Kevin Copley is a CFP® with 19 years of industry experience and has been with Creative Planning since 2014. He holds Series 63 and Series 66 licenses and is based in Montgomery, Ohio. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented with direct indexing, tax-loss harvesting, and other tailored approaches.

Adam Hunt is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at multiple entities affiliated with Huntington and Ameriprise Financial Services, LLC. Outside of his advisory work, he previously held a role at Fibonacci Brewing Company. The Huntington Investment Company offers advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. Its programs use an open-architecture model that combines third-party sub-managers and firm-affiliated strategies, providing flexible portfolio management options through various wrap-fee programs.

Thomas Robinett is a financial advisor with Ameritas Advisory Services, LLC, holding 36 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Tap Insurance Agency, Inc. since 2012, where he manages and sells fixed life, health, and annuity products. Robinett is also licensed as an independent insurance agent for selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as charitable and corporate entities and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services through a variety of strategies and maintains firm-level affiliations that support a broad range of client needs.

William Brems is a ChFC® credentialed advisor with 36 years of experience, currently with Fifth Third Securities, Inc. since 2003. He is based in Cleves, Ohio, and holds a Series 63 license. 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 multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and integrated corporate structure.

Brian George is a financial advisor at Fifth Third Securities, Inc. in Loveland, Ohio, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Fifth Third Securities since 2002. 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 combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Brian Burger is a financial advisor with Eagle Strategies (NY Life) based in Cincinnati, OH. He holds the ChFC® and Series 63 designations and has 27 years of industry experience. He has been with Eagle Strategies since 2009 and has worked with Nylife Securities Inc. and New York Life Insurance Company since 1999. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, with a notable focus on relationships with institutional plan sponsors.

Thomas Hermann is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm’s approach involves algorithm-driven model selection, uses mutual funds and ETFs with annual rebalancing, and delegates portfolio execution to approved third parties.

Jonathan Andre is a CFP® professional based in Cincinnati, OH, with 15 years of industry experience. He has worked at Total Wealth Planning, LLC for 11 years and is currently affiliated with Carson Wealth and CWM, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers a range of services including portfolio management and retirement-plan solutions, utilizing discretionary model portfolios governed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Robert Patton Jr. is a financial advisor at The Huntington Investment Company with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His work history includes roles at Ameriprise Financial Services, LLC, The Huntington Investment Company, and Huntington National Bank. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture model combining third-party sub-managers with affiliate offerings, primarily using wrap-fee programs on the Envestnet MAS platform.

Matthew Holmes is a financial advisor with PNC Wealth Management in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with PNC Investments since 2010. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment to manage discretionary model accounts primarily invested in mutual funds and ETFs.

Laura Tenley is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. She holds a Series 66 designation and has been with Fifth Third Securities since 2012. 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 and features such as direct indexing and an optional tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Susan Hacker is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2004. 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, 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 with a distinctive combination of municipal-advisor registration and corporate affiliation.

Lucy Weigel is a financial advisor at Fifth Third Securities, Inc. with 2 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Bank since 2013. 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 combines a municipal-advisor registration with its affiliation to Fifth Third Bank, offering a platform that includes discretionary managed-account programs, direct indexing, and tax-overlay services.

Samantha Gabbard is a CFP® with one year of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. She previously worked at FFR Wealth Team and CWM, LLC. Allworth Financial is an SEC-registered, fee-based advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs third-party sub-advisers as appropriate.

Christopher Parnitzke is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Fifth Third Bank from 2007 through 2023. FIFTH THIRD SECURITIES serves a broad mix of individual and institutional clients, offering investment advisory and brokerage services through various program types and third-party managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages multiple affiliated entities while providing access to a range of investment strategies and municipal advisory services.

Rita Cornett is a Series 66-licensed financial advisor with 27 years of industry experience. She has been with Fifth Third Securities, Inc. and its parent company, Fifth Third, since 2010. 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.

Gregory Ross is a CFP® professional with 12 years of industry experience, currently advising at Creative Planning since 2022. He previously worked at MAI Capital Management and Fidelity in various advisory roles from 2014 to 2022. Outside of his financial career, he serves as an assistant varsity basketball coach at Archbishop McNicholas High School and is a sales partner for Young Living Essential Oils. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and institutions. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by tax-loss harvesting, individually managed portfolios, and private market investments.

Vincent Waln is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 63 and Series 65 credentials. He has 37 years of industry experience, with prior roles at Penn Mutual Life Insurance Co and LifePlan, Ltd./Minnesota Mutual. He is also actively involved in insurance brokerage through multiple agencies and serves as a board member and treasurer for a professional office condominium association. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform providing both advisory and broker-dealer services, working with third-party asset managers to deliver tailored investment strategies.

Andrew Sullivan is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 16 years of industry experience. He worked at Bank of America and Merrill from 2011 to 2021 before joining Rockefeller Financial in 2021. 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 operates a Private Advisor model supported by a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and consulting services, while also functioning as a registered broker-dealer that provides securities transactions and placement services.

Scott Strawser is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2007. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates an advisory platform that includes third-party asset managers and provides both discretionary and non-discretionary account options.