Nicholas Elias is a CFP® professional with 25 years of industry experience, currently affiliated with Fifth Third Securities, Inc. in Cincinnati, OH, where he has worked since 2008. He holds Series 63 and Series 65 licenses in addition to his CFP® designation. 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 its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Gregory Altenau is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 license, with 43 years of industry experience. He has been associated with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 1979. Outside of his advisory role, Altenau serves as treasurer for a community band and holds board positions including treasurer for an archaeological research institute. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering discretionary and non-discretionary account options alongside custody, execution, and brokerage services.

Gage Smith is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials with five years of industry experience. Prior to joining Fifth Third Securities in 2020, he worked at Fifth Third Bank since 2017 and previously at Best Buy from 2013 to 2017. 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 combines its municipal-advisor registration with affiliation to Fifth Third Bank and offers multiple discretionary managed-account programs, including advisor-directed models and a unified platform that features direct indexing and tax-overlay services.

William Bruns is a CFP® with 11 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2019. His prior experience includes roles at John D. Dovich & Associates, LLC and FIDELITY Brokerage Services LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a broad client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a customized investment approach across various strategies and integrates financial planning and tax services into many client relationships.

Timothy Clarke is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2005. Outside of his advisory role, Clarke teaches and performs traditional Irish music at the Riley School of Irish Music. 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 features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinct combination of municipal-advisor registration and bank affiliation.

Angel Tepe is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Navian Capital Securities, LLC, InSource, Inc., ProEquities, Inc., and Protective. 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, including direct indexing and tax-overlay services, and is notable for its municipal-advisor registration combined with its affiliation with Fifth Third Bank.

Todd Kowalski is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Creative Planning and has previously worked at LCNB National Bank, LPL Financial, TD Ameritrade Investment Management, Td Ameritrade, Inc., and Scottrade. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Daniel Murphy is a CFP®-credentialed financial advisor with LPL Financial in Cincinnati, OH, bringing 40 years of industry experience. He has been with LPL Financial and Private Advisor Group, LLC since 2015 and has worked as an independent insurance agent since 1985. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Donna Ellis is a CFP® professional with 28 years of experience in financial advisory, currently with Creative Planning since 2021. Prior to that, she spent 24 years at Berno Financial Management, Inc. based in Montgomery, OH. Creative Planning offers comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Nicholas Kaminsky is a Series 66-licensed financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, bringing 11 years of industry experience. His work history includes nine years at 5/3 Securities and one year with Springboro Community Schools. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services. The firm provides access to multiple investment programs through the Passageway Managed Account Platform, utilizing a range of strategies such as mutual fund and ETF models, SMA strategies, tax overlays, and direct indexing.

Lora Hampton is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2016, also working with Fifth Third Bank since 2012. Fifth Third Securities 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 options, including advisor-directed models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank.

Wesley Botto is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 65 credentials and bringing 10 years of industry experience. He has worked at Commonwealth since 2017 and previously at MCF Advisors LLC. Wesley is also the owner of Botto Wealth Management, a private entity facilitating securities, advisory, and insurance business. 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 comprehensive back-office support, including operations, trading, technology, investment management, compliance, and practice management.

Ross Hambleton is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill Lynch for three years and has experience in other roles including at Miami University and Brick Street Bar & Grille. 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, financial planning, and consulting services, operating under a Private Advisor model with an integrated investment platform that includes both discretionary and non-discretionary solutions.

Edward Kuresman is a CFA® and holds a Series 65 license with 22 years of industry experience. He joined MAI Capital Management, LLC in 2024 after spending 21 years at Madison Financial Advisors, Ltd. Kuresman is based in Cincinnati, OH. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated 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 $72.3 billion in assets and offers a range of customized portfolio management strategies and financial planning services, operating both as an investment adviser and product sponsor.

Austin Schreck is a CFP® and Series 65-licensed financial advisor at Cerity Partners LLC with six years of industry experience. He previously worked at ARGI Investment Services and held roles with the City of Edgewood and Putt Putt Golf Course. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, institutions, and corporations. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client's profile.

Laura Davitt is a CFP® professional with 27 years of experience in the financial services industry. She is currently associated with Commonwealth Financial Network and Niehaus Financial Services, LLC. Her prior experience includes ten years at Securities America Advisors and Securities America, Inc. In addition to her advisory work, she is involved in tax preparation through Niehaus Tax Services, LLC. 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 customized investment solutions, while providing operational and compliance support to affiliated advisors.

Marc Wambaugh is a CFP® professional with 19 years of industry experience, currently serving at CWM, LLC. His prior roles include positions at Carson Wealth, Total Wealth Planning, LLC, and Cassady Schiller Wealth Management. CWM, LLC is an SEC-registered investment adviser supporting a diverse client base that includes individuals, high-net-worth families, and institutional clients through a network of more than 600 advisors. The firm employs discretionary model portfolio management alongside fundamental and technical analysis, utilizing third-party sub-advisors and customization tools to serve its clients.

Michael Clark is a financial advisor at Mariner with 24 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior experience includes long-term roles at CSA Financial Advisors, Ltd. and Cassady Schiller & Associates. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm emphasizes customized, discretionary portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and specialized employer financial-wellness tools.

Gregory Carlton is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 66 credentials with 29 years of industry experience. He has been with Fifth Third Securities since 2015. 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 options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Nathan Wangler is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Fifth Third Securities since 2014. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, with features such as direct indexing and a tax-overlay service.