Bradley Cunningham is a financial advisor with Guardian Life who holds a Series 63 designation and has 22 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance throughout his career. Outside of his advisory role, he is involved in swim coaching in Madeira, Ohio, and serves on the Madeira City Schools School Board. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a range of financial planning and consulting solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Peter Crotty is a financial advisor at Lincoln Investment with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles at Lincoln Investment Planning, Allstate Financial Advisors, FIFTH THIRD SECURITIES, and other firms since 2002. Outside of his advisory work, Crotty is involved in owning and managing rental real estate properties. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that develops model portfolios and adaptive strategies.

Catherine Anderson is a CFP® professional with six years of industry experience, currently advising at Mariner since 2025. She has previously worked at Encompass More Investments, LLC and Verity Asset Management among other firms. Outside of her advisory work, she owns Anderson Financial and Insurance Group, where she is a licensed life and health insurance agent. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting services and specialized operational offerings for employer clients.

Eric Turner is a financial advisor at Principal Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Principal Securities Inc. and Principal Life Insurance Company since 2019, following a four-year tenure at Mutual of Omaha. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Glen Whittington is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and 10 years of industry experience. His prior experience includes roles at Triad Advisors LLC, Advisor Group, MassMutual, The Huntington Investment Company, BMO Nesbitt Burns, and JPMorgan Securities. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers a range of investment programs via its Passageway Managed Account Platform, utilizing multiple third-party portfolio managers and strategies such as SMA, tax overlays, and direct indexing.

Andrew Stout is a CFP® and CFA® with 20 years of experience in the financial industry. He has worked at Hanson McClain Advisors since 2018 and has served as an adjunct professor at UC Clermont since 2014. Andrew is affiliated with Allworth Financial, which serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, combining quantitative and qualitative analysis to create customized investment strategies across various asset types.

Charles Massarella is a financial advisor at Ameritas Advisory Services, LLC, based in Cincinnati, Ohio, with 34 years of experience in the industry. He holds Series 63 and Series 66 licenses and has worked with Ameritas Investment Corp. since 2006 before joining Ameritas Advisory Services in 2021. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and program platforms, combining firm-developed and third-party model portfolios with various securities, and offers comprehensive asset management and financial consulting services.

Ryan Murray is a CFP® professional based in Cincinnati, OH, with 12 years of industry experience. He currently works at Corient, having joined in 2025 after roles at firms including Strategic Wealth Partners Ltd, Charles Schwab, TD Ameritrade, and Fidelity. His credentials include Series 63 and Series 66 licenses. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates individual security strategies with third-party manager solutions and employs risk management tools to align portfolios with client objectives.

Henry Heidrich is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, Central Bank and Trust, and two separate tenures at Fifth Third Bank. He has also worked for the Cincinnati Reds and operated Four Seasons Tent Rental. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering a range of program types and third-party portfolio managers via its Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and provides services including advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

John Casteel is a financial advisor with PNC Wealth Management in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model portfolio pilot for employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Andrew Stahl is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and having 30 years of industry experience. He worked at Fidelity Brokerage Services, Inc. for 22 years before joining Fifth Third Bank and Fifth Third Securities in 2018. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, allowing clients to work with advisors to select tailored investment strategies ranging from mutual fund and ETF models to separately managed accounts and direct indexing.

Brian James is a CFP® with 22 years of experience in the financial services industry. He currently works at Allworth Financial, L.P. and has previously been affiliated with Hanson McClain Advisors, Simply Money Advisors, Stratos Wealth Partners, Ltd, PNC Wealth Management, and Natcity Investments, Inc. He serves on the Board of Governors for the Phi Kappa Tau Beta Chapter, assisting with the chapter’s financial operations on a volunteer basis. Allworth Financial serves a diverse client base, including individual investors, high-net-worth clients, pension plans, trusts, corporations, and charitable organizations. The firm provides financial planning, portfolio management, qualified retirement plan consulting, and education through various channels, employing both quantitative and qualitative analysis to deliver customized investment strategies.

Kevin Koeninger is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Fifth Third Securities since 2016 and has also worked with Fifth Third Bank since 2015. Fifth Third Securities 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 and incorporates features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

Eric Schlinger is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with Fifth Third Securities since 2012, including his current tenure since 2014. Fifth Third Securities serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs via the Passageway platform that includes mutual funds, ETFs, SMAs, tax-overlay services, and direct indexing.

Patrick Harrington is a financial advisor at Hightower Advisors with Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at Lazard Asset Management Securities LLC and Cais Capital, LLC. He is currently based in Cincinnati, Ohio. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

Kristin Rose is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Fifth Third Securities since 2008. Outside of her advisory role, she bartends part-time at Southgate House Revival, a concert and entertainment venue. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, ranging from mutual fund and ETF models to separately managed accounts and direct indexing strategies.

Eric Schaller is a Series 66-registered advisor with Transamerica Retirement Advisors, LLC, based in Cincinnati, OH. He has four years of industry experience, including prior roles at Merrill, Fidelity Investments, Bank of America, and Comcast. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary investment guidance supported by Morningstar Investment Management’s proprietary portfolio models. The firm focuses on scalable retirement advice but does not target high-net-worth clients or offer standalone financial planning in these programs.

Richard Shurmer III is a financial advisor with Guardian Life in Cincinnati, OH, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Guardian Life since 1991 and Guardian Life Insurance Company since 1991, totaling more than three decades at the firm. He serves as co-trustee and co-executor of his parents' trust. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers a range of brokerage and advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Matthew Willig is a financial advisor at Guardian Life with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Guardian Life and its subsidiaries since 2004. Outside of his advisory role, he serves on the board of the Northern Kentucky/Greater Cincinnati University of Kentucky Alumni Association and occasionally assists clients with preparing basic estate planning documents. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led management with model-based strategies and access to proprietary and third-party investment programs.

Aldo Cattoi 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 been with Fifth Third Securities since 2022, having previously worked at Fifth Third Bank since 2015. Fifth Third Securities 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 and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.