Alan Topolski is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Commonwealth in 2025, he worked at firms including Grove Point Investments, Cadaret Grant & Co., LPL Financial, Cetera Advisors, and Equitable Advisors. Outside of finance, he is a musician who performs live and teaches private music lessons. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform of managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Daniel Wolf is a financial advisor with Money Concepts Capital Corp in Cincinnati, OH, holding a Series 63 designation and 36 years of industry experience. He has been with Money Concepts Capital Corp since 1995. Outside of his advisory role, he owns JDSA, LLC and Wolf Asset Management, LLC, both non-investment related businesses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment approaches, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.

Andrea Noe is a financial advisor with Fifth Third Securities, Inc. and holds Series 66 and Series 63 licenses. She has 10 years of industry experience, including prior roles at Fifth Third Bank and as a proprietor of A&A Lakefront Properties. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers various investment programs via its Passageway Managed Account Platform, combining multiple portfolio management options with a range of strategies such as mutual funds, ETFs, separate managed accounts, and direct indexing.

Daniel Collings is a financial advisor with Transamerica Financial Advisors, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Transamerica Financial Advisors since 2013 and has prior experience with firms including United Healthcare and World Financial Group. Collings is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple advisory platforms. The firm utilizes model portfolios and third-party managers for portfolio implementation and offers an integrated retirement plan ecosystem with affiliated entities.

Philip Jackson is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fifth Third Securities since 2006. Outside of his advisory role, he is a 50% owner of a women's boutique business owned by his spouse. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporations, and institutional clients through its Passageway Managed Account Program. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration and integrated banking relationships.

Andrew Machenheimer is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include nearly 14 years at TD Ameritrade and a year at ARGI Investment Services. Cerity Partners serves a diverse client base including individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative methods, manager selection, and access to alternative and private market solutions.

Thomas Cunningham is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 22 years of industry experience. His work history includes over two decades at both Guardian Life Insurance and Park Avenue Securities. Outside of advising, he is involved with Steelit, LLC in a non-investment capacity. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its connection with Guardian Life.

Christopher Barnes is a financial advisor with PNC Wealth Management in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Prior to joining PNC Investments in 2021, he worked at Fidelity Personal and Workplace Advisors and Fifth Third Securities. Barnes is also a co-owner of Evofit Grappling LLC, a Brazilian Jiu Jitsu martial arts business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering that uses algorithmic risk assessments and approved model strategies primarily executed with mutual funds and ETFs.

Jacob Secter is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 66 and Series 63 licenses. He has eight years of industry experience, including roles at Citigroup and Fidelity Brokerage Services. Fifth Third Securities, Inc. serves a diverse client base comprising individual, high-net-worth, and institutional clients via both investment advisory and brokerage services. The firm offers multiple investment programs through its Passageway Managed Account platform, combining third-party portfolio managers and various strategies to meet clients’ risk profiles.

James Copeland is a financial advisor with Kestra Advisory in Cincinnati, Ohio, holding over 21 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Voya Financial Advisors, along with founding and managing Copeland Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers comprehensive fiduciary services, uses multiple management platforms, and maintains extensive third-party and affiliate relationships.

Keith Meyer is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven account pilot for PNC employees that uses approved model strategies managed by PNC or third-party strategists.

Nathaniel Hasto is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at Community First Bank of Indiana, LPL Financial LLC, American Portfolios Financial Services, and PFS Investments Inc. 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, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration.

Joseph Brinker is a financial advisor with Fifth Third Securities, Inc. in Evendale, OH, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Fifth Third Bank, The Cincinnati Insurance Companies, and The Home Depot. He is also co-owner of All Ears K9 LLC, a dog training business. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple managed account programs on the Passageway platform. The firm is a wholly owned subsidiary of Fifth Third Bank and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Anne Lame Megerle is a CFP® professional with 12 years of industry experience. She has worked at Creative Planning since 2020 and previously spent 13 years at Lenox Wealth Management. Megerle serves on the boards of StarShine Hospice and Lenox Wealth Management and participates on the investment committee for DePaul Cristo Rey. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving 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, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Edward Rountree Jr. is a CFP® and CFA® credentialed financial advisor with seven years of industry experience. He is currently with Corient in Cincinnati, OH, having previously worked at Bowling Portfolio Management LLC for 15 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining internal strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Lukas Manger is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds a Series 66 license and previously worked at LPL Financial LLC and Superior Credit Union. Outside of his advisory role, he has held positions involving non-variable insurance and financial institution duties. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering investment advisory and brokerage services through various program types on the Passageway platform. The firm operates as a subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies, including mutual funds, ETFs, and separately managed accounts.

Larry Kohn is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He was previously principal of L.M. Kohn & Company for 34 years. Outside of his advisory work, he serves as an executive committee member and treasurer of Teton Pines Country Club in Jackson Hole, Wyoming. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Michael Frey is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Florence, KY, holding a Series 66 designation and eight years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2019, and previously held positions at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Operations Company Inc. Outside of his advisory role, Frey is the owner and lessor of a home rental in Independence, KY. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of programs on the Passageway Managed Account platform, including advisor-directed mutual fund and ETF models, separately managed accounts, and tax-overlay strategies. As a wholly owned subsidiary of Fifth Third Bank, the firm operates at an enterprise scale with a broad advisory network and multiple affiliated entities.

Keith Douglas is a CFP® with 30 years of experience in the financial services industry. He has worked with Fifth Third Securities, Inc. since 2008 and previously held positions at Natcity Investments, Inc. and Morgan Stanley DW Inc. in Cincinnati, OH. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a variety of managed account programs on the Passageway platform featuring multiple investment strategies and portfolio manager options.

Kortnie James is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has three years of industry experience, including her current role at Fifth Third Securities and a decade of service with Fifth Third Bank. 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 programs via the Passageway Managed Account platform, combining advisor-directed models with sophisticated strategies such as direct indexing and tax-loss harvesting.