Faith Hess is a financial advisor with Commonwealth Financial Network based in Cincinnati, OH. She holds a Series 65 credential and has less than one year of industry experience. Her prior work history includes roles at Hillcrest Financial Group, Buffalo Wild Wings, Kona Grill, Taziki's Mediterranean Cafe, the University of Cincinnati, and Lakota West High School. Commonwealth Financial Network is a national broker/dealer and SEC-registered investment adviser that supports approximately 2,900 advisors and manages about $213 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving a broad client base of individuals and institutions.

Maximilian Jackson is a financial advisor at PNC Wealth Management in Cincinnati, OH, with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and PNC Financial Services. His background also includes involvement with local political organizations and community groups. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist product that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Adam El Hodiri is a Series 66-credentialed financial advisor at Empower Advisory Group with four years of industry experience. His prior work includes roles at Fidelity Investments and Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders, utilizing an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Ross Hambleton Jr. is a CFP®-certified financial advisor with 27 years of industry experience, currently with Rockefeller Financial LLC since 2021. He previously worked at Bank of America, NA and Merrill Lynch, Pierce, Fenner & Smith Incorporated, with overlapping tenures spanning from 2006 to 2021. Outside of his advisory work, he is a limited partner in Bottle Rocket Stables LLC, an equestrian and horse racing business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates a registered broker-dealer and delivers investment solutions through a consolidated platform that includes discretionary and non-discretionary management across equities, fixed income, and alternatives.

Anastasia Ebert is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2009, also working with Fifth Third Bank since 2007. 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 programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Aidan Cusumano is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Fifth Third Bank. Prior to his financial services career, he spent several years in education at Xavier University and Glen Ridge High School. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and access to specialized investment strategies.

Adam Butler is a financial advisor with Janney Montgomery Scott in Cincinnati, OH, holding Series 63 and Series 66 credentials and 29 years of industry experience. He previously worked at Raymond James & Associates for 14 years before joining Janney Montgomery Scott in 2021. 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, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Craig Theile is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at U.S. Bank and U.S. Bancorp Investments, Inc. He serves as a board member of the Presbyterian Church of Wyoming Foundation, a philanthropic organization supporting the church and local community. TIAA-CREF’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and brokerage services primarily to individuals affiliated with TIAA-administered employer retirement plans, as well as trusts and small retirement plans. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund.

Kylie Hambleton is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Nuveen Securities, Nuveen Asset Management, and Rockefeller Capital Management. Outside of financial services, she worked at Farm Bloomington for one year. 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 portfolio management, financial planning, and consulting services, operating as both an investment advisor and a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

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.

John Feldman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has held leadership roles as President and COO at Boom Planning, Canvas Financial, and Fishtank Consulting LLC, where he also provides consulting services to financial planning firms. Ameritas Advisory Services, LLC offers investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of portfolio construction strategies, including model portfolios and individual securities, and operates multiple program platforms supported by third-party technology and managers.

Harrison Wolfe is a CFP® professional with 11 years of experience in the financial services industry. 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, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, investment management, financial and tax planning, family office services, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies along with private funds and third-party managers.

Christopher Peters is a financial advisor at PNC Wealth Management in Cincinnati, OH, with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at PNC investments since 2009, following four years at Natcity Investments, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital portfolio solution that uses algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third-party strategists.

Edward Kiamie Jr. is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Fifth Third Securities since 2005. Fifth Third Securities, Inc. 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 and features such as direct indexing and an optional tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

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 CFP® professional with 21 years of industry experience. He has worked at Janney Montgomery Scott since 2016 and previously spent ten years at Wells Fargo Clearing. Moler holds a Series 66 designation and is based in Cincinnati, OH. 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 brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Vernos Williams is a financial advisor with Fifth Third Securities, Inc. in Alexandria, KY, holding Series 63 and Series 65 licenses. He has 20 years of industry experience, previously working at Ameriprise Financial Services LLC and U.S. Bancorp Investments, Inc. Outside of his advisory role, Williams is involved in commercial real estate ownership. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account Platform, featuring a range of strategies from mutual fund and ETF models to separate managed accounts and direct indexing.

Donald Bruemmer is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley, Gilligan Company, and Dimensional Fund Advisors. He also spent five years at the University of Cincinnati prior to entering the financial sector. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Jackson Mahorney is a financial advisor with Rockefeller Financial LLC in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. His prior roles include positions at 9258 Wealth Management, USI Insurance Services, and Equitable Advisors. 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 within a Private Advisor model supported by a consolidated investment platform.

Julia Behymer is a financial advisor with Oppenheimer who holds a Series 63 designation and has 19 years of industry experience. She worked at Morgan Stanley for nine years before joining Oppenheimer in 2022. Based in Cincinnati, OH, she currently serves clients through her role at Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory approaches.