Gregory Mc Daniel is a financial advisor at Empower Advisory Group with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, LLC and Charles Schwab. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and participants, offering financial planning and investment management integrated with Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates through point-in-time financial plans and managed account solutions.

Thomas Berry is a financial advisor at Wealth Enhancement Advisory Services, LLC in Cincinnati, OH, holding Series 65 and Series 63 licenses with nine years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2025, he worked at LM Kohn & Company from 2016 to 2025. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment approach that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Carey Markoe is a CFP® and holds a Series 66 license with eight years of industry experience. He currently works at MAI Capital Management, LLC and has prior experience with Bank of America, Merrill, and State Farm Insurance. Markoe serves as a committee member and trustee for the National Multiple Sclerosis Society in the Ohio Valley and Southern Ohio regions. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of strategies across equities, fixed income, and private investments, and offers integrated financial planning and administrative services.

Debra Grauel is a Series 66-licensed financial advisor with 23 years of industry experience. She is currently with Money Concepts Capital Corp and has previously worked at Cetera and Summit Financial Group. Outside of her advisory role, she serves as president of Ohio Wealth and Retirement Planning, Inc. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations using a variety of managed programs and investment strategies.

Alisha Merkel is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 10 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2015, also working at Fifth Third Bank since 2013. Outside of her financial career, she is involved with Thoughtful Travelers, a travel agency where she serves as an agent. 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 a range of discretionary managed-account options and combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank.

Michael Momper is a ChFC® credentialed advisor with 32 years of industry experience, currently serving at Mercer Global Advisors Inc. Prior to joining Mercer, he spent 30 years at Fortis Investors, Inc. and two years at OSAIC. He is president of Goal Line Financial, LLC, which focuses on client insurance solutions, and serves on the boards of the Saint Xavier Booster Board and the Serenelli Project, a nonprofit prison ministry. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, and nonprofit organizations. The firm uses a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, implementing portfolios with a variety of low-cost vehicles and offering specialized services such as retirement plan consulting and charitable advisory.

Andrew Heckaman is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Fifth Third Securities since 2013 and with Fifth Third Bank since 2010. 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 with features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Ryan Voet is a CFP® professional with 10 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has held prior roles at Key Investment Services LLC, Fidelity Investments, U.S. Bancorp Investments, BB&T Securities, and PNC Investments. Ryan is based in Cincinnati, OH and holds a Series 66 license. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements, financial planning, and access to alternative investments. The firm’s approach includes a blend of fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable emphasis on non-discretionary assets and a dual broker-dealer/adviser structure.

Marcus Mitchell is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 63 designation and seven years of industry experience. His career includes roles at WealthWave Insurance Agency LLC and managing member responsibilities at Chance For All, LLC. Outside of advising, he is involved in managing business retreat and camp properties in Maine. Transamerica Financial Advisors serves individual investors, pension plans, trusts, and charitable organizations through a combination of advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary options.

Nicholas Panaro is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 22 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 a portfolio solutions digital offering available by invitation to employees. The program uses algorithmic risk assessment and manages investments via approved model strategies executed with mutual funds and ETFs.

Paul Staadeker is a CFP® professional with 39 years of experience in the financial services industry. He currently serves as an advisor at Steward Partners Investment Advisory, LLC and has previously held roles at Raymond James Financial Services and Wells Fargo Advisors. Staadeker is involved in support roles at NOVA Retirement Strategies and Staadeker Wealth Management Group, where he provides counsel to high net worth clients. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering various advisory and portfolio management services through both proprietary and third-party solutions.

James Ludwick is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2001. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business 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.

Matthew O Bryan is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license and six years of industry experience. His prior work includes roles at Fifth Third Bank and an ongoing association with Guardian Life and Park Avenue Securities. Outside of his advisory work, he is involved with Emerging Leaders of NKY, a nonprofit organization. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships, including proprietary and third-party model portfolios and a hybrid digital advisory solution.

Jonathan Dinsmore is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with 19 years of industry experience. He has been with Fifth Third Securities since 2013 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a rental property owner 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 combines bank affiliation with municipal-advisor registration and offers multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Jacob Oney is a CFA® charterholder and holds a Series 65 license. He has one year of industry experience and is currently with MAI Capital Management, LLC. His prior roles include positions at Fifth Third Bank and Maywic Select Investments. 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 customized portfolio management across multiple strategies, integrating financial planning and tax services into many client relationships.

Dylan Sabol is a financial advisor at CWM, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Carson Wealth, Total Wealth Planning, Thor Wealth Management, and Monti Inc. He has also worked in the food service industry and spent time as a full-time student. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm utilizes discretionary model portfolios overseen by an in-house Investment Committee and combines multiple analytical approaches and third-party resources to manage investments.

Alexandra Berning is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds a Series 66 designation and has been with Fifth Third Securities since 2020, alongside a longer tenure at Fifth Third Bank dating back to 2015. Outside of her advisory role, she is a partner in a commercial real estate venture. Fifth Third Securities, Inc. provides 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 offers multiple discretionary managed-account options with features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with integrated regulatory and supervisory structures.

Louis Magliano IV is a financial advisor with Fifth Third Securities, Inc. in Loveland, Ohio. He holds Series 63 and Series 66 designations and has 11 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2019, he worked at E*TRADE Securities from 2015 to 2018. 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 that include advisor-directed models, separately managed accounts, and a unified platform combining third-party portfolio managers and IAR-managed sleeves.

Thomas Dynes is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding a Series 66 designation and 25 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital discretionary model account. The firm utilizes approved model strategies managed by PNC or third-party strategists and executes investments primarily through mutual funds and ETFs with an algorithm-driven enrollment process.

Julie Albright is a CFP® and CFA® with three years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. in Cincinnati, OH. She previously worked at Madison Wealth Management from 2017 to 2020. Outside of her advisory role, she volunteers with Impact 100 in a finance oversight capacity and provides tax preparation services for the United Way of Greater Cincinnati. Mercer Global Advisors offers investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and provides a range of portfolio management and financial planning solutions.