Sara Muckenfuhs is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Ameritas Life Insurance Corp. and Ameritas Investment Company, LLC since 2006. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment programs, leveraging model portfolios, mutual funds, ETFs, and individual securities, supported by a unique corporate structure that includes affiliated broker-dealer, investment, and insurance entities.

Kelly Malatesta is a financial advisor with Fifth Third Securities, Inc. She holds a Series 66 designation and has 17 years of industry experience. Malatesta has been with Fifth Third Securities since 2015. 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 and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Matthew Giesler is a financial advisor with Principal Financial Services in Ft Thomas, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors, Secure Investment Management, LLC, and U.S. Bancorp Investments, Inc. He also works as a licensed insurance agent, selling life insurance, variable annuities, disability insurance, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

John Krumpelman is a CFA® charterholder based in Cincinnati, OH, with 14 years of industry experience. He has held roles at Mariner Wealth Advisors, RiverPoint Capital Management, and Hilliard Lyons Capital Management. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various investment vehicles. The firm combines customized portfolio management with tax and accounting integration, providing a range of services that include coordinated tax compliance, family office functions, and employer financial wellness tools.

Arthur Shields is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. He has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with specialized market roles.

William Young is a financial advisor with Empower Advisory Group, holding a Series 66 designation and one year of experience at the firm. His prior work includes roles at Levi Strauss, Amazon, and the University of Louisville, along with 12 years in full-time K-12 education. 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 annual rebalancing within a large client base supported by proprietary and third-party planning methodologies.

Matthew Cook is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Fifth Third Securities since 2013 and has been with Fifth Third Bank since 2003. Outside of his advisory role, he is involved in managing several rental property businesses. 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, including advisor-directed models and direct indexing, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Jacqueline Wilson is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses with 36 years of industry experience. She has been with Fifth Third Securities since 1993. Fifth Third Securities 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 the Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Ryan Brown is a financial advisor at Mariner with 25 years of industry experience. He holds the Series 63 designation and has worked at firms including Charles Schwab and Riverpoint Capital Management before joining Mariner in 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm implements customized, discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Ginny Wykoff is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Benjamin Coffaro is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. Prior to Mariner, he worked at Putnam Retail Management from 2015 to 2018. He is the Chairman and Co-Founder of Chair Force 1, a Cincinnati-based charity that supplies medical equipment to those in need. Mariner serves a diverse clientele including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm utilizes discretionary, customized portfolios supported by an internal team and external managers, alongside integrated tax and accounting services and unique operational offerings such as CFO capabilities and a Financial Wellness Platform.

Michael Mcgriff is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at U.S. Bancorp Investments, INC. for three years before joining Citigroup in 2019. Outside of his advisory role, he also provides transportation services as an Uber driver in Cincinnati. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional-scale operations with in-house research, derivatives services, and bespoke solutions for very large relationships.

Robert Wilson Sr. is a financial advisor at Hornor, Townsend & Kent, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and Penn Mutual Life Insurance Company. In addition to his advisory role, he is active in insurance brokerage through Advanced Capital Advisory Group, LLC, focusing on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, incorporating third-party asset manager relationships and a range of account options under a dual SEC-registered adviser and FINRA-member broker-dealer structure.

Jarrett Jacobs is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and 26 years of industry experience. He has worked at Fifth Third Securities since 2006 and was previously with H2C Securities, Inc. from 2021 to 2024. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm provides multiple discretionary managed-account options and incorporates features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Joseph Stiles is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2013. Stiles serves on the Board of Directors and Finance Committee of the Paul Lammermeier Foundation. The firm provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. Its approach combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party advisory solutions, alongside a range of financial planning and consulting services.

Michelle Frommeyer is a CFP®-certified financial advisor with 21 years of industry experience, currently serving with Carson Wealth. She has previously worked at firms including Waddell & Reed, Cetera Advisor Networks, and FFR Wealth. In addition to her financial career, she serves as a state senator for Kentucky’s 24th district and is active in her local church’s major gifts committee. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors overseeing approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, and retirement plan services, leveraging model portfolios and tailored investment solutions supported by integrations with major custodians and technology providers.

Ruiying Tang is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and 65 licenses and 21 years of industry experience. She has worked with Transamerica since 2012 and affiliated firms including the National Association of Registered Social Security Analysts, where she educates clients on optimizing Social Security claiming strategies. Tang’s background also includes roles at DebtMerica and Anthem Health Insurance. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios across discretionary and non-discretionary platforms.

Mitch Lawson is a CFP® with seven years of industry experience, currently affiliated with Fifth Third Securities, Inc. He has held roles at Fifth Third Securities and Fifth Third Bank since 2023, and previously worked at Touchstone Investments and Touchstone Securities, Inc. Mitch’s background also includes positions at the University of Cincinnati. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options combining third-party managers and advisor-managed portfolios, with features such as direct indexing and an optional tax-overlay service.

Steven Seidl is a CFP®-designated financial advisor with 37 years of industry experience. He has been with Fifth Third Securities, Inc. since 1999. Outside of his advisory role, he is the owner of Big Fish Farms, an American paddlefish aquaculture operation in Kentucky. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm combines broker-dealer and SEC-registered investment adviser capabilities with a bank affiliation, providing a range of discretionary managed-account programs and unique features such as direct indexing and tax-overlay services.

Patrick Dalton is a financial advisor at FIFTH THIRD SECURITIES, Inc. with one year of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Fifth Third Bank, Parkside Nursing and Rehabilitation, Highlands Nursing and Rehabilitation, Bellarmine University, and New Castle High School. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage channels. The firm offers various program types on the Passageway Managed Account platform, enabling clients to select investment strategies aligned with their risk profiles.