Nicholas Elias is a CFP® professional with 25 years of industry experience, currently affiliated with Fifth Third Securities, Inc. in Cincinnati, OH, where he has worked since 2008. He holds Series 63 and Series 65 licenses in addition to his CFP® designation. 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 multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Gage Smith is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials with five years of industry experience. Prior to joining Fifth Third Securities in 2020, he worked at Fifth Third Bank since 2017 and previously at Best Buy from 2013 to 2017. 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 combines its municipal-advisor registration with affiliation to Fifth Third Bank and offers multiple discretionary managed-account programs, including advisor-directed models and a unified platform that features direct indexing and tax-overlay services.

William Bruns is a CFP® with 11 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2019. His prior experience includes roles at John D. Dovich & Associates, LLC and FIDELITY Brokerage Services LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a broad client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a customized investment approach across various strategies and integrates financial planning and tax services into many client relationships.

Darren Wilson Jr. is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience with prior roles at firms including Park Avenue Securities, Lifetime Financial Growth, Fifth Third Securities, and JPMorgan Chase Bank. Outside of his advisory work, he operates Wilson Financial LLC and is a licensed Ohio notary public. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships with access to a variety of model portfolios and digital advisory solutions.

Timothy Clarke is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2005. Outside of his advisory role, Clarke teaches and performs traditional Irish music at the Riley School of Irish Music. 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 features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinct combination of municipal-advisor registration and bank affiliation.

Daniel Stipanovich is a Series 66-licensed financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, with two years of industry experience. He has been affiliated with Fifth Third Bank and Fifth Third Securities since 2016. FIFTH THIRD SECURITIES, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank.

Guillermo Milord is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and operates GR Milord Inc., a corporation used for business purposes since 2016. His other business activities include sales 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 businesses, providing investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms. The firm uses a model portfolio approach implemented via third-party managers and proprietary models, supporting both individual and institutional clients.

Steven Zins is a CFA® charterholder with four years of industry experience. He is currently with Mariner Wealth Advisors and previously worked at Ohio National Financial Services and CIBC Bank USA. He serves on the boards of the Crohn's & Colitis Foundation and Breakthrough Cincinnati. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by an internal investment team and third-party managers and offers integrated tax and administrative family office services.

Angel Tepe is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Navian Capital Securities, LLC, InSource, Inc., ProEquities, Inc., and Protective. 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 direct indexing and tax-overlay services, and is notable for its municipal-advisor registration combined with its affiliation with Fifth Third Bank.

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. in Lebanon, Ohio, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has been with Fifth Third Securities since 2013 and has worked at Fifth Third Bank since 2011. Outside of his advisory role, Farr works part-time as an associate at Home Depot in Lebanon. 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 options and combines third-party portfolio managers with proprietary strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

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.

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 65 and Series 63 licenses and has recently begun his career in the financial industry. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank, N.A. and has experience in the food service industry. 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 its Passageway Managed Account platform, combining multiple portfolio management strategies and risk profiles.

Bradley Cooper is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 66 and Series 63 registrations and 12 years of industry experience. His prior roles include positions at Ameriprise and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, featuring a digital discretionary model account available to select employees. The firm uses algorithm-driven risk assessments to guide investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

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.