Britton Riley is a financial advisor at Allworth Financial, L.P. with 10 years of industry experience. He holds the CFP® designation and Series 65 license. Riley has worked at Hanson McClain Advisors and Simply Money Advisors and also serves as an insurance agent/associate advisor in Cincinnati. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management utilizing a range of model strategies and employs technology to manage held-away retirement accounts, with notable ownership by private investment vehicles and the Ontario Teachers’ Pension Plan.

Melissa Seibert is a financial advisor at Rockefeller Capital Management with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 13 years. Her current tenure at Rockefeller includes roles at both Rockefeller Capital Management and Rockefeller Financial LLC. Rockefeller Capital Management is an enterprise firm serving a broad client base with a comprehensive investment approach.

David Workman II is a CFP® professional with 12 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2022 and previously spent 14 years at The Asset Advisory Group, Inc. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, multi-factor tilts, low-cost index vehicles, and tax management.

Joshua Handel is a financial advisor at MAI Capital Management, LLC with two years of industry experience. He previously worked at Madison Advisors, PNC Bank, NA, and ClearPoint Federal Bank & Trust. Joshua holds a Series 65 designation and is based in Cincinnati, OH. MAI Capital Management provides discretionary and non-discretionary investment management, 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 a wide range of investment strategies and integrates financial planning and tax services, overseeing $72.3 billion in assets under management as of May 31, 2026.

Joseph Bono II is a financial advisor at Fifth Third Securities, Inc. in Covington, KY, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. 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 features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Adam Dickman is a financial advisor at Independent Financial Partners with three years of industry experience. He holds a Series 65 designation and has worked at Independent Financial Partners and Dickman Wealth Management since 2021. Prior to his advisory career, he was involved in logistics and retail, with positions at A&R Logistics and Costco, and attended Thomas More College. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and provides a decentralized advisory model with notable retirement-plan advisory and pension consulting capabilities.

Craig Middendorf is a CFP® with 26 years of industry experience, currently serving at Independent Financial Partners since 2011. His prior experience includes roles at LPL Financial from 2011 to 2019 and IFP Securities, LLC since 2019. Middendorf is also involved in non-variable insurance business through GPS Wealth Management, LLC. 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 multi-advisor platform with over 260 advisors managing more than $12 billion in assets, offering both individualized investment strategies and centralized asset management options.

Ameesh Mehta is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds a Series 66 designation and has worked previously at LPL Enterprise and The Prudential Insurance Company of America. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Camryn Chapman is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. Prior to her current role, she has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, her background includes roles in education and community organizations such as Northern Kentucky University and the R.C. Durr YMCA. Primerica Advisors serves a broad retail client base including individual and high-net-worth investors, offering brokerage and advisory services along with financial planning and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services.

Sandra Mills is a financial advisor with The Huntington Investment Company in Cincinnati, OH, holding a Series 66 designation and having 22 years of industry experience. She has been with The Huntington Investment Company since 2004 and has worked with Ameriprise Financial Services, LLC since 2026. Outside of her advisory role, she is a member of Legacy Land Partners LLC, a business that buys, improves, and sells land. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary private bank models, with portfolio management and custodial services provided through National Financial Services.

Kimberly Breedlove is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with Citibank since 2014. Outside of her advisory role, she is involved in sales for ColorStreet, a fingernail overlay company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, integrating internal standards and oversight committees to select and monitor investment managers.

Cameron Druffel is a financial advisor with TIAA-CREF in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with TIAA and TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also serves as adviser to the TIAA Donor Advised Fund and administers managed accounts using both model and customized portfolios within a vertically integrated structure.

Jason Klein is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH. He holds Series 63 and Series 66 designations and has seven years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2021, he worked at The Prudential Insurance Company of America and Pruco Securities, LLC from 2017 to 2021. Fifth Third Securities serves a diverse client base including individual, high-net-worth, institutional, corporate, trust, and retirement accounts through both investment advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account platform, providing options such as mutual-fund/ETF models, SMA strategies, tax-overlay services, and direct indexing.

Matthew Griffin is a CFP®-designated financial advisor with 23 years of industry experience. He is currently affiliated with Fifth Third Securities, Inc. and has held various roles within Fifth Third Bank and its securities division since 2009. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway Managed Account Platform, providing clients with options ranging from mutual funds and ETFs to separately managed accounts and tax-overlay strategies.

Julia Galioto is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 license and bringing nine years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Kleinfelder Capital, Inc., and Morgan Stanley. She is also the owner of Wild Nemi Birthing, LLC, a business unrelated to the investment industry. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Jeffrey Dunn is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior work includes long tenure at New York Life Insurance Company and Edward Jones. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing in-house and third-party model portfolios along with a platform integrating multiple affiliated financial services.

Andrew Lutsch is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Citigroup Global Markets since 2016, following a brief period at Citibank the same year. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains a large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Bradley Howard is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked with LPL Financial LLC and the Center for Wealth Management. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and wealth coaching through discretionary and non-discretionary portfolio management. The firm employs a network model combining independent advisory representatives with access to brokerage services through LPL Financial and offers integrated technology platforms for asset aggregation and estate planning.

Christopher Hopper is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2000. Fifth Third Securities, Inc. 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 features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with extensive regulatory registrations.

Thomas Lalley is a CFP®, CFA®, and Series 63 credentialed advisor with 24 years of industry experience. He has worked at MAI Capital Management, LLC since 2019 and previously spent 19 years at John D Dovich & Associates. Lalley is associated with Eden Park Financial Partners, LLC, which holds keyman and business transition insurance in partnership with John Dovich. 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 wide range of investment strategies across various asset classes and integrates financial planning, tax, and bill-payment services into many client relationships.