Jonathan Andre is a CFP® with 15 years of experience in financial advisory services. He is currently with Carson Wealth and CWM, LLC, joining both firms in 2025. His prior experience includes 11 years at Total Wealth Planning, LLC, and four years with Financial Management Group Inc. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor model portfolios while providing tailored solutions and integrating custodial and technology relationships.

Logan Bloom is an advisor with FIFTH THIRD SECURITIES, Inc., holding a Series 66 designation and based in Cincinnati, OH. He has been with Fifth Third Securities and related affiliates since 2022 and has a background that includes roles at Schoening Technology Group and the University of Toledo. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers various investment programs via the Passageway Managed Account platform and operates as a broker-dealer, registered investment adviser, and municipal advisor.

Laura Tenley is a financial advisor at Fifth Third Securities, Inc. in Montgomery, Ohio, holding a Series 66 designation with 14 years of industry experience. She has been with Fifth Third Securities since 2012. 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 the Passageway Managed Account Program, providing multiple program types and third-party portfolio managers to meet various client investment needs.

Susan Hacker is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2004. 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, corporate 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 wholly owned subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

Lucy Weigel is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 credentials and has three years of industry experience. She has been with Fifth Third Securities since 2023 and Fifth Third Bank since 2013. FIFTH THIRD SECURITIES, Inc. serves a broad mix of individual and institutional clients, offering investment advisory and brokerage services. The firm provides various program types through its Passageway Managed Account Platform, allowing clients to select investment strategies based on their risk profiles.

Samantha Gabbard is a CFP®-designated financial advisor at Allworth Financial, L.P. with one year of industry experience. Prior to joining Allworth Financial in 2026, she worked with FFR Wealth Team and CWM, LLC. Allworth Financial serves individual and high-net-worth clients, as well as pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, retirement plan consulting, and educational resources. The firm employs a combination of quantitative and qualitative analysis to offer customized investment strategies across various asset classes and specialized portfolios.

Christopher Parnitzke is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Fifth Third Bank from 2007 through 2023. FIFTH THIRD SECURITIES serves a broad mix of individual and institutional clients, offering investment advisory and brokerage services through various program types and third-party managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages multiple affiliated entities while providing access to a range of investment strategies and municipal advisory services.

Rita Cornett is a Series 66-licensed financial advisor with 27 years of industry experience. She has been with Fifth Third Securities, Inc. and its parent company, Fifth Third, since 2010. 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 tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Gregory Ross is a CFP® professional with 12 years of industry experience. He is currently with Creative Planning, where he has worked since 2022. Prior to that, he held roles at MAI Capital Management and Fidelity in various advisory capacities. Outside of his advisory work, Ross serves as an assistant varsity basketball coach at Archbishop McNicholas High School and is a sales partner for Young Living Essential Oils. Creative Planning provides wealth management and financial planning services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, alongside selective private market exposure and retirement plan services.

Vincent Waln is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 63 and Series 65 credentials. He has 37 years of industry experience, with prior roles at Penn Mutual Life Insurance Co and LifePlan, Ltd./Minnesota Mutual. He is also actively involved in insurance brokerage through multiple agencies and serves as a board member and treasurer for a professional office condominium association. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform providing both advisory and broker-dealer services, working with third-party asset managers to deliver tailored investment strategies.

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.

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.

Dennis Hill is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding a Series 63 designation and 38 years of industry experience. He has worked at Commonwealth since 2006 and also owns Hill Financial Strategies, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers multiple program structures and discretionary model portfolios, supporting advisors with operations, trading, technology, compliance, and other services.

Brian Casey is a Certified Financial Planner® with 16 years of industry experience. He currently works at Cerity Partners LLC and has previously held positions at ARGI Investment Services, TD Ameritrade Inc, Chase Investment Services Corp., and Waddell & Reed. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and employs a client-specific investment framework that combines quantitative screening, manager selection, and both third-party and direct security strategies.

Lance Lohr is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, focusing on advising and managing client portfolios and wealth management strategies. Lance holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation, along with FINRA Series 7, 63, and 65 registrations. His expertise encompasses a broad range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Lance graduated from Moeller High School, played football at Vanderbilt University, and earned his Bachelor of Science in Business Administration from the University of Cincinnati. Lance follows Merrill's tradition of community service by volunteering with local organizations. His personal interests include football, golfing, hiking, traveling, and spending time with his family. He emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Jennifer Metz is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 26 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of her advisory role, Metz is involved in other business activities including sales of loan products and home-related services, and she is a co-owner of TJ3AM, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that uses model-delivery strategies and offers limited discretionary separately managed account options, supported by third-party managers and custodians.

Andrew Grombala is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on serving corporate executives and high-earning professionals who have complex compensation structures, including equity awards such as RSUs, stock options, ESPP programs, deferred compensation packages, and performance awards. In his role, he helps clients manage concentration risk, reduce tax implications, and align their equity compensation with long-term, goals-based wealth strategies. Since entering the industry in 2017, Andrew has adopted a structured, plan-first approach that incorporates compensation, cash flow, family priorities, retirement planning, and overall risk management. He guides clients through various financial events, including vesting, diversification, liquidity management, and retirement income planning. His expertise extends to executive compensation, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and tax minimization. Andrew holds FINRA Series 7 and Series 66 registrations and is licensed in Accident & Health, Life, and Variable Insurance. He earned a Bachelor's degree in Economics from Trinity College in Hartford, Connecticut, where he also competed as a student-athlete in football and lacrosse. He resides in Anderson Township with his wife and two children. Outside of work, Andrew enjoys boating, golfing, football, ice hockey, music, and spending time with his family.

Sydney Johnson is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Sydney held positions at Stevens Investment Group, CASTO Residential, and Village Green Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by extensive resources and technology across a large network of advisors.