Julia Galioto is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 license and bringing nine years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Kleinfelder Capital, Inc., and Morgan Stanley. She is also the owner of Wild Nemi Birthing, LLC, a business unrelated to the investment industry. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Daniel Markarian is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Fifth Third Securities since 2014 and has been with Fifth Third Bank since 2012. Fifth Third Securities 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 combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Thomas Lalley is a CFP®, CFA®, and Series 63 credentialed advisor with 24 years of industry experience. He has worked at MAI Capital Management, LLC since 2019 and previously spent 19 years at John D Dovich & Associates. Lalley is associated with Eden Park Financial Partners, LLC, which holds keyman and business transition insurance in partnership with John Dovich. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a wide range of investment strategies across various asset classes and integrates financial planning, tax, and bill-payment services into many client relationships.

Laura Smith is a financial advisor at PNC Wealth Management with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investment and PNC Bank since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic tools to recommend investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Riley Blankenship is a financial advisor at Mariner with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Mariner, Riley held roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Bowling Green State University. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm provides customized, discretionary portfolios combining in-house research with third-party manager allocations and offers integrated tax and accounting services alongside traditional portfolio management.

Stephen Dennis is a Series 63-licensed financial advisor with Ameritas Advisory Services, LLC, bringing 43 years of industry experience. He has worked with Ameritas in various capacities since 1982, including roles at Ameritas Life Insurance Corp and Ameritas Investment Corp. Dennis is licensed as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a broad range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers diversified asset management and financial planning solutions utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Jordan Nare is a financial advisor with Carson Wealth in Cincinnati, OH, holding a Series 65 credential and five years of industry experience. His prior firms include Total Wealth Planning, Mariner Wealth Advisors, and Pinnacle Wealth Management. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to oversee model portfolios and providing customized investment solutions.

Andrew Shafer is a financial advisor at Allworth Financial, L.P. based in Cincinnati, OH, holding the ChFC® designation and Series 63 license with 13 years of industry experience. His prior work includes roles at Hanson McClain Advisors, Simply Money, Merrill, and A. G. Edwards & Sons, Inc. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, qualified retirement plan consulting, and variable annuity sub-account servicing, utilizing both quantitative and qualitative approaches with customizable investment strategies.

Andrew Bruns is a CFA® charterholder at MAI Capital Management, LLC with four years of industry experience. He has previously worked at Madison Wealth Advisors, Wealthquest Corporation, and John D. Dovich & Associates. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services into many client relationships.

Janet Booth is a financial advisor at Transamerica Financial Advisors with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Gerardi Wealth Management and LPL Financial. Booth also engages in the sale of insurance and non-insurance products for companies affiliated with her firm. Transamerica Financial Advisors serves a diverse client base ranging from individual investors and high-net-worth clients to pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Darien Jackson is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and having three years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2021, with prior experience at Bowling Green State University. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a client base that includes high-net-worth individuals and various business entities.

Juliann Bunner is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials with four years of industry experience. She has been with Fifth Third Securities since 2022 and has prior experience at Fifth Third Bank, Cincinnati State Technical and Community College, Torrid, Rue 21, and Oak Hills High School. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing roughly $10.9 billion in assets.

Jariel Dumford is a financial advisor at AE Wealth Management, LLC, holding a Series 65 credential and beginning his advisory career in 2026. He previously operated Dumford Management Group, Inc. since 2017 and worked at Patton Financial Group from 2006 to 2017. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and various investment strategies, serving a large client base through a platform-focused approach.

Richard Steele is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fifth Third Securities and Fifth Third Bank since 2012. Outside of his advisory role, he works as a senior executive recruiter for NorSource, Inc., focusing on manufacturing employee recruitment. 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 options and combines bank affiliation with municipal-advisor registration, utilizing a platform that includes direct indexing and tax-overlay services.

Margaret Schneider is a Series 66 licensed financial advisor with 19 years of industry experience, currently with Fifth Third Securities, Inc. in Cincinnati, Ohio, where she has worked since 2007. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through both investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a network of around 919 advisors.

Casey Hays is a financial advisor at PNC Wealth Management with four years of industry experience. He holds the Series 66 and Series 63 credentials and has previously worked at firms including J.P. Morgan Securities and Fidelity Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online portfolio solution that uses algorithmic risk assessment and delegated portfolio management with mutual funds and ETFs.

Sylvester Brown is a financial advisor with Transamerica Financial Advisors who holds a Series 63 designation and has 41 years of industry experience. He has been with Transamerica Financial Advisors since 2016 and also works with World Financial Group, Inc. since 2014. His other business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach delivered through multiple advisory programs and third-party managers, supported by an extensive advisor network.

Charles Downs is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Hanson McClain Advisors, Financial Network Group, Ltd, and Royal Alliance Associates, Inc. during his career. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides financial planning, portfolio management, retirement plan consulting, and educational resources, using a combination of quantitative and qualitative analysis to offer customized investment strategies.

William Von Hoene is a financial advisor with PNC Wealth Management, holding a Series 66 license and 19 years of industry experience. He has worked at PNC Investments since 2014, following roles at Ameriprise and UBS Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to approved third parties, focusing on mutual funds and ETFs with annual rebalancing.

Douglas Tyson is a CFP® and ChFC® with 23 years of industry experience. He is currently with Cerity Partners LLC, having joined in 2024. His prior experience includes roles at Manning & Napier, Franklin University, TD Ameritrade, BB&T Investment Services, PSA Financial Advisors, Edward Jones, and Fidelity. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing over $166 billion in client assets. The firm offers customized wealth management services that combine proprietary quantitative screening, manager selection, and asset allocation, with access to alternative and private market solutions for qualified clients.