Ellie Snyder is a CFP® professional with seven years of industry experience, currently with Cerity Partners LLC since 2023. Her prior experience includes roles at ARGI Investment, Kalos Capital, Russell Total Wealth Management, and a position outside finance at Quality Cleaning Services. Cerity Partners advises a diverse client base including individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of year-end 2025. The firm offers customized wealth management services and combines proprietary investment screening with direct security selection and alternative market 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.

Breanna Horvath is a CFP® professional with one year of industry experience, currently advising at Creative Planning. Prior to joining Creative Planning, she worked at Fifth Third Bank for four years and has held roles at Texas Roadhouse, the University of Cincinnati, and Bob Evans. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Carson Hosier is a financial advisor at Fifth Third Securities, Inc. based in West Chester, OH. He holds Series 63 and Series 66 licenses and has two years of industry experience, including prior roles at Fidelity Investments. Fifth Third Securities serves individual, high-net-worth, and institutional clients through advisory and brokerage services, offering a range of investment programs on the Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and supports clients with customized portfolio options including mutual funds, ETFs, separately managed accounts, and tax-optimized strategies.

David Speer is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. He has been associated with Commonwealth Financial Network and Cornerstone Financial Group since 2006. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Rob Gerdes is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 63 designation and 12 years of industry experience. His career includes roles at Transamerica Financial Advisors since 2014, WealthWave since 2016, Net Law Group Inc. since 2022, and Turo since 2023. Outside of advising, he is involved as a host for Turo and provides estate planning services through Net Law Group Inc. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm delivers investment advisory and brokerage services primarily through model portfolios and third-party managers, operating an integrated retirement plan ecosystem with approximately $1.7 billion in regulatory assets under management.

Benjamin Lipp is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and three years of industry experience. His prior work history includes roles at KeyBank and Key Investment Services, and he has also worked as a contractor for Uber since 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and managed account solutions.

Bennett Baker is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and with 27 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2004. Fifth Third Securities 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 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 a distinctive municipal-advisor registration.

Jason Rathel is a financial advisor with Fifth Third Securities, Inc. in Fairfield, Ohio, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2007 and previously spent a year at Waddell & Reed. Outside of his advisory role, Rathel is involved in independent online sales and wellness product distribution. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and engages in broker-dealer and municipal advisor activities.

Adam Wagers is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2021. His prior experience includes roles at Fifth Third Bank, Kroger, and Hamilton City Schools. 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 subsidiary of Fifth Third Bank with a municipal-advisor registration.

James Riley is a financial advisor with Fifth Third Securities, Inc. in West Chester, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2008. Outside of his advisory role, Riley owns a residential remodeling business, Riley Home Improvements LLC. Fifth Third Securities, Inc. 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 features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated relationships across its platform.

Susan Weber is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities since 2011 and at Fifth Third Bank since 2009. Outside of her advisory role, she participates in consumer research as a product reviewer and is involved in construction consulting. Fifth Third Securities provides 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 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.

William Muething is a CFP®-credentialed financial advisor with Wealth Enhancement Advisory Services, LLC, based in Cincinnati, OH. He has nine years of industry experience, including prior roles at Bohmer Kilcoyne Wealth Management, LPL Financial LLC, and Aspiriant LLC. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for 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 combining passive and active managers, overseen by an internal Investment Committee.

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.

Cless Smith II is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds the Series 66 designation and has worked at various PNC entities since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.

Nicholas Elias is a CFP® professional with 25 years of industry experience, currently affiliated with Fifth Third Securities, Inc. in Cincinnati, OH, where he has worked since 2008. He holds Series 63 and Series 65 licenses in addition to his CFP® designation. 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 its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Gage Smith is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials with five years of industry experience. Prior to joining Fifth Third Securities in 2020, he worked at Fifth Third Bank since 2017 and previously at Best Buy from 2013 to 2017. 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 combines its municipal-advisor registration with affiliation to Fifth Third Bank and offers multiple discretionary managed-account programs, including advisor-directed models and a unified platform that features direct indexing and tax-overlay services.

William Bruns is a CFP® with 11 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2019. His prior experience includes roles at John D. Dovich & Associates, LLC and FIDELITY Brokerage Services LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a broad client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a customized investment approach across various strategies and integrates financial planning and tax services into many client relationships.

Timothy Clarke is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2005. Outside of his advisory role, Clarke teaches and performs traditional Irish music at the Riley School of Irish Music. 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 features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinct combination of municipal-advisor registration and bank affiliation.

Angel Tepe is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, holding Series 63 and Series 66 credentials with 19 years of industry experience. Prior to joining Fifth Third Securities in 2019, he worked at Navian Capital Securities, LLC and InSource, Inc. The firm serves a diverse client base including individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services through programs that incorporate mutual funds, ETFs, SMA strategies, and tax-overlay services. Fifth Third Securities operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a broad advisor network.