Melinda Mclaughlin Hinaman is a CFP® with 11 years of experience in financial advising. She has worked at RiverPoint Capital Management and Mariner Wealth Advisors before joining Mariner. She serves as Board Chair for the Beech Acres Foundation and is a member of the Planned Giving Council at Ronald McDonald House in Cincinnati. Mariner serves a diverse range of clients including individuals, pension plans, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolio strategies supported by an internal investment committee and integrates tax and accounting services with its advisory capabilities.

Joan Gray is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with PNC Investments and its affiliates since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary digital portfolio solution available as an employee pilot. The firm uses algorithmic tools to recommend investment models managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Jay Ernst is a Series 65-registered advisor with Mariner in Cincinnati, OH. He joined Mariner in 2025 after a 20-year career at The Procter & Gamble Company. Ernst has no prior industry experience before joining the firm. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolio strategies supported by in-house research and third-party managers, along with integrated tax and accounting capabilities uncommon for a firm of its size.

Jeromy Ehlman is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has three years of industry experience. His work history includes roles at Fifth Third Securities since 2019 and Fifth Third Bank since 2017, along with prior experience at Service First Logistics. 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 utilizes multiple program types and third-party portfolio managers through its Passageway Managed Account Program, providing clients with options ranging from advisor-directed mutual fund and ETF models to separately managed accounts and tax-overlay strategies.

William Mcclanahan is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH. He holds Series 63 and Series 66 designations and has 11 years of industry experience, including 10 years with Fifth Third Securities. Fifth Third Securities serves individual and institutional clients through both investment advisory and brokerage services. The firm offers a range of program types via its Passageway Managed Account Platform, catering to diverse client needs with various portfolio management options and strategies.

Kimberlee Goble is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Berry Law Firm, Universal Companies, Wyndham Destinations, and ProCare Rx. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Matthew Byrley is a financial advisor with Fifth Third Securities, Inc. in Newport, KY, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Fifth Third Securities since 2012. 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 combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.

Lauren Lubben is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds a Series 66 designation and has prior work experience at Bayport Polymers, Formosa Plastics, Sasol, and the University of Louisville. 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 a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Jacob Wessler is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Bank and Fidelity Investments, among other employers. His background includes multiple roles at Thomas More University prior to entering the financial services industry. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts through advisory and brokerage services. The firm offers a variety of investment programs and utilizes a managed account platform with multiple portfolio management options.

Craig Sarembock is a financial advisor at Farther with 18 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Farther in 2026, he worked for 14 years at Bartlett & Co Wealth Management. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary models, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Myron Barker is a CFP®-certified financial advisor with 38 years of industry experience. He is currently with Wells Fargo Clearing and has prior experience at UBS Financial Services, where he worked for nine years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Tyler Peter is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked in various roles within Fidelity since 2016, including positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Jeannette Marois is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction that includes multi-manager and fund-of-funds strategies.

Mary Romans is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2010 and Bank of America, N.A. since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Albers is a financial advisor at Fidelity with 22 years of industry experience. His credentials include Series 63 and Series 66 licenses. He has held various roles within Fidelity and its affiliates since 2001. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment portfolios, including model portfolios delivered to intermediary platforms.

Casey Armstrong is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, as well as prior roles at The Flaherty Consulting Group and Commonwealth Financial Network. Morgan Stanley Wealth Management offers a range of advisory programs serving both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through dedicated financial advisors and estate planning specialists.

Stevie Hurst is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. Prior to joining Fidelity, Hurst worked at Veritude and Luxottica. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios and offers advisory services with oversight of affiliated and unaffiliated sub-advisers.

Andrew Kearns is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and three years of industry experience. Before joining UBS in 2022, he worked at Fidelity Investments and has experience at Miami University and The Hillman Group. He serves on the Miami University Alpha Delta Phi Alumni Council, advising on organizational activities and financial matters. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to tailor solutions based on proprietary research and asset allocation models.

John Cassin IV is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Caitlin Mc Bee is a financial advisor with Edward Jones in Ft Thomas, KY, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, she worked at The Christ Hospital and Bon Secours-Mercy Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.