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.

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.

Samuel Rulli is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. His background also includes a role at Reef Life Aquatics. 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 tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated banking and advisory capabilities.

Nicole Redus is a financial advisor at United Planners Financial Services of America with 22 years of industry experience. She holds a Series 63 designation and has held leadership roles including President and CEO of Ascension Wealth Management and Redus Financial Group. She serves on the board of the National Underground Railroad Freedom Center and is a committee member of the Greater Cincinnati Foundation. United Planners Financial Services is a national wealth-management enterprise supporting a broad client base through a large network of independent advisors. The firm offers both advisory and brokerage services, with a notable focus on non-discretionary account management and a limited-partnership ownership structure.

Kristin Fishbaugh is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. Prior to Mariner, she spent five years at RiverPoint Capital Management. She holds various board positions, including Treasurer, at the Cincinnati Ballet. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement consulting. The firm employs discretionary portfolios combining in-house research with external managers and offers integrated tax, family office, and financial wellness services.

Joseph West is a CFP® with nine years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in Cincinnati, OH. He has been with Moneta Group since 2016. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm uses a partner-led team structure with a centralized Investments Department and employs a multi-criteria selection process emphasizing asset allocation and manager due diligence.

Joseph Shults is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. from 2002 to 2024 and LPL Financial. Outside of his advisory work, he owns and operates a photography business, Joe Shults Photo LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Jaden Schlosser is a financial advisor at Mariner with a Series 65 designation. He has no prior industry experience before joining Mariner, where he has worked since 2025. His background includes employment at Cerity Partners and non-financial roles such as working at Mac & Joe's Bar and time spent at Miami University. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through comprehensive investment management, financial planning, and retirement consulting. The firm utilizes a combination of in-house research and third-party managers to implement customized discretionary portfolios and offers integrated tax, accounting, and financial wellness services alongside traditional portfolio management.

Robert Siegmann is a financial advisor at CWM, LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Total Wealth Planning, LLC for 11 years before joining CWM and Carson Wealth in 2025. Outside of his advisory role, he owns rental property. 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 employs discretionary model portfolios managed by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan services.

William Jones Jr. is a Series 66-licensed financial advisor with Primerica Advisors, based in Cincinnati, OH. He has one year of industry experience and previously worked at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, Jones serves as president of the AmSpirit Networking Group and is a board member of Rooms with Love, a nonprofit that furnishes homes for individuals in need. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Shawn Patrick is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also associated with WealthWave and Net Law Group Inc., where he provides estate document services such as wills and trusts. His professional activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach, using third-party money managers and platform sub-advisors to implement investment strategies, supported by a large advisor network and multiple advisory programs.

Ramona Rechtin is a financial advisor with SPC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. She is also an independent insurance agent selling life and health products and is a Notary Public in Florence, KY. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, providing both discretionary and nondiscretionary management options.

William Heemskerk is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and previously worked at Corient, Morgan Stanley, Eaton Vance, New England Center and Home for Veterans, and Westfield State University. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party allocations, along with integrated tax and accounting solutions and employer financial wellness programs.

Wilson Rosebraugh is a financial advisor with Kestra Advisory in Cincinnati, OH, holding a Series 66 designation and with 27 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2012. Outside of his advisory work, he is active as a musician and songwriter and is involved in the entertainment music group PSILOCIN BLUES BAND. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base of institutional and individual investors, offering services that include fiduciary consulting, plan design and compliance, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors such as sovereign wealth funds.

Samuel Mathis is a CFP® with six years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott in Cincinnati, OH. He has held roles at Janney Montgomery Scott since 2019 and previously worked at The Country Club and the University of Cincinnati. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a wide range of brokerage, financial planning, and advisory services.

Arthur Ridder is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Fifth Third Bank and Fifth Third Securities since 2022 and previously held roles at PNC Capital Markets from 2015 to 2022. 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 that combine third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Michael Reagan is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2011. Outside of his advisory role, he volunteers as a class agent for Xavier University and serves as a board member for the Portage Point Resort condominium complex. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Mary Stith is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 24 years of industry experience. She has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment and third-party managed model strategies executed with mutual funds and ETFs.