 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 combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Angel Tepe is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, holding Series 63 and Series 66 credentials with 19 years of industry experience. Prior to joining Fifth Third Securities in 2019, he worked at Navian Capital Securities, LLC and InSource, Inc. The firm serves a diverse client base including individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services through programs that incorporate mutual funds, ETFs, SMA strategies, and tax-overlay services. Fifth Third Securities operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a broad advisor network.

Donna Ellis is a CFP® professional with 28 years of experience in financial advisory, currently with Creative Planning since 2021. Prior to that, she spent 24 years at Berno Financial Management, Inc. based in Montgomery, OH. Creative Planning offers comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Lora Hampton is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2016, also working with Fifth Third Bank since 2012. 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, including advisor-directed models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank.

Marc Wambaugh is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with CWM, LLC and Carson Wealth, having previously worked at Total Wealth Planning, Cassady Schiller Wealth Management, and Fidelity. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, using discretionary model portfolios governed by an in-house Investment Committee and combining various analytical approaches and third-party resources.

Michael Clark is a financial advisor at Mariner with 24 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior experience includes long-term roles at CSA Financial Advisors, Ltd. and Cassady Schiller & Associates. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm emphasizes customized, discretionary portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and specialized employer financial-wellness tools.

Chris Poppa is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in West Chester, OH. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes roles at FIFTH THIRD BANK, BURCHEYES, EVOLUTION FOODS, OPTIONS MEDICAL, and REAL FITNESS SARASOTA. FIFTH THIRD SECURITIES serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm provides access to multiple managed account programs and portfolio strategies through the Passageway platform, which includes tax-overlay and direct-indexing options.

Matthew Pitzer is a CFP® and Series 63 credentialed advisor with six years of industry experience. He has worked at Creative Planning since 2020 and previously held roles at Lenox Wealth Management and US Bank Private Wealth Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and other portfolio techniques.

Cody O'Connor is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments and Fifth Third Bank. Fifth Third Securities serves a diverse range of individual and institutional clients through both investment advisory and brokerage services, offering multiple program types including mutual-fund/ETF models, SMA strategies, and direct-indexing options on its Passageway Managed Account platform.

Jeffrey Sims is a financial advisor at Mariner with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pinnacle Financial Advisors and MSEC, LLC. He serves on the board of directors for the Christian Benevolent Association. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides integrated tax and administrative family office services.

Adam Maucher is a financial advisor with AE Wealth Management, LLC and holds a Series 65 designation. He has three years of industry experience and previously worked at First Financial Bank for seven years. Maucher is also involved with Conservative Financial Solutions, LLC, where he engages in insurance sales and related services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, utilizing a platform-centered approach that incorporates both internal and third-party investment models.