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.

Casey Hays is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA, J.P. Morgan Securities, and Fidelity Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithm-driven risk assessment and discretionary management of mutual funds and ETFs.

Sylvester Brown is a financial advisor with Transamerica Financial Advisors who holds a Series 63 designation and has 41 years of industry experience. He has been with Transamerica Financial Advisors since 2016 and also works with World Financial Group, Inc. since 2014. His other business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach delivered through multiple advisory programs and third-party managers, supported by an extensive advisor network.

Charles Downs is a financial advisor at Allworth Financial, L.P. based in Cincinnati, OH, holding Series 63 and Series 65 registrations with 37 years of industry experience. His prior roles include positions at Hanson McClain Advisors, Financial Network Group, Ltd, and Royal Alliance Associates, Inc., where he has worked for extensive periods during his career. 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 employs customized portfolios using various model strategies and integrates technology to manage held-away employer retirement accounts, distinguishing itself through private investment vehicle ownership and specialized service divisions.

Stephan Wisniowski is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, holding a Series 66 designation with nine years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

William Von Hoene is a financial advisor with PNC Wealth Management in Fairfield, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic risk assessment and third-party strategists to manage investments primarily in mutual funds and ETFs.

Douglas Tyson is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently with Cerity Partners LLC, where he has worked since 2024. His prior experience includes roles at Manning & Napier Investor Services, Franklin University, and TD AMERITRADE. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers customized portfolios with a focus on diversified asset allocation and provides a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Sally Dempsey is a Series 65-credentialed financial advisor with 13 years of industry experience. She is currently with MAI Capital Management, LLC and has previously worked at Madison Wealth Management and Greystone Investment Management. Sally is a partner in GIM Partners, LLC, an entity formed to receive proceeds from the sale of Greystone Investment Management. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse clientele that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio management strategies and integrates financial planning, tax, and administrative services across its relationships.

Rasahn Reynolds is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, holding Series 66 and Series 63 licenses with 16 years of industry experience. His prior experience includes roles at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services, as well as a brief period at Amazon. He has been with Fifth Third Securities and Fifth Third Bank since 2020. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, and direct indexing options.

Jon Pitcock is a ChFC® and Series 63-licensed financial advisor with 29 years of industry experience. He has been with SPC since 2004 and also works with Parkland Securities. He serves as a Regional Sales Director for Midland National Life and is involved in the sale of life and fixed variable insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Gabriela Careaga Lopez is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses. She has been with Fifth Third Securities since 2025 and has prior experience at Fifth Third Bank beginning in 2024. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a range of managed account programs via the Passageway platform, utilizing multiple portfolio management strategies and emphasizing client risk profiling.

Lisa Sandlin is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her background includes leadership roles with nonprofit and community organizations such as the Rotary Club of Hamilton, the Heartland Institute of Financial Education, and the City of Hamilton Planning Commission. Additionally, she owns a residential design practice specializing in house renovations and additions. Transamerica Financial Advisors serves a diverse client base including individual investors, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party investment models with both discretionary and non-discretionary options.

Lucas Griffith is a financial advisor at TIAA-CREF with 10 years of industry experience. He has held positions at TIAA-CREF since 2019 and previously worked at OppenheimerFunds Distributors, Inc. from 2016 to 2019. He holds Series 66 and Series 63 designations. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a fiduciary standard in its RIA services and operates a vertically integrated model using affiliated funds and customized portfolio management.

Brent Zeiser is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Hornor, Townsend & Kent, LLC, where he has worked since 2021. Prior to that, he spent five years at The Vanguard Group, Inc. Brent serves on the board of The Bridge Adaptive Sports & Recreation, a nonprofit focused on making adaptive sports accessible to people with disabilities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets as of year-end 2025.

Carson Page is a financial advisor with Commonwealth Financial Network holding a Series 65 designation and beginning his advisory career in 2026. Prior to his current role, he worked at Nisa Investment Advisors LLC and Hillcrest Financial Group. His background also includes experience outside finance, such as employment with Corbett Masonry and Mosquito Joe of Cincinnati. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad range of advisory support, including managed account programs and access to third-party asset managers, and provides trading, reporting, and custodial services.

Thomas Berry is a financial advisor at Wealth Enhancement Advisory Services, LLC in Cincinnati, OH, holding Series 65 and Series 63 licenses with nine years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2025, he worked at LM Kohn & Company from 2016 to 2025. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment approach that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Carey Markoe is a CFP® and holds a Series 66 license with eight years of industry experience. He currently works at MAI Capital Management, LLC and has prior experience with Bank of America, Merrill, and State Farm Insurance. Markoe serves as a committee member and trustee for the National Multiple Sclerosis Society in the Ohio Valley and Southern Ohio regions. MAI Capital Management, LLC provides investment management, 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 equities, fixed income, and private investments, and offers integrated financial planning and administrative services.

Alisha Merkel is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 10 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2015, also working at Fifth Third Bank since 2013. Outside of her financial career, she is involved with Thoughtful Travelers, a travel agency where she serves as an agent. 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 a range of discretionary managed-account options and combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank.

Michael Momper is a ChFC® credentialed advisor with 32 years of industry experience, currently serving at Mercer Global Advisors Inc. Prior to joining Mercer, he spent 30 years at Fortis Investors, Inc. and two years at OSAIC. He is president of Goal Line Financial, LLC, which focuses on client insurance solutions, and serves on the boards of the Saint Xavier Booster Board and the Serenelli Project, a nonprofit prison ministry. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, and nonprofit organizations. The firm uses a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, implementing portfolios with a variety of low-cost vehicles and offering specialized services such as retirement plan consulting and charitable advisory.