Keith Dooley is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Fifth Third Securities since 2004 and with Fifth Third Bank since 2002. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, combining bank affiliation with a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Amanda Simmons is a CFP® at Mariner with experience in the financial industry dating back to 2020. She has worked at Mariner since 2022 and previously held roles at Fidelity Investments and County National Bank. Prior to her finance career, she held positions in education and various other industries. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, along with integrated tax and accounting capabilities.

Christopher Potts is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked for MassMutual Ascend Life Insurance Company and MM Ascend Life Investor Services, LLC for ten years. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Estelle Zekoff is a CFP® professional with two years of industry experience, currently serving at MAI Capital Management, LLC since 2024. Prior to joining MAI, she worked at Madison Wealth Management and has experience in nonprofit work with the United Pet Fund. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning, tax, and administrative services within client relationships.

Stephanie Becker is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding seven years of industry experience. She has worked at Park Avenue Securities since 2018 and has been associated with Guardian Life Insurance Company since 2012. Outside of her advisory role, she is involved with SLB Advisors, LLC, a non-investment related business. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Eva Purvis is a CFP® professional with 21 years of industry experience, currently affiliated with Allworth Financial, L.P. She has worked at Hanson McClain Advisors since 2018 and has over 20 years of experience with Simply Money Advisors. Outside of financial advising, she serves as an independent distributor for Senegence International, focusing on makeup and skincare. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm utilizes customized portfolio strategies combining core-satellite, index, and specialized approaches, supported by third-party sub-advisers and proprietary technology for managing retirement accounts.

Michael King is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, including 13 years at Fifth Third Securities. 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 and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a broad platform infrastructure.

Jonathon Bresnen is a CFA® charterholder based in Cincinnati, OH, with 12 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously spent six years at RiverPoint Capital Management. He serves as a member of the Board of Trustees for the Cincinnati Parks Foundation. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers across a range of strategies and offers specialized capabilities such as tax integration and employer financial-wellness solutions.

Richard Jackson is a financial advisor with Eagle Strategies (NY Life) based in Cincinnati, OH. He holds Series 66 and Series 63 licenses and has one year of industry experience. Alongside his advisory role, he operates under the DBA Jackson Wealth Strategies, Ltd, which focuses on selling New York Life products and services. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Osborn is a CFA® charterholder with 23 years of industry experience. He has been with Hightower Advisors since 2020 and previously worked at Osborn Williams & Donohoe, LLC for eight years. Since 2013, he has served as a director of Cincinnati Financial Corporation, participating on its audit, investment, and compensation committees. Hightower Advisors provides investment advisory and planning services to individual and institutional clients through a network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Matthew Strife is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. He previously worked for The O.N. Equity Sales Company for 16 years before joining Fifth Third Securities and Fifth Third Bank in 2022. 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 programs, including advisor-directed models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Lamont Taylor is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Fidelity Investments and Fifth Third Bank, as well as experience outside finance in the hospitality and entertainment sectors. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, offering multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Matthew King is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and having 20 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies underpinned by internal standards and oversight committees, combining large institutional scale with unique market roles and arrangements.

Joseph Hricovsky is a financial advisor at Mariner with a Series 65 credential and experience beginning in 2024. His prior roles include a position at Truepoint and various periods of full-time education. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and other financial services. The firm employs discretionary, customized portfolios supported by an Investment Committee and combines in-house research with third-party manager allocations, while also providing extensive tax and accounting integration and specialized operational capabilities.

Michael Weckenbrock is a financial advisor at Ameritas Advisory Services, LLC with 20 years of industry experience. He holds Series 63 and Series 66 credentials and is also an attorney providing legal and tax consulting through his own firm, Weckenbrock Consulting, LLC. Additionally, he is a notary public in Ohio and Kentucky. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach combining in-house model portfolios, third-party managers, and integration with Ameritas affiliates to serve a diverse client base.

Alex Crowthers is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials and having nine years of industry experience. He has worked at Fifth Third Securities since 2016 and at Fifth Third Bank since 2014. 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 and incorporates features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

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.

Nan Matteson is a CFP® professional with over 20 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2003. She holds the Series 66 designation and is based in Cincinnati, OH. Outside of her advisory role, she owns and operates Queen City Flower Farm, where she grows cut flowers for a local farmer’s market. 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 operates as a wholly owned subsidiary of Fifth Third Bank.

Timothy Leonard is a financial advisor with Lincoln Investment in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Lincoln Investment since 2010. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of portfolio management programs using both strategic and tactical investment approaches.

Jeremy Ramsey is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Cincinnati, OH. He holds the Series 63 and Series 66 designations and has eight years of industry experience, including prior roles at J.P. Morgan Securities, Merrill, and Fidelity Brokerage Service. Outside of financial services, he was involved with Ramsey Custom Outfitters, LLC and Jrock Supplements over several years. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account Platform, covering strategies such as mutual funds, ETFs, SMAs, tax overlays, and direct indexing.