Matthew Hager is a financial advisor at Janney Montgomery Scott in Cincinnati, OH, holding a Series 66 designation with nine years of industry experience. He previously worked at Raymond James & Associates and Ipsos Insights. 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 a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

William Sena Jr. is a CFP® and CFA® with 23 years of experience in financial advising. He has worked at Hightower Advisors since 2020, and previously spent time at Osborn Williams & Donohoe, LLC and Fort Washington Investment Advisors, Inc. His current role is based in Cincinnati, OH. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach centers on manager selection and multi-manager solutions, employing both affiliated and third-party managers alongside proprietary research and various portfolio construction methods.

Jennifer Anderson is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Citigroup Global Markets since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealing and futures commission merchant activities.

Karl Zimmerman is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, Wells Fargo Clearing, and CitiGroup. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implements investments via approved models managed by PNC or third-party strategists.

Matthew Luken is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2016. Outside of his advisory role, he competes in various pro fishing tournaments. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers via its Passageway Managed Account Program.

Bradley Curtsinger is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH. He holds the Series 66 designation and has 14 years of industry experience. He has been with Fifth Third Securities since 2006. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

Thomas Faris is a financial advisor with Fifth Third Securities, Inc. in Madeira, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Fifth Third Securities since 2002. 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.

Anthony Butz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked with Ameritas-related entities since 2006 and serves as managing partner of Premier Planning Group, LLC, an independent insurance agency specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of fee-based asset management and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies with at least annual client reviews.

Christopher Brison is a financial advisor with The Huntington Investment Company in Cincinnati, OH. He holds the Series 63 and Series 65 credentials and has nine years of industry experience. Prior to joining Huntington, he worked at Raymond James Financial Services and First Financial Bank. Outside of his advisory role, Brison serves as a college football official and is on the boards of Welcome House, Inc. and the Walton Fire Protection District. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services using an open-architecture investment model that includes proprietary Private Bank strategies and third-party portfolio management options.

Zane Couch is an advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and bringing one year of industry experience. His prior roles include positions at Cracker Barrel and Fifth Third Bank, as well as earlier experience with Eastern Kentucky University. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, incorporating mutual funds, ETFs, SMA strategies, and direct indexing.

Jeffrey O'Bryan is a financial advisor at Fifth Third Securities, Inc. in Independence, KY, with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fifth Third Securities since 2003. 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 like direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Joseph Nelson is a financial advisor with Empower Advisory Group in Cincinnati, Ohio. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Empower Advisory Group, he worked at IFS Financial Services and Touchstone Securities. Nelson also engages in business-to-business marketing related to Separately Managed Accounts and Model Portfolio Delivery options for select advisers contracted with Touchstone Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Ashlyn Clark is a financial advisor at CWM, LLC with a Series 65 credential and one year of industry experience. Prior to her current role, she has held positions at FFR Wealth Team and Car-Part.com, as well as experience in education and fitness sectors. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary, model-portfolio approach combined with third-party management, customization tools, and a focus on retirement plan fiduciary processes and institutional services.

Michael Raidt is a CFP® professional with six years of industry experience, currently serving at Mercer Global Advisors Inc. in Cincinnati, OH. His prior roles include positions at The Asset Advisory Group, Inc., Shepherd Insurance, and Assured Partners. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a variety of implementation options alongside financial and retirement planning services.

Jared Wolever is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2004. Additionally, he is involved in implementing insurance coverage through other carriers outside of Guardian Life. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers multiple proprietary and third-party investment programs, managing approximately $15 billion in regulatory assets under management.

Craig Neltner is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 65 and Series 63 licenses and having two years of industry experience. His prior work includes roles at Fifth Third Bank, United Dairy Farmers, and the University of Kentucky. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, employing multiple investment strategies and portfolio management options.

Nicholas Lewis is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services, J.P. Morgan Securities, Empower Advisory Group, and Fidelity Brokerage Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach that combines third-party and affiliate model offerings through wrap-fee programs on the Envestnet MAS platform.

Timothy Bouman is a financial advisor with PNC Wealth Management in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with PNC Wealth Management since 2007. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to guide investment in approved model strategies managed by PNC or third-party strategists.

Lisa Baker is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 designations with eight years of industry experience. She has been with Fifth Third Securities since 2018 and with Fifth Third since 2015. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions such as corporations and trusts, offering investment advisory and brokerage services. The firm provides access to multiple managed account programs through the Passageway platform and supports a variety of investment strategies including mutual fund, ETF, SMA, tax-overlay, and direct indexing options.

Alan Runkel is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2015 and has been an independent life agent since 1986. Outside of his advisory work, he participates in bowling tournaments for prize money. Private Advisor Group is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management, financial planning, and retirement consulting services, utilizing various investment strategies and third-party asset management programs.