Jacob Oney is a CFA® charterholder and holds a Series 65 license. He has one year of industry experience and is currently with MAI Capital Management, LLC. His prior roles include positions at Fifth Third Bank and Maywic Select Investments. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated 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 $72.3 billion in assets and offers customized portfolio management across multiple strategies, integrating financial planning and tax services into many client relationships.

Dylan Sabol is a financial advisor at CWM, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Carson Wealth, Total Wealth Planning, Thor Wealth Management, and Monti Inc. He has also worked in the food service industry and spent time as a full-time student. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm utilizes discretionary model portfolios overseen by an in-house Investment Committee and combines multiple analytical approaches and third-party resources to manage investments.

Anthony Bruns is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. He previously worked at Pinnacle Financial Advisors for 16 years. Bruns is a member of the Episcopal Retirement Services Investment Committee. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and integrated tax and family office services, employing discretionary, customized portfolios overseen by an internal investment committee.

Alexandra Berning is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds a Series 66 designation and has been with Fifth Third Securities since 2020, alongside a longer tenure at Fifth Third Bank dating back to 2015. Outside of her advisory role, she is a partner in a commercial real estate venture. 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, and institutional investors. The firm offers multiple discretionary managed-account options with features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with integrated regulatory and supervisory structures.

Louis Magliano IV is a financial advisor with Fifth Third Securities, Inc. in Loveland, Ohio. He holds Series 63 and Series 66 designations and has 11 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2019, he worked at E*TRADE Securities from 2015 to 2018. 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 include advisor-directed models, separately managed accounts, and a unified platform combining third-party portfolio managers and IAR-managed sleeves.

Thomas Dynes is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding a Series 66 designation and 25 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital discretionary model account. The firm utilizes approved model strategies managed by PNC or third-party strategists and executes investments primarily through mutual funds and ETFs with an algorithm-driven enrollment process.

Julie Albright is a CFP® and CFA® with three years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. in Cincinnati, OH. She previously worked at Madison Wealth Management from 2017 to 2020. Outside of her advisory role, she volunteers with Impact 100 in a finance oversight capacity and provides tax preparation services for the United Way of Greater Cincinnati. Mercer Global Advisors offers investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and provides a range of portfolio management and financial planning solutions.

Justin Mccolaugh is a financial advisor with SPC, holding a Series 66 designation and 22 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2013. Outside of his advisory role, he also sells life insurance and long-term care insurance as an independent agent. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary arrangements tailored to client needs.

Jason Hermes is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Hermes has been with Fifth Third Securities since 2014 and has worked at Fifth Third Bank since 2012. 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 its municipal-advisor registration with its affiliation to Fifth Third Bank to provide various managed-account programs and features such as direct indexing and tax-overlay services.

Deborah Cribbs is a financial advisor with Fifth Third Securities, Inc. in Covington, KY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Fifth Third Securities since 1999. Outside of her advisory role, she is involved in real estate and restaurant management through ownership and operational support of a related business. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers a variety of managed account programs and combines its municipal-advisor registration with its affiliation to Fifth Third Bank to deliver integrated investment solutions.

Michael Donohoe is a CFP® professional with experience at Hightower Advisors since 2023. He previously worked at Aspiriant from 2016 to 2020 and was self-employed from 2020 to 2023. He is based in Cincinnati, OH. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.

Gerald Naber is a financial advisor with Private Advisor Group, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2014. Outside of his advisory work, he serves as a loan officer for conventional, FHA, and VA mortgage loans with FFG Inc. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

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.

Chris Dibari is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available via an invitation-only pilot for employees with PNC Bank online-banking credentials. The firm uses algorithmic risk assessment and approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

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.