Stephanie Bemerer is a financial advisor at Allworth Financial, L.P. with 11 years of industry experience. She has worked at Allworth Financial since 2018 and previously at Simply Money Advisors from 2015 to 2018. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio solutions using various model strategies and incorporates technology to manage held-away employer retirement accounts.

Steven Kramer is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at ARGI Investment Services and FIDELITY Brokerage Services. Kramer holds a Series 63 license and is based in Cincinnati, OH. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Anastasia Ebert is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2009, also working with Fifth Third Bank since 2007. Fifth Third Securities 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 a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Aidan Cusumano is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Fifth Third Bank. Prior to his financial services career, he spent several years in education at Xavier University and Glen Ridge High School. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and access to specialized investment strategies.

Adam Butler is a financial advisor with Janney Montgomery Scott in Cincinnati, OH, holding Series 63 and Series 66 credentials and 29 years of industry experience. He previously worked at Raymond James & Associates for 14 years before joining Janney Montgomery Scott in 2021. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Craig Theile is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at U.S. Bank and U.S. Bancorp Investments, Inc. He serves as a board member of the Presbyterian Church of Wyoming Foundation, a philanthropic organization supporting the church and local community. TIAA-CREF’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and brokerage services primarily to individuals affiliated with TIAA-administered employer retirement plans, as well as trusts and small retirement plans. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund.

Michael Bohmer is a financial advisor at Wealth Enhancement Advisory Services, LLC with 29 years of industry experience. He has previously worked at LPL Financial, LLC for 24 years and operated Bohmer Kilcoyne Wealth Management LLC for nine years. He is licensed with the Series 63 designation and is based 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, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Brooke Dryden is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 65 credentials with seven years of industry experience. She has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and tax-overlay services, and is notable for its municipal-advisor registration combined with affiliation to a large bank.

John Feldman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and over 35 years of industry experience. He has held leadership roles in several firms, including serving as President and COO of Boom Planning and Canvas Financial, and owns Fishtank Consulting LLC, where he advises financial planning firms on practice management and business development. Ameritas Advisory Services, LLC provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs, combining in-house model portfolios with third-party managers, and integrates services through partnerships with affiliated broker-dealer and investment advisor entities.

Harrison Wolfe is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Oxford Financial Partners, MML Investors Services, and Mass Mutual Life Insurance Company. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad range of investment strategies and affiliated services beyond traditional advisory platforms.

Christopher Peters is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 66 licenses and 32 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 account for employees that uses algorithm-driven risk assessment and invests in approved models managed by PNC or third parties.

Edward Kiamie Jr. is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Fifth Third Securities since 2005. 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 an optional tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Ashley Sullivan is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. She holds the CFP® designation and has been with Fifth Third Securities since 2016. Fifth Third Securities 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 programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves on a platform that includes features such as direct indexing and an optional tax-overlay service.

Craig Oney is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation with 18 years of industry experience. He has been with Fifth Third Securities since 2008. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including 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, supported by its affiliation with Fifth Third Bank and a comprehensive supervisory framework.

Christopher Moler is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Janney Montgomery Scott in Cincinnati, OH, since 2016. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.

Gina Scott is a Series 66-licensed financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, where she has worked for 21 years. In addition to her advisory role, she provides birth doula services through Great Expectations Birth Doula Services, offering informational, emotional, and physical support to expectant mothers. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining advisor-directed models, separately managed accounts, and tax-related strategies.

Vernos Williams is a financial advisor with Fifth Third Securities, Inc. in Alexandria, KY, holding Series 63 and Series 65 licenses. He has 20 years of industry experience, previously working at Ameriprise Financial Services LLC and U.S. Bancorp Investments, Inc. Outside of his advisory role, Williams is involved in commercial real estate ownership. 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 multiple investment programs on the Passageway Managed Account Platform, featuring a range of strategies from mutual fund and ETF models to separate managed accounts and direct indexing.

Donald Bruemmer is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and four years of industry experience. Prior to joining Rockefeller Financial in 2024, he worked at Morgan Stanley, Gilligan Company, and Dimensional Fund Advisors. He also has a background at the University of Cincinnati. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan consulting, integrating trust and insurance services within the Rockefeller Global Family Office platform.

Jackson Mahorney is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Rockefeller Capital Management and 9258 Wealth Management, LLC. Mahorney’s background also includes roles outside finance, such as positions at Churchill Downs and the University of Cincinnati. 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, and consulting, and operates as a registered broker-dealer offering a range of investment and placement services through its Private Advisor model and consolidated investment platform.

Julia Behymer is a financial advisor at Oppenheimer with 18 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley for nine years before joining Oppenheimer in 2022. Based in Cincinnati, OH, she serves clients through Oppenheimer’s suite of advisory and brokerage services. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers both discretionary and non-discretionary investment management programs, financial planning, and private-fund management, using strategic asset allocation, manager selection, and a range of investment vehicles tailored to client objectives.