Matthew Hambleton is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Merrill and Bank of America, N.A., prior to joining Rockefeller Financial in 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 combines portfolio management, financial planning, brokerage services, and placement and investment banking through a Private Advisor model and a consolidated investment platform.

Daryl Evans is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Fifth Third Securities since 2015. Outside of his advisory role, he is a co-owner and member of Shirewood LLC, a rental operator based in Ft. Mitchell, KY. 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, including advisor-directed models, separately managed accounts, and a unified program that features direct indexing, tax-overlay services, and access to FIWA-sponsored fund strategist programs.

Joseph Walsh is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Ameriprise and Convergence Research, as well as various roles in education and community organizations. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services, combining proprietary investment strategies and access to alternative and private market solutions through affiliated businesses.

Tyler Seidl is a CFP® professional with nine years of industry experience, currently serving at Fifth Third Securities, Inc. in Cincinnati, OH. His career includes roles at Fifth Third Bank, Bank of America, N.A., and Merrill. Fifth Third Securities provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers multiple program types and portfolio management options through its Passageway Managed Account Program, operating as a wholly owned subsidiary of Fifth Third Bank.

Ryan Meckes is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 license with two years of industry experience. Prior to his advisory role, he has worked in various service and hospitality positions, including at Jack Brown's and Ember's Steak Seafood and Sushi. Outside of financial services, he is involved with the Thunderdome Restaurant Group. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and IAR-managed sleeves, with features such as direct indexing and tax-overlay services.

Gregory Pendleton is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Fifth Third Securities, Fifth Third Bank, LPL Financial, CUNA Mutual Group, and Arkansas Federal Credit Union. 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 distinctive municipal-advisor registration and integrated bank affiliation.

Jacob Morrissey is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2020. His background also includes roles at Platform Beer Co. and 4EG. 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 program types via the Passageway platform, incorporating third-party portfolio managers and a range of strategies from mutual fund and ETF models to separately managed accounts and direct indexing.

Randall Knapmeyer is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. His previous roles include positions at Ameriprise Financial Services and Cambridge Investment Research. He is also a member of Tierra Grande Golf and Resort, a real estate development venture. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Raphael Olomajeye is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity and Fidelity Personal and Workplace Advisors. Outside of advising, he is the owner of a rental property management business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers a range of advisory services, including customized portfolio management and donor-advised fund advising, operating within a vertically integrated structure that uses affiliated funds.

Wesley Simpson is a CFP® with 13 years of industry experience, currently serving at Fifth Third Securities, Inc. in Louisville, KY. He has been with Fifth Third Securities since 2011 and has worked at Fifth Third Bank since 2010. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm provides multiple managed-account options, including discretionary models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank.

Samuel Curran is a CFP® and Series 65-licensed financial advisor at Mariner with seven years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously spent three years at ClearArc Capital. Curran serves on the Board of Directors for the Friendly Sons of St. Patrick Foundation and is an investment committee member for 4C for Children in Bellevue, WA. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm uses discretionary, customized portfolios supported by internal research and third-party managers, and provides a range of strategies spanning equities, fixed income, alternatives, and digital assets.

Joseph Holcomb is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Rockefeller Financial since 2021 and previously held roles at Bank of America and Merrill. Holcomb serves as a director on the board of Bethesda Inc., a charitable organization affiliated with Bethesda Hospital in Cincinnati, where he participates on the grants and finance and audit committees. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

James Dores is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with six years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Fifth Third Securities since 2020 and Fifth Third Bank since 2019. Outside of his advisory role, he owns Done Right Renovations LLC, a home renovation business. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, employing various portfolio management strategies and operates as a wholly owned subsidiary of Fifth Third Bank.

George Lang is a financial advisor with Lincoln Investment based in West Chester, OH, holding a Series 63 designation and 32 years of industry experience. He has worked with Lincoln Investment since 2010 and has prior experience at Quixtar, Lang Radcliff Agency Inc, and Aag Securities, Inc. Lang is also a State Senator for Ohio's 4th district and is involved in advocacy for Second Amendment rights through a partnership with GOT YOUR BACK DBA SECOND CALL DEFENSE. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and a network of third-party managers.

Robert Sponseller Jr. is a financial advisor at Allworth Financial, L.P. with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Commonwealth Financial Network, Cornerstone Financial Group, LPL Financial, and Osaic FA, Inc. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm uses both quantitative and qualitative analysis through an Investment Committee to create customized allocations across various asset classes and employs a range of model strategies and specialist portfolios.

William Hoover is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and with 26 years of industry experience. He has been with Guardian Life since 2000 and serves on the Northern Kentucky University School of Business Advisory Board. Hoover is also a treasurer on the Military Commons HOA Board. Park Avenue Securities, a 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 tailored client relationships through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

Robert Pembaur is a financial advisor with Empower Advisory Group in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services for a combined 25 years before joining Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing rather than short-term forecasts.

Ethan Jackson is a CFP® and holds a Series 65 license with six years of industry experience. He currently works at Mariner Wealth, joining in 2025 after eight years at Cassady Schiller Wealth Management. Prior to his financial advising career, he spent five years in full-time education. Mariner serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services uncommon among large advisory enterprises.

Neal Mc Mahon is a financial advisor at Mariner Wealth Advisors with a Series 65 designation and experience in the industry since 2016. He previously worked at U.S. Bank Private Wealth Management and PNC Private Bank before joining Mariner. Mariner serves a broad client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios with an in-house investment committee and integrates tax and accounting services alongside traditional portfolio management.

Michael Murry is a financial advisor at Integrity Alliance, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and Lion Street Advisors. Integrity Alliance serves a diverse client base, including individual investors and business entities, through a large network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a variety of investment strategies and platforms.