David Newman is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, holding Series 63 and Series 66 licenses with 26 years of industry experience. His career includes long-term tenure at Fidelity Brokerage Services, Inc., followed by roles at Horter Investment Management and a period as a self-employed advisor before joining Fifth Third Securities in 2019. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutions. The firm integrates a range of discretionary managed-account options with features such as direct indexing and tax-overlay services, supported by its dual registration as a broker-dealer and municipal advisor and its affiliation with Fifth Third Bank.

Brent Boden is a financial advisor with Corient, holding the CFP® and ChFC® designations and 16 years of industry experience. Prior to joining Corient, he worked at Savvy Advisors, Stock Yards Bank & Trust, and Ameriprise Financial Services Inc, among others. He serves on the Board of Directors for the St. Elizabeth Foundation and is authoring a financial planning book aimed at medical professionals and high-net-worth individuals. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach with a combination of in-house strategies and third-party managers, incorporating risk management tools and alternative investments where appropriate.

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.

Brandon Huff is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His work history includes roles at SERVPRO Restoration and WealthWave, in addition to his long tenure at Transamerica Financial Advisors. Outside of finance, he owns and operates BHuff Construction and Lazy H's Ranch, an equine boarding facility. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services through multiple program platforms.

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.

Milan Patel is a CFP® with 33 years of industry experience, currently serving at Fifth Third Securities, Inc. since 1991. He holds Series 63 and Series 65 licenses. 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 a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

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.

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.

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.

Jodee Deutsch is a financial advisor with Allworth Financial, L.P. in Cincinnati, Ohio, holding a Series 66 designation and 27 years of industry experience. Prior to joining Allworth Financial in 2021, she worked at HORAN Securities, Inc and Ohio National Equities Inc, among other firms. Allworth Financial is a fee-based SEC-registered advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management through a variety of model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

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.

Andrew Cebulskie is a financial advisor at Transamerica Financial Advisors with 16 years of industry experience. He holds a Series 65 credential and has held roles at Net Law Group Inc., Transamerica Financial Advisors, World Financial Group, Ac Group LLC, and Lynx Financial Group LLC. Outside of advising, he is involved in business activities including consulting and managing operations at Lynx Financial Group LLC and Ac Group LLC, as well as assisting clients with wills and trusts through Net Law Group Inc. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm uses a model portfolio and third-party manager approach, delivering services through a large advisor network and multiple program platforms, including proprietary and externally managed portfolios.

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.

Stephanie Bemerer is a financial advisor at Allworth Financial, L.P. with 11 years of industry experience. She has worked at Allworth Financial since 2018 and previously at Simply Money Advisors from 2015 to 2018. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio solutions using various model strategies and incorporates technology to manage held-away employer retirement accounts.

Steven Kramer is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at ARGI Investment Services and FIDELITY Brokerage Services. Kramer holds a Series 63 license and is based in Cincinnati, OH. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Adam Butler is a financial advisor with Janney Montgomery Scott in Cincinnati, OH, holding Series 63 and Series 66 credentials and 29 years of industry experience. He previously worked at Raymond James & Associates for 14 years before joining Janney Montgomery Scott in 2021. Janney Montgomery Scott LLC 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, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Craig Theile is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at U.S. Bank and U.S. Bancorp Investments, Inc. He serves as a board member of the Presbyterian Church of Wyoming Foundation, a philanthropic organization supporting the church and local community. TIAA-CREF’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and brokerage services primarily to individuals affiliated with TIAA-administered employer retirement plans, as well as trusts and small retirement plans. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund.