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.

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.

Derek Hamant is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining PNC Investments LLC, he worked at Fidelity Investments and has held positions in various service industries. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven online platform that manages investments using approved model strategies with annual rebalancing and no individual security trading.

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.

William Maxwell III is a financial advisor with Transamerica Financial Advisors in Cincinnati, Ohio, holding seven years of industry experience. His career includes roles in flooring businesses and ongoing involvement with Netlaw, where he provides referral services related to estate planning. He also engages in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations, using a large advisor network and multiple program platforms. The firm’s investment approach relies on model portfolios and third-party managers, delivering services through proprietary and external models combined with referral and administration offerings for employer plans.

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.

Daniel Markarian is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Fifth Third Securities since 2014 and has been with Fifth Third Bank since 2012. 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 combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Pedro Falconi Cardenas is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 63 designation and eight years of industry experience. His prior work includes roles at Cetera, Northwestern Mutual, and Bank of America. Outside of advising, he is involved in managing and flipping residential real estate through multiple business ventures. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across various platforms such as Transamerica ONE and TFA365.

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.

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.

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 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2017. His previous positions include roles at Fidelity Brokerage Services LLC and Frey Electric. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and caters to a broad client base including corporations, trusts, and retirement accounts.

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.