Michael Smith is a financial advisor at Guardian Life with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at NYLife Securities LLC and Aeon Global Health. He has also been involved in ministry work through Beyond The Walls Ministry and Parma Park Church of God. Guardian Life’s Park Avenue® Wealth Management division serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Carmen Sanders is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Fifth Third Securities since 2014. Outside of her advisory role, she supports the North Avondale Recreation Center and serves as a troubleshooter for the Hamilton County Board of Elections. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Connor Hawkins is a financial advisor with Guardian Life, holding the CFP® and ChFC® designations and a Series 66 license. He has five years of industry experience and has worked at Park Avenue Securities since 2021. Hawkins also has experience with Guardian Life Insurance Company and has been involved in an insurance brokerage activity. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships, utilizing model portfolios and a hybrid digital advisory solution.

Virginia Copley is a CFP®-designated financial advisor with 17 years of industry experience, currently with The Huntington Investment Company. Her career includes roles at firms such as TIAA, Raymond James Financial Services, and SunTrust. She serves on the Board of Trustees for Playhouse in the Park, participating in committees and community outreach. The Huntington Investment Company serves individuals, charitable organizations, and business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. Its open-architecture investment approach combines third-party sub-managers and proprietary models, with portfolio management and custodial services provided via National Financial Services.

Sanford Aderson is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. He has worked at Park Avenue Securities, Strassburger McKenna, Guardian Life Insurance Company of America, and Luttner Financial Group since 1999 or earlier. Outside of his advisory roles, he serves as a trustee of a perpetual charitable testamentary trust and is a board member of the Westmoreland Country Club and Madison on Bellefield condo association. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, financial planning, and consulting services. The firm uses a mix of proprietary and third-party investment strategies and supports discretionary and non-discretionary account management across a variety of investment vehicles.

Susan Mason is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 credentials. She has 28 years of industry experience, including tenure at Fidelity from 2005 to 2021 and ongoing roles with Advised Assets Group, LLC and Gwfs Equities, Inc since 2022. Mason also has experience working with the Boone County School District through 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Jeremy Gates is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Fifth Third Securities, Inc. since 2012. He holds Series 63, 65, and 66 licenses. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, high-net-worth clients, charitable organizations, corporate and business clients, and institutional investors. The firm provides multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and layered corporate relationships.

Robert Corsarie is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Fifth Third Bank and Fifth Third Securities since 2006. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm offers multiple discretionary managed-account programs, including direct indexing and tax-overlay options, and is notable for its municipal-advisor registration combined with its affiliation to Fifth Third Bank.

Diego Vallota is a financial advisor at Stratos Wealth Partners, Ltd with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Avantax Advisory Services and Dean Dorton Wealth Management. Vallota is based in Cincinnati, OH. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm overseeing approximately $18.6 billion in assets with about 366 advisors and over 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager programs, and various financial planning services, operating an open-architecture approach with access to multiple platforms and investment solutions.

Edward Bosch Jr. is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has worked with IFP Securities, LLC since 2019 and Independent Financial Partners since 2013, following a nine-year tenure at LPL Financial. Outside of his advisory role, Bosch is involved in a cattle farming operation in Kentucky. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Charles Williams II is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Guardian Life Insurance Company of America and Park Avenue Securities since 2007. Outside of his advisory role, he consults for a teleradiology medical practice and serves on the boards of the Thank America First Foundation and the Cincinnati Blue Line Foundation. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting. The firm manages approximately $15 billion in assets and supports a range of investment strategies and account features through an integrated operating model.

Gregory George is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Primerica Advisors since 2012 and has been associated with Guardian Life Insurance Co. of America since 2011. Outside of his primary roles, he is involved in insurance products beyond Guardian Life and engages in prospecting business owners for LS Benefits. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services. The firm implements investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.

Nolan Kamerer is a CFP® professional with 12 years of industry experience, currently serving at Mariner Wealth Advisors since 2018. Prior to joining Mariner, he worked at RiverPoint Capital Management for four years. He serves as a board member of the HealthPath Foundation of Ohio. Mariner Wealth Advisors serves a diverse client base 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 uses customized, discretionary portfolios supported by a dedicated investment committee and integrates tax and accounting services alongside traditional portfolio management.

Robb Newman is a financial advisor at PNC Wealth Management with 26 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account for employees. The program uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists, focusing on investments in mutual funds and ETFs with annual rebalancing.

James Carberry is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments for 21 years, followed by positions at State Farm Insurance and Fifth Third Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Teresa Graner is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Hornor, Townsend & Kent since 1985. In addition to her advisory role, Graner owns and operates a multi-line insurance brokerage, specializing in life and long-term care insurance as well as investment-related products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and employs third-party asset manager relationships to provide tailored investment strategies.

Brett Roth is a CFP® with 34 years of industry experience, currently serving at Guardian Life since 2022. He previously worked at W&S Brokerage Services from 2016 to 2022. He holds Series 63 and Series 66 licenses and is based in Cincinnati, OH. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and incorporates proprietary and third-party investment models.

Aaron Walker is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Amazon.com and Fidelity Investments prior to joining Citigroup in 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

William Sena Jr. is a CFP® and CFA® with 23 years of experience in financial advising. He has worked at Hightower Advisors since 2020, and previously spent time at Osborn Williams & Donohoe, LLC and Fort Washington Investment Advisors, Inc. His current role is based in Cincinnati, OH. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach centers on manager selection and multi-manager solutions, employing both affiliated and third-party managers alongside proprietary research and various portfolio construction methods.

Jennifer Anderson is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Citigroup Global Markets since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealing and futures commission merchant activities.