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.

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.

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.

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.

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.

Andrew Heckaman is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Fifth Third Securities since 2013 and with Fifth Third Bank since 2010. 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 with features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Ryan Voet is a CFP® professional with 10 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has held prior roles at Key Investment Services LLC, Fidelity Investments, U.S. Bancorp Investments, BB&T Securities, and PNC Investments. Ryan is based in Cincinnati, OH and holds a Series 66 license. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements, financial planning, and access to alternative investments. The firm’s approach includes a blend of fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable emphasis on non-discretionary assets and a dual broker-dealer/adviser structure.

Nicholas Panaro is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 22 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 a portfolio solutions digital offering available by invitation to employees. The program uses algorithmic risk assessment and manages investments via approved model strategies executed with mutual funds and ETFs.

Paul Staadeker is a CFP® professional with 39 years of experience in the financial services industry. He currently serves as an advisor at Steward Partners Investment Advisory, LLC and has previously held roles at Raymond James Financial Services and Wells Fargo Advisors. Staadeker is involved in support roles at NOVA Retirement Strategies and Staadeker Wealth Management Group, where he provides counsel to high net worth clients. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering various advisory and portfolio management services through both proprietary and third-party solutions.

James Ludwick is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2001. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Matthew O Bryan is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license and six years of industry experience. His prior work includes roles at Fifth Third Bank and an ongoing association with Guardian Life and Park Avenue Securities. Outside of his advisory work, he is involved with Emerging Leaders of NKY, a nonprofit organization. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships, including proprietary and third-party model portfolios and a hybrid digital advisory solution.

Jonathan Dinsmore is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with 19 years of industry experience. He has been with Fifth Third Securities since 2013 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a rental property owner in Cincinnati. 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 bank affiliation with municipal-advisor registration and offers multiple discretionary managed-account options, including direct indexing and tax-overlay services.