Sara Muckenfuhs is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 credentials and 19 years of industry experience. She has worked with Ameritas Life Insurance Corp. and Ameritas Investment Company, LLC for 20 years. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing both in-house model portfolios and third-party managers. The firm offers a platform approach that includes co-advisory relationships, managed models, and programs for managing held-away retirement assets.

Kelly Malatesta is a financial advisor with Fifth Third Securities, Inc. She holds a Series 66 designation and has 17 years of industry experience. Malatesta has been with Fifth Third Securities since 2015. 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 a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Michael Hewitt is a financial advisor with Fifth Third Securities, Inc. in Fort Thomas, KY, holding Series 63 and Series 66 credentials with seven years of industry experience. His background includes positions at The Huntington Investment Company, Fifth Third Securities, Fifth Third Bank, and Fidelity. Prior to his financial services career, he worked at Snappy Tomato Pizza and Sears. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage channels. The firm offers access to multiple investment programs via the Passageway Managed Account Platform, combining advisor-directed and third-party portfolio management strategies.

Matthew Giesler is a financial advisor with Principal Financial Services in Ft Thomas, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors, Secure Investment Management, LLC, and U.S. Bancorp Investments, Inc. He also works as a licensed insurance agent, selling life insurance, variable annuities, disability insurance, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

John Krumpelman is a CFA® charterholder based in Cincinnati, OH, with 13 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously at RiverPoint Capital Management from 2014 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to offer customized portfolios and also provides specialized tax integration and employer financial wellness tools.

Arthur Shields is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 credentials and 18 years of industry experience. He has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and specialized market roles.

William Young is a financial advisor with Empower Advisory Group, holding a Series 66 designation and one year of experience at the firm. His prior work includes roles at Levi Strauss, Amazon, and the University of Louisville, along with 12 years in full-time K-12 education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within a large client base supported by proprietary and third-party planning methodologies.

Matthew Cook 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. He has worked at Fifth Third Securities since 2013 and has been with Fifth Third Bank since 2003. Outside of his advisory role, he is involved in managing several rental property businesses. 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 advisor-directed models and direct indexing, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Kevin Walsh is a CFP®-designated financial advisor with 32 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Niehaus Financial Services, LLC, and previously worked at Securities America Advisors, Inc. and Securities America, Inc. Outside of his advisory work, he is involved in tax preparation through Niehaus Tax Services, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while operating as a platform and back-office provider.

Jacqueline Wilson is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses with 36 years of industry experience. She has been with Fifth Third Securities since 1993. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers various investment programs via the Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Ryan Brown is a financial advisor at Mariner Wealth Advisors with 24 years of industry experience. He holds a Series 63 designation and has worked at Mariner since 2018, following six years at Riverpoint Capital Management. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing a discretionary, customized portfolio approach supported by in-house research and third-party managers.

Ginny Wykoff is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Benjamin Coffaro is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. Prior to Mariner, he worked at Putnam Retail Management from 2015 to 2018. Outside of his advisory role, he is Chairman and Co-Founder of Chair Force 1, a Cincinnati-based charity that supplies medical equipment to those in need. 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 combines discretionary, customized portfolio management with in-house research and third-party allocations, and provides integrated tax and accounting services alongside traditional wealth management.

Patrick Walsh is a CFP®-credentialed financial advisor with 18 years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, and Oxford Financial Partners. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, and offers a broad range of wealth management and advisory services.

Larry Weber is a CFP® professional with 27 years of experience in the financial industry. He has been with The Huntington Investment Company in Cincinnati, OH, since 2015. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and corporations. The firm employs an open-architecture investment model incorporating third-party sub-managers and proprietary Private Bank strategies, with multiple wrap-fee program options available.

Kevin Copley is a CFP® with 19 years of industry experience and has been with Creative Planning since 2014. He holds Series 63 and Series 66 licenses and is based in Montgomery, Ohio. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented with direct indexing, tax-loss harvesting, and other tailored approaches.

Michael Mcgriff is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at U.S. Bancorp Investments, INC. for three years before joining Citigroup in 2019. Outside of his advisory role, he also provides transportation services as an Uber driver in Cincinnati. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional-scale operations with in-house research, derivatives services, and bespoke solutions for very large relationships.

Jennifer Drapp is a financial advisor at The Huntington Investment Company with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with The Huntington Investment Company since 1995, including its predecessor The Huntington Bank, Inc. She was also affiliated with Ameriprise for a brief period beginning in 2026. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture model combining third-party sub-managers and proprietary private bank models, offering multiple wrap-fee programs on the Envestnet platform.

William Brems is a ChFC® credentialed advisor with 36 years of experience, currently with Fifth Third Securities, Inc. since 2003. He is based in Cleves, Ohio, and holds a Series 63 license. 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 such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and integrated corporate structure.

Robert Wilson Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. He is also active as an insurance broker with Advanced Capital Advisory Group, LLC, focusing on insurance sales and service including Penn Mutual Life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a significant portion of assets managed on a non-discretionary basis.