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.

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 at Mariner with 25 years of industry experience. He holds the Series 63 designation and has worked at firms including Charles Schwab and Riverpoint Capital Management before joining Mariner in 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm implements customized, discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

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.

John Wolf III is a financial advisor with PNC Wealth Management in Loveland, Ohio, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with PNC Wealth Management since 2006. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment to manage portfolios with approved mutual funds and ETFs. The firm’s approach involves third-party portfolio implementation and focuses on discretionary model accounts without direct trading or standalone financial planning services.

Benjamin Coffaro is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. Prior to Mariner, he worked at Putnam Retail Management from 2015 to 2018. He is the Chairman and Co-Founder of Chair Force 1, a Cincinnati-based charity that supplies medical equipment to those in need. Mariner serves a diverse clientele including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm utilizes discretionary, customized portfolios supported by an internal team and external managers, alongside integrated tax and accounting services and unique operational offerings such as CFO capabilities and a Financial Wellness Platform.

Patrick Walsh is a CFP® and holds a Series 66 license with 18 years of experience in financial advisory. He has worked at multiple firms, including The Colony Group, Buckingham Strategic Wealth, Oxford Financial Partners, Osaic FA, and Mass Mutual Investors Services. He is currently with Focus Partners Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds through an enhanced open architecture framework.

Kevin Copley is a CFP® with 19 years of industry experience and has been with Creative Planning since 2014. He holds Series 63 and Series 66 licenses and is based in Montgomery, Ohio. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented with direct indexing, tax-loss harvesting, and other tailored approaches.

Thomas Robinett is a financial advisor with Ameritas Advisory Services, LLC, holding 36 years of industry experience. He has worked with Ameritas since 2006 in various capacities and also manages Tap Insurance Agency, Inc., where he is licensed to sell 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 asset management and financial planning solutions through multiple program platforms and leverages third-party managers and technology to support customized portfolio construction.

Robert Wilson Sr. is a financial advisor at Hornor, Townsend & Kent, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and Penn Mutual Life Insurance Company. In addition to his advisory role, he is active in insurance brokerage through Advanced Capital Advisory Group, LLC, focusing on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, incorporating third-party asset manager relationships and a range of account options under a dual SEC-registered adviser and FINRA-member broker-dealer structure.

Brian George is a financial advisor at Fifth Third Securities, Inc. in Loveland, Ohio, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Fifth Third Securities since 2002. 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 combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Brian Burger is a financial advisor with Eagle Strategies (NY Life) based in Cincinnati, OH. He holds the ChFC® and Series 63 designations and has 27 years of industry experience. He has been with Eagle Strategies since 2009 and has worked with Nylife Securities Inc. and New York Life Insurance Company since 1999. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, with a notable focus on relationships with institutional plan sponsors.

Jarrett Jacobs is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and 26 years of industry experience. He has worked at Fifth Third Securities since 2006 and was previously with H2C Securities, Inc. from 2021 to 2024. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm provides multiple discretionary managed-account options and incorporates features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Jay Finke is a CFP® with 35 years of industry experience, currently affiliated with Commonwealth Financial Network since 2023. He previously worked for Lincoln Financial Advisors Corporation for 32 years. Outside of his advisory role, he co-owns Finkeland Farm, a hay and tree farm in Guilford, Indiana. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive support platform including managed-account programs, access to third-party asset managers, and custody services, utilizing both internally managed portfolios and external subadvisers.

Thomas Hermann is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm’s approach involves algorithm-driven model selection, uses mutual funds and ETFs with annual rebalancing, and delegates portfolio execution to approved third parties.

Joseph Stiles is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with Guardian and Park Avenue Securities since 2013. Outside of his advisory work, he serves on the Finance Committee and Board of Directors for the Paul Lammermeier Foundation. He works at Park Avenue Wealth Management, a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a range of brokerage, financial planning, and investment advisory programs.