Shannon Johnson Mobley is a financial advisor with Fifth Third Securities, Inc. in Union, KY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Fifth Third Securities since 1999. Outside of her advisory role, she is a member and owner of two bar and restaurant ventures in Covington, KY. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, supported by its unique structure as a broker-dealer affiliated with Fifth Third Bank.

Arthur De Luca is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 registrations and 14 years of industry experience. His prior roles include positions at Fifth Third Bank, Bank of America, and Merrill. Before entering the financial sector, he spent nine years working at Sorrentos Pizza. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and implements investments via approved model strategies with mutual funds and ETFs.

Randall Rawe is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. He has worked at Lincoln Financial Securities Corporation and co-owns Rawe Financial Group, LLC, which facilitates securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and support services. The firm provides a platform that includes discretionary model portfolios and multiple program structures to assist advisors in managing client portfolios.

Pamela Thompson is a CFA charterholder with 17 years of industry experience. She is currently with Mariner, where she has worked since 2018. Prior to that, she spent six years at Riverpoint Capital Management. Outside of her advisory role, she serves on the boards of the Louisville Ballet and Frazier History Museum and is a member of the Kentucky Retirement Systems Board. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolio strategies supported by in-house research and third-party managers, alongside integrated tax and accounting services uncommon for a firm of its size.

John Cranley III is a ChFC®-designated financial advisor with 56 years of industry experience. He is affiliated with Hornor, Townsend & Kent, LLC and has a long career that includes roles at Penn Mutual Life Insurance Company and ownership of John J. Cranley Company. Cranley is also involved in insurance brokerage activities through CMS Insurance and John J. Cranley Co. Inc, focusing on life and property/casualty insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of custody, execution, and advisory services.

Maximilian Jackson is a financial advisor at PNC Wealth Management in Cincinnati, OH, with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and PNC Financial Services. His background also includes involvement with local political organizations and community groups. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist product that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Adam El Hodiri is a Series 66-credentialed financial advisor at Empower Advisory Group with four years of industry experience. His prior work includes roles at Fidelity Investments and Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders, utilizing an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Anastasia Ebert is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2009, also working with Fifth Third Bank since 2007. 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.

Aidan Cusumano is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Fifth Third Bank. Prior to his financial services career, he spent several years in education at Xavier University and Glen Ridge High School. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and access to specialized investment strategies.

Craig Theile is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at U.S. Bank and U.S. Bancorp Investments, Inc. He serves as a board member of the Presbyterian Church of Wyoming Foundation, a philanthropic organization supporting the church and local community. TIAA-CREF’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and brokerage services primarily to individuals affiliated with TIAA-administered employer retirement plans, as well as trusts and small retirement plans. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund.

Kristopher Mcknight is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has one year of industry experience. His prior work includes roles at Fifth Third Bank, First Star Logistics, Jeff Wyler Nissan, and Cintas Corporation. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering both advisory and brokerage services. The firm provides multiple investment programs through the Passageway Managed Account platform, combining third-party portfolio management and advisor-directed strategies.

John Feldman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has held leadership roles as President and COO at Boom Planning, Canvas Financial, and Fishtank Consulting LLC, where he also provides consulting services to financial planning firms. Ameritas Advisory Services, LLC offers investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of portfolio construction strategies, including model portfolios and individual securities, and operates multiple program platforms supported by third-party technology and managers.

Christopher Peters is a financial advisor at PNC Wealth Management in Cincinnati, OH, with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at PNC investments since 2009, following four years at Natcity Investments, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital portfolio solution that uses algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third-party strategists.

Edward Kiamie Jr. is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Fifth Third Securities since 2005. 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 an optional tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Stephanie Sketch Durr is a financial advisor with Fifth Third Securities, Inc. in Florence, KY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Fifth Third Securities since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services to a diverse client base, including individuals, charitable organizations, corporate and business clients, and institutional investors, offering multiple discretionary managed-account programs through its Passageway Managed Account Platform. The firm is notable for its combination of municipal-advisor registration and affiliation with Fifth Third Bank, as well as its integration of various portfolio management and platform services.

Olivia Szweda is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, she held positions in the hospitality sector, including roles at Paesano's Pasta House and Bonefish Grill. Mariner serves a diverse clientele, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with offerings that include alternatives, structured notes, and digital assets.

Michael Smith is a financial advisor at Guardian Life with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at NYLife Securities LLC and New York Life Insurance Company before joining Park Avenue Securities, a subsidiary of Guardian Life. Michael has been involved with Beyond The Walls Ministry for over a decade. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client relationships through advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Connor Hawkins is a CFP® and ChFC® credentialed advisor with five years of experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes roles at Guardian Life Insurance Company and Lifetime Financial Growth, as well as several positions at The College of Wooster. Hawkins also maintains a fixed insurance brokerage as an ancillary business. He works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and investment advisory services to individuals, institutions, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and investment solutions tailored to client needs.

Marisa Serna is a financial advisor at Mariner in Cincinnati, OH, holding a Series 65 designation with industry experience beginning in 2024. Prior to joining Mariner, she worked at MDM Wealth Management and Bartlett Wealth Management. Outside of finance, Serna has experience in the hospitality sector with Great Wolf Lodge and Wendy's, as well as a teaching role at Sandusky Central Catholic School. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and integrates tax and accounting services alongside traditional portfolio management.

Sanford Aderson is a financial advisor with Guardian Life and holds a Series 63 designation. He has 24 years of industry experience and has been associated with Park Avenue Securities since 2002. Outside of his advisory work, he serves as a trustee of a perpetual charitable testamentary trust and is a board member of the Westmoreland Country Club and Madison on Bellefield condominium association. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and a range of financial planning and consulting services.