Michael Fieler is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he serves on the board and finance committee of a nonprofit focused on literacy issues. 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, and placement and investment banking services.

Bryan Grisak is a CFP® and ChFC® with 25 years of experience in financial advisory. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Ameriprise Financial and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

James Morgan Jr. is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Fifth Third Securities since 1999. Outside of his advisory role, he is a part-owner of a rental property in Bonita Springs, Florida, where he is involved in managing tenant communications and property maintenance. 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 with its affiliation to Fifth Third Bank to provide a range of managed-account options and portfolio management services.

Pamela Thompson is a CFA charterholder with 17 years of industry experience. She is currently with Mariner, where she has worked since 2018. Prior to that, she spent six years at Riverpoint Capital Management. Outside of her advisory role, she serves on the boards of the Louisville Ballet and Frazier History Museum and is a member of the Kentucky Retirement Systems Board. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolio strategies supported by in-house research and third-party managers, alongside integrated tax and accounting services uncommon for a firm of its size.

John Cranley III is a ChFC®-designated financial advisor with 56 years of industry experience. He is affiliated with Hornor, Townsend & Kent, LLC and has a long career that includes roles at Penn Mutual Life Insurance Company and ownership of John J. Cranley Company. Cranley is also involved in insurance brokerage activities through CMS Insurance and John J. Cranley Co. Inc, focusing on life and property/casualty insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of custody, execution, and advisory services.

Faith Hess is a financial advisor with Commonwealth Financial Network based in Cincinnati, OH. She holds a Series 65 credential and has less than one year of industry experience. Her prior work history includes roles at Hillcrest Financial Group, Buffalo Wild Wings, Kona Grill, Taziki's Mediterranean Cafe, the University of Cincinnati, and Lakota West High School. Commonwealth Financial Network is a national broker/dealer and SEC-registered investment adviser that supports approximately 2,900 advisors and manages about $213 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving a broad client base of individuals and institutions.

Jodee Deutsch is a Series 66-licensed financial advisor with Allworth Financial, L.P. in Cincinnati, Ohio. She has 28 years of industry experience, including roles at HORAN Securities, Ohio National Financial Services, Woodbury Financial Services, Ameritas Investment Company, and Edward Jones. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios through a variety of model strategies and uses technology to manage held-away employer retirement accounts, with ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

Mary Millitzer is a CFP® with 12 years of experience in the financial services industry, currently with Wealth Enhancement Advisory Services, LLC. Her career includes roles at LPL Financial, Bank of America, Merrill, and New York Life. She serves as Executive Vice President of the Junior League of Cincinnati and is a member of the Board of Trustees at the Contemporary Arts Center in Cincinnati. Wealth Enhancement Advisory Services (WEAS) 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 assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Maximilian Jackson is a financial advisor at PNC Wealth Management in Cincinnati, OH, with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and PNC Financial Services. His background also includes involvement with local political organizations and community groups. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist product that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Adam El Hodiri is a Series 66-credentialed financial advisor at Empower Advisory Group with four years of industry experience. His prior work includes roles at Fidelity Investments and Empower Financial Services. 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, utilizing an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Ross Hambleton Jr. is a CFP®-certified financial advisor with 27 years of industry experience, currently with Rockefeller Financial LLC since 2021. He previously worked at Bank of America, NA and Merrill Lynch, Pierce, Fenner & Smith Incorporated, with overlapping tenures spanning from 2006 to 2021. Outside of his advisory work, he is a limited partner in Bottle Rocket Stables LLC, an equestrian and horse racing business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates a registered broker-dealer and delivers investment solutions through a consolidated platform that includes discretionary and non-discretionary management across equities, fixed income, and alternatives.

Stephanie Bemerer is a financial advisor at Allworth Financial, L.P. with 11 years of industry experience. She has worked at Allworth Financial since 2018 and previously at Simply Money Advisors from 2015 to 2018. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio solutions using various model strategies and incorporates technology to manage held-away employer retirement accounts.

Anastasia Ebert is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2009, also working with Fifth Third Bank since 2007. 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 programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Aidan Cusumano is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Fifth Third Bank. Prior to his financial services career, he spent several years in education at Xavier University and Glen Ridge High School. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and access to specialized investment strategies.

Adam Butler is a financial advisor with Janney Montgomery Scott in Cincinnati, OH, holding Series 63 and Series 66 credentials and 29 years of industry experience. He previously worked at Raymond James & Associates for 14 years before joining Janney Montgomery Scott in 2021. 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 and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Craig Theile is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at U.S. Bank and U.S. Bancorp Investments, Inc. He serves as a board member of the Presbyterian Church of Wyoming Foundation, a philanthropic organization supporting the church and local community. TIAA-CREF’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and brokerage services primarily to individuals affiliated with TIAA-administered employer retirement plans, as well as trusts and small retirement plans. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund.

Michael Bohmer is a financial advisor at Wealth Enhancement Advisory Services, LLC with 29 years of industry experience. He has previously worked at LPL Financial, LLC for 24 years and operated Bohmer Kilcoyne Wealth Management LLC for nine years. He is licensed with the Series 63 designation and is based in Cincinnati, OH. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Kylie Hambleton is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Nuveen Securities, Nuveen Asset Management, and Rockefeller Capital Management. Outside of financial services, she worked at Farm Bloomington for one year. 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 portfolio management, financial planning, and consulting services, operating as both an investment advisor and a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Brooke Dryden is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 65 credentials with seven years of industry experience. She has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2014. 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 institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and tax-overlay services, and is notable for its municipal-advisor registration combined with affiliation to a large bank.

Kristopher Mcknight is a financial advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 licenses and one year of industry experience. He has worked in various roles at Fifth Third Bank since 2012, including his current position at Fifth Third Securities. Prior to this, he held positions in logistics and automotive sales. Fifth Third Securities, Inc. provides investment advisory and brokerage services to individual, high-net-worth, and institutional clients. The firm offers multiple program types through the Passageway Managed Account Platform, combining third-party portfolio managers and advisor-directed strategies.