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.

Ross Hambleton Jr. is a CFP®-designated financial advisor with 27 years of industry experience, currently with Rockefeller Financial LLC since 2021. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he is a limited partner in an equestrian and horse racing business, Bottle Rocket Stables LLC. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, and portfolio management services. The firm offers integrated wealth, trust, and insurance capabilities and acts as a placement agent for private funds, operating under a recapitalized ownership structure with significant institutional minority owners.

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.

Brooke Dryden is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 65 credentials with seven years of industry experience. She has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and tax-overlay services, and is notable for its municipal-advisor registration combined with affiliation to a large bank.

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.

Craig Oney is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation with 18 years of industry experience. He has been with Fifth Third Securities since 2008. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including 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, supported by its affiliation with Fifth Third Bank and a comprehensive supervisory framework.

Vernos Williams is a financial advisor with Fifth Third Securities, Inc. in Alexandria, KY, holding Series 63 and Series 65 licenses. He has 20 years of industry experience, previously working at Ameriprise Financial Services LLC and U.S. Bancorp Investments, Inc. Outside of his advisory role, Williams is involved in commercial real estate ownership. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account Platform, featuring a range of strategies from mutual fund and ETF models to separate managed accounts and direct indexing.

Donald Bruemmer is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and four years of industry experience. Prior to joining Rockefeller Financial in 2024, he worked at Morgan Stanley, Gilligan Company, and Dimensional Fund Advisors. He also has a background at the University of Cincinnati. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan consulting, integrating trust and insurance services within the Rockefeller Global Family Office platform.

Jackson Mahorney is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Rockefeller Capital Management and 9258 Wealth Management, LLC. Mahorney’s background also includes roles outside finance, such as positions at Churchill Downs and the University of Cincinnati. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a range of investment and placement services through its Private Advisor model and consolidated investment platform.

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.

Craig Mitchell is a Series 66-licensed financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, bringing 20 years of industry experience. He has worked at Fifth Third Securities since 2010, with a brief period away from the firm in 2016-2017. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and access to specialized investment platforms.

Michael Smith is a financial advisor at Guardian Life with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at NYLife Securities LLC and Aeon Global Health. He has also been involved in ministry work through Beyond The Walls Ministry and Parma Park Church of God. Guardian Life’s Park Avenue® Wealth Management division serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Connor Hawkins is a financial advisor with Guardian Life, holding the CFP® and ChFC® designations and a Series 66 license. He has five years of industry experience and has worked at Park Avenue Securities since 2021. Hawkins also has experience with Guardian Life Insurance Company and has been involved in an insurance brokerage activity. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships, utilizing model portfolios and a hybrid digital advisory solution.

Virginia Copley is a CFP®-designated financial advisor with 17 years of industry experience, currently with The Huntington Investment Company. Her career includes roles at firms such as TIAA, Raymond James Financial Services, and SunTrust. She serves on the Board of Trustees for Playhouse in the Park, participating in committees and community outreach. The Huntington Investment Company serves individuals, charitable organizations, and business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. Its open-architecture investment approach combines third-party sub-managers and proprietary models, with portfolio management and custodial services provided via National Financial Services.