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.

Bradley Cunningham is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding a Series 63 designation and 22 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2005. Outside of his advisory role, Cunningham coaches swimming for Madeira Swim Club and Madeira High School and serves on the Madeira City Schools School Board. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial and retirement-plan consulting. The firm utilizes a range of investment strategies through proprietary models, third-party managers, and digital advice solutions to meet diverse client needs.

Peter Crotty is a financial advisor with Lincoln Investment in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Lincoln Investment Planning since 2014. Outside of his advisory role, he is involved as an agent selling fixed insurance products. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs utilizing both strategic and tactical approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Catherine Anderson is a CFP® professional with six years of industry experience, currently advising at Mariner since 2025. She has previously worked at Encompass More Investments, LLC and Verity Asset Management among other firms. Outside of her advisory work, she owns Anderson Financial and Insurance Group, where she is a licensed life and health insurance agent. 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 portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting services and specialized operational offerings for employer clients.

Eric Turner is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2019 and was previously with Mutual of Omaha from 2015 to 2019. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Charles Massarella is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Ameritas Investment Corp. since 2006 and joined Ameritas Advisory Services, LLC in 2021. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including 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.

Henry Heidrich is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, Central Bank and Trust, and two separate tenures at Fifth Third Bank. He has also worked for the Cincinnati Reds and operated Four Seasons Tent Rental. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering a range of program types and third-party portfolio managers via its Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and provides services including advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

John Casteel is a financial advisor with PNC Wealth Management in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model portfolio pilot for employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Andrew Stahl is a financial advisor at Fifth Third Securities, Inc. in Lebanon, Ohio, with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fifth Third Bank and Fifth Third Securities since 2018, following a 22-year tenure at Fidelity Brokerage Services, Inc. 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 that combine third-party portfolio managers, strategist portfolios, and advisor-managed options, featuring services such as direct indexing and tax-overlay.

Eric Schlinger 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. He has been with Fifth Third Securities since 2014. 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 features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank with integrated bank and municipal advisor capabilities.

Patrick Harrington is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Cais Capital, LLC, Lazard Asset Management Securities LLC, and BlackRock Investments, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management and emphasizes manager selection with both affiliated and third-party managers across various investment vehicles.

Kristin Rose 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. She has been with Fifth Third Securities since 2008. Outside of her advisory role, she bartends part-time at Southgate House Revival, a concert and entertainment venue. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, ranging from mutual fund and ETF models to separately managed accounts and direct indexing strategies.

Richard Shurmer III is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1999 and has also been associated with Guardian Life Insurance Company since 1991. Outside of advisory work, he serves as co-trustee and co-executor of his parents' trust. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a variety of investment strategies through proprietary and third-party platforms, supporting a range of account types and financial planning needs.

Matthew Willig is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 14 years of industry experience and has worked at Primerica Advisors since 2011, with additional roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he serves on the board of the Northern Kentucky/Greater Cincinnati University of Kentucky Alumni Association and occasionally assists clients with preparing simple wills and healthcare directives. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies and platforms, with an integrated operating model supporting diverse investment and lending solutions.

Gregory Goebel is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets Inc. since 1998. Outside of his advisory role, he coaches a youth volleyball club in Kentucky, focusing on teaching fundamentals and the game to children. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and security-pricing activities as well as swap dealer and futures commission merchant operations.

Anthony Resendes is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Touchstone Securities and IFS Financial Services since 2014. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple managed-account options, including direct indexing and tax-overlay services.

Robert Mueller is a financial advisor at SPC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SPC since 2010 and Parkland Securities, LLC since 2014. Outside of his advisory role, he serves on the board of Give Where You Live Northern Kentucky, a charitable organization supporting local 501(c)(3) nonprofits. SPC serves a diverse client base including individuals, high-net-worth households, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm provides both discretionary and nondiscretionary management options and maintains a corporate structure that integrates affiliated broker-dealers and insurance agencies, supporting a range of fiduciary and non-fiduciary retirement services.

Thomas Wilson is a Series 66 licensed financial advisor with 28 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His prior experience includes roles at Guardian Life Insurance Company, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. Outside of his advisory work, he owns Grove Park Grille, LLC, a non-investment related business based in Cincinnati, OH. Park Avenue Securities serves a diverse retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs proprietary and third-party investment strategies across various account types and supports lending and credit facilities tied to advisory accounts.