David Sparks is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior roles include positions at Creative Planning, JP Morgan Securities, Scottrade Investment Management, and SCOTTRADE. He is a board member and chair of the Governance Committee at Santa Maria Community Services, a Cincinnati-based charity. Mariner Wealth Advisors serves a diverse client base, including individuals, plans, trusts, and institutions, offering investment management, financial planning, retirement consulting, and tax services. The firm combines discretionary, customized portfolios with coordinated tax and accounting integration, alongside family office and financial wellness solutions.

Anthony Roberts III is a CFA® charterholder with 17 years of experience in the financial advisory industry. He has been with Mariner since 2018 and previously worked at Riverpoint Capital Management for six years. Roberts serves on the Board of Trustees at the Cincinnati Art Museum, where he also chairs the Investment Committee and is a member of the Finance Committee. Mariner serves a diverse clientele including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and offers integrated tax, accounting, and financial wellness solutions.

Hudson Klauke is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Fifth Third Bank, Nationwide Investment Services Corporation, Jefferson National Securities Corporation, and Ultimus Fund Solutions. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

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.

Lawrence Kocisko II is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Fifth Third Securities since 1999. 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 a range of discretionary managed-account programs, including direct indexing and tax-overlay services.

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.

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.

Matthew Foley is a CFP® with 35 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2008. He is also involved in executive coaching for small business owners, serves as a literary trustee managing literary works and royalties, and officiates weddings as a minister. 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 multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a comprehensive supervisory structure.

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.

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.

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.

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.

Brennan Byrns is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Brokerage Services LLC for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.