Max Bursk is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments. Outside of finance, he worked at Unwind Wine Bar for several periods totaling around five years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Tanner Limon is an advisor at Fifth Third Securities, Inc. in Fort Thomas, KY, holding Series 63 and Series 65 credentials. He has one year of industry experience with prior roles at Northwestern Mutual and Fifth Third Bank. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs on the Passageway platform, including mutual fund and ETF models, separately managed accounts, and direct indexing options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services to a broad client base including high-net-worth individuals, corporations, trusts, and retirement accounts.

Christopher Field is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Co since 2019. Outside of his advisory role, he coaches a boys' basketball team at his son’s school. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary accounts and operates a dual-registered SEC advisory and broker-dealer platform with a focus on third-party asset manager relationships.

Lawrence Kocisko II is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. offers 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 its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs, including direct indexing and tax-overlay services.

Matthew Foley is a CFP® with 35 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2008. He is also involved in executive coaching for small business owners, serves as a literary trustee managing literary works and royalties, and officiates weddings as a minister. 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 multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a comprehensive supervisory structure.

Elliott Jordan is a financial advisor at Kestra Advisory with eight years of industry experience. He holds a Series 66 credential and has worked at Kestra Advisory since 2023. Prior to joining Kestra, he worked at Bank of America and Merrill from 2018 to 2023, and earlier held roles at Weckman & Wolff Holdings. Outside of advising, he serves as Director of Operations at Larmann Financial Corporation and Wealth Management & Benefit Partners, LLC, where he supports insurance sales and firm operations. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds with approximately $79.8 billion in assets under management.

Guillermo Milord is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH. He holds a Series 63 designation and has 25 years of industry experience. His career includes roles at Wfgia since 2001 and founding GR Milord Inc. in 2016. He is also involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Brandon Walters is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses. He has been with Fifth Third Securities since 2025 and has prior experience at Fifth Third Bank, N.A. and Chipotle Mexican Grill. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, featuring strategies such as mutual funds, ETFs, SMAs, and direct indexing.

Karla Knox is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and four years of industry experience. She is co-owner of Spinderella 360 Experience LLC, a business providing 360 photo booth services for events. Knox also serves as Senior Manager of Asset Management at the Dayton Metropolitan Housing Authority, overseeing operations of 2,700 public housing units. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers advisory and broker-dealer services, combining proprietary and third-party investment models with both discretionary and non-discretionary management options.

Matthew Larmann is a ChFC®-designated financial advisor with 42 years of experience, currently practicing at Kestra Advisory. He has been with Kestra Advisory since 2016 and has operated Larmann Financial Corporation, through which he provides investment advisory and insurance services, since 1991. Outside of advisory work, he serves as a board member for a condominium association and acts as trustee for two life insurance trusts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms and third-party solutions, serving a broad spectrum of clients including very large institutional investors.

Loren Baldwin is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at the Heartland Institute of Financial Education, Midwest Collector LTD, and an ongoing career in the U.S. Army since 2005. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, with both proprietary and third-party investment solutions, and manages substantial discretionary and non-discretionary assets.

Brandon Johnson is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Northwestern Mutual and PNC Bank. Before entering finance, he worked for seven years at Red Lobster. PNC Wealth Management offers retail brokerage and advisory services with a focus on model-based investment programs, including a digital discretionary model account available through an employee-only pilot that uses algorithmic risk assessment and invests via mutual funds and ETFs.

Trevon Loeser is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and one year of industry experience. He has worked at several firms including Lendmark Financial Services and Adp, and is involved in brand promotion activities as a Brand Ambassador for Bee Scene Agency and TEAM. Additionally, he provides estate planning assistance through NetLaw. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to individuals, employer-sponsored plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers to deliver its advisory services across a broad client base.

William Lyon is a financial advisor with Eagle Strategies (NY Life) in Cincinnati, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has been associated with New York Life and its affiliates since 1986. Lyon also operates The Lyon Group, LLC, and serves as a minister at Heritage Universalist Unitarian Church and LyonShare Ministries. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of assets on a non-discretionary basis.

Jenniffer Young is a Series 66-registered advisor with Fifth Third Securities, Inc. in Alexandria, KY, with one year of experience at the firm and 25 years at Fifth Third Bank. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program, utilizing third-party portfolio managers and various investment strategies tailored to client risk profiles.

James Albrecht Jr. is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Independent Financial Group since 2005. Outside of his advisory role, Albrecht is a 50% owner and officer of Campbell Pension Services, which provides third-party administrative and consulting services for defined contribution retirement plans. Independent Financial Group offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. Its approach includes financial planning, discretionary and non-discretionary portfolio management using firm and third-party models, combining strategic asset allocation with active and passive exposures across various risk profiles.

Matthew Hood is a financial advisor with SPC in Batavia, Ohio, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Sigma Planning Corporation since 2018 and previously held positions at Parkland Securities LLC, Interactive Financial Advisors, Brooklight Place Securities, Inc., and Rodenberg Insurance. Hood is also an independently licensed insurance agent operating Mueller Financial, which offers life, long-term care, disability insurance, and fixed annuities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment options tailored to client needs.

Joshua Polkow is a financial advisor at Eagle Strategies (NY Life) based in Cincinnati, OH, holding a Series 66 designation with three years of industry experience. His prior work includes roles at NYLIFE Securities LLC, The Lyon Group, and Oxford Financial Group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across various program types, including retirement plan consulting and variable annuity solutions, with a significant portion of assets managed on a non-discretionary basis.

Warren Perez is an advisor at FIFTH THIRD SECURITIES, Inc. with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Fifth Third Securities in 2025, he worked at Fifth Third since 2021 and has previous experience in sales and rental businesses. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services. The firm offers a range of program types via the Passageway Managed Account Platform, including mutual fund, ETF, and separately managed account strategies.

Samuel Schroder is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 65 and Series 63 licenses with one year of industry experience. His work history includes roles at Fifth Third Bank and Fifth Third Securities, as well as prior positions in service and education sectors. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a range of portfolio management programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, supporting clients with diverse investment strategies and risk profiles.