Lenardo Colvin is a financial advisor with Empower Advisory Group in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at GWFS Equities for 10 years and Lincoln Financial Group for 8 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning approach and serves a large participant base relative to its advisor headcount.

Justin Black is a financial advisor at Fifth Third Securities, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2017, following prior roles at Frey Electric and Fidelity Brokerage Services LLC. 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 provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, with features such as direct indexing and a tax-overlay service.

Kaitlin Cengia is a financial advisor with Guardian Life and holds a Series 66 designation. She has less than one year of industry experience and has held roles at firms including Park Avenue Securities, Lifetime Financial Growth, and UBS Financial Services. Her background also includes positions outside financial services, such as working with University of Dayton Athletics and Anheuser Busch. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individual, pension, charitable, and corporate clients with financial planning, brokerage services, and advisory programs. The firm offers both discretionary and non-discretionary advisory solutions, including a lower-fee hybrid digital advisory option.

David Janszen Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at Fifth Third Bank and its affiliated securities firms from 2004 to 2023, before joining Bankers Life Advisory Services in 2025. Bankers Life Advisory Services provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a mix of fundamental and technical analysis to guide investment decisions.

Ben Russell is a CFP® and Series 63-registered financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH. He has one year of industry experience and has been affiliated with Fifth Third Bank and its related entities since 2015. 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 combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Russell Sims is a CFP® and CFA® with 11 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent 10 years at Osborn Williams & Donohoe. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Andrew Thompson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at Truepoint, Inc. and Charles Schwab in various roles spanning eight years. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and corporations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, and offers integrated tax, accounting, and financial wellness solutions uncommon among firms of its size.

Andrew Shafer is a financial advisor at Allworth Financial, L.P. in Cincinnati, OH, with 12 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Hanson McClain Advisors and Simply Money. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies, including model portfolios, defined-outcome ETFs, and options overlays, and is notable for its ownership structure and specialized services such as an Airline division and privately offered Shorepoint income funds.

Emily Mcguire is a financial advisor at The Huntington Investment Company with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has worked in various roles within The Huntington National Bank and The Huntington Investment Company since 2014, as well as at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities, offering advisory and brokerage services through multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate investment strategies.

Dominic Vanderyt is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, where he has worked since 2021. His prior roles include positions at Secure Future Advisor, Fidelity Brokerage Services LLC, IFS Financial Services, and Touchstone Securities. Outside of finance, he has experience working at Humbert's Meats. Fifth Third Securities, Inc. 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 Managed Account Program, combining third-party portfolio managers, strategist portfolios, and advisor-managed options, with features such as direct indexing and tax-overlay services.

Andrew Bruns is a CFA® charterholder at MAI Capital Management, LLC with four years of industry experience. He has previously worked at Madison Wealth Advisors, Wealthquest Corporation, and John D. Dovich & Associates. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services into many client relationships.

Kealan Hatfield is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. Before joining Mariner, he worked at Marriott and Stock Yards Bank & Trust. Mariner serves a broad mix of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

David Heald is a CFP® with eight years of industry experience, currently serving at Empower Advisory Group. His prior work includes roles at GWFS Equities, Jackson National Life, and the Department of Defense. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Robert Ernst is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2014, having also worked at Fifth Third Bank since 2012. 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.

Darien Jackson is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and having three years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2021, with prior experience at Bowling Green State University. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a client base that includes high-net-worth individuals and various business entities.

Juliann Bunner is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials with four years of industry experience. She has been with Fifth Third Securities since 2022 and has prior experience at Fifth Third Bank, Cincinnati State Technical and Community College, Torrid, Rue 21, and Oak Hills High School. Fifth Third Securities, Inc. serves a diverse range of 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, managing roughly $10.9 billion in assets.

Charles Metzger is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Crunch Fitness, Fifth Third Bank, and Roebling Capital Partners, as well as earlier work in educational institutions. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Richard Steele is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fifth Third Securities and Fifth Third Bank since 2012. Outside of his advisory role, he works as a senior executive recruiter for NorSource, Inc., focusing on manufacturing employee recruitment. 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 options and combines bank affiliation with municipal-advisor registration, utilizing a platform that includes direct indexing and tax-overlay services.

Margaret Schneider is a Series 66 licensed financial advisor with 19 years of industry experience, currently with Fifth Third Securities, Inc. in Cincinnati, Ohio, where she has worked since 2007. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through both investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a network of around 919 advisors.

Arthur Kube III is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 31 years of industry experience, including over two decades at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he previously operated a test preparation business, Ontrak College Funding LLC, though there has been no activity in that venture for several years. Park Avenue Securities LLC serves a diverse retail client base with transaction-based brokerage and fee-based advisory services, offering a range of proprietary and third-party investment programs alongside financial planning and consulting solutions.