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® professional with seven years of industry experience, currently with Cerity Partners LLC since 2023. Her prior experience includes roles at ARGI Investment, Kalos Capital, Russell Total Wealth Management, and a position outside finance at Quality Cleaning Services. Cerity Partners advises a diverse client base including individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of year-end 2025. The firm offers customized wealth management services and combines proprietary investment screening with direct security selection and alternative market solutions.

Robert Koscik is a financial advisor with Guardian Life in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Park Avenue Securities and The Guardian Life Insurance Company since 2005. Koscik also offers fixed annuity products when appropriate for clients. Guardian Life's Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments.

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 designations. His work history includes roles at Empower Financial Services, EDE Solutions, Key Bridge Compliance, and Fidelity Brokerage Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm uses an integrated service model tied to Empower’s administrative platforms, focusing on long-term portfolio returns and client savings rates.

Elliott Jordan is a financial advisor at Kestra Advisory with eight years of industry experience. He holds a Series 66 credential and has worked at Kestra Advisory since 2023. Prior to joining Kestra, he worked at Bank of America and Merrill from 2018 to 2023, and earlier held roles at Weckman & Wolff Holdings. Outside of advising, he serves as Director of Operations at Larmann Financial Corporation and Wealth Management & Benefit Partners, LLC, where he supports insurance sales and firm operations. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds with approximately $79.8 billion in assets under management.

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.

Benjamin Lipp is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and three years of industry experience. His prior work history includes roles at KeyBank and Key Investment Services, and he has also worked as a contractor for Uber since 2019. 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 client savings rates through point-in-time financial plans and managed account solutions.

Bennett Baker is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and with 27 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2004. Fifth Third Securities 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 discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Jason Rathel is a financial advisor with Fifth Third Securities, Inc. in Fairfield, Ohio, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2007. Outside of his advisory role, he is an independent distributor of health and wellness products and operates a small online resale business. 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 combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

Michael Richter is a CFP® professional at Mariner with 14 years of industry experience. He previously worked at Riverpoint Capital Management from 2012 to 2018 before joining Mariner Wealth Advisors in 2018. Richter serves on the finance committee of St. Joseph Home, a nonprofit children’s home in Cincinnati, assisting with endowment review. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm combines in-house research with external allocations across a range of asset classes and provides integrated tax and accounting services along with family office and employer financial wellness solutions.

Susan Weber is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities since 2011 and at Fifth Third Bank since 2009. Outside of her advisory role, she participates in consumer research as a product reviewer and is involved in construction consulting. Fifth Third Securities provides 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 offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

William Muething is a CFP®-credentialed financial advisor with Wealth Enhancement Advisory Services, LLC, based in Cincinnati, OH. He has nine years of industry experience, including prior roles at Bohmer Kilcoyne Wealth Management, LPL Financial LLC, and Aspiriant LLC. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach combining passive and active managers, overseen by an internal Investment Committee.

Joseph Landrum is a financial advisor with Empower Advisory Group holding a Series 66 designation and nine years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

Bradley Meeks is a CFA® charterholder with nine years of industry experience. He has worked at MAI Capital Management, LLC since 2024 and was previously with Madison Wealth Management from 2016 to 2024. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of strategies across equity, fixed income, and private investments and offers trust and insurance administrative services.

Jonathan Weidler is a CFA® charterholder with 14 years of industry experience. He has worked at Mariner since 2018 and previously spent five years with Touchstone Securities Inc. He holds the Series 66 designation and is based in Cincinnati, OH. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, providing a broad range of strategies along with coordinated tax and family office services.

Mary Schall is a financial advisor at Mariner with nine years of industry experience. She holds the Series 66 designation and previously worked at Aspiriant for ten years before joining Mariner in 2022. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds by providing investment management, financial planning, retirement plan consulting, and tax services. The firm uses a discretionary, customized portfolio approach supported by both in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside employer financial wellness solutions.

Cless Smith II is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds the Series 66 designation and has worked at various PNC entities since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.