Melinda Mclaughlin Hinaman is a CFP® with 11 years of experience in financial advising. She has worked at RiverPoint Capital Management and Mariner Wealth Advisors before joining Mariner. She serves as Board Chair for the Beech Acres Foundation and is a member of the Planned Giving Council at Ronald McDonald House in Cincinnati. Mariner serves a diverse range of clients including individuals, pension plans, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolio strategies supported by an internal investment committee and integrates tax and accounting services with its advisory capabilities.

Andrew Sullivan is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 16 years of industry experience. He worked at Bank of America and Merrill from 2011 to 2021 before 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 operates a Private Advisor model supported by a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and consulting services, while also functioning as a registered broker-dealer that provides securities transactions and placement services.

Jay Ernst is a Series 65-registered advisor with Mariner in Cincinnati, OH. He joined Mariner in 2025 after a 20-year career at The Procter & Gamble Company. Ernst has no prior industry experience before joining the firm. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolio strategies supported by in-house research and third-party managers, along with integrated tax and accounting capabilities uncommon for a firm of its size.

Daniel Doerflein is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2018 and Fifth Third Bank since 2017. Outside of his advisory role, he is active as a freelance online writer and a web-based streamer and reviewer of games and books. Fifth Third Securities 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, supported by its affiliation with Fifth Third Bank and a multi-layered operational structure.

Michael Smith is a financial advisor with Fifth Third Securities, Inc. in Fairfield, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2012. Outside of his advisory role, he is active as a musician in Cincinnati. 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 clients access to multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

William Mcclanahan is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH. He holds Series 63 and Series 66 designations and has 11 years of industry experience, including 10 years with Fifth Third Securities. Fifth Third Securities serves individual and institutional clients through both investment advisory and brokerage services. The firm offers a range of program types via its Passageway Managed Account Platform, catering to diverse client needs with various portfolio management options and strategies.

Matthew Byrley is a financial advisor with Fifth Third Securities, Inc. in Newport, KY, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Fifth Third Securities since 2012. 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 combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.

Richard Shively is a financial advisor with Money Concepts Capital Corp, holding a Series 63 designation and 20 years of industry experience. His prior roles include positions at the Dwayne Daniels Agency, Allstate Financial Advisors, and World Financial Group, among others. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven investment approaches and offers both discretionary and non-discretionary programs, managing over $4 billion in client assets through a large network of advisors.

Julian Owens is a financial advisor at Transamerica Financial Advisors with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Transamerica Financial Advisors since 2012. Owens also has roles with Legacy Shield Solutions and Net Law Group Inc., where he provides document preparation and estate planning referral services. He served as a board member of Union Towns for 19 years. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and businesses. The firm uses model portfolios and third-party managers to implement its advisory approach and operates an integrated retirement plan ecosystem with affiliated entities.

Maggie Tepe is a financial advisor with Rockefeller Financial LLC in Cincinnati, OH. She holds Series 66 and Series 63 designations and has two years of industry experience. Her prior roles include positions at Fidelity Investments and work at the University of Cincinnati. 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, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Craig Sarembock is a financial advisor at Farther with 18 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Farther in 2026, he worked for 14 years at Bartlett & Co Wealth Management. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary models, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Myron Barker is a CFP®-certified financial advisor with 38 years of industry experience. He is currently with Wells Fargo Clearing and has prior experience at UBS Financial Services, where he worked for nine years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Mary Romans is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2010 and Bank of America, N.A. since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Casey Armstrong is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, as well as prior roles at The Flaherty Consulting Group and Commonwealth Financial Network. Morgan Stanley Wealth Management offers a range of advisory programs serving both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through dedicated financial advisors and estate planning specialists.

Grant Kelly is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he operated Kelly Landscaping for four years and was a full-time student for six years. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Cory Mitchell is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked at several Fidelity divisions as well as Fisher Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs through systematic methodologies.

Andrew Kearns is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and three years of industry experience. Before joining UBS in 2022, he worked at Fidelity Investments and has experience at Miami University and The Hillman Group. He serves on the Miami University Alpha Delta Phi Alumni Council, advising on organizational activities and financial matters. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to tailor solutions based on proprietary research and asset allocation models.

Meghan Horine Schafer is a CFP® and Series 66-registered advisor with Edward Jones, where she has worked since 2017. She has a total of eight years of industry experience, including prior work at State Farm Insurance. She is the owner of a commercial property development business in Lawrenceburg, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Cassin IV is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Caitlin Mc Bee is a financial advisor with Edward Jones in Ft Thomas, KY, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, she worked at The Christ Hospital and Bon Secours-Mercy Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.