John Feldman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has held leadership roles as President and COO at Boom Planning, Canvas Financial, and Fishtank Consulting LLC, where he also provides consulting services to financial planning firms. Ameritas Advisory Services, LLC offers investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of portfolio construction strategies, including model portfolios and individual securities, and operates multiple program platforms supported by third-party technology and managers.

Harrison Wolfe is a CFP® professional at Focus Partners Wealth, LLC with 11 years of industry experience. He has previously worked at The Colony Group, Buckingham Strategic Wealth, Oxford Financial Partners, MML Investors Services, and Mass Mutual Life Insurance Company. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds, focusing on long-term, tax- and fee-sensitive portfolio construction.

Christopher Peters is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with PNC Investments since 2009. 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 invests in approved models managed by PNC or third parties.

Edward Kiamie Jr. is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Fifth Third Securities since 2005. 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 an optional tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Ashley Sullivan is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. She holds the CFP® designation and has been with Fifth Third Securities since 2016. 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 programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves on a platform that includes features such as direct indexing and an optional tax-overlay service.

Craig Oney is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation with 18 years of industry experience. He has been with Fifth Third Securities since 2008. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including 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, supported by its affiliation with Fifth Third Bank and a comprehensive supervisory framework.

Christopher Moler is a CFP® professional with 21 years of industry experience. He has worked at Janney Montgomery Scott since 2016 and previously spent ten years at Wells Fargo Clearing. Moler holds a Series 66 designation and is based in Cincinnati, OH. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Gina Scott is a Series 66-licensed financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, where she has worked for 21 years. In addition to her advisory role, she provides birth doula services through Great Expectations Birth Doula Services, offering informational, emotional, and physical support to expectant mothers. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining advisor-directed models, separately managed accounts, and tax-related strategies.

Vernos Williams is a financial advisor with Fifth Third Securities, Inc. in Alexandria, KY, holding Series 63 and Series 65 licenses. He has 20 years of industry experience, previously working at Ameriprise Financial Services LLC and U.S. Bancorp Investments, Inc. Outside of his advisory role, Williams is involved in commercial real estate ownership. 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 multiple investment programs on the Passageway Managed Account Platform, featuring a range of strategies from mutual fund and ETF models to separate managed accounts and direct indexing.

Donald Bruemmer is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley, Gilligan Company, and Dimensional Fund Advisors. He also spent five years at the University of Cincinnati prior to entering the financial sector. 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 offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Jackson Mahorney is a financial advisor with Rockefeller Financial LLC in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. His prior roles include positions at 9258 Wealth Management, USI Insurance Services, and Equitable Advisors. 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 combines portfolio management, financial planning, and brokerage services within a Private Advisor model supported by a consolidated investment platform.

Julia Behymer is a financial advisor with Oppenheimer who holds a Series 63 designation and has 19 years of industry experience. She worked at Morgan Stanley for nine years before joining Oppenheimer in 2022. Based in Cincinnati, OH, she currently serves clients through her role at Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory approaches.

Stephanie Sketch Durr is a financial advisor with Fifth Third Securities, Inc. in Florence, KY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Fifth Third Securities since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services to a diverse client base, including individuals, charitable organizations, corporate and business clients, and institutional investors, offering multiple discretionary managed-account programs through its Passageway Managed Account Platform. The firm is notable for its combination of municipal-advisor registration and affiliation with Fifth Third Bank, as well as its integration of various portfolio management and platform services.

Craig Mitchell is a Series 66-licensed financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, bringing 20 years of industry experience. He has worked at Fifth Third Securities since 2010, with a brief period away from the firm in 2016-2017. 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 and access to specialized investment platforms.

Olivia Szweda is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, she held positions in the hospitality sector, including roles at Paesano's Pasta House and Bonefish Grill. Mariner serves a diverse clientele, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with offerings that include alternatives, structured notes, and digital assets.

Michael Smith is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and three years of industry experience. His prior experience includes roles at New York Life Securities and Aeon Global Health. Outside of his advisory work, he has been involved with Beyond The Walls Ministry for over a decade. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships using model portfolios from various strategists and specializes in tailored services including retirement plan management.

Carmen Sanders is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Fifth Third Securities since 2014. Outside of her advisory role, she supports the North Avondale Recreation Center and serves as a troubleshooter for the Hamilton County Board of Elections. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Connor Hawkins is a financial advisor with Guardian Life, holding the CFP® and ChFC® designations and a Series 66 license. He has five years of industry experience and has worked at Park Avenue Securities since 2021. Hawkins also has experience with Guardian Life Insurance Company and has been involved in an insurance brokerage activity. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships, utilizing model portfolios and a hybrid digital advisory solution.

Marisa Serna is a financial advisor at Mariner in Cincinnati, OH, holding a Series 65 designation with industry experience beginning in 2024. Prior to joining Mariner, she worked at MDM Wealth Management and Bartlett Wealth Management. Outside of finance, Serna has experience in the hospitality sector with Great Wolf Lodge and Wendy's, as well as a teaching role at Sandusky Central Catholic School. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and integrates tax and accounting services alongside traditional portfolio management.

Sanford Aderson is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. He has worked at Park Avenue Securities, Strassburger McKenna, Guardian Life Insurance Company of America, and Luttner Financial Group since 1999 or earlier. Outside of his advisory roles, he serves as a trustee of a perpetual charitable testamentary trust and is a board member of the Westmoreland Country Club and Madison on Bellefield condo association. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, financial planning, and consulting services. The firm uses a mix of proprietary and third-party investment strategies and supports discretionary and non-discretionary account management across a variety of investment vehicles.