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 credentials and one year of industry experience. Prior to joining Mariner, Riley held positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Mariner serves a diverse client base that includes individuals, pension and profit-sharing 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, utilizing a combination of in-house research and third-party managers to implement customized discretionary portfolios.

Stephen Dennis is a financial advisor at Ameritas Advisory Services, LLC with 42 years of industry experience. He holds a Series 63 designation and has worked at Ameritas Advisory Services since 2021, previously serving at Ameritas Investment Corp. and Ameritas Life Insurance Corp. He is also a licensed independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Jordan Nare is a financial advisor at CWM, LLC with five years of industry experience. He has held positions at firms including Carson Wealth, Total Wealth Planning, LLC, and Mariner Wealth Advisors. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing a discretionary management approach with model portfolios and a combination of fundamental and technical analysis.

Andrew Shafer is a financial advisor at Allworth Financial, L.P. in Cincinnati, OH, with 12 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Hanson McClain Advisors and Simply Money. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies, including model portfolios, defined-outcome ETFs, and options overlays, and is notable for its ownership structure and specialized services such as an Airline division and privately offered Shorepoint income funds.

Ronald Alessi Jr. is a financial advisor with The Huntington Investment Company, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Huntington since 2014, previously working at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party and affiliate managers, with portfolio management supported by National Financial Services custodial services.

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.

Charles Metzger is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Crunch Fitness, Fifth Third Bank, and Roebling Capital Partners, as well as earlier work in educational institutions. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

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 with PNC Wealth Management in Cincinnati, OH, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA, J.P. Morgan Securities, and Fidelity Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithm-driven risk assessment and discretionary management of 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 at Allworth Financial, L.P. based in Cincinnati, OH, holding Series 63 and Series 65 registrations with 37 years of industry experience. His prior roles include positions at Hanson McClain Advisors, Financial Network Group, Ltd, and Royal Alliance Associates, Inc., where he has worked for extensive periods during his career. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios using various model strategies and integrates technology to manage held-away employer retirement accounts, distinguishing itself through private investment vehicle ownership and specialized service divisions.

Stephan Wisniowski is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, holding a Series 66 designation with nine years of industry experience. He has been with Fifth Third Securities since 2015. 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 combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Douglas Tyson is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently with Cerity Partners LLC, where he has worked since 2024. His prior experience includes roles at Manning & Napier Investor Services, Franklin University, and TD AMERITRADE. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers customized portfolios with a focus on diversified asset allocation and provides a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Sally Dempsey is a Series 65-credentialed financial advisor with 13 years of industry experience. She is currently with MAI Capital Management, LLC and has previously worked at Madison Wealth Management and Greystone Investment Management. Sally is a partner in GIM Partners, LLC, an entity formed to receive proceeds from the sale of Greystone Investment Management. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse clientele that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio management strategies and integrates financial planning, tax, and administrative services across its relationships.

Rasahn Reynolds is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, holding Series 66 and Series 63 licenses with 16 years of industry experience. His prior experience includes roles at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services, as well as a brief period at Amazon. He has been with Fifth Third Securities and Fifth Third Bank since 2020. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, and direct indexing options.