Cody O'Connor is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments and Fifth Third Bank. Fifth Third Securities serves a diverse range of individual and institutional clients through both investment advisory and brokerage services, offering multiple program types including mutual-fund/ETF models, SMA strategies, and direct-indexing options on its Passageway Managed Account platform.

S Renee Whisman is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior experience includes roles at PNC Bank and PNC Investments from 2013 to 2018 before joining Fifth Third Securities and Fifth Third Bank in 2018. 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 with features such as direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Douglas Russell is a financial advisor with Fifth Third Securities, Inc. in Wilmington, Ohio. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including over 10 years with Fifth Third Securities and FIFTH THIRD BANK. Outside of his advisory role, he owns and operates a hobby farm in Chillicothe, Ohio. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering access to multiple program types and third-party portfolio managers via the Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and maintains a broad mix of client services, including municipal advisor and broker-dealer activities.

Katherine Hupp is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Milford, OH, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. She has been with Fifth Third Securities since 2008. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage channels. The firm offers multiple investment programs via its Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Randy Christophel is a financial advisor with Money Concepts Capital Corp in Morrow, OH, holding a Series 66 designation and 27 years of industry experience. He has been with Money Concepts Capital Corp since 1998 and also works with Doug Sand, CPA Accounting Firm since 1991. Outside of his advisory work, he owns RYLIN Company, a home senior care business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a variety of managed programs that utilize model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Kirsten Sovern is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Fifth Third Securities, she worked at Fifth Third Bank and has experience with Bunker's Country Club and Mid America Ball Park. 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 investment program types on the Passageway Managed Account platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Hugh Rhodes II is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with PNC Wealth Management and previously worked at Fifth Third Securities, Fifth Third Bank, Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, Ef Hutton Investments, and Fidelity Brokerage Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessment and implements investments through approved model strategies managed by PNC or third parties.

Kevin Hancock is a financial advisor at Empower Advisory Group holding a Series 66 designation. He has recently entered the industry and began his financial services career in 2026. Prior to joining Empower Advisory Group, he worked in various mortgage services roles from 2013 to 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm delivers services through an integrated model with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Timothy Bouman is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at UBS Financial Services, Natcity Investments, Inc., and Provident Investment Advisors Inc. He has been with PNC Wealth Management since 2007. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, online discretionary model account pilot called the Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessments and approved model strategies managed by PNC or third parties.

Mary Hart is a financial advisor with Primerica Advisors in Milford, OH, holding a Series 63 designation and nine years of industry experience. She has been with Primerica Advisors since 2016 and also has experience with Primerica Financial Services starting in 2015. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Nathan Sorum is a CFP® and ChFC® affiliated with LPL Financial, where he has worked since 2019. He has 34 years of industry experience, previously working at Sagepoint Financial, Inc. and operating Sorum Financial. Outside of advising, he is involved in a yak farm business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Samantha Beach is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Darrin Bollenbacher is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and LCNB National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, supported by extensive resources and a large network of advisors.

Paul Robbins is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2010. His current role at Fidelity Investments began in 2025 following seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm employs a systematic investment process incorporating fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to multiple registered investment companies and use of advanced technologies in its strategies.

Adam Ireton is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 65 licenses and is based in Lebanon, OH. Edward Jones is a full-service wealth management firm providing advisory services to over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Ryan Wheatley is a financial advisor with Edward Jones in Lebanon, Ohio, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Joseph Kuethe is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and over 30 years of industry experience. He worked at Edward Jones for 22 years before joining Raymond James in 2021. Kuethe is also a part-owner of Ascension Partners, LLC, which supports satellite offices joining its OSJ network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pensions, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Frank Re is a financial advisor with LPL Financial in Lebanon, Ohio, holding a Series 66 designation and nine years of industry experience. He has worked with LPL Financial and Lebanon Citizens National Bank since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms such as the Bank Wealth Program.

Robert Cooney is a financial advisor at Osaic with 34 years of industry experience. He previously worked at Woodbury Financial Services for 28 years before joining Osaic in 2024. Outside of his advisory role, he owns Employees Benefits Plus, a business focused on employee benefits and non-variable insurance products. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including financial planning and managed portfolios. The firm uses a model-based investment approach with portfolio optimization tools and supports various account types and third-party managers.

Mark Gallondorn is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been associated with Fidelity and its affiliate brokerage services since 2012. He works for Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it also serves as an advisor to multiple registered investment funds.