Anthony Resendes is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Touchstone Securities and IFS Financial Services since 2014. 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, providing clients access to multiple managed-account options, including direct indexing and tax-overlay services.

Christopher Bush is a Series 66-licensed advisor with 26 years of industry experience, currently with Fifth Third Securities, Inc. He has been with the firm since 2004, based in Cincinnati, OH. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Samuel Schroder is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH. He holds Series 63 and Series 65 credentials and has one year of industry experience. His prior work includes roles at Fifth Third Bank, Mid-Valley Service & Supply, and the University of Kentucky. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Sean Buckley is a CFP® with 15 years of experience in financial advisory. He is currently with Kestra Advisory and has previously worked at Commonwealth Financial Network and operated his own firm, Buckley Financial Planning, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and maintains extensive third-party relationships to support its investment platforms.

Joseph Hack is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining MAI Capital Management in 2024, he spent 20 years at Madison Financial Advisors. MAI Capital Management 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 offers customized portfolio management across a variety of strategies and serves both advisory and product-sponsor roles, managing a registered mutual fund and numerous private investment vehicles.

Zach Mcdonald is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at Fifth Third Securities since 2021 and has been with Fifth Third Bank since 2016. Outside of his advisory work, he owns Daily Sportfish, an online sports fishing and yachting content platform. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional clients, through both investment advisory and brokerage services. The firm offers multiple program types via its Passageway Managed Account platform, featuring a range of portfolio management options and tax-focused strategies.

Steven Hruby is a CFP® professional with 12 years of experience in financial advising. He is currently with Allworth Financial, L.P., where he has worked since 2022. His prior experience includes roles at Merrill Lynch, Bank of America, and Fidelity Investments. 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 portfolio management using a variety of model strategies and employs third-party sub-advisers when appropriate.

Michael Brennan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2019. Prior to joining MAI, he worked for John D. Dovich & Associates from 2016 to 2019. He holds a Series 66 license and is based in Cincinnati, OH. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of portfolio strategies and integrates financial planning and tax services, while also acting as adviser to a registered mutual fund and various private investment vehicles.

Thomas Wilson is a Series 66 licensed financial advisor with 28 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His prior experience includes roles at Guardian Life Insurance Company, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. Outside of his advisory work, he owns Grove Park Grille, LLC, a non-investment related business based in Cincinnati, OH. Park Avenue Securities serves a diverse retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs proprietary and third-party investment strategies across various account types and supports lending and credit facilities tied to advisory accounts.

Maureen Dodd is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Merrill, Stifel Nicolaus & Co Inc, and Morgan Stanley. 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, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Michael Jarrold Grapes is a CFP® professional with 26 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held positions at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. for over two decades and is involved in tax preparation through Niehaus Tax Services, LLC. His work includes fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment options, while enabling advisors to manage client portfolios with access to diverse securities and insurance products.

Lisa Willhoite is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. She holds the Series 63 designation and has been with Janney Montgomery Scott since 2016. The firm manages approximately $110 billion in client assets and serves a diverse range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities. Janney offers brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Nicholas Scarbriel is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and has four years of industry experience. He has been with Fifth Third Securities since 2022 and has been employed by Fifth Third Bank since 2016. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors such as corporations and trusts. The firm offers investment advisory and brokerage services through multiple programs and third-party portfolio managers on the Passageway platform, combining direct indexing, tax-loss harvesting, and advisor-directed strategies.

Michael Smedley is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Empower Advisory Group and has previously worked at Fidelity and Key Investment 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, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Jonah Haney is a Series 65 licensed advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners, he worked in education for several years and held roles at Grass!365 and Desparados Cantina. Cerity Partners provides customized wealth management services to a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored investment approach utilizing proprietary quantitative screens alongside third-party managers and individual securities, and offers a broad suite of services such as portfolio management, financial planning, and retirement plan consulting.

Jacob Sommerkamp is a financial advisor at FIFTH THIRD SECURITIES, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Santander Securities and Proequities Inc. Sommerkamp is based in Fairfield, Ohio. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program, leveraging third-party portfolio managers and risk-profile-based investment strategies.

John Kahle is a CFP® professional with 33 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held roles at firms including TIAA and Empower Financial Services. In addition to his advisory work, he serves as a leadership coach and mentor 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 through a combination of passive and active investment strategies guided by an internal Investment Committee.

Ryan Eversole is a CFP® professional with 16 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023. His prior experience includes roles at ARGI Investment Services, TD Ameritrade, and Fidelity. Cerity Partners provides customized wealth management and related services to a national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs and offers services such as portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

Thomas Moore is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and has been associated with LPL Financial since 2012. Outside of his advisory work, Moore has experience coaching high school and middle school wrestling in Cincinnati, OH. Independent Advisor Alliance serves a broad range of clients including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a combination of discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support comprehensive wealth management and estate planning services.

David Newman is a financial advisor at Fifth Third Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2019. His prior experience includes roles at Fidelity Brokerage Services, Inc., Horter Investment Management, and a period as a self-employed advisor. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad product lineup including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.