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 at Fifth Third Securities, Inc. in Cincinnati, OH, with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup and Fidelity Brokerage Services. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple investment program options via the Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

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.

Garry Kohn is a CFP®-certified financial advisor with 29 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He previously led Kohn Wealth Management Advisors, LLC and has over two decades of experience in wealth management. Based in West Chester, OH, he also has an insurance agency role focused on fixed insurance and annuities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified investment approach that combines passive and active strategies, supported by an internal Investment Committee.

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.

Frank Heitker is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has worked with Premier Planning Partners, LLC and Premier Planning Group LLC, where he serves as a partner and agency manager specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and financial planning solutions.

Jeanne Comer is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account for employees that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Benjamin Tunney is a financial advisor with PNC Wealth Management in Cleves, OH, holding a Series 66 designation and three years of industry experience. He has been with PNC Investments LLC since 2022 and has a longer tenure at PNC Bank NA dating back to 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary account accessible by invitation to PNC employees. The firm uses algorithm-driven risk assessments to recommend portfolios managed by PNC or third-party strategists, with implementations via mutual funds and ETFs.

Casey Gilligan is a CFP® and Series 65-licensed financial advisor at Mariner in Cincinnati, OH, with five years of industry experience. Prior to joining Mariner in 2021, he worked at Medpace and Midwest Switchgear Services. He serves as Co-Chair of the Southern Ohio Chapter of the Crohn's & Colitis Foundation, participating on the planning and fundraising board. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and combines in-house research with third-party allocations, while also providing integrated tax and administrative CFO services.