George Koumoutsos is a Chartered Financial Consultant (ChFC®) with 43 years of industry experience. He has been with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company since 1978. Outside of his financial advisory work, he owns and manages Backbeat Entertainment, providing business management services for musicians and performing with a local music group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage alongside investment advice.

Amy Woelfel is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2013, also working at Fifth Third Bank since 2008. 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 and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

J. Pettigrew is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. He holds a Series 66 designation and has been with Fifth Third Securities since 2004. Outside of his advisory role, he is involved with Aaxis Property Group LLC, a property restoration business in Cincinnati. Fifth Third Securities, Inc. 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 and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and bank affiliation.

Shannon Johnson Mobley is a financial advisor with Fifth Third Securities, Inc. in Union, KY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Fifth Third Securities since 1999. Outside of her advisory role, she is a member and owner of two bar and restaurant ventures in Covington, KY. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, supported by its unique structure as a broker-dealer affiliated with Fifth Third Bank.

Jeffrey Mossbarger is a financial advisor with Janney Montgomery Scott in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Janney Montgomery Scott since 2016. Outside of his advisory role, he manages a vacation house rental in LaFollette, Tennessee. 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 and offers brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Daniel Kloenne is a financial advisor at FIFTH THIRD SECURITIES, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Fifth Third Bank and Miami University. FIFTH THIRD SECURITIES serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets.

Michael Reed is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at MAI Capital Management, LLC and previously worked at Madison Wealth Management and Greystone Investment Management, LLC. He is also a partner in GIM Partners, LLC, an entity established to receive proceeds from the Madison transaction. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing a registered mutual fund and various private investment vehicles.

Arthur De Luca is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 registrations and 14 years of industry experience. His prior roles include positions at Fifth Third Bank, Bank of America, and Merrill. Before entering the financial sector, he spent nine years working at Sorrentos Pizza. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and implements investments via approved model strategies with mutual funds and ETFs.

Randall Rawe is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. He has worked at Lincoln Financial Securities Corporation and co-owns Rawe Financial Group, LLC, which facilitates securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and support services. The firm provides a platform that includes discretionary model portfolios and multiple program structures to assist advisors in managing client portfolios.

Michael Fieler is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he serves on the board and finance committee of a nonprofit focused on literacy issues. 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.

Bryan Grisak is a CFP® and ChFC® with 25 years of experience in financial advisory. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Ameriprise Financial and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

James Morgan Jr. is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Fifth Third Securities since 1999. Outside of his advisory role, he is a part-owner of a rental property in Bonita Springs, Florida, where he is involved in managing tenant communications and property maintenance. 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 its affiliation to Fifth Third Bank to provide a range of managed-account options and portfolio management services.

Pamela Thompson is a CFA® charterholder with 17 years of industry experience. She has been with Mariner Wealth Advisors since 2018 and previously worked at Riverpoint Capital Management for six years. Outside of her advisory role, Thompson serves on the boards of the Louisville Ballet and the Frazier History Museum, and she is involved with the Kentucky Retirement Systems Board and the Trifecta Louisville Arts Council. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary and customized portfolio approach supported by in-house research and third-party managers, with a notable integration of tax and accounting services.

John Cranley III is a ChFC®-designated financial advisor with Hornor, Townsend & Kent, LLC in Cincinnati, Ohio, bringing 55 years of industry experience. He has worked with Penn Mutual Life Insurance Company and various family-linked insurance brokerages since the 1970s, focusing on life and property/casualty insurance products. Cranley holds significant roles in multiple insurance brokerage businesses, including sales and service activities involving multiple carriers. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with third-party asset manager relationships and reported approximately $8.37 billion in discretionary assets under management as of December 2025.

Faith Hess is a financial advisor with Commonwealth Financial Network based in Cincinnati, OH. She holds a Series 65 credential and has less than one year of industry experience. Her prior work history includes roles at Hillcrest Financial Group, Buffalo Wild Wings, Kona Grill, Taziki's Mediterranean Cafe, the University of Cincinnati, and Lakota West High School. Commonwealth Financial Network is a national broker/dealer and SEC-registered investment adviser that supports approximately 2,900 advisors and manages about $213 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving a broad client base of individuals and institutions.

Mary Millitzer is a CFP® with 12 years of experience in the financial services industry, currently with Wealth Enhancement Advisory Services, LLC. Her career includes roles at LPL Financial, Bank of America, Merrill, and New York Life. She serves as Executive Vice President of the Junior League of Cincinnati and is a member of the Board of Trustees at the Contemporary Arts Center in Cincinnati. Wealth Enhancement Advisory Services (WEAS) provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Maximilian Jackson is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 66 and Series 63 licenses and having two years of industry experience. His background includes roles at PNC Financial Services and Fidelity Investments. Outside of his advisory work, he has experience with local political organizations and small business operations. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a discretionary digital portfolio solution available to select employees. The firm utilizes algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Adam El Hodiri is a Series 66-credentialed financial advisor at Empower Advisory Group with four years of industry experience. His prior work includes roles at Fidelity Investments and Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders, utilizing an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Ross Hambleton Jr. is a CFP®-certified financial advisor with 27 years of industry experience, currently with Rockefeller Financial LLC since 2021. He previously worked at Bank of America, NA and Merrill Lynch, Pierce, Fenner & Smith Incorporated, with overlapping tenures spanning from 2006 to 2021. Outside of his advisory work, he is a limited partner in Bottle Rocket Stables LLC, an equestrian and horse racing business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates a registered broker-dealer and delivers investment solutions through a consolidated platform that includes discretionary and non-discretionary management across equities, fixed income, and alternatives.

Anastasia Ebert is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2009, also working with Fifth Third Bank since 2007. 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 and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.