Gregory George is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Primerica Advisors since 2012 and has been associated with Guardian Life Insurance Co. of America since 2011. Outside of his primary roles, he is involved in insurance products beyond Guardian Life and engages in prospecting business owners for LS Benefits. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services. The firm implements investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.

Nolan Kamerer is a CFP® with 12 years of industry experience, currently advising at Mariner. His prior roles include positions at RiverPoint Capital Management and Fifth Third Securities. He serves as a board member of the HealthPath Foundation of Ohio. Mariner provides investment management, financial planning, and retirement plan consulting to a wide range of clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax, accounting, and family office services.

Robb Newman is a financial advisor at PNC Wealth Management with 26 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account for employees. The program uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists, focusing on investments in mutual funds and ETFs with annual rebalancing.

James Carberry is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments for 21 years, followed by positions at State Farm Insurance and Fifth Third Bank. 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 certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Brett Roth is a CFP® with 34 years of industry experience, currently serving at Guardian Life since 2022. He previously worked at W&S Brokerage Services from 2016 to 2022. He holds Series 63 and Series 66 licenses and is based in Cincinnati, OH. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and incorporates proprietary and third-party investment models.

Aaron Walker is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Amazon.com and Fidelity Investments prior to joining Citigroup in 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

William Sena Jr. is a CFP® and CFA® with 23 years of experience in financial advising. He has worked at Hightower Advisors since 2020, and previously spent time at Osborn Williams & Donohoe, LLC and Fort Washington Investment Advisors, Inc. His current role is based in Cincinnati, OH. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach centers on manager selection and multi-manager solutions, employing both affiliated and third-party managers alongside proprietary research and various portfolio construction methods.

Jennifer Anderson is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Citigroup Global Markets since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealing and futures commission merchant activities.

Karl Zimmerman is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, Wells Fargo Clearing, and CitiGroup. 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 implements investments via approved models managed by PNC or third-party strategists.

Matthew Luken is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2016. Outside of his advisory role, he competes in various pro fishing tournaments. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers via its Passageway Managed Account Program.

Anthony Butz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has prior experience with Carillon Investments, Inc. from 2003 to 2006. In addition to his advisory role, he is a managing partner of Premier Planning Group, LLC, an independent insurance agency selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, and retirement plan advisory, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

James Murphy is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 registrations and bringing 41 years of industry experience. He has worked with PNC Investments since 2007. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account that utilizes algorithmic risk assessment and invests via approved model strategies managed by PNC or third parties.

Zane Couch is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2024. His prior experience includes roles at Cracker Barrel and Fifth Third Bank, N.A. Outside of finance, he has been involved with the Kentucky Basketball Academy. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers various managed account programs, including mutual fund, ETF, SMA, and direct-indexing strategies, supported by a platform integrated with Fidelity and National Financial Services.

Joseph Nelson is a financial advisor with Empower Advisory Group in Cincinnati, Ohio. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Empower Advisory Group, he worked at IFS Financial Services and Touchstone Securities. Nelson also engages in business-to-business marketing related to Separately Managed Accounts and Model Portfolio Delivery options for select advisers contracted with Touchstone Securities. 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 account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Ashlyn Clark is a financial advisor at CWM, LLC with a Series 65 credential and one year of industry experience. Prior to her current role, she has held positions at FFR Wealth Team and Car-Part.com, as well as experience in education and fitness sectors. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary, model-portfolio approach combined with third-party management, customization tools, and a focus on retirement plan fiduciary processes and institutional services.

Jared Wolever is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2004. Additionally, he is involved in implementing insurance coverage through other carriers outside of Guardian Life. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers multiple proprietary and third-party investment programs, managing approximately $15 billion in regulatory assets under management.

Craig Neltner is an advisor with Fifth Third Securities, Inc. holding Series 63 and Series 65 licenses and has two years of industry experience. He has worked at Fifth Third Securities since 2023 and has also been employed by Fifth Third Bank since 2019. Prior to that, he held positions at United Dairy Farmers and the University of Kentucky. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, catering to diverse client needs with options including mutual funds, ETFs, separately managed accounts, and direct indexing.

Alan Runkel is a financial advisor at Private Advisor Group, LLC with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Private Advisor Group and LPL Financial since 2015. Outside of advising, he participates in bowling tournaments for prize money. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides various managed account solutions, including its proprietary WealthSuite platform and access to third-party managers and TAMPs, operating under a fiduciary-based advisory model.

Sara Muckenfuhs is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Ameritas Life Insurance Corp. and Ameritas Investment Company, LLC since 2006. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment programs, leveraging model portfolios, mutual funds, ETFs, and individual securities, supported by a unique corporate structure that includes affiliated broker-dealer, investment, and insurance entities.

John Krumpelman is a CFA® charterholder based in Cincinnati, OH, with 14 years of industry experience. He has held roles at Mariner Wealth Advisors, RiverPoint Capital Management, and Hilliard Lyons Capital Management. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various investment vehicles. The firm combines customized portfolio management with tax and accounting integration, providing a range of services that include coordinated tax compliance, family office functions, and employer financial wellness tools.