Andrew Bucher Sr. is a financial advisor with Independent Financial Partners who holds a Series 65 credential and has 25 years of industry experience. His work history includes roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and Waterbury & Associates. In addition to advisory services, he is president and director of Andrew J. Bucher & Company, Inc., a CPA firm specializing in bookkeeping and tax preparation. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model with both discretionary and non-discretionary account management and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Lawrence Kocisko II is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs, including direct indexing and tax-overlay services.

James Hager is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Raymond James & Associates, Fifth Third Securities, and Merrill prior to joining Janney. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Brianna Ritz is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Ayco/Goldman Sachs & Co. and The AYCO Company, L.P./Mercer Allied. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Bryan McClatchie is an advisor at Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining the firm in 2022, he served in the U.S. Army from 2014 to 2020. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers investment programs on its Passageway Managed Account platform, providing clients access to various portfolio management strategies and services.

Mike Collins is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with Fifth Third Securities and affiliated entities for much of his career, including previous roles at LPL Financial and The Retirement Corporation of America. Fifth Third Securities serves a diverse client base of individuals, high-net-worth clients, and institutional accounts through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers with customizable strategies including mutual funds, SMAs, and tax-optimized approaches.

Matthew Foley is a CFP® with 35 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2008. He is also involved in executive coaching for small business owners, serves as a literary trustee managing literary works and royalties, and officiates weddings as a minister. Fifth Third Securities, Inc. offers 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 combines multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a comprehensive supervisory structure.

Balisha Merritt is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and 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 a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple managed-account options and combines the capabilities of its bank affiliation and registered municipal advisor status to deliver a distinctive platform.

Charles Williams is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 10 years of industry experience. He has been with Fifth Third Securities since 2016. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm utilizes the Passageway Managed Account Program, which features multiple investment strategies and third-party portfolio managers, and operates as a wholly owned subsidiary of Fifth Third Bank.

Robert Koscik is a financial advisor with Guardian Life in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance for over 18 years combined, and previously spent two years at Charles Schwab. Koscik also offers fixed annuities as part of his services when appropriate. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporations, retirement plan sponsors, charities, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, offering financial planning, consulting, and access to proprietary and third-party investment solutions.

Morgan Pinkston is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2025, he worked at Fidelity Brokerage Services LLC from 2018 to 2025. Outside of his advisory role, he is the creator of Cults3D.com, an online marketplace for 3D print software. 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 and includes features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.

Albert Duplace Jr. is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His prior roles include positions at Pruco Securities, Prudential Insurance Company of America, Allstate Financial Advisors, Morgan Stanley, and Merrill Lynch. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements investments via approved strategies managed by PNC or third-party strategists.

Jessica Lucas is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 licenses and has 18 years of industry experience, including 16 years with Fifth Third Securities. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, providing clients with options such as mutual fund and ETF models, SMA strategies, and direct indexing.

Brennan Byrns is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 66 and Series 63 designations. His work history includes roles at Empower Financial Services, EDE Solutions, Key Bridge Compliance, and Fidelity Brokerage Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm uses an integrated service model tied to Empower’s administrative platforms, focusing on long-term portfolio returns and client savings rates.

Elliott Jordan is a financial advisor at Kestra Advisory with eight years of industry experience. He holds a Series 66 credential and has worked at Kestra Advisory since 2023. Prior to joining Kestra, he worked at Bank of America and Merrill from 2018 to 2023, and earlier held roles at Weckman & Wolff Holdings. Outside of advising, he serves as Director of Operations at Larmann Financial Corporation and Wealth Management & Benefit Partners, LLC, where he supports insurance sales and firm operations. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds with approximately $79.8 billion in assets under management.

Michael Richter is a CFP® professional at Mariner with 14 years of industry experience. He previously worked at Riverpoint Capital Management from 2012 to 2018 before joining Mariner Wealth Advisors in 2018. Richter serves on the finance committee of St. Joseph Home, a nonprofit children’s home in Cincinnati, assisting with endowment review. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm combines in-house research with external allocations across a range of asset classes and provides integrated tax and accounting services along with family office and employer financial wellness solutions.

Joseph Landrum is a financial advisor with Empower Advisory Group holding a Series 66 designation and nine years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Fidelity Investments. 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 linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

Bradley Meeks is a CFA® charterholder with nine years of industry experience. He has worked at MAI Capital Management, LLC since 2024 and was previously with Madison Wealth Management from 2016 to 2024. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of strategies across equity, fixed income, and private investments and offers trust and insurance administrative services.

Jonathan Weidler is a CFA® charterholder with 14 years of industry experience. He has worked at Mariner since 2018 and previously spent five years with Touchstone Securities Inc. He holds the Series 66 designation and is based in Cincinnati, OH. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, providing a broad range of strategies along with coordinated tax and family office services.

Mary Schall is a financial advisor at Mariner with nine years of industry experience. She holds the Series 66 designation and previously worked at Aspiriant for ten years before joining Mariner in 2022. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds by providing investment management, financial planning, retirement plan consulting, and tax services. The firm uses a discretionary, customized portfolio approach supported by both in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside employer financial wellness solutions.