Jared Wolever is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2004. Additionally, he is involved in implementing insurance coverage through other carriers outside of Guardian Life. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers multiple proprietary and third-party investment programs, managing approximately $15 billion in regulatory assets under management.

Michael Steffen is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 15 years with Fifth Third Securities and Fifth Third Bank. Fifth Third Securities, Inc. offers 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 provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Stacy Naberhaus is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. She has been with Commonwealth and Cornerstone Financial Group since 2006. Outside of her advisory role, she owns SKW Financial LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and various program structures.

Craig Neltner is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 65 and Series 63 licenses and having two years of industry experience. His prior work includes roles at Fifth Third Bank, United Dairy Farmers, and the University of Kentucky. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, employing multiple investment strategies and portfolio management options.

Nicholas Lewis is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services, J.P. Morgan Securities, Empower Advisory Group, and Fidelity Brokerage Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach that combines third-party and affiliate model offerings through wrap-fee programs on the Envestnet MAS platform.

Rebecca Milord is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 16 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and is also affiliated with Wealthwave and her own business, Gr Milord, Inc. Milord is involved in the sales of insurance and non-insurance products through companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base that includes individual investors, retirement plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers across multiple program platforms to deliver its services.

Timothy Bouman is a financial advisor with PNC Wealth Management in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with PNC Wealth Management since 2007. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to guide investment in approved model strategies managed by PNC or third-party strategists.

Lisa Baker is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 designations with eight years of industry experience. She has been with Fifth Third Securities since 2018 and with Fifth Third since 2015. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions such as corporations and trusts, offering investment advisory and brokerage services. The firm provides access to multiple managed account programs through the Passageway platform and supports a variety of investment strategies including mutual fund, ETF, SMA, tax-overlay, and direct indexing options.

Dana Decknadel is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 65 designation and 25 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also associated with Pinnacle Financial Services, Legacy Shield, and AARP United Healthcare Medicare Plans, where she assists clients with Medicare supplement insurance and estate planning. Transamerica Financial Advisors serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, estates, charities, and corporations. The firm offers a range of advisory and broker-dealer services, combining proprietary and third-party investment models with both discretionary and non-discretionary program options.

Sara Muckenfuhs is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 credentials and 19 years of industry experience. She has worked with Ameritas Life Insurance Corp. and Ameritas Investment Company, LLC for 20 years. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing both in-house model portfolios and third-party managers. The firm offers a platform approach that includes co-advisory relationships, managed models, and programs for managing held-away retirement assets.

Michael Hewitt is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Before his finance career, he was employed at Snappy Tomato Pizza, Sears, and Mount St. Joseph University. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach combining third-party and affiliate model offerings, managing accounts through various programs on the Envestnet MAS platform.

Matthew Giesler is a financial advisor with Principal Financial Services in Ft Thomas, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors, Secure Investment Management, LLC, and U.S. Bancorp Investments, Inc. He also works as a licensed insurance agent, selling life insurance, variable annuities, disability insurance, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Nicholas Hench is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds a Series 66 designation and has been associated with KeyBank NA since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices and ongoing monitoring, supported by due diligence and access to third-party discretionary managers within the KeyCorp group.

John Krumpelman is a CFA® charterholder based in Cincinnati, OH, with 13 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously at RiverPoint Capital Management from 2014 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to offer customized portfolios and also provides specialized tax integration and employer financial wellness tools.

William Young is a financial advisor with Empower Advisory Group, holding a Series 66 designation and one year of experience at the firm. His prior work includes roles at Levi Strauss, Amazon, and the University of Louisville, along with 12 years in full-time K-12 education. 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 annual rebalancing within a large client base supported by proprietary and third-party planning methodologies.

Matthew Cook is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Fifth Third Securities since 2013 and has been with Fifth Third Bank since 2003. Outside of his advisory role, he is involved in managing several rental property businesses. Fifth Third Securities, Inc. 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, including advisor-directed models and direct indexing, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Mark Schibi is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at UBS Financial Services, Inc., TD Ameritrade, and Fidelity Brokerage Services LLC. Schibi is based in Milford, Ohio. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios from Morningstar Investment Management to support asset allocation and retirement planning.

Jacqueline Wilson is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses with 36 years of industry experience. She has been with Fifth Third Securities since 1993. 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 various investment programs via the Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Ryan Brown is a financial advisor with Mariner Wealth Advisors, holding a Series 63 designation and bringing 25 years of industry experience. He has worked at Mariner since 2018 and previously spent six years at Riverpoint Capital Management. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and integrated tax and family office services, employing customized discretionary portfolios supported by an investment committee and internal research.

Madison Krummen is a CFP® with three years of industry experience, currently serving as a financial advisor at CWM, LLC in Cincinnati, OH. Prior to joining CWM, Madison worked at Carson Wealth, Total Wealth Planning, LLC, and BCR Wealth Strategies, LLC. CWM, LLC is an SEC-registered investment adviser with over 600 advisors serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.