John Stanovich is a CFP® with 14 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at ARGI Investment Services, LLC and TD Ameritrade. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, charitable organizations, foundations, endowments, and other institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Christopher Field is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Hornor, Townsend & Kent since 2019 and concurrently at Penn Mutual Life Insurance Company. Outside of his advisory role, Field coaches a 4th/5th grade boys basketball team. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Daniel Altenau is a CFP® professional with 24 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. He has worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2002. Altenau is also involved in life insurance brokerage through Altenau Financial Services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily on a non-discretionary basis through third-party asset manager platforms and financial planning. The firm is distinguished by its dual registration as an SEC-registered investment adviser and broker-dealer and its affiliation with 1847 Financial/Penn Mutual.

William Wittich is a financial advisor with Private Advisor Group, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2014 and has also been associated with Foundation Financial Group since 1999. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives using various model portfolios and third-party asset management platforms.

Frederick Fegan is a financial advisor at GWN Securities Inc. with 25 years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors, LLC for 15 years before joining GWN Securities in 2016. Outside of his advisory role, he is involved in assisting clients with Medicare supplement insurance and serves as a reading tutor for Easterseals Redwood. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and access to third-party managers. The firm utilizes a variety of discretionary portfolio management strategies, including market-timing and momentum-based approaches, and integrates technology platforms to support its offerings.

David Sparks is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior roles include positions at Creative Planning, JP Morgan Securities, and Scottrade. He is a board member and chair of the Governance Committee for Santa Maria Community Services, a charity based in Cincinnati, OH. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers integrated tax and accounting services alongside discretionary, customized portfolio management supported by an internal investment committee.

Anthony Roberts III is a CFA® charterholder with 17 years of experience in the financial advisory industry. He has been with Mariner since 2018 and previously worked at Riverpoint Capital Management for six years. Roberts serves on the Board of Trustees at the Cincinnati Art Museum, where he also chairs the Investment Committee and is a member of the Finance Committee. Mariner serves a diverse clientele including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and offers integrated tax, accounting, and financial wellness solutions.

Joseph Daft is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. with 26 years of industry experience. He has been with Fifth Third Securities since 2005. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio management on its Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Andrew Bucher Sr. is a financial advisor with Independent Financial Partners who holds a Series 65 designation and has 25 years of industry experience. He has worked with several firms including LPL Financial and Waterbury & Associates, and has operated his own CPA and bookkeeping firm, Andrew J. Bucher & Company, Inc., since 1984. 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 tens of thousands of clients and offers a decentralized advisory model with notable retirement-plan advisory and pension consulting capabilities.

Lawrence Kocisko II is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Fifth Third Securities since 1999. 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, including direct indexing and tax-overlay services.

James Hager is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James & Associates for 15 years. He has been with Janney Montgomery Scott since 2024. 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 broad range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Brianna Ritz is a financial advisor at Rockefeller Financial LLC in Cincinnati, OH, holding a Series 66 designation with 15 years of industry experience. Her prior roles include positions at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. She has been with Rockefeller Financial and Rockefeller & Co. since 2021. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Bryan McClatchie is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Fifth Third Securities, he served in the U.S. Army from 2014 to 2020. Fifth Third Securities serves individual and institutional clients through both investment advisory and brokerage services, offering a range of managed account programs and portfolio management options on its Passageway platform. The firm is a wholly owned subsidiary of Fifth Third Bank and supports various advisory and municipal advisor activities.

Mike Collins is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fifth Third Securities and Fifth Third Bank since 2011, as well as The Retirement Corporation of America since 2017. 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 direct indexing, supported by its affiliation with Fifth Third Bank and partnerships with National Financial Services and Fidelity Institutional Wealth Adviser.

Matthew Foley is a CFP® with 35 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2008. He is also involved in executive coaching for small business owners, serves as a literary trustee managing literary works and royalties, and officiates weddings as a minister. Fifth Third Securities, Inc. offers 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 multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a comprehensive supervisory structure.

Balisha Merritt is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Bank and Fifth Third Securities since 2006. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple managed-account options and combines the capabilities of its bank affiliation and registered municipal advisor status to deliver a distinctive platform.

John Kilcoyne is a CFP® professional with 26 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Bohmer Kilcoyne Wealth Management, LLC and LPL Financial. He is also involved in tax preparation as a side activity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Charles Williams is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation with nine years of industry experience. He has been with Fifth Third Securities since 2016. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services. The firm provides access to various investment programs through the Passageway Managed Account Platform, utilizing multiple third-party portfolio managers and a range of advisory strategies.

Robert Koscik is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has worked extensively with Park Avenue Securities and The Guardian Life Insurance Company since 2005. Koscik also offers fixed annuities as part of his client services. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides transaction-based brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies across multiple platforms.

Morgan Pinkston is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2025, he worked at Fidelity Brokerage Services LLC from 2018 to 2025. Outside of his advisory role, he is the creator of Cults3D.com, an online marketplace for 3D print software. 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 options and includes features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.