Joseph Bono II is a financial advisor at Fifth Third Securities, Inc. in Covington, KY, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Fifth Third Securities since 1999. 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 wholly owned subsidiary of Fifth Third Bank.

Gary Hollander is a CFP® with 43 years of experience in the financial industry. He is currently affiliated with Independent Financial Partners and IFP Securities, LLC and has previously worked with LPL Financial, Mutual Service Corporation, and Ohio National. Hollander volunteers as a moderator for continuing education programs at the University of Cincinnati, Miami University, and the University of Dayton, focusing on FINRA-approved retirement planning courses. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports both discretionary and non-discretionary accounts and is noted for its formal retirement-plan advisory and pension consulting services.

Adam Dickman is a financial advisor with Independent Financial Partners, holding a Series 65 credential and four years of industry experience. His prior work includes roles at A&R Logistics and Costco, as well as teaching at Thomas More College. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm serves a diverse client base including individuals, charitable organizations, corporations, and high-net-worth clients, and offers both advisor-directed and centralized investment management options.

Ameesh Mehta is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds a Series 66 designation and has worked previously at LPL Enterprise and The Prudential Insurance Company of America. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Camryn Chapman is a financial advisor with Guardian Life and holds a Series 66 designation. She has two years of industry experience, including work at Park Avenue Securities and Guardian Life Insurance Company. Her background includes roles outside the financial industry as well as community involvement through the R.C. Durr YMCA. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships utilizing model portfolios from in-house and third-party managers.

Derek Hamant is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining PNC Investments LLC, he worked at Fidelity Investments and has held positions in various service industries. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven online platform that manages investments using approved model strategies with annual rebalancing and no individual security trading.

Cameron Druffel is a financial advisor with TIAA-CREF in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with TIAA and TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also serves as adviser to the TIAA Donor Advised Fund and administers managed accounts using both model and customized portfolios within a vertically integrated structure.

James Carroll is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and previously operated J. Carroll And Associates for over two decades. Carroll is also involved in the sale of insurance and non-insurance products affiliated with Transamerica and has experience owning rental properties. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm uses model portfolios and third-party managers to implement investment strategies and offers multiple advisory programs alongside retirement plan administration services.

William Maxwell III is a financial advisor with Transamerica Financial Advisors in Cincinnati, Ohio, holding seven years of industry experience. His career includes roles in flooring businesses and ongoing involvement with Netlaw, where he provides referral services related to estate planning. He also engages in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations, using a large advisor network and multiple program platforms. The firm’s investment approach relies on model portfolios and third-party managers, delivering services through proprietary and external models combined with referral and administration offerings for employer plans.

Daniel Vaughan is a financial advisor at Fifth Third Securities, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, utilizing third-party portfolio managers and strategies such as mutual funds, ETFs, separately managed accounts, and tax-overlay services.

Michael Wessel is a CFP®, CFA®, and Series 63 credentialed advisor with nine years of industry experience. He is currently with Kestra Advisory and has previously worked at Commonwealth Financial Network, Buckley Financial Planning, Inc, National Financial Services LLC, and FIDELITY Brokerage Services LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving notable clients such as sovereign wealth funds.

Jason Klein is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio. He holds Series 63 and Series 66 designations and has seven years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering various managed account programs and portfolio management options via the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and supports both retail and institutional investors.

James Winters Jr. is an investment advisor representative at Kestra Advisory with 39 years of industry experience. He holds a Series 63 designation and has been with Kestra Advisory since 2016. Winters is also involved in insurance through his roles as part owner and president of Winters Financial Network, Inc., and part owner of United Benefits Agency, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm is noted for delivering fiduciary services, plan design and compliance testing, and access to multiple management platforms and third-party solutions, serving clients that include large institutional investors such as sovereign wealth funds.

Matthew Griffin is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Fifth Third Securities, Inc. and has held previous roles at Guggenheim Investments and DWS Investment Management Americas, Inc. Griffin has been associated with Fifth Third entities since 2009. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a range of program types via the Passageway Managed Account Platform, including mutual fund and ETF models, separately managed accounts, and direct indexing strategies.

Julia Galioto is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 license and bringing nine years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Kleinfelder Capital, Inc., and Morgan Stanley. She is also the owner of Wild Nemi Birthing, LLC, a business unrelated to the investment industry. Wealth Enhancement Advisory Services 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 regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Daniel Markarian is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Fifth Third Securities since 2014 and has been with Fifth Third Bank since 2012. Fifth Third Securities 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 combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Pedro Falconi Cardenas is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 63 designation and eight years of industry experience. His prior work includes roles at Cetera, Northwestern Mutual, and Bank of America. Outside of advising, he is involved in managing and flipping residential real estate through multiple business ventures. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across various platforms such as Transamerica ONE and TFA365.

Thomas Lalley is a CFP®, CFA®, and Series 63 credentialed advisor with 24 years of industry experience. He has worked at MAI Capital Management, LLC since 2019 and previously spent 19 years at John D Dovich & Associates. Lalley is associated with Eden Park Financial Partners, LLC, which holds keyman and business transition insurance in partnership with John Dovich. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a wide range of investment strategies across various asset classes and integrates financial planning, tax, and bill-payment services into many client relationships.

Laura Smith is a financial advisor at PNC Wealth Management with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investment and PNC Bank since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic tools to recommend investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Lenardo Colvin is a financial advisor with Empower Advisory Group in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at GWFS Equities for 10 years and Lincoln Financial Group for 8 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning approach and serves a large participant base relative to its advisor headcount.