Brooke Dryden is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 65 credentials with seven years of industry experience. She has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and tax-overlay services, and is notable for its municipal-advisor registration combined with affiliation to a large bank.

Lisa Miller is a financial advisor with Fifth Third Securities, Inc. in West Chester, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She 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 a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines a 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.

Harrison Wolfe is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Oxford Financial Partners, MML Investors Services, and Mass Mutual Life Insurance Company. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad range of investment strategies and affiliated services beyond traditional advisory platforms.

Kirsten Sovern is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Fifth Third Securities, she worked at Fifth Third Bank and has experience with Bunker's Country Club and Mid America Ball Park. 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 investment program types on the Passageway Managed Account platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Ashley Sullivan is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. She holds the CFP® designation and has been with Fifth Third Securities since 2016. Fifth Third Securities 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 programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves on a platform that includes features such as direct indexing and an optional tax-overlay service.

Craig Oney is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation with 18 years of industry experience. He has been with Fifth Third Securities since 2008. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a comprehensive supervisory framework.

Christopher Moler is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Janney Montgomery Scott in Cincinnati, OH, since 2016. Janney Montgomery Scott LLC 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, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.

Gina Scott is a Series 66-licensed financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, where she has worked for 21 years. In addition to her advisory role, she provides birth doula services through Great Expectations Birth Doula Services, offering informational, emotional, and physical support to expectant mothers. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining advisor-directed models, separately managed accounts, and tax-related strategies.

Donald Bruemmer is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and four years of industry experience. Prior to joining Rockefeller Financial in 2024, he worked at Morgan Stanley, Gilligan Company, and Dimensional Fund Advisors. He also has a background at the University of Cincinnati. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan consulting, integrating trust and insurance services within the Rockefeller Global Family Office platform.

Jackson Mahorney is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Rockefeller Capital Management and 9258 Wealth Management, LLC. Mahorney’s background also includes roles outside finance, such as positions at Churchill Downs and the University of Cincinnati. 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 a range of investment and placement services through its Private Advisor model and consolidated investment platform.

Julia Behymer is a financial advisor at Oppenheimer with 18 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley for nine years before joining Oppenheimer in 2022. Based in Cincinnati, OH, she serves clients through Oppenheimer’s suite of advisory and brokerage services. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers both discretionary and non-discretionary investment management programs, financial planning, and private-fund management, using strategic asset allocation, manager selection, and a range of investment vehicles tailored to client objectives.

Craig Mitchell is a Series 66-licensed financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, bringing 20 years of industry experience. He has worked at Fifth Third Securities since 2010, with a brief period away from the firm in 2016-2017. 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 to provide a range of discretionary managed-account programs and access to specialized investment platforms.

Dawn Henz is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her career includes roles at The Huntington National Bank, Prudential Insurance Company of America, LPL Financial, Private Advisor Group, and Northwestern Mutual. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary private bank models, offering a range of wrap-fee programs primarily on the Envestnet MAS platform.

Zachary Steinmetz is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 12 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2022, he worked at Bank of America, Merrill, and Edward Jones. 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, supported by its affiliation with Fifth Third Bank and a combination of third-party and advisor-managed portfolios.

Carmen Sanders is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Fifth Third Securities since 2014. Outside of her advisory role, she supports the North Avondale Recreation Center and serves as a troubleshooter for the Hamilton County Board of Elections. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

William Mitchell is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He has worked with Virtual Financial Group, The Wealth Wave, and Wfgia during his career. Mitchell is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers through multiple program platforms, managing approximately $1.7 billion in regulatory assets under management.

Timothy Sabin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has maintained various business activities outside of advising, including owning a maker of African drums and serving as a sports official for high school softball, volleyball, and basketball. Sabin also operates a tax preparation service. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, utilizing a model portfolio approach implemented through third-party managers and digital platforms. The firm offers integrated retirement plan services and distributes affiliated mutual funds and insurance products.

Luke Kremzar is a financial advisor at Mariner with a Series 65 credential and three years of industry experience. Before joining Mariner Wealth in 2025, he worked at Cassady Schiller CPA's and Advisers from 2021 to 2025. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through comprehensive investment management, financial planning, retirement consulting, and tax services. The firm combines discretionary portfolio management with in-house research and third-party managers, and it offers integrated tax, accounting, and family office services alongside innovative employer financial wellness tools.

Michael Yannucci is a CFP® professional with 20 years of experience in financial advising. He is currently with Commonwealth Financial Network and Hillcrest Financial Group, where he also operates as an insurance agent for fixed insurance products. His prior experience includes over a decade at Miccoli & Associates Financial Services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a platform that offers operations, trading, technology, investment management, and compliance support.

Constance Palazzolo is a financial advisor with Oppenheimer in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Oppenheimer since 2006. Outside of her advisory role, she serves as a trustee for the Wheatley Family Special Needs Trust. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and manager selection to construct client portfolios, with a mix of discretionary and non-discretionary management programs.