Christopher Barnes is a financial advisor with PNC Wealth Management in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Prior to joining PNC Investments in 2021, he worked at Fidelity Personal and Workplace Advisors and Fifth Third Securities. Barnes is also a co-owner of Evofit Grappling LLC, a Brazilian Jiu Jitsu martial arts business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering that uses algorithmic risk assessments and approved model strategies primarily executed with mutual funds and ETFs.

Jacob Secter is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 credentials with eight years of industry experience. His work history includes positions at Citigroup and Fidelity Brokerage Services, along with his current role at Fifth Third Bank and Fifth Third Securities. FIFTH THIRD SECURITIES serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program, utilizing various portfolio management strategies and third-party managers.

James Copeland is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding 20 years of industry experience. He has previously worked at VOYA Financial Advisors and operated his own firms, Copeland Financial and Copeland Allen & Kramp Financial. He is also involved in fixed insurance and life, property, and casualty insurance sales through Copeland Insurance Group, LLC. Commonwealth Financial Network serves a national network of advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Keith Meyer is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 credentials and possessing 41 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 the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven account pilot for PNC employees that uses approved model strategies managed by PNC or third-party strategists.

Nathaniel Hasto is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at Community First Bank of Indiana, LPL Financial LLC, American Portfolios Financial Services, and PFS Investments Inc. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration.

Anne Lame Megerle is a CFP® professional with 12 years of industry experience. She has worked at Creative Planning since 2020 and previously spent 13 years at Lenox Wealth Management. Megerle serves on the boards of StarShine Hospice and Lenox Wealth Management and participates on the investment committee for DePaul Cristo Rey. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Edward Rountree Jr. is a CFP® and CFA® credentialed financial advisor with seven years of industry experience. He is currently with Corient in Cincinnati, OH, having previously worked at Bowling Portfolio Management LLC for 15 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining internal strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Lukas Manger is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial LLC, Superior Credit Union, and the Brianne Marshall Allstate Agency. He has experience in financial institution duties and non-variable insurance. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to the Passageway Managed Account Program with various investment strategies including SMA and direct indexing.

Michael Frey is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Florence, KY, holding a Series 66 designation and eight years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2019, and previously held positions at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Operations Company Inc. Outside of his advisory role, Frey is the owner and lessor of a home rental in Independence, KY. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of programs on the Passageway Managed Account platform, including advisor-directed mutual fund and ETF models, separately managed accounts, and tax-overlay strategies. As a wholly owned subsidiary of Fifth Third Bank, the firm operates at an enterprise scale with a broad advisory network and multiple affiliated entities.

Keith Douglas is a CFP® with 29 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2008. He holds Series 63 and Series 65 licenses and is based in Cincinnati, OH. 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 featuring third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and distinguishes itself with its municipal-advisor registration and affiliation with Fifth Third Bank.

Kortnie James is a financial advisor at FIFTH THIRD SECURITIES, Inc. with three years of industry experience. She holds the Series 66 and Series 63 designations and has been affiliated with Fifth Third institutions since 2016. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, employing a range of strategies from mutual funds and ETFs to separately managed accounts with tax-overlay and direct indexing options.

Frank Heitker is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been associated with Ameritas Advisory Services since 2021 and has worked with related Ameritas entities since 2006. He is also an owner and agency manager of Premier Planning Group LLC, where he sells fixed insurance products and manages a partnership of multiple offices. 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 fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Benjamin Tunney is a financial advisor with PNC Wealth Management in Cleves, OH, holding a Series 66 designation and three years of industry experience. He has been with PNC Investments LLC since 2022 and has a longer tenure at PNC Bank NA dating back to 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary account accessible by invitation to PNC employees. The firm uses algorithm-driven risk assessments to recommend portfolios managed by PNC or third-party strategists, with implementations via mutual funds and ETFs.

Casey Gilligan is a CFP® and Series 65-licensed financial advisor at Mariner in Cincinnati, OH, with five years of industry experience. Prior to joining Mariner in 2021, he worked at Medpace and Midwest Switchgear Services. He serves as Co-Chair of the Southern Ohio Chapter of the Crohn's & Colitis Foundation, participating on the planning and fundraising board. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and combines in-house research with third-party allocations, while also providing integrated tax and administrative CFO services.

Rebecca Dinn is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022 and at Fifth Third Bank since 2017. Outside of her advisory role, she operates a part-time dog sitting business in Florence, Kentucky. 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 options and combines bank affiliation with municipal-advisor registration.

Samuel Odonnell is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding a Series 66 license and four years of industry experience. His prior roles include positions at Fifth Third Bank, Morgan Stanley, and Fort Washington Investment Advisors. PNC Wealth Management offers retail brokerage and advisory services via several model-based programs, including an invitation-only digital portfolio strategist offering. The firm utilizes algorithmic risk assessment and third-party portfolio implementation with a focus on mutual funds and ETFs.

Erin Knodel is a CFP® with 23 years of experience in the financial services industry. She is currently with Primerica Advisors and has a long tenure at Park Avenue Securities and Guardian Life Insurance Company of America dating back to 2002. Outside of her advisory role, she is the author of a book titled *Volunteer Parent* under a pen name. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party platforms and provides various account-level services such as lending solutions and donor-advised funds.

Anthony Folz is a CFP® professional with six years at Creative Planning and a total of four years of industry experience. His prior roles include positions at Lenox Wealth Management and PNC Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various customized equity, bond, and private market options.

Harold Taylor III is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Fifth Third Securities since 1999. 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 tax-overlay services, operating as a subsidiary of Fifth Third Bank with a municipal-advisor registration.

Matthew Hambleton is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Merrill and Bank of America, N.A., prior to joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management, financial planning, brokerage services, and placement and investment banking through a Private Advisor model and a consolidated investment platform.