Robert Chess is a financial advisor at Wealth Enhancement Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at L.M. Kohn & Company and Fifth Third Securities. Wealth Enhancement Advisory Services provides financial planning, 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 investment approach blending passive and active strategies overseen by an internal Investment Committee.

Henry Heidrich is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, Central Bank and Trust, and two separate tenures at Fifth Third Bank. He has also worked for the Cincinnati Reds and operated Four Seasons Tent Rental. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering a range of program types and third-party portfolio managers via its Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and provides services including advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Richard Jackson is a financial advisor with Eagle Strategies (NY Life) in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with Eagle Strategies since 2008 and operates Jackson Wealth Strategies, Ltd, where he brokers non-registered insurance products. Jackson also volunteers at White Oak Christian Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and primarily manages assets on a non-discretionary basis, serving a diverse client base including defined contribution and defined benefit plans.

John Casteel is a financial advisor with PNC Wealth Management in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model portfolio pilot for employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Andrew Stahl is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and having 30 years of industry experience. He worked at Fidelity Brokerage Services, Inc. for 22 years before joining Fifth Third Bank and Fifth Third Securities in 2018. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, allowing clients to work with advisors to select tailored investment strategies ranging from mutual fund and ETF models to separately managed accounts and direct indexing.

Brian James is a CFP® with 22 years of experience in the financial services industry. He currently works at Allworth Financial, L.P. and has previously been affiliated with Hanson McClain Advisors, Simply Money Advisors, Stratos Wealth Partners, Ltd, PNC Wealth Management, and Natcity Investments, Inc. He serves on the Board of Governors for the Phi Kappa Tau Beta Chapter, assisting with the chapter’s financial operations on a volunteer basis. Allworth Financial serves a diverse client base, including individual investors, high-net-worth clients, pension plans, trusts, corporations, and charitable organizations. The firm provides financial planning, portfolio management, qualified retirement plan consulting, and education through various channels, employing both quantitative and qualitative analysis to deliver customized investment strategies.

Kevin Koeninger is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Fifth Third Securities since 2016 and has also worked with Fifth Third Bank since 2015. Fifth Third Securities 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 incorporates features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

Anthony Strittholt is a financial advisor at Mercer Global Advisors Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including American Century Investments and Wealth Enhancement Group. Outside of his advisory work, he is the owner of Stritt Holdings, LLC, a referral and sell-side service business involved in farm hay sales. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm follows a Modern Portfolio Theory-based investment approach, utilizing globally diversified portfolios implemented through ETFs, index funds, separate account managers, and private funds.

Mary Herrington is a CFP® professional with 18 years of experience in financial advisory roles. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Bohmer Kilcoyne Wealth Management LLC and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Eric Schlinger is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with Fifth Third Securities since 2012, including his current tenure since 2014. Fifth Third Securities serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs via the Passageway platform that includes mutual funds, ETFs, SMAs, tax-overlay services, and direct indexing.

Joshua Polkow is a financial advisor at Eagle Strategies (NY Life) based in Cincinnati, OH, holding a Series 66 designation with three years of industry experience. His prior work includes roles at NYLIFE Securities LLC, The Lyon Group, and Oxford Financial Group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across various program types, including retirement plan consulting and variable annuity solutions, with a significant portion of assets managed on a non-discretionary basis.

Alan Henning is a CFA® charterholder with 21 years of experience in the financial industry. He has worked at MAI Capital Management, LLC since 2024 and previously spent 19 years at Madison Financial Advisors. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, and institutional clients. The firm manages $72.3 billion in assets and offers a range of customized portfolio strategies, integrating financial planning and related services.

Patrick Harrington is a financial advisor at Hightower Advisors with Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at Lazard Asset Management Securities LLC and Cais Capital, LLC. He is currently based in Cincinnati, Ohio. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

Kristin Rose 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. She has been with Fifth Third Securities since 2008. Outside of her advisory role, she bartends part-time at Southgate House Revival, a concert and entertainment venue. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, ranging from mutual fund and ETF models to separately managed accounts and direct indexing strategies.

Eric Schaller is a Series 66-registered advisor with Transamerica Retirement Advisors, LLC, based in Cincinnati, OH. He has four years of industry experience, including prior roles at Merrill, Fidelity Investments, Bank of America, and Comcast. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary investment guidance supported by Morningstar Investment Management’s proprietary portfolio models. The firm focuses on scalable retirement advice but does not target high-net-worth clients or offer standalone financial planning in these programs.

Richard Shurmer III is a financial advisor with Guardian Life in Cincinnati, OH, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Guardian Life since 1991 and Guardian Life Insurance Company since 1991, totaling more than three decades at the firm. He serves as co-trustee and co-executor of his parents' trust. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers a range of brokerage and advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Matthew Willig is a financial advisor at Guardian Life with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Guardian Life and its subsidiaries since 2004. Outside of his advisory role, he serves on the board of the Northern Kentucky/Greater Cincinnati University of Kentucky Alumni Association and occasionally assists clients with preparing basic estate planning documents. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led management with model-based strategies and access to proprietary and third-party investment programs.

Nicholas Niehaus is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes multiple periods at Fifth Third Securities, as well as a year at Wells Fargo Clearing Services LLC. 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 various discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Aldo Cattoi is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2022, having previously worked at Fifth Third Bank since 2015. Fifth Third Securities 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 tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Warren Perez is an advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials. He has been with Fifth Third Securities since 2025 and has prior experience at Fifth Third since 2021, along with earlier roles in retail and sales industries. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers various investment programs via the Passageway Managed Account platform, utilizing third-party portfolio managers and multiple investment strategies.