Adam Dietz is a Series 65-licensed financial advisor at Mariner in Cincinnati, OH, with nine years of industry experience. He previously worked for Fourth Street Performance Partners, Inc. for ten years before joining Mariner in 2024. Mariner serves a broad range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm implements customized discretionary portfolios that combine in-house research with third-party managers and provides integrated tax and accounting services uncommon at this enterprise scale.

Larry Farr is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Fifth Third Securities since 2013 and also has a history with Fifth Third Bank dating back to 2011. Outside of his advisory role, he works as a retail associate at Home Depot in Lebanon, Ohio. Fifth Third Securities serves 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, providing a range of investment solutions including mutual fund and ETF models, separately managed accounts, tax overlay services, and direct indexing.

Daniel Murphy is a CFP® with over 41 years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, LLC, where he has worked since 2015. In addition to his financial advising roles, he has worked as an independent insurance agent since 1985. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a variety of managed account solutions, including proprietary and third-party programs.

Rodrigo Domingo is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors prior to his current role. Domingo is based in Cincinnati, OH. 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 multiple managed account programs and works with third-party portfolio managers to provide a range of investment strategies and solutions.

Nicholas Kaminsky is a Series 66-licensed financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, bringing 11 years of industry experience. His work history includes nine years at 5/3 Securities and one year with Springboro Community Schools. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services. The firm provides access to multiple investment programs through the Passageway Managed Account Platform, utilizing a range of strategies such as mutual fund and ETF models, SMA strategies, tax overlays, and direct indexing.

Ross Hambleton is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill Lynch for three years and has experience in other roles including at Miami University and Brick Street Bar & Grille. 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 a range of portfolio management, financial planning, and consulting services, operating under a Private Advisor model with an integrated investment platform that includes both discretionary and non-discretionary solutions.

Brandon Walters is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses. He has been with Fifth Third Securities since 2025 and has prior experience at Fifth Third Bank, N.A. and Chipotle Mexican Grill. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, featuring strategies such as mutual funds, ETFs, SMAs, and direct indexing.

Bradley Cooper is a financial advisor at PNC Wealth Management in Cincinnati, OH, holding Series 66 and Series 63 licenses with 12 years of industry experience. His prior roles include positions at Ameriprise and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, algorithm-driven digital portfolio offering that uses approved model strategies with mutual funds and ETFs, featuring annual rebalancing and third-party delegation for portfolio implementation.

Thomas Wyatt is a CFP® professional with 27 years of experience in financial advising, currently with Guardian Life and Park Avenue Securities. He has worked at Guardian Life and its affiliated entities since 1999. Outside of his advisory role, Wyatt is involved in legal consulting on estate planning and serves on the SFSP National Foundation Board. He is affiliated with Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and advisory services to individuals, retirement plans, and organizations. The firm provides tailored financial planning and investment management through a combination of advisor-led and model-based strategies, with access to insurance products and alternative investments.

Gregory Carlton is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 66 credentials with 29 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Lucas Woehler is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. His prior roles include positions at Randolph Co Inc and Fifth Third Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized, discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services uncommon for firms of its size.

Chris Poppa is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has held roles at Fifth Third Securities since 2020, as well as at Fifth Third Bank since 2018. Prior to that, he worked at Burcheyes, Evolution Foods, and Real Fitness Sarasota. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers various investment programs through its Passageway Managed Account platform, employing multiple third-party portfolio managers and strategies such as direct indexing and tax-loss harvesting.

Robert Louis is a financial advisor at TIAA-CREF with eight years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Strategic Advisers, LLC. Robert holds Series 63 and Series 66 licenses. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Stacy Bosch is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fifth Third Securities since 2008. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, and trusts through both investment advisory and brokerage services. The firm offers a variety of managed account programs on the Passageway platform, combining third-party portfolio management with customized strategies that include tax overlay and direct indexing.

Valerie Newell is a financial advisor at Mariner with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Riverpoint Capital Management and DWS Investment Management Americas. She serves as a trustee for several nonprofit foundations, including Bowling Green State University Foundation, Horizon Community Funds of Northern Kentucky, and Mayfield Education and Research Foundation. Mariner serves a diverse clientele, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various investment vehicles. The firm employs discretionary, customized portfolios supported by an internal management team and combines in-house research with third-party allocations, while also providing integrated tax and accounting services alongside traditional portfolio management.

William Hinton is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 63 designation and five years of industry experience. His work history includes positions at Fifth Third Securities, Fifth Third Bank, and Fidelity Brokerage Services. 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 and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.

David Heck is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Benjamin Conner is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has been with Fifth Third Securities since 2016 and associated with Fifth Third Bank since 2014. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio management via its Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and combines brokerage, municipal advisory, and investment advisory functions.

Jeffrey Sims is a financial advisor at Mariner with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pinnacle Financial Advisors and MSEC, LLC. He serves on the board of directors for the Christian Benevolent Association. 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 employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides integrated tax and administrative family office services.

Ashley Brewster is a financial advisor at Mariner with Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at UBS Financial Services, Charles Schwab, and the Law and Leadership Institute. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and integrated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by both in-house research and third-party managers, alongside specialized offerings such as tax compliance and financial wellness tools.