David Niehaus is a CFA® charterholder at MAI Capital Management, LLC with four years of industry experience. He has held prior roles at Madison Wealth Management, Fifth Third Bank, and Mercer Consultants. Niehaus is based in Cincinnati, OH. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and offers trust and insurance services, managing $72.3 billion in assets as of May 2026.

Daniel Schwartz is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His prior experience includes 19 years at PNC Investments before joining Fifth Third Securities and Fifth Third Bank in 2023. Outside of his advisory role, he participates as a dog boarder through Rover.com. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account platform, combining multiple portfolio management strategies and risk profiling to meet client needs.

Mark Dickman is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at LPL Financial and Independent Advisor Alliance before joining Independent Financial Partners. Outside of advisory work, he is involved in research related to home recycling through Cleanloopinnovations. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers a decentralized advisory model that includes formal retirement-plan advisory and pension consulting capabilities.

Bradley Cunningham is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding a Series 63 designation and 22 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2005. Outside of his advisory role, Cunningham coaches swimming for Madeira Swim Club and Madeira High School and serves on the Madeira City Schools School Board. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial and retirement-plan consulting. The firm utilizes a range of investment strategies through proprietary models, third-party managers, and digital advice solutions to meet diverse client needs.

Peter Crotty is a financial advisor with Lincoln Investment in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Lincoln Investment Planning since 2014. Outside of his advisory role, he is involved as an agent selling fixed insurance products. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs utilizing both strategic and tactical approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Catherine Anderson is a CFP® professional with six years of industry experience, currently advising at Mariner since 2025. She has previously worked at Encompass More Investments, LLC and Verity Asset Management among other firms. Outside of her advisory work, she owns Anderson Financial and Insurance Group, where she is a licensed life and health insurance agent. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting services and specialized operational offerings for employer clients.

Eric Turner is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2019 and was previously with Mutual of Omaha from 2015 to 2019. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Glen Whittington is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. He holds a Series 66 designation and has held roles at firms including JPMorgan Securities LLC, BMO Nesbitt Burns, and MassMutual. 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, including advisor-directed models and separately managed accounts, and is noted for its municipal-advisor registration and affiliation with Fifth Third Bank.

Andrew Stout is a CFP® and CFA® with 19 years of industry experience, currently affiliated with Allworth Financial, L.P. He has worked at Hanson McClain Advisors since 2018 and is an adjunct professor at UC Clermont, a role he has held since 2014. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, charitable organizations, and corporate clients. The firm uses a mix of model strategies and third-party sub-advisers to implement customized portfolios and offers both discretionary and non-discretionary asset management services.

Jenniffer Young is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and based in Alexandria, Kentucky. She has been with Fifth Third Securities since 2025 and has over 25 years of experience with Fifth Third Bank. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering a variety of discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Ryan Murray is a CFP® professional based in Cincinnati, OH, with 12 years of industry experience. He currently works at Corient, having joined in 2025 after roles at firms including Strategic Wealth Partners Ltd, Charles Schwab, TD Ameritrade, and Fidelity. His credentials include Series 63 and Series 66 licenses. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates individual security strategies with third-party manager solutions and employs risk management tools to align portfolios with client objectives.

Henry Heidrich is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, Central Bank and Trust, and two separate tenures at Fifth Third Bank. He has also worked for the Cincinnati Reds and operated Four Seasons Tent Rental. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering a range of program types and third-party portfolio managers via its Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and provides services including advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Richard Jackson is a financial advisor with Eagle Strategies (NY Life) in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with Eagle Strategies since 2008 and operates Jackson Wealth Strategies, Ltd, where he brokers non-registered insurance products. Jackson also volunteers at White Oak Christian Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and primarily manages assets on a non-discretionary basis, serving a diverse client base including defined contribution and defined benefit plans.

John Casteel is a financial advisor with PNC Wealth Management in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and bringing 20 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 an invitation-only digital discretionary model portfolio pilot for employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Andrew Stahl is a financial advisor at Fifth Third Securities, Inc. in Lebanon, Ohio, with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fifth Third Bank and Fifth Third Securities since 2018, following a 22-year tenure at Fidelity Brokerage Services, Inc. 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 that combine third-party portfolio managers, strategist portfolios, and advisor-managed options, featuring services such as direct indexing and tax-overlay.

Brian James is a CFP® professional with 22 years of industry experience, currently with Allworth Financial, L.P. He has worked at Hanson McClain Advisors and Simply Money Advisors for the past several years. He serves as a financial advisor on the Board of Governors for the Phi Kappa Tau Beta Chapter, assisting with the chapter's financial operations in a volunteer capacity. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various strategies, including model allocations and specialized approaches, and collaborates with third-party sub-advisers when appropriate.

Kevin Koeninger is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Fifth Third Securities since 2016 and has also worked with Fifth Third Bank since 2015. 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 incorporates 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.

Mary Herrington is a CFP® professional with 18 years of experience in financial advisory roles. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Bohmer Kilcoyne Wealth Management LLC 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 comprehensive financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Eric Schlinger is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Fifth Third Securities since 2014. 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 with integrated bank and municipal advisor capabilities.

Alan Henning is a CFA® charterholder with 21 years of experience in the financial industry. He has worked at MAI Capital Management, LLC since 2024 and previously spent 19 years at Madison Financial Advisors. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, and institutional clients. The firm manages $72.3 billion in assets and offers a range of customized portfolio strategies, integrating financial planning and related services.