Thomas Faris is a financial advisor with Fifth Third Securities, Inc. in Madeira, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Fifth Third Securities since 2002. Fifth Third Securities, Inc. 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 features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Anthony Butz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has prior experience with Carillon Investments, Inc. from 2003 to 2006. In addition to his advisory role, he is a managing partner of Premier Planning Group, LLC, an independent insurance agency selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, and retirement plan advisory, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

James Murphy is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 registrations and bringing 41 years of industry experience. He has worked with PNC Investments since 2007. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account that utilizes algorithmic risk assessment and invests via approved model strategies managed by PNC or third parties.

Zane Couch is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2024. His prior experience includes roles at Cracker Barrel and Fifth Third Bank, N.A. Outside of finance, he has been involved with the Kentucky Basketball Academy. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers various managed account programs, including mutual fund, ETF, SMA, and direct-indexing strategies, supported by a platform integrated with Fidelity and National Financial Services.

Jeffrey O'Bryan is a financial advisor at Fifth Third Securities, Inc. based in Independence, KY, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2003. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions such as corporations and trusts. The firm offers investment advisory and brokerage services through various managed account programs and third-party portfolio managers, operating as a wholly owned subsidiary of Fifth Third Bank.

Joseph Nelson is a financial advisor with Empower Advisory Group in Cincinnati, Ohio. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Empower Advisory Group, he worked at IFS Financial Services and Touchstone Securities. Nelson also engages in business-to-business marketing related to Separately Managed Accounts and Model Portfolio Delivery options for select advisers contracted with Touchstone Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Ashlyn Clark is a financial advisor with Carson Wealth who holds a Series 65 designation and has been active in the industry since 2023. Her prior work experience includes roles at FFR Wealth Team, Car-Part.com, and Northern Kentucky University. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee that develops and monitors model portfolios using both fundamental and technical analysis.

Robert Lemmons Jr. is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at Carson Wealth. His prior roles include positions at Total Wealth Planning, LLC, Financial Management Group Inc, and Wealth Dimensions Group, Ltd. He is based in Cincinnati, OH. CWM, LLC operates as an SEC-registered investment adviser with an enterprise platform overseeing approximately $50.6 billion through more than 650 advisors. The firm offers services such as discretionary asset management, financial planning, and retirement plan solutions, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored investment options.

Michael Raidt is a CFP® professional with six years of industry experience, currently serving at Mercer Global Advisors Inc. in Cincinnati, OH. His prior roles include positions at The Asset Advisory Group, Inc., Shepherd Insurance, and Assured Partners. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a variety of implementation options alongside financial and retirement planning services.

Jared Wolever is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2004 and previously worked at New England Securities from 2000 to 2004. Outside of his advisory role, he is involved in insurance services through Lifetime Financial Growth. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party solutions tailored to client needs.

Craig Neltner is a financial advisor with Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has 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 individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers the Passageway Managed Account Program, utilizing multiple program types and third-party portfolio managers, and operates as a wholly owned subsidiary of Fifth Third Bank.

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, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at UBS Financial Services, Natcity Investments, Inc., and Provident Investment Advisors Inc. He has been with PNC Wealth Management since 2007. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, online discretionary model account pilot called the Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessments and approved model strategies managed by PNC or third parties.

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.

Alan Runkel is a financial advisor at Private Advisor Group, LLC with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Private Advisor Group and LPL Financial since 2015. Outside of advising, he participates in bowling tournaments for prize money. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides various managed account solutions, including its proprietary WealthSuite platform and access to third-party managers and TAMPs, operating under a fiduciary-based advisory model.

Sara Muckenfuhs is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 credentials and bringing 19 years of industry experience. She has been affiliated with Ameritas Life Insurance Corp. and Ameritas Investment Company, LLC since 2006. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, and retirement plan advisory, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Kelly Malatesta is a financial advisor with Fifth Third Securities, Inc. She holds a Series 66 designation and has 17 years of industry experience. Malatesta has been with Fifth Third Securities since 2015. 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 a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

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 in Loveland, OH, holding a Series 66 designation with three years of industry experience. He has been with KeyBank NA since 2013, overlapping with his tenure at Key Investment Services LLC since 2023. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm employs a multi-provider model combining platform and discretionary implementation by Envestnet with strategist portfolios designed by internal and third-party managers, offering various wrap programs and ancillary insurance products.

John Krumpelman is a CFA® charterholder based in Cincinnati, OH, with 14 years of industry experience. He has held roles at Mariner Wealth Advisors, RiverPoint Capital Management, and Hilliard Lyons Capital Management. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various investment vehicles. The firm combines customized portfolio management with tax and accounting integration, providing a range of services that include coordinated tax compliance, family office functions, and employer financial wellness tools.