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.

Tiffany Holt is a financial advisor at Commonwealth Financial Network with nine years of industry experience. She holds the Series 66 designation and has worked at Omnica Wealth since 2013. Outside of finance, she was involved with Woodhouse Day Spa from 2013 to 2017. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a range of managed account programs, access to third-party asset managers, and comprehensive back-office support for individual and institutional clients.

Joseph Schneider is a financial advisor at Mariner with three years of industry experience. He holds the Series 63 and Series 65 designations and is based in Cincinnati, OH. He has worked at Mariner Wealth Advisors since 2002. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and access to various investment vehicles. The firm implements discretionary, customized portfolios supported by internal and third-party research and provides integrated tax and accounting services along with family office and employer financial wellness solutions.

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.

Alexander Marshall is a financial advisor with PNC Wealth Management in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and The Huntington National Bank. PNC Wealth Management delivers retail brokerage and advisory services through model-based programs, including a discretionary online model account offered to select employees. The firm employs algorithm-driven risk assessments and delegates portfolio execution to approved strategists using mutual funds and ETFs, emphasizing automated management and annual rebalancing.

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.

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.

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.

Brian Meeks II is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation with 17 years of industry experience. He has been with Fifth Third Securities 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Brent Zeiser is a CFP® and Series 63 credentialed advisor with nine years of industry experience. He has worked at Hornor, Townsend & Kent, LLC since 2021 and was previously with The Vanguard Group, Inc. for five years. Brent also serves as a board member and treasurer of The Bridge Adaptive Sports & Recreation, a nonprofit focused on making adaptive sports accessible for people with disabilities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, providing advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory programs and broker-dealer services, managing a multi-billion dollar discretionary and non-discretionary asset portfolio while offering a range of account options and third-party asset manager relationships.

Michael Young is a financial advisor with Fifth Third Securities, Inc. in Walton, KY. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Fifth Third Bank, Rocket Mortgage, Charter Spectrum, and Ruoff Mortgage Company. 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 program types and third-party portfolio managers on its Passageway Managed Account platform, with a range of investment strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

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.

Belinda Sherman is a CFP® with 24 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. She has been with the firm since 2005 in various capacities. Sherman serves as a board and committee member for TIGERS Inc., a nonprofit focused on personalized and innovative education for students. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, and business entities, offering a range of wrap-fee programs on the Envestnet MAS platform with an open-architecture investment approach that incorporates third-party and proprietary model portfolios.

Margaret Petersen is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds Series 66 and Series 63 designations and has been with Fifth Third Securities since 2019. Prior to that, she worked at Fifth Third Bank starting in 2017 and was involved with the YMCA of Greater Cincinnati from 2008 to 2017. Fifth Third Securities serves a diverse range of individual and institutional clients, 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 subsidiary of Fifth Third Bank and provides services including wrap-fee programs, SMA strategies, tax-overlay services, and direct indexing.

Gregory Mc Daniel is a financial advisor at Empower Advisory Group with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, LLC and Charles Schwab. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and participants, offering financial planning and investment management integrated with Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates through point-in-time financial plans and managed account solutions.

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.

Debra Grauel is a Series 66-licensed financial advisor with 23 years of industry experience. She is currently with Money Concepts Capital Corp and has previously worked at Cetera and Summit Financial Group. Outside of her advisory role, she serves as president of Ohio Wealth and Retirement Planning, Inc. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations using a variety of managed programs and investment strategies.