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.

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.

Neil Cate is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, holding a Series 66 designation with six years of industry experience. His work history includes roles at Fifth Third Securities since 2020, Fifth Third Bank since 2018, Edward Jones from 2017 to 2018, and Esko from 2011 to 2017. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and investment features such as direct indexing and tax-overlay services.

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.

Jennifer Elliott is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has worked with Ameritas Investment Corp. since 2006 and currently holds roles at Canvas Financial and Boom Planning. Outside of finance, she is an active freelance flutist and music director at Trinity Episcopal Church, where she provides music for worship services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary advice through a combination of model portfolios, third-party sub-advisers, and custom strategies.

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.

Jeffrey Leibfarth is a financial advisor with GWN Securities Inc. in Liberty Township, OH, holding a Series 63 designation and 34 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, he is involved in the sale of fixed annuities and insurance products through a related business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive history of employing market-timing and momentum strategies within its managed-account programs.

Michael Rudolph is a financial advisor with Eagle Strategies (NY Life) in Oxford, Ohio, holding a Series 63 designation and possessing 42 years of industry experience. He has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 1997 and was previously associated with Bailey & Associates, Inc. He serves as president and board member of the Kiwanis Club of Oxford, Ohio, and holds leadership roles with local community organizations including a homeowners association and a Presbyterian church session. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored solutions across various program types, with the majority of its assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

Gabriel Thelen is a financial advisor at Cerity Partners LLC with a Series 65 designation and recent industry experience beginning in 2023. Prior to joining Cerity Partners, he worked at Fidelity Investments and has a diverse background including roles outside finance such as at Cock and Bull Public House and Hustle Basketball, alongside a decade in full-time education. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a broad client base from individuals to institutional investors. The firm offers customized portfolio management, financial planning, and access to alternative investments through a range of affiliated entities.

Matthew Glassmeyer is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Commonwealth and Cornerstone Financial Group since 2010. Outside of his advisory role, he serves as a bookkeeper for Elite Performance Climbing and acts as a mentor coordinator with BNI Cincy North. 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 and support services, including discretionary model portfolios and personalized investment solutions, while offering operational and compliance support to affiliated advisors.

Todd Mcintire is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at BB&T and U.S. Bank before joining Truist in 2018. Outside of his advisory work, he is owner of Heartland Turf LLC, a lawn care business, and Perennial Investments LLC, which focuses on residential real estate activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and manager arrangements to deliver investment solutions.