Elise Schulok is a CFP® and holds a Series 65 registration, currently serving as a financial advisor with Mariner Wealth. She has three years of industry experience and previously worked at Cassady Schiller Wealth Management and Cassady Schiller CPA and Advisors. Schulok is based in Cincinnati, OH. Mariner Wealth serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal investment team and integrates tax and accounting services alongside traditional wealth management.

Francis Niehaus is a CFP®-credentialed financial advisor with 38 years of industry experience, currently affiliated with Commonwealth Financial Network since 2024. He has a long tenure in the financial services field, including nearly two decades at Securities America Advisors, Inc. Niehaus is also an attorney and owner of Niehaus Law Office, LLC, where he provides legal services. 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 personalized investment solutions.

Jeffery Ready is a financial advisor with TIAA-CREF in Cincinnati, OH, holding Series 63 and Series 66 credentials with 29 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm differentiates between one-time planning services and ongoing discretionary management, providing customized portfolio management under a fiduciary standard within a vertically integrated structure.

Gary Roell is a CFP®-certified financial advisor with 23 years of industry experience. He has been with SPC since 2010 and also works with Sigma Financial Corporation. Outside of his advisory roles, he offers financial services and sells various lines of insurance products through Roell Financial Services. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

William Ryan is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He has worked at Janney since 2021 and was previously with Raymond James & Associates for 14 years. Ryan serves on the board of Stepping Stones, an organization in Cincinnati providing educational and recreational programs for individuals with disabilities. Janney Montgomery Scott 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 through a combination of in-house and third-party portfolio management, offering brokerage, financial planning, consulting, and advisory programs.

Corey Lehan is a CFP® professional with nine years of industry experience, currently advising clients at Mariner. He previously worked at Edward Jones and AXA Advisors, LLC, and has a background that includes time at Florida State University. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, and provides integrated tax and accounting services along with operational family office and financial wellness solutions.

Gregory Mueller is a financial advisor at SPC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parkland Securities LLC since 2015. Outside of his advisory role, he serves as a board member for Give Where You Live Northern Kentucky, a charitable organization supporting local nonprofits. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that includes affiliated broker-dealers and insurance agencies and formal succession and compliance protocols.

Alan Topolski is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior work includes positions at Grove Point Investments, Cadaret Grant & Co., LPL Financial, Cetera Advisors LLC, and Equitable Advisors. Outside of finance, he is involved in music as a performer and private instructor through his business, AT Drums. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services, employing a variety of investment options and administration services.

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 at Fifth Third Securities, Inc. based in Cincinnati, OH, holding Series 66 and Series 63 licenses with 10 years of industry experience. Her prior roles include positions at Fifth Third Bank and ownership of A&A Lakefront Properties. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering a range of managed account programs on the Passageway platform with services that include mutual fund and ETF models, separately managed accounts, and tax-overlay strategies.

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.

Andrea Bell is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Fifth Third Securities since 2022 and has additional experience with Fifth Third Bank, Francesca Holdings, and Davids Bridal. Fifth Third Securities, Inc. provides 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 offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, supported by its unique combination of municipal-advisor registration and affiliation with Fifth Third Bank.

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 at Cerity Partners LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at ARGI Investment Services, LLC and TD Ameritrade. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening in its investment approach and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Thomas Cunningham is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 22 years of industry experience. He has been with Guardian Life since 2005 and Park Avenue Securities since 2006. Cunningham is involved with Steelit, LLC, a non-investment-related business venture. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs.

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 63 and Series 66 credentials with eight years of industry experience. His work history includes positions at Citigroup and Fidelity Brokerage Services, along with his current role at Fifth Third Bank and Fifth Third Securities. 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 Managed Account Program, utilizing various portfolio management strategies and third-party managers.

James Copeland is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding 20 years of industry experience. He has previously worked at VOYA Financial Advisors and operated his own firms, Copeland Financial and Copeland Allen & Kramp Financial. He is also involved in fixed insurance and life, property, and casualty insurance sales through Copeland Insurance Group, LLC. Commonwealth Financial Network serves a national network of advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Tiffany Mckee is a financial advisor with Fifth Third Securities, Inc. in West Chester, OH. She holds Series 63 and Series 65 licenses and has 12 years of industry experience, all with Fifth Third Securities since 2014, and has been with Fifth Third Bank since 2008. 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 tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

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.