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 the 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 portfolio management, financial planning, and consulting services, 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.

Matthew Strife is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. He previously worked for The O.N. Equity Sales Company for 16 years before joining Fifth Third Securities and Fifth Third Bank in 2022. 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, including advisor-directed models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Lamont Taylor is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Fidelity Investments and Fifth Third Bank, as well as experience outside finance in the hospitality and entertainment sectors. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, offering multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Abby Aey is a financial advisor with Fifth Third Securities, Inc. in Liberty Township, Ohio, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2013. Outside of her advisory role, Abby serves as Director of Operations at OI Medical Aesthetics, a medical spa in Dayton, Ohio. Fifth Third Securities 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 separately managed accounts, supported by a platform featuring direct indexing and tax-overlay services.

Trisha Farver is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 16 years of industry experience. She has worked at Huntington in various capacities since 2010 and is also the owner of Best You, a retail business operating since 2007. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture platform that combines third-party and affiliate model management.

Jeremy Ramsey is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Cincinnati, OH. He holds the Series 63 and Series 66 designations and has eight years of industry experience, including prior roles at J.P. Morgan Securities, Merrill, and Fidelity Brokerage Service. Outside of financial services, he was involved with Ramsey Custom Outfitters, LLC and Jrock Supplements over several years. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account Platform, covering strategies such as mutual funds, ETFs, SMAs, tax overlays, and direct indexing.

Roger Ford is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at AE Wealth Management since 2017 and previously held roles at Madison Avenue Securities, GF Investment Services, and Global Financial Private Capital. Outside of his advisory work, Ford is the founder of Conservative Financial Solutions, a financial consulting and fixed insurance sales firm, and also founded Harrison Tax & Accounting. Additionally, he owns and operates a farming business. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting its advisors with internal consulting and licensing programs.

Nicole Redus is a financial advisor at United Planners Financial Services of America with 22 years of industry experience. She holds a Series 63 designation and has held leadership roles including President and CEO of Ascension Wealth Management and Redus Financial Group. She serves on the board of the National Underground Railroad Freedom Center and is a committee member of the Greater Cincinnati Foundation. United Planners Financial Services is a national wealth-management enterprise supporting a broad client base through a large network of independent advisors. The firm offers both advisory and brokerage services, with a notable focus on non-discretionary account management and a limited-partnership ownership structure.

Joseph Shults is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. from 2002 to 2024 and LPL Financial. Outside of his advisory work, he owns and operates a photography business, Joe Shults Photo LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Jaden Schlosser is a financial advisor at Mariner with a Series 65 designation. He has no prior industry experience before joining Mariner, where he has worked since 2025. His background includes employment at Cerity Partners and non-financial roles such as working at Mac & Joe's Bar and time spent at Miami University. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through comprehensive investment management, financial planning, and retirement consulting. The firm utilizes a combination of in-house research and third-party managers to implement customized discretionary portfolios and offers integrated tax, accounting, and financial wellness services alongside traditional portfolio management.

Robert Siegmann is a financial advisor at CWM, LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Total Wealth Planning, LLC for 11 years before joining CWM and Carson Wealth in 2025. Outside of his advisory role, he owns rental property. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm employs discretionary model portfolios managed by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan services.

James Mills is a financial advisor at TLG Advisors, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ironvest Financial, Brokerage Solutions LLC, and Nationwide Investment Services Corporation. TLG Advisors serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm focuses on manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, offering diversified portfolio management and comprehensive financial planning services.

Shawn Patrick is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also associated with WealthWave and Net Law Group Inc., where he provides estate document services such as wills and trusts. His professional activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach, using third-party money managers and platform sub-advisors to implement investment strategies, supported by a large advisor network and multiple advisory programs.

Thomas Neess is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2015. Outside of his advisory role, Neess operates an insurance agency as a sole proprietor. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.

Samuel Mathis is a CFP® with six years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott in Cincinnati, OH. He has held roles at Janney Montgomery Scott since 2019 and previously worked at The Country Club and the University of Cincinnati. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a wide range of brokerage, financial planning, and advisory services.