Michael Frey is a CFP® professional with 28 years of experience in the financial industry. He is currently with Rockefeller Financial LLC, where he has worked for five years, and previously spent a decade at Bank of America and over two decades at Merrill. Outside of his advisory role, he owns a rental property in Cincinnati, Ohio. 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 combines portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform, offering access to equities, fixed income, alternatives, and personalized managed accounts.

Traci Byrge is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. She has been with Fifth Third Securities since 2007 and has been associated with Fifth Third Bank since 2000. Outside of her advisory role, she owns and operates Traci Lea Photography. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm provides multiple discretionary managed-account options, including direct indexing and tax-overlay services, and operates as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Ian Schilly is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2022, with prior experience at Fidelity Investments and a decade at Let's Play Sports, Inc. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, businesses, and institutional clients through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options that integrate third-party portfolio managers and advisor-managed strategies, supported by a range of features including direct indexing and tax-overlay services.

Robert Fisher is a financial advisor at TIAA-CREF with 13 years of industry experience. He has held roles at TIAA-CREF and Tiaa since 2018 and previously worked at Strategic Advisers, Inc. from 2013 to 2018. Fisher holds Series 63 and Series 66 designations and is based in Cincinnati, OH. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-managed employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management within a vertically integrated structure that includes affiliated funds and acts as adviser to a donor-advised fund.

Britton Riley is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently affiliated with Hanson McClain Advisors and has previously worked with Simply Money Advisors. In addition to his advisory role, Riley is also involved as an insurance agent and associate advisor with Financial Network Group Ins. Agy. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through multiple channels, employing a mix of customized investment strategies and technology-driven monitoring.

Melissa Seibert is a financial advisor with Rockefeller Financial LLC in Cincinnati, OH, holding Series 63 and Series 66 designations and 27 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 13 years before joining Rockefeller Financial LLC and Rockefeller Capital Management. 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 offers a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides placement and investment banking services through a consolidated investment platform.

David Workman II is a CFP® professional with 12 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2022 and previously spent 14 years at The Asset Advisory Group, Inc. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, multi-factor tilts, low-cost index vehicles, and tax management.

Joshua Handel is a financial advisor at MAI Capital Management, LLC with two years of industry experience. He previously worked at Madison Advisors, PNC Bank, NA, and ClearPoint Federal Bank & Trust. Joshua holds a Series 65 designation and is based in Cincinnati, OH. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a wide range of investment strategies and integrates financial planning and tax services, overseeing $72.3 billion in assets under management as of May 31, 2026.

Joseph Bono II is a financial advisor at Fifth Third Securities, Inc. in Covington, KY, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Fifth Third Securities since 1999. 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 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.

Gary Hollander is a CFP® with 43 years of experience in the financial industry. He is currently affiliated with Independent Financial Partners and IFP Securities, LLC and has previously worked with LPL Financial, Mutual Service Corporation, and Ohio National. Hollander volunteers as a moderator for continuing education programs at the University of Cincinnati, Miami University, and the University of Dayton, focusing on FINRA-approved retirement planning courses. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports both discretionary and non-discretionary accounts and is noted for its formal retirement-plan advisory and pension consulting services.

Adam Dickman is a financial advisor with Independent Financial Partners, holding a Series 65 credential and four years of industry experience. His prior work includes roles at A&R Logistics and Costco, as well as teaching at Thomas More College. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm serves a diverse client base including individuals, charitable organizations, corporations, and high-net-worth clients, and offers both advisor-directed and centralized investment management options.

Craig Middendorf is a CFP® with 26 years of industry experience, currently with Independent Financial Partners. He has held positions at IFP Securities, LLC since 2019 and previously worked at LPL Financial, LLC from 2011 to 2019. Middendorf also operates GPS Wealth Management, a financial services firm focused on insurance sales and investment advisory services. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Ameesh Mehta is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 credential and with three years of industry experience. His prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Integrity Express Logistics, LLC. 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 investment programs via the Passageway Managed Account platform, allowing clients to select strategies ranging from mutual funds and ETFs to separately managed accounts and direct indexing.

Camryn Chapman is a financial advisor with Guardian Life and holds a Series 66 designation. She has two years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm uses a combination of advisor-led management and model-based strategies, providing tailored client solutions through proprietary and third-party platforms.

Kimberly Breedlove is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with Citibank since 2014. Outside of her advisory role, she is involved in sales for ColorStreet, a fingernail overlay company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, integrating internal standards and oversight committees to select and monitor investment managers.

Derek Hamant is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining PNC Investments LLC, he worked at Fidelity Investments and has held positions in various service industries. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven online platform that manages investments using approved model strategies with annual rebalancing and no individual security trading.

Cameron Druffel is a financial advisor with TIAA-CREF in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with TIAA and TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also serves as adviser to the TIAA Donor Advised Fund and administers managed accounts using both model and customized portfolios within a vertically integrated structure.

William Maxwell III is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He has held roles at several firms including JP Flooring, Reliant Flooring Solutions, and Netlaw, where he has been involved since 2019, primarily in referral services for estate planning. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Jason Klein is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio. He holds Series 63 and Series 66 designations and has seven years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering various managed account programs and portfolio management options via the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and supports both retail and institutional investors.

Matthew Griffin is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Fifth Third Securities, Inc. and has held previous roles at Guggenheim Investments and DWS Investment Management Americas, Inc. Griffin has been associated with Fifth Third entities since 2009. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a range of program types via the Passageway Managed Account Platform, including mutual fund and ETF models, separately managed accounts, and direct indexing strategies.