Joseph Daft is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. with 26 years of industry experience. He has been with Fifth Third Securities since 2005. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio management on its Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Andrew Bucher Sr. is a financial advisor with Independent Financial Partners who holds a Series 65 credential and has 25 years of industry experience. His work history includes roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and Waterbury & Associates. In addition to advisory services, he is president and director of Andrew J. Bucher & Company, Inc., a CPA firm specializing in bookkeeping and tax preparation. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model with both discretionary and non-discretionary account management and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Andrew Kohn is a financial advisor with Wealth Enhancement Advisory Services, LLC, based in Cincinnati, OH. He holds a Series 63 designation and has 13 years of industry experience, including 12 years with L.M. Kohn & Company. In addition to his advisory role, he owns Allison Landscaping and Water Gardens LLC, an independent landscape business. 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 assets and employs a diversified investment approach combining passive and active managers, quantitative analysis, and internal portfolio oversight.

Debra Lang is a financial advisor with Lincoln Investment in West Chester, OH, holding over 21 years of industry experience. She has been with Lincoln Investment since 2010 and is also Vice President and Agent of The Lang Agency Inc., a financial services and health insurance firm. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, and retirement plans, with a focus on educator programs such as 403(b) and 457(b). The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team.

James Hager is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Raymond James & Associates, Fifth Third Securities, and Merrill prior to joining Janney. Janney Montgomery Scott LLC 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 brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Brianna Ritz is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Ayco/Goldman Sachs & Co. and The AYCO Company, L.P./Mercer Allied. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Mike Collins is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fifth Third Securities and Fifth Third Bank since 2011, as well as The Retirement Corporation of America since 2017. 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, including advisor-directed models and direct indexing, supported by its affiliation with Fifth Third Bank and partnerships with National Financial Services and Fidelity Institutional Wealth Adviser.

Balisha Merritt is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and 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 a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple managed-account options and combines the capabilities of its bank affiliation and registered municipal advisor status to deliver a distinctive platform.

John Kilcoyne is a CFP® professional with 26 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Bohmer Kilcoyne Wealth Management, LLC and LPL Financial. He is also involved in tax preparation as a side activity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Charles Williams is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 10 years of industry experience. He has been with Fifth Third Securities since 2016. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm utilizes the Passageway Managed Account Program, which features multiple investment strategies and third-party portfolio managers, and operates as a wholly owned subsidiary of Fifth Third Bank.

Amy Wills is a financial advisor at Fifth Third Securities, Inc. in West Chester, OH, with 25 years of industry experience. She has been with Fifth Third Securities since 2001 and holds Series 63 and Series 66 designations. Fifth Third Securities, Inc. offers 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 combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a range of discretionary managed-account programs featuring third-party portfolio managers, direct indexing, and tax-overlay services.

Ellie Snyder is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Cerity Partners LLC with six years of industry experience. Her prior roles include positions at ARGI Investment, Kalos Capital, and Russell Total Wealth Management. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving individuals, families, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized, diversified portfolios and access to alternative and private-market investments.

Robert Koscik is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has worked extensively with Park Avenue Securities and The Guardian Life Insurance Company since 2005. Koscik also offers fixed annuities as part of his client services. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides transaction-based brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies across multiple platforms.

Morgan Pinkston is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2025, he worked at Fidelity Brokerage Services LLC from 2018 to 2025. Outside of his advisory role, he is the creator of Cults3D.com, an online marketplace for 3D print software. Fifth Third Securities 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 includes features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.

Breanna Horvath is a CFP® professional with one year of industry experience, currently advising at Creative Planning. Prior to joining Creative Planning, she worked at Fifth Third Bank for four years and has held roles at Texas Roadhouse, the University of Cincinnati, and Bob Evans. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Albert Duplace Jr. is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His prior roles include positions at Pruco Securities, Prudential Insurance Company of America, Allstate Financial Advisors, Morgan Stanley, and Merrill Lynch. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements investments via approved strategies managed by PNC or third-party strategists.

Carson Hosier is a financial advisor with Fifth Third Securities, Inc., holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fifth Third Securities, Hosier worked at Fidelity Investments. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through both investment advisory and brokerage services. The firm offers a range of managed account programs on the Passageway platform, combining advisor-directed strategies with tax-managed and direct-indexing options.

David Speer is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. He has been associated with Commonwealth Financial Network and Cornerstone Financial Group since 2006. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Caleb La Course is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and 21 years of industry experience. He has been with Fifth Third Securities since 2010. 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 options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Rob Gerdes is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 63 designation and 12 years of industry experience. His career includes roles at Transamerica Financial Advisors since 2014, WealthWave since 2016, Net Law Group Inc. since 2022, and Turo since 2023. Outside of advising, he is involved as a host for Turo and provides estate planning services through Net Law Group Inc. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm delivers investment advisory and brokerage services primarily through model portfolios and third-party managers, operating an integrated retirement plan ecosystem with approximately $1.7 billion in regulatory assets under management.