Connor Hawkins is a financial advisor with Guardian Life, holding the CFP® and ChFC® designations and a Series 66 license. He has five years of industry experience and has worked at Park Avenue Securities since 2021. Hawkins also has experience with Guardian Life Insurance Company and has been involved in an insurance brokerage activity. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships, utilizing model portfolios and a hybrid digital advisory solution.

Virginia Copley is a CFP®-designated financial advisor with 17 years of industry experience, currently with The Huntington Investment Company. Her career includes roles at firms such as TIAA, Raymond James Financial Services, and SunTrust. She serves on the Board of Trustees for Playhouse in the Park, participating in committees and community outreach. The Huntington Investment Company serves individuals, charitable organizations, and business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. Its open-architecture investment approach combines third-party sub-managers and proprietary models, with portfolio management and custodial services provided via National Financial Services.

Sanford Aderson is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. He has worked at Park Avenue Securities, Strassburger McKenna, Guardian Life Insurance Company of America, and Luttner Financial Group since 1999 or earlier. Outside of his advisory roles, he serves as a trustee of a perpetual charitable testamentary trust and is a board member of the Westmoreland Country Club and Madison on Bellefield condo association. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, financial planning, and consulting services. The firm uses a mix of proprietary and third-party investment strategies and supports discretionary and non-discretionary account management across a variety of investment vehicles.

Michael Yannucci is a CFP® professional with 20 years of experience in financial advising. He is currently with Commonwealth Financial Network and Hillcrest Financial Group, where he also operates as an insurance agent for fixed insurance products. His prior experience includes over a decade at Miccoli & Associates Financial Services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a platform that offers operations, trading, technology, investment management, and compliance support.

Constance Palazzolo is a financial advisor with Oppenheimer in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Oppenheimer since 2006. Outside of her advisory role, she serves as a trustee for the Wheatley Family Special Needs Trust. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and manager selection to construct client portfolios, with a mix of discretionary and non-discretionary management programs.

Jeremy Gates is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Fifth Third Securities, Inc. since 2012. He holds Series 63, 65, and 66 licenses. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, high-net-worth clients, charitable organizations, corporate and business clients, and institutional investors. The firm provides multiple discretionary managed-account programs 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 layered corporate relationships.

Gabriel Thelen is a financial advisor at Cerity Partners LLC with a Series 65 designation and recent industry experience beginning in 2023. Prior to joining Cerity Partners, he worked at Fidelity Investments and has a diverse background including roles outside finance such as at Cock and Bull Public House and Hustle Basketball, alongside a decade in full-time education. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a broad client base from individuals to institutional investors. The firm offers customized portfolio management, financial planning, and access to alternative investments through a range of affiliated entities.

Robert Corsarie is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Fifth Third Bank and Fifth Third Securities since 2006. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm offers multiple discretionary managed-account programs, including direct indexing and tax-overlay options, and is notable for its municipal-advisor registration combined with its affiliation to Fifth Third Bank.

Todd Mcintire is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at BB&T and U.S. Bank before joining Truist in 2018. Outside of his advisory work, he is owner of Heartland Turf LLC, a lawn care business, and Perennial Investments LLC, which focuses on residential real estate activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and manager arrangements to deliver investment solutions.

Diego Vallota is a financial advisor at Stratos Wealth Partners, Ltd with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Avantax Advisory Services and Dean Dorton Wealth Management. Vallota is based in Cincinnati, OH. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm overseeing approximately $18.6 billion in assets with about 366 advisors and over 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager programs, and various financial planning services, operating an open-architecture approach with access to multiple platforms and investment solutions.

Robert Nienaber III is a financial advisor with Eagle Strategies (New York Life) based in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been with Eagle Strategies since 2011 and also operates The Lyon Group, LLC, where he brokers non-registered insurance products and New York Life offerings. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Edward Bosch Jr. is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked at LPL Financial from 2010 to 2019 and has been with Independent Financial Partners since 2013. Outside of his advisory role, Bosch owns and operates a cattle farming business in Kentucky. Independent Financial Partners is a nationwide advisory firm supporting a multi-advisor platform with over 260 advisors, serving individual, charitable, corporate, and high-net-worth clients. The firm offers decentralized investment strategies, retirement-plan advisory, and pension consulting services, along with trustee services through a partnership with National Advisors Trust.

Charles Williams II is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Guardian Life Insurance Company of America and Park Avenue Securities since 2007. Outside of his advisory role, he consults for a teleradiology medical practice and serves on the boards of the Thank America First Foundation and the Cincinnati Blue Line Foundation. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting. The firm manages approximately $15 billion in assets and supports a range of investment strategies and account features through an integrated operating model.

Matthew Held is a financial advisor with Commonwealth Financial Network based in Cincinnati, OH. He holds the CFP® designation and the Series 66 license, and has 20 years of industry experience. Prior to joining Commonwealth, he worked at Lincoln Financial Advisors Corporation for 17 years. He is also the owner of Clarity Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Gregory George is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Primerica Advisors since 2012 and has been associated with Guardian Life Insurance Co. of America since 2011. Outside of his primary roles, he is involved in insurance products beyond Guardian Life and engages in prospecting business owners for LS Benefits. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services. The firm implements investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.

Nolan Kamerer is a CFP® professional with 12 years of industry experience, currently serving at Mariner Wealth Advisors since 2018. Prior to joining Mariner, he worked at RiverPoint Capital Management for four years. He serves as a board member of the HealthPath Foundation of Ohio. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses customized, discretionary portfolios supported by a dedicated investment committee and integrates tax and accounting services alongside traditional portfolio management.

Brian Bolan is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Bolan Capital Management for 15 years before joining MAI Capital Management in 2024. MAI Capital Management provides discretionary and non-discretionary investment management, 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 a variety of investment strategies and offers additional services such as trust administration and insurance through affiliated entities.

Robb Newman is a financial advisor at PNC Wealth Management with 26 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. 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 for employees. The program uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists, focusing on investments in mutual funds and ETFs with annual rebalancing.

John Stagg is a financial advisor with Eagle Strategies (NY Life) based in Cincinnati, OH. He holds Series 63 and Series 66 designations and has 35 years of industry experience. His career includes long-term associations with Eagle Strategies since 2011, Nylife Securities Inc. since 1990, and New York Life Insurance Company since 1989. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types and manages a substantial portion of its assets on a non-discretionary basis, focusing on both retail and institutional relationships within an integrated New York Life affiliate structure.

Teresa Graner is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Hornor, Townsend & Kent since 1985. In addition to her advisory role, she owns and operates Omega Financial Group, a multi-line insurance brokerage specializing in life and long-term care insurance as well as investment-related products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight with a focus on non-discretionary asset management.