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.

Matthew Larmann is a ChFC®-designated financial advisor with 42 years of experience, currently practicing at Kestra Advisory. He has been with Kestra Advisory since 2016 and has operated Larmann Financial Corporation, through which he provides investment advisory and insurance services, since 1991. Outside of advisory work, he serves as a board member for a condominium association and acts as trustee for two life insurance trusts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms and third-party solutions, serving a broad spectrum of clients including very large institutional investors.

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.

Robert Fitzpatrick is a financial advisor with The Huntington Investment Company in Cincinnati, OH, holding Series 65 and Series 63 credentials and 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services and PNC Bank. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.

Parker Bailey is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at Park Avenue Securities since 2003 and has been affiliated with Guardian Life Insurance Company since 2002. Outside of his advisory work, he serves as a trustee for a family irrevocable trust and coordinates a Tax Professional Alliance to connect tax professionals with coaching and training resources. Park Avenue Securities LLC serves a diverse retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement and business consulting, utilizing a mix of proprietary model portfolios, third-party investment managers, and digital advice solutions.

Daniel Schwartz is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His prior experience includes 19 years at PNC Investments before joining Fifth Third Securities and Fifth Third Bank in 2023. Outside of his advisory role, he participates as a dog boarder through Rover.com. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account platform, combining multiple portfolio management strategies and risk profiling to meet client needs.

Mark Dickman is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at LPL Financial and Independent Advisor Alliance before joining Independent Financial Partners. Outside of advisory work, he is involved in research related to home recycling through Cleanloopinnovations. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers a decentralized advisory model that includes formal retirement-plan advisory and pension consulting capabilities.