Charles Cline is a financial advisor with Principal Financial Services in Sharonville, OH. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Black Bull Capital Partners, LLC. Outside the financial industry, he has experience working with River Hills Christian Church and Milford Christian Church. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Dennis Brown is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes positions at Game Stop and Fifth Third Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform and is a wholly owned subsidiary of Fifth Third Bank.

Thomas Keller is a CFP® professional with 26 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has worked at Kestra Investment Services, LLC since 2003. Keller holds a partner role at Kehoe Financial Advisors, providing advisory and accounting services. He is also involved with the Donauschwaben Society, a community organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and serves large institutional clients including sovereign wealth funds.

Bradley Curtsinger is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH. He holds the Series 66 designation and has 14 years of industry experience. He has been with Fifth Third Securities since 2006. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

Jennifer Ferguson is a financial advisor at Fifth Third Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 1999. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and investment strategies via the Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Thomas Faris is a financial advisor with Fifth Third Securities, Inc. in Madeira, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Fifth Third Securities since 2002. 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 tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

James Murphy is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 registrations and bringing 41 years of industry experience. He has worked with PNC Investments since 2007. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account that utilizes algorithmic risk assessment and invests via approved model strategies managed by PNC or third parties.

Robert Lemmons Jr. is a CFP® with 18 years of industry experience currently affiliated with CWM, LLC. His prior experience includes 11 years at Total Wealth Planning, LLC, and a recent role at Carson Wealth. He holds a Series 63 registration and is based in Cincinnati, OH. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios supported by an in-house Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.

Michael Raidt is a CFP® professional with six years of industry experience, currently serving at Mercer Global Advisors Inc. in Cincinnati, OH. His prior roles include positions at The Asset Advisory Group, Inc., Shepherd Insurance, and Assured Partners. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a variety of implementation options alongside financial and retirement planning services.

Stacy Naberhaus is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. She has been with Commonwealth and Cornerstone Financial Group since 2006. Outside of her advisory role, she owns SKW Financial LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and various program structures.

Todd Leary is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Allstate Insurance Company, Northwestern Mutual, Securian Financial, Foresters Financial, and Waddell and Reed. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Timothy Bouman is a financial advisor with PNC Wealth Management in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with PNC Wealth Management since 2007. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to guide investment in approved model strategies managed by PNC or third-party strategists.

Alan Runkel is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2015 and has been an independent life agent since 1986. Outside of his advisory work, he participates in bowling tournaments for prize money. Private Advisor Group is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management, financial planning, and retirement consulting services, utilizing various investment strategies and third-party asset management programs.

Dana Decknadel is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 65 designation and 25 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also associated with Pinnacle Financial Services, Legacy Shield, and AARP United Healthcare Medicare Plans, where she assists clients with Medicare supplement insurance and estate planning. Transamerica Financial Advisors serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, estates, charities, and corporations. The firm offers a range of advisory and broker-dealer services, combining proprietary and third-party investment models with both discretionary and non-discretionary program options.

Nicholas Hench is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds a Series 66 designation and has been associated with KeyBank NA since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices and ongoing monitoring, supported by due diligence and access to third-party discretionary managers within the KeyCorp group.

Kevin Walsh is a CFP®-designated financial advisor with 32 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Niehaus Financial Services, LLC, and previously worked at Securities America Advisors, Inc. and Securities America, Inc. Outside of his advisory work, he 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 provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while operating as a platform and back-office provider.

Mark Schibi is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at UBS Financial Services, Inc., TD Ameritrade, and Fidelity Brokerage Services LLC. Schibi is based in Milford, Ohio. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios from Morningstar Investment Management to support asset allocation and retirement planning.

Madison Krummen is a CFP® with three years of industry experience, currently serving as a financial advisor at CWM, LLC in Cincinnati, OH. Prior to joining CWM, Madison worked at Carson Wealth, Total Wealth Planning, LLC, and BCR Wealth Strategies, LLC. CWM, LLC is an SEC-registered investment adviser with over 600 advisors serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

John Wolf III is a financial advisor with PNC Wealth Management in Loveland, Ohio, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with PNC Wealth Management since 2006. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment to manage portfolios with approved mutual funds and ETFs. The firm’s approach involves third-party portfolio implementation and focuses on discretionary model accounts without direct trading or standalone financial planning services.

Patrick Walsh is a CFP®-credentialed financial advisor with 18 years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, and Oxford Financial Partners. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, and offers a broad range of wealth management and advisory services.