Eric Rawe is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. He has been with Commonwealth since 2018 and also operates Rawe Financial, which he founded in 2013. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, wealth management, and retirement plan consulting services, supporting advisors with operations, trading, technology, investment management, and compliance.

Ryan Rospert is a financial advisor at Fifth Third Securities, Inc. based in Milford, Ohio, with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Fidelity Investments before joining Fifth Third Bank and Fifth Third Securities. 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, including advisor-directed models and separately managed accounts, combining third-party portfolio managers and strategist portfolios with features such as direct indexing and a tax-overlay service.

Elise Schulok is a CFP® and holds a Series 65 license with two years of industry experience. She currently works at Mariner Wealth and previously held roles at Cassady Schiller Wealth Management and Cassady Schiller CPA and Advisors. Mariner Wealth serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and integrated tax and accounting services. The firm uses discretionary, customized portfolios overseen by an Investment Committee and incorporates both in-house research and third-party managers.

Francis Niehaus is a CFP®-credentialed financial advisor with 38 years of industry experience, currently affiliated with Commonwealth Financial Network since 2024. He has a long tenure in the financial services field, including nearly two decades at Securities America Advisors, Inc. Niehaus is also an attorney and owner of Niehaus Law Office, LLC, where he provides legal services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions.

Jeffery Ready is a financial advisor with TIAA-CREF in Cincinnati, OH, holding Series 63 and Series 66 credentials with 29 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm differentiates between one-time planning services and ongoing discretionary management, providing customized portfolio management under a fiduciary standard within a vertically integrated structure.

Gary Roell is a CFP®-certified financial advisor with 23 years of industry experience. He has been with SPC since 2010 and also works with Sigma Financial Corporation. Outside of his advisory roles, he offers financial services and sells various lines of insurance products through Roell Financial Services. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

William Ryan is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He has worked at Janney since 2021 and was previously with Raymond James & Associates for 14 years. Ryan serves on the board of Stepping Stones, an organization in Cincinnati providing educational and recreational programs for individuals with disabilities. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through a combination of in-house and third-party portfolio management, offering brokerage, financial planning, consulting, and advisory programs.

Corey Lehan is a CFP® professional with eight years of industry experience, currently advising at Mariner in Cincinnati, OH. Prior to joining Mariner in 2018, he worked at Edward Jones and AXA Advisors, LLC. He also spent three years at Florida State University early in his career. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by both internal research and third-party managers, and offers specialized services such as Core Family Office solutions and employer financial-wellness tools.

Gregory Mueller is a financial advisor at SPC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parkland Securities LLC since 2015. Outside of his advisory role, he serves as a board member for Give Where You Live Northern Kentucky, a charitable organization supporting local nonprofits. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that includes affiliated broker-dealers and insurance agencies and formal succession and compliance protocols.

Alan Topolski is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera Advisors LLC and LPL Financial, among other firms. Outside of finance, he is involved in music as a musician, performing live and teaching private lessons. Commonwealth Financial Network serves a national network of advisors and their clients by providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Daniel Wolf is a financial advisor with Money Concepts Capital Corp in Cincinnati, OH, holding a Series 63 designation and 36 years of industry experience. He has been with Money Concepts Capital Corp since 1995. Outside of his advisory role, he owns JDSA, LLC and Wolf Asset Management, LLC, both non-investment related businesses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment approaches, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.

Andrea Noe is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, holding Series 66 and Series 63 licenses with 10 years of industry experience. Her prior roles include positions at Fifth Third Bank and ownership of A&A Lakefront Properties. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering a range of managed account programs on the Passageway platform with services that include mutual fund and ETF models, separately managed accounts, and tax-overlay strategies.

Philip Jackson is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fifth Third Securities since 2006. Outside of his advisory role, he is a 50% owner of a women's boutique business owned by his spouse. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporations, and institutional clients through its Passageway Managed Account Program. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration and integrated banking relationships.

Andrew Machenheimer is a financial advisor at Cerity Partners LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at ARGI Investment Services, LLC and TD Ameritrade. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening in its investment approach and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Thomas Cunningham is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 22 years of industry experience. He has been with Guardian Life since 2005 and Park Avenue Securities since 2006. Cunningham is involved with Steelit, LLC, a non-investment-related business venture. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs.

Christopher Barnes is a financial advisor with PNC Wealth Management in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Prior to joining PNC Investments in 2021, he worked at Fidelity Personal and Workplace Advisors and Fifth Third Securities. Barnes is also a co-owner of Evofit Grappling LLC, a Brazilian Jiu Jitsu martial arts business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering that uses algorithmic risk assessments and approved model strategies primarily executed with mutual funds and ETFs.

Jacob Secter is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 credentials with eight years of industry experience. His work history includes positions at Citigroup and Fidelity Brokerage Services, along with his current role at Fifth Third Bank and Fifth Third Securities. FIFTH THIRD SECURITIES 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, utilizing various portfolio management strategies and third-party managers.

James Copeland is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding 20 years of industry experience. He has previously worked at VOYA Financial Advisors and operated his own firms, Copeland Financial and Copeland Allen & Kramp Financial. He is also involved in fixed insurance and life, property, and casualty insurance sales through Copeland Insurance Group, LLC. Commonwealth Financial Network serves a national network of advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Keith Meyer is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 credentials and possessing 41 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 the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven account pilot for PNC employees that uses approved model strategies managed by PNC or third-party strategists.

Nathaniel Hasto is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at Community First Bank of Indiana, LPL Financial LLC, American Portfolios Financial Services, and PFS Investments Inc. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration.