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.

Christopher Brison is a financial advisor with The Huntington Investment Company in Cincinnati, OH. He holds the Series 63 and Series 65 credentials and has nine years of industry experience. Prior to joining Huntington, he worked at Raymond James Financial Services and First Financial Bank. Outside of his advisory role, Brison serves as a college football official and is on the boards of Welcome House, Inc. and the Walton Fire Protection District. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services using an open-architecture investment model that includes proprietary Private Bank strategies and third-party portfolio management options.

Zane Couch is an advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and bringing one year of industry experience. His prior roles include positions at Cracker Barrel and Fifth Third Bank, as well as earlier experience with Eastern Kentucky University. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, incorporating mutual funds, ETFs, SMA strategies, and direct indexing.

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 a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 65 and Series 63 licenses and having two years of industry experience. His prior work includes roles at Fifth Third Bank, United Dairy Farmers, and the University of Kentucky. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, employing multiple investment strategies and portfolio management options.

Nicholas Lewis is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services, J.P. Morgan Securities, Empower Advisory Group, and Fidelity Brokerage Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach that combines third-party and affiliate model offerings through wrap-fee programs on the Envestnet MAS platform.

Alan Runkel is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2015 and has been an independent life agent since 1986. Outside of his advisory work, he participates in bowling tournaments for prize money. Private Advisor Group is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management, financial planning, and retirement consulting services, utilizing various investment strategies and third-party asset management programs.

Sara Muckenfuhs is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 credentials and 19 years of industry experience. She has worked with Ameritas Life Insurance Corp. and Ameritas Investment Company, LLC for 20 years. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing both in-house model portfolios and third-party managers. The firm offers a platform approach that includes co-advisory relationships, managed models, and programs for managing held-away retirement assets.

John Krumpelman is a CFA® charterholder based in Cincinnati, OH, with 13 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously at RiverPoint Capital Management from 2014 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to offer customized portfolios and also provides specialized tax integration and employer financial wellness tools.

Arthur Shields is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 credentials and 18 years of industry experience. He has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and specialized market roles.

William Young is a financial advisor with Empower Advisory Group, holding a Series 66 designation and one year of experience at the firm. His prior work includes roles at Levi Strauss, Amazon, and the University of Louisville, along with 12 years in full-time K-12 education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within a large client base supported by proprietary and third-party planning methodologies.

Matthew Cook is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Fifth Third Securities since 2013 and has been with Fifth Third Bank since 2003. Outside of his advisory role, he is involved in managing several rental property businesses. 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, including advisor-directed models and direct indexing, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Kevin Walsh is a CFP®-designated financial advisor with 32 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Niehaus Financial Services, LLC, and previously worked at Securities America Advisors, Inc. and Securities America, Inc. Outside of his advisory work, he is involved in tax preparation through Niehaus Tax Services, LLC. 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 solutions, while operating as a platform and back-office provider.

Jacqueline Wilson is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses with 36 years of industry experience. She has been with Fifth Third Securities since 1993. 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 various investment programs via the Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Ryan Brown is a financial advisor at Mariner Wealth Advisors with 24 years of industry experience. He holds a Series 63 designation and has worked at Mariner since 2018, following six years at Riverpoint Capital Management. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing a discretionary, customized portfolio approach supported by in-house research and third-party managers.

Ginny Wykoff is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Benjamin Coffaro is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. Prior to Mariner, he worked at Putnam Retail Management from 2015 to 2018. Outside of his advisory role, he is Chairman and Co-Founder of Chair Force 1, a Cincinnati-based charity that supplies medical equipment to those in need. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines discretionary, customized portfolio management with in-house research and third-party allocations, and provides integrated tax and accounting services alongside traditional wealth management.

Larry Weber is a CFP® professional with 27 years of experience in the financial industry. He has been with The Huntington Investment Company in Cincinnati, OH, since 2015. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and corporations. The firm employs an open-architecture investment model incorporating third-party sub-managers and proprietary Private Bank strategies, with multiple wrap-fee program options available.