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 financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, holding a Series 66 designation with 21 years of industry experience. His career includes roles at Fifth Third Securities since 2010, with prior experience at Truist Investment Services. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, and trusts, offering investment advisory and brokerage services through multiple program types on the Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides varied investment options including advisor-directed mutual fund and ETF models, separately managed accounts, and tax-overlay services.

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 at Guardian Life with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2025, and previously held roles at NYLife Securities LLC and New York Life Insurance Company from 2022 to 2025. Outside of his advisory work, he has been involved with Aeon Global Health and has a longstanding affiliation with Beyond The Walls Ministry. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of tailored financial planning and investment management solutions through both advisor-led and model-based strategies.

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 CFP® and ChFC® credentialed advisor with five years of experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes roles at Guardian Life Insurance Company and Lifetime Financial Growth, as well as several positions at The College of Wooster. Hawkins also maintains a fixed insurance brokerage as an ancillary business. He works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and investment advisory services to individuals, institutions, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and investment solutions tailored to client needs.

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 Guardian Life and holds a Series 63 designation. He has 24 years of industry experience and has been associated with Park Avenue Securities since 2002. Outside of his advisory work, 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 condominium association. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and a range of financial planning and consulting services.

Luke Kremzar is a financial advisor at Mariner with a Series 65 credential and three years of industry experience. Before joining Mariner Wealth in 2025, he worked at Cassady Schiller CPA's and Advisers from 2021 to 2025. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through comprehensive investment management, financial planning, retirement consulting, and tax services. The firm combines discretionary portfolio management with in-house research and third-party managers, and it offers integrated tax, accounting, and family office services alongside innovative employer financial wellness tools.

Michael Yannucci is a CFP® professional with 20 years of experience in financial advising. He is currently with Commonwealth Financial Network and Hillcrest Financial Group, where he also operates as an insurance agent for fixed insurance products. His prior experience includes over a decade at Miccoli & Associates Financial Services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a platform that offers operations, trading, technology, investment management, and compliance support.

Constance Palazzolo is a financial advisor at Oppenheimer with 33 years of industry experience. She has been with Oppenheimer since 2006 and previously worked at KeyBanc Capital Markets Inc. from 1999 to 2006. She holds the Series 63 and Series 65 designations and serves as a trustee for a family special needs trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a broad range of advisory programs and combines discretionary and non-discretionary investment management services, maintaining custody of client assets and offering both commission-based and fee-based solutions.

Jeremy Gates is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Fifth Third Securities, Inc. since 2012. He holds Series 63, 65, and 66 licenses. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, high-net-worth clients, charitable organizations, corporate and business clients, and institutional investors. The firm provides multiple discretionary managed-account programs 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 layered corporate relationships.

Gabriel Thelen is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Fidelity Investments. Outside of finance, he has experience in hospitality and education sectors. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with a focus on client-specific investment profiles and access to alternative and private market solutions.

Robert Corsarie is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He 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 individual, charitable, corporate, and institutional clients. The firm offers multiple discretionary managed-account programs, including direct indexing and tax-overlay options, and is notable for its municipal-advisor registration combined with its affiliation to Fifth Third Bank.

Todd Mcintire is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at BB&T and U.S. Bank before joining Truist in 2018. Outside of his advisory work, he is owner of Heartland Turf LLC, a lawn care business, and Perennial Investments LLC, which focuses on residential real estate activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and manager arrangements to deliver investment solutions.

Diego Vallota is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has 30 years of experience in the industry. His prior firms include Dean Dorton Wealth Management LLC, Avantax Advisory Services, J.P. Morgan Securities, and PNC Wealth Management. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, using an IAR-driven, open-architecture investment approach that integrates multiple third-party platforms and managers.

Robert Nienaber III is a financial advisor with Eagle Strategies (New York Life) based in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been with Eagle Strategies since 2011 and also operates The Lyon Group, LLC, where he brokers non-registered insurance products and New York Life offerings. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Edward Bosch Jr. is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has worked with IFP Securities, LLC since 2019 and Independent Financial Partners since 2013, following a nine-year tenure at LPL Financial. Outside of his advisory role, Bosch is involved in a cattle farming operation in Kentucky. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Charles Williams II is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Guardian Life Insurance Company of America and Park Avenue Securities since 2007 and previously with A. G. Edwards & Sons, Inc. in 2006. Outside of advisory work, he consults for a teleradiology medical practice and serves on the boards of the Thank America First Foundation and the Cincinnati Blue Line Foundation. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning, consulting, and investment management solutions through proprietary and third-party platforms.