Peter Crotty is a financial advisor at Lincoln Investment with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles at Lincoln Investment Planning, Allstate Financial Advisors, FIFTH THIRD SECURITIES, and other firms since 2002. Outside of his advisory work, Crotty is involved in owning and managing rental real estate properties. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that develops model portfolios and adaptive strategies.

Colin Harper is a CFP® and holds a Series 66 license, with 12 years of industry experience. He currently works at Mariner and previously spent five years at LPL Financial, LLC, and nine years at FSC Securities Corporation. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining in-house research with third-party managers across a range of asset classes and strategies.

Catherine Anderson is a CFP® professional with six years of industry experience, currently advising at Mariner since 2025. She has previously worked at Encompass More Investments, LLC and Verity Asset Management among other firms. Outside of her advisory work, she owns Anderson Financial and Insurance Group, where she is a licensed life and health insurance agent. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting services and specialized operational offerings for employer clients.

Eric Turner is a financial advisor at Principal Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Principal Securities Inc. and Principal Life Insurance Company since 2019, following a four-year tenure at Mutual of Omaha. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Glen Whittington is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and 10 years of industry experience. His prior experience includes roles at Triad Advisors LLC, Advisor Group, MassMutual, The Huntington Investment Company, BMO Nesbitt Burns, and JPMorgan Securities. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers a range of investment programs via its Passageway Managed Account Platform, utilizing multiple third-party portfolio managers and strategies such as SMA, tax overlays, and direct indexing.

Andrew Stout is a CFP® and CFA® with 20 years of experience in financial advising. He has worked at firms including Hanson McClain Advisors and Simply Money Advisors. Stout serves as an adjunct professor at UC Clermont. He is affiliated with Allworth Financial, a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies, discretionary and non-discretionary services, and employs technology to manage held-away retirement accounts.

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.

Ryan Murray is a CFP® professional based in Cincinnati, OH, with 12 years of industry experience. He currently works at Corient, having joined in 2025 after roles at firms including Strategic Wealth Partners Ltd, Charles Schwab, TD Ameritrade, and Fidelity. His credentials include Series 63 and Series 66 licenses. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates individual security strategies with third-party manager solutions and employs risk management tools to align portfolios with client objectives.

Robert Chess is a financial advisor at Wealth Enhancement Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at L.M. Kohn & Company and Fifth Third Securities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

Henry Heidrich is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, Central Bank and Trust, and two separate tenures at Fifth Third Bank. He has also worked for the Cincinnati Reds and operated Four Seasons Tent Rental. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering a range of program types and third-party portfolio managers via its Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and provides services including advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Richard Jackson is a financial advisor with Eagle Strategies (NY Life) in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with Eagle Strategies since 2008 and operates Jackson Wealth Strategies, Ltd, where he brokers non-registered insurance products. Jackson also volunteers at White Oak Christian Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and primarily manages assets on a non-discretionary basis, serving a diverse client base including defined contribution and defined benefit plans.

John Casteel is a financial advisor with PNC Wealth Management in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model portfolio pilot for employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Andrew Stahl is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and having 30 years of industry experience. He worked at Fidelity Brokerage Services, Inc. for 22 years before joining Fifth Third Bank and Fifth Third Securities in 2018. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, allowing clients to work with advisors to select tailored investment strategies ranging from mutual fund and ETF models to separately managed accounts and direct indexing.

Brian James is a CFP® with 22 years of industry experience, currently serving at Hanson McClain Advisors since 2018. He has held roles at Simply Money Advisors, Stratos Wealth Partners, PNC Wealth Management, and Natcity Investments. He also serves on the Board of Governors for the Phi Kappa Tau Beta Chapter, assisting with financial operations on a volunteer basis. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios through a range of model strategies and uses technology to manage held-away employer retirement accounts, with distinctive ownership and specialized industry divisions.

Kevin Koeninger is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Fifth Third Securities since 2016 and has also worked with Fifth Third Bank since 2015. Fifth Third Securities 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 incorporates 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.

Mary Herrington is a CFP® professional with 18 years of experience in financial advisory roles. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Bohmer Kilcoyne Wealth Management LLC and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Eric Schlinger is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with Fifth Third Securities since 2012, including his current tenure since 2014. Fifth Third Securities serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs via the Passageway platform that includes mutual funds, ETFs, SMAs, tax-overlay services, and direct indexing.

Alan Henning is a CFA® charterholder with 21 years of experience in the financial industry. He has worked at MAI Capital Management, LLC since 2024 and previously spent 19 years at Madison Financial Advisors. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, and institutional clients. The firm manages $72.3 billion in assets and offers a range of customized portfolio strategies, integrating financial planning and related services.

Patrick Harrington is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Cais Capital, Lazard Asset Management Securities, and BlackRock Investments. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, emphasizing manager selection and multi-manager solutions through both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting with a focus on customized portfolio construction and operational support.

Kristin Rose is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Fifth Third Securities since 2008. Outside of her advisory role, she bartends part-time at Southgate House Revival, a concert and entertainment venue. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, ranging from mutual fund and ETF models to separately managed accounts and direct indexing strategies.