Angel Tepe is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, holding Series 63 and Series 66 credentials with 19 years of industry experience. Prior to joining Fifth Third Securities in 2019, he worked at Navian Capital Securities, LLC and InSource, Inc. The firm serves a diverse client base including individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services through programs that incorporate mutual funds, ETFs, SMA strategies, and tax-overlay services. Fifth Third Securities operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a broad advisor network.

Adam Dietz is a Series 65-licensed financial advisor at Mariner in Cincinnati, OH, with nine years of industry experience. He previously worked for Fourth Street Performance Partners, Inc. for ten years before joining Mariner in 2024. Mariner serves a broad range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm implements customized discretionary portfolios that combine in-house research with third-party managers and provides integrated tax and accounting services uncommon at this enterprise scale.

Larry Farr is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Fifth Third Securities since 2013 and also has a history with Fifth Third Bank dating back to 2011. Outside of his advisory role, he works as a retail associate at Home Depot in Lebanon, Ohio. Fifth Third Securities serves 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 broker-dealer, SEC-registered investment adviser, and municipal advisor, providing a range of investment solutions including mutual fund and ETF models, separately managed accounts, tax overlay services, and direct indexing.

Daniel Murphy is a CFP® with over 41 years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, LLC, where he has worked since 2015. In addition to his financial advising roles, he has worked as an independent insurance agent since 1985. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a variety of managed account solutions, including proprietary and third-party programs.

Donna Ellis is a CFP® professional with 28 years of experience in financial advisory, currently with Creative Planning since 2021. Prior to that, she spent 24 years at Berno Financial Management, Inc. based in Montgomery, OH. Creative Planning offers comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Rodrigo Domingo is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors prior to his current role. Domingo is based in Cincinnati, OH. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers multiple managed account programs and works with third-party portfolio managers to provide a range of investment strategies and solutions.

Nicholas Kaminsky is a Series 66-licensed financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, bringing 11 years of industry experience. His work history includes nine years at 5/3 Securities and one year with Springboro Community Schools. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services. The firm provides access to multiple investment programs through the Passageway Managed Account Platform, utilizing a range of strategies such as mutual fund and ETF models, SMA strategies, tax overlays, and direct indexing.

Robert Bishop II is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2011. Outside of his advisory role, he works in customer service at a retail company in Florence, KY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

John Schuele is a financial advisor at Transamerica Retirement Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sigma Financial Corp and Mutual of Omaha Investor Services, Inc. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, using proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Wesley Botto is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 65 credentials and bringing 10 years of industry experience. He has worked at Commonwealth since 2017 and previously at MCF Advisors LLC. Wesley is also the owner of Botto Wealth Management, 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. The firm provides a range of advisory programs and comprehensive back-office support, including operations, trading, technology, investment management, compliance, and practice management.

Ross Hambleton is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill Lynch for three years and has experience in other roles including at Miami University and Brick Street Bar & Grille. 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 offers a range of portfolio management, financial planning, and consulting services, operating under a Private Advisor model with an integrated investment platform that includes both discretionary and non-discretionary solutions.

Edward Kuresman is a CFA® and holds a Series 65 license with 22 years of industry experience. He joined MAI Capital Management, LLC in 2024 after spending 21 years at Madison Financial Advisors, Ltd. Kuresman is based in Cincinnati, OH. MAI Capital Management, LLC 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 manages $72.3 billion in assets and offers a range of customized portfolio management strategies and financial planning services, operating both as an investment adviser and product sponsor.

Brandon Walters is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been with the firm since 2025. Prior to his current role, he worked at Fifth Third Bank, N.A. and has experience in the hospitality industry, including positions at Chipotle Mexican Grill, Skyline Chili, and Archer's Tavern. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and investment options, including mutual funds, ETFs, separately managed accounts, and direct-indexing strategies, supported by a platform sponsored by Fidelity and cleared through National Financial Services.

Bradley Cooper is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio option provided as an invitation-only pilot for employees. The firm uses algorithm-driven risk assessments and third-party management for mutual fund and ETF investments, focusing on structured portfolio solutions rather than individual security trading.

Austin Schreck is a CFP® and Series 65-licensed financial advisor at Cerity Partners LLC with six years of industry experience. He previously worked at ARGI Investment Services and held roles with the City of Edgewood and Putt Putt Golf Course. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, institutions, and corporations. The firm provides 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.

Thomas Wyatt is a CFP® professional with 27 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has held roles at Guardian Life since 1999 and at Park Avenue Securities since 2018. Outside of his advisory work, he is a practicing attorney providing legal services including estate planning, and serves as president and board member of the SFSP National Foundation. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and various investment advisory programs.

Laura Davitt is a CFP® professional with 27 years of experience in the financial services industry. She is currently associated with Commonwealth Financial Network and Niehaus Financial Services, LLC. Her prior experience includes ten years at Securities America Advisors and Securities America, Inc. In addition to her advisory work, she is involved in tax preparation through Niehaus Tax Services, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

Michael Clark is a financial advisor at Mariner with 24 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior experience includes long-term roles at CSA Financial Advisors, Ltd. and Cassady Schiller & Associates. 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 emphasizes customized, discretionary portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and specialized employer financial-wellness tools.

Phil Weber is a CFP®-certified financial advisor with FIFTH THIRD SECURITIES, Inc. in Edgewood, KY, bringing 14 years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity, where he worked across various advisory and brokerage services. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers via its Passageway Managed Account Program. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, supporting a range of investment strategies from mutual fund and ETF models to SMA and direct indexing options.

Gregory Carlton is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 66 credentials with 29 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities 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 options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.