Anthony Arnold is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Fifth Third Securities since 2002. 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.

Brian Sullivan is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Fifth Third Bank, ITELLIGENCE, and United Healthcare. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

Mason Moore is a financial advisor at Independent Advisor Alliance, LLC with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Curry Moore & Associates Wealth Advisors. Outside of his advisory role, Moore serves as an assistant cross-country and track & field coach at The Summit Country Day High School. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a network model of advisory representatives and integrates various portfolio management strategies and technology platforms to support client services.

Margaret Kaiser is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. She holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner and Smith, Inc., and Bank of America N.A. She is based in Cincinnati, OH. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and consulting services. The firm operates a consolidated investment platform offering discretionary and non-discretionary solutions across multiple asset classes and maintains a registered broker-dealer status that supports securities transactions, insurance products, and placement and investment banking services.

Michael Coates is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Hanson McClain Advisors and previously worked at Simply Money Advisors. Outside of his advisory role, he is also licensed as an insurance agent and works part-time as an Uber driver. He is affiliated with Allworth Financial, L.P., a firm serving a diverse client base that includes individual investors, pension plans, trusts, and charitable organizations. The firm offers comprehensive financial planning and portfolio management, utilizing quantitative and qualitative analysis to tailor investment strategies across a variety of asset classes and specialized portfolios.

Anthony Resendes is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Touchstone Securities and IFS Financial Services since 2014. Fifth Third Securities, Inc. offers 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 its affiliation to Fifth Third Bank, providing clients access to multiple managed-account options, including direct indexing and tax-overlay services.

Steven Hruby is a CFP® with 12 years of industry experience. He is currently with Allworth Financial, L.P., where he has worked since 2022. His prior experience includes roles at ARGI Investment Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, and Fidelity Investments. Allworth Financial serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis through an Investment Committee, offering customized portfolio management strategies and a range of specialist portfolios.

Thomas Wilson is a Series 66-licensed financial advisor with 29 years of industry experience. He is currently with Guardian Life and Park Avenue Securities and has held previous roles at Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, Inc., and earlier at Guardian Life. Outside of his advisory work, he is involved in entrepreneurial ventures including ownership of Grove Park Grille, LLC, a restaurant in Cincinnati. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, businesses, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its established relationship with Guardian Life.

Maureen Dodd is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Merrill, Stifel Nicolaus & Co Inc, and Morgan Stanley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Michael Smedley is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Empower Advisory Group and has previously worked at Fidelity and Key Investment Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Jacob Sommerkamp is a financial advisor at FIFTH THIRD SECURITIES, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Santander Securities and Proequities Inc. Sommerkamp is based in Fairfield, Ohio. 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 multiple program types via the Passageway Managed Account Program, leveraging third-party portfolio managers and risk-profile-based investment strategies.

Thomas Moore is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and has been associated with LPL Financial since 2012. Outside of his advisory work, Moore has experience coaching high school and middle school wrestling in Cincinnati, OH. Independent Advisor Alliance serves a broad range of clients including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a combination of discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support comprehensive wealth management and estate planning services.

David Newman is a financial advisor at Fifth Third Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2019. His prior experience includes roles at Fidelity Brokerage Services, Inc., Horter Investment Management, and a period as a self-employed advisor. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad product lineup including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Brent Boden is a financial advisor with Corient, holding the CFP® and ChFC® designations and 16 years of industry experience. Prior to joining Corient, he worked at Savvy Advisors, Stock Yards Bank & Trust, and Ameriprise Financial Services Inc, among others. He serves on the Board of Directors for the St. Elizabeth Foundation and is authoring a financial planning book aimed at medical professionals and high-net-worth individuals. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach with a combination of in-house strategies and third-party managers, incorporating risk management tools and alternative investments where appropriate.

Lee Feinerer is a CFA® charterholder with nine years of industry experience. He is currently with Mariner and previously worked at RiverPoint Capital Management, LLC and Crowe Horwath LLP. He serves as treasurer for Ohio Valley Residential Services, Inc., a nonprofit organization based in Cincinnati, OH. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, providing investment management, financial planning, and coordinated tax and family office services. The firm uses a discretionary, customized investment approach supported by both in-house and third-party research, and offers integrated tax and accounting services alongside its portfolio management capabilities.

Amy Woelfel is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2013, also working at Fifth Third Bank since 2008. Fifth Third Securities 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 a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

J. Pettigrew is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Fifth Third Securities since 2004 and previously at Morgan Stanley DW Inc. from 2001 to 2004. Outside of his advisory role, he is involved in property restoration as an owner and member of Aaxis Property Group LLC. 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 via the Passageway Managed Account Platform, utilizing third-party portfolio managers and a range of investment strategies.

Brandon Huff is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. In addition to his advisory work, he owns BHuff Construction, a construction services company, and Lazy H's Ranch, an equine boarding facility. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Daniel Kloenne is a financial advisor at FIFTH THIRD SECURITIES, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Fifth Third Bank and Miami University. FIFTH THIRD SECURITIES serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets.

Arthur De Luca is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 registrations and 14 years of industry experience. His prior roles include positions at Fifth Third Bank, Bank of America, and Merrill. Before entering the financial sector, he spent nine years working at Sorrentos Pizza. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and implements investments via approved model strategies with mutual funds and ETFs.