Michael Jarrold Grapes is a CFP® professional with 26 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held positions at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. for over two decades and is involved in tax preparation through Niehaus Tax Services, LLC. His work includes fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment options, while enabling advisors to manage client portfolios with access to diverse securities and insurance products.

Michael Smedley is a CFP® professional with 28 years of industry experience. He is currently with Empower Advisory Group and has previously worked at Key Investment Services LLC and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s integrated model supports a large client base with services that include long-term focused financial planning and optional managed account solutions.

Jacob Sommerkamp is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Santander Securities and Proequities Inc., among other firms. Fifth Third Securities, Inc. provides 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 offers multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, and it operates as a wholly-owned subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Lee Feinerer is a CFA® charterholder with eight years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously held positions at RiverPoint Capital Management, LLC and Crowe Horwath LLP. He serves as treasurer of Ohio Valley Residential Services, Inc., a nonprofit organization based in Cincinnati, OH. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers discretionary, customized portfolios supported by an internal team and third-party managers, alongside integrated tax and accounting services and administrative family office capabilities.

Amy Woelfel is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2013, also working at Fifth Third Bank since 2008. 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.

J. Pettigrew is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. He holds a Series 66 designation and has been with Fifth Third Securities since 2004. Outside of his advisory role, he is involved with Aaxis Property Group LLC, a property restoration business in Cincinnati. 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 subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and bank affiliation.

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 has been with Mariner Wealth Advisors since 2018 and previously worked at Riverpoint Capital Management for six years. Outside of her advisory role, Thompson serves on the boards of the Louisville Ballet and the Frazier History Museum, and she is involved with the Kentucky Retirement Systems Board and the Trifecta Louisville Arts Council. Mariner serves a diverse client base 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 a discretionary and customized portfolio approach supported by in-house research and third-party managers, with a notable integration of tax and accounting services.

John Cranley III is a financial advisor at Hornor, Townsend & Kent, LLC with 55 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-standing roles in insurance brokerage through his own firms, including John J. Cranley Co. Inc., where he focuses on life insurance sales and service for multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment model.

Maximilian Jackson is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 66 and Series 63 licenses and having two years of industry experience. His background includes roles at PNC Financial Services and Fidelity Investments. Outside of his advisory work, he has experience with local political organizations and small business operations. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a discretionary digital portfolio solution available to select employees. The firm utilizes algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Adam El Hodiri is a financial advisor with Empower Advisory Group holding a Series 66 designation and three years of industry experience. He previously worked at Fidelity Investments for four years before joining Empower in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services that include point-in-time financial plans and optional managed account solutions, with a focus on long-term portfolio returns and annual rebalancing.

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 an advisor with Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses 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 various institutional entities through both advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account platform, which includes advisor-directed models, SMA strategies, and direct-indexing options.

John Feldman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and over 35 years of industry experience. He has held leadership roles in several firms, including serving as President and COO of Boom Planning and Canvas Financial, and owns Fishtank Consulting LLC, where he advises financial planning firms on practice management and business development. Ameritas Advisory Services, LLC provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs, combining in-house model portfolios with third-party managers, and integrates services through partnerships with affiliated broker-dealer and investment advisor entities.

Christopher Peters is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and 32 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 account for employees that uses algorithm-driven risk assessment and invests in approved models managed by PNC or third parties.

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.