Andrew Heckaman is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Fifth Third Securities since 2013 and with Fifth Third Bank since 2010. 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 with features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Adam Headley is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Farther and previously worked at McKinley Carter Wealth Services and Primerica. He has also held roles outside finance, including at the Ohio High School Athletic Association and Miami University. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Ryan Voet is a CFP® with 11 years of industry experience. He is currently an advisor at OSAIC Institutions, Inc. and First Commonwealth Bank. His prior roles include positions at Key Investment Services LLC, Fidelity Investments, U.S. Bancorp Investments, and several other financial firms. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that includes a lending marketplace and third-party promoter arrangements.

Marcus Mitchell is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 63 designation and seven years of industry experience. His career includes roles at WealthWave Insurance Agency LLC and managing member responsibilities at Chance For All, LLC. Outside of advising, he is involved in managing business retreat and camp properties in Maine. Transamerica Financial Advisors serves individual investors, pension plans, trusts, and charitable organizations through a combination of advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary options.

Paul Staadeker is a CFP® professional with 40 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held roles within Steward Partners entities since 2017. His prior experience includes positions at Raymond James Financial Services, Wells Fargo Advisors, and Legg Mason Wood Walker. Outside of his advisory work, he serves as a trustee for a family trust and provides counsel to high-net-worth clients through a wealth management group. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management options.

Jonathan Dinsmore 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 previously worked at Fidelity from 2008 to 2013 before joining Fifth Third Securities, where he has been since 2013. Outside of his advisory work, he owns and manages a rental property in Cincinnati. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs via the Passageway platform, including mutual fund, ETF, SMA, and direct indexing strategies. The firm operates as a wholly owned subsidiary of Fifth Third Bank and engages in municipal advisory and broker-dealer activities.

Jacob Oney is a CFA® charterholder and holds a Series 65 license. He has one year of industry experience and is currently with MAI Capital Management, LLC. His prior roles include positions at Fifth Third Bank and Maywic Select Investments. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across multiple strategies, integrating financial planning and tax services into many client relationships.

Kevin Goins is a financial advisor with Money Concepts Capital Corp, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, Equitable Advisors, and Morgan Stanley DW Inc. Outside of his advisory work, he provides rideshare services as an independent contractor. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs model-driven, asset-allocation strategies and integrates third-party managers and platforms like Envestnet to support portfolio oversight and reporting.

Dylan Sabol is a financial advisor at CWM, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Carson Wealth, Total Wealth Planning, Thor Wealth Management, and Monti Inc. He has also worked in the food service industry and spent time as a full-time student. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm utilizes discretionary model portfolios overseen by an in-house Investment Committee and combines multiple analytical approaches and third-party resources to manage investments.

Anthony Bruns is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. He previously worked at Pinnacle Financial Advisors for 16 years. Bruns is a member of the Episcopal Retirement Services Investment Committee. Mariner serves a diverse client base including 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 integrated tax and family office services, employing discretionary, customized portfolios overseen by an internal investment committee.

Alexandra Berning is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds a Series 66 designation and has been with Fifth Third Securities since 2020, alongside a longer tenure at Fifth Third Bank dating back to 2015. Outside of her advisory role, she is a partner in a commercial real estate venture. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options with features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with integrated regulatory and supervisory structures.

Louis Magliano IV is a financial advisor with Fifth Third Securities, Inc. in Loveland, Ohio. He holds Series 63 and Series 66 designations and has 11 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2019, he worked at E*TRADE Securities from 2015 to 2018. 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 that include advisor-directed models, separately managed accounts, and a unified platform combining third-party portfolio managers and IAR-managed sleeves.

Julie Albright is a CFP® and CFA® with three years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. in Cincinnati, OH. She previously worked at Madison Wealth Management from 2017 to 2020. Outside of her advisory role, she volunteers with Impact 100 in a finance oversight capacity and provides tax preparation services for the United Way of Greater Cincinnati. Mercer Global Advisors offers investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and provides a range of portfolio management and financial planning solutions.

Justin Mccolaugh is a financial advisor with SPC, holding a Series 66 designation and 22 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2013. Outside of his advisory role, he also sells life insurance and long-term care insurance as an independent agent. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary arrangements tailored to client needs.

Chris Dibari is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available via an invitation-only pilot for employees with PNC Bank online-banking credentials. The firm uses algorithmic risk assessment and approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Christopher Potts is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked for MassMutual Ascend Life Insurance Company and MM Ascend Life Investor Services, LLC for ten years. 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, and investment banking services.

Estelle Zekoff is a CFP® professional with two years of industry experience, currently serving at MAI Capital Management, LLC since 2024. Prior to joining MAI, she worked at Madison Wealth Management and has experience in nonprofit work with the United Pet Fund. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning, tax, and administrative services within client relationships.

Eva Purvis is a CFP® professional with 21 years of industry experience, currently affiliated with Allworth Financial, L.P. She has worked at Hanson McClain Advisors since 2018 and has over 20 years of experience with Simply Money Advisors. Outside of financial advising, she serves as an independent distributor for Senegence International, focusing on makeup and skincare. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm utilizes customized portfolio strategies combining core-satellite, index, and specialized approaches, supported by third-party sub-advisers and proprietary technology for managing retirement accounts.

Michael King is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, including 13 years at Fifth Third Securities. 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 tax-overlay services, supported by its affiliation with Fifth Third Bank and a broad platform infrastructure.

Richard Jackson is a financial advisor with Eagle Strategies (NY Life) based in Cincinnati, OH. He holds Series 66 and Series 63 licenses and has one year of industry experience. Alongside his advisory role, he operates under the DBA Jackson Wealth Strategies, Ltd, which focuses on selling New York Life products and services. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.