Andrew Sullivan is a financial advisor with Rockefeller Financial LLC in Cincinnati, OH, holding a Series 66 designation and 15 years of industry experience. Prior to joining Rockefeller Financial in 2021, he worked at Bank of America and Merrill from 2011 to 2021. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services through the Rockefeller Global Family Office platform and provides access to alternative and private investments, acting as a placement agent and distributor for private funds.

Joan Gray is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 designations and 25 years of industry experience. She has been with PNC Investments since 2004, including its transition to PNC Investments, LLC in 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven online discretionary model account available to employees with existing PNC Bank online-banking credentials.

Scott Strawser is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Hornor, Townsend & Kent since 2007 and also serves as a regional field office administrator and insurance agent for Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of its client assets on a non-discretionary basis.

Jay Ernst is a Series 65-registered advisor with Mariner in Cincinnati, OH. He joined Mariner in 2025 after a 20-year career at The Procter & Gamble Company. Ernst has no prior industry experience before joining the firm. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolio strategies supported by in-house research and third-party managers, along with integrated tax and accounting capabilities uncommon for a firm of its size.

Daniel Doerflein is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2018 and Fifth Third Bank since 2017. Outside of his advisory role, he is active as a freelance online writer and a web-based streamer and reviewer of games and books. 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 an optional tax-overlay service, supported by its affiliation with Fifth Third Bank and a multi-layered operational structure.

Jeromy Ehlman is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has three years of industry experience. His work history includes roles at Fifth Third Securities since 2019 and Fifth Third Bank since 2017, along with prior experience at Service First Logistics. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services. The firm utilizes multiple program types and third-party portfolio managers through its Passageway Managed Account Program, providing clients with options ranging from advisor-directed mutual fund and ETF models to separately managed accounts and tax-overlay strategies.

William Mcclanahan is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH. He holds Series 63 and Series 66 designations and has 11 years of industry experience, including 10 years with Fifth Third Securities. Fifth Third Securities serves individual and institutional clients through both investment advisory and brokerage services. The firm offers a range of program types via its Passageway Managed Account Platform, catering to diverse client needs with various portfolio management options and strategies.

Kimberlee Goble is a financial advisor with Empower Advisory Group in Burlington, KY, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Berry Law Firm, Universal Companies, Wyndham Destinations, ProCare Rx, and Magnolia Health Plan/Centene. 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 select retail brokerage account holders. The firm offers integrated services tied to Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing through proprietary and third-party planning methodologies.

Matthew Byrley is a financial advisor with Fifth Third Securities, Inc. in Newport, KY, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Fifth Third Securities since 2012. 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 combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.

Lauren Lubben is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds a Series 66 designation and has prior work experience at Bayport Polymers, Formosa Plastics, Sasol, and the University of Louisville. 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 a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Maggie Tepe is a financial advisor at Rockefeller Financial LLC with one year of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments. 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 offers portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing a range of investment and placement services through its Private Advisor model and consolidated investment platform.

Jacob Wessler is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Bank and Fidelity Investments, among other employers. His background includes multiple roles at Thomas More University prior to entering the financial services industry. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts through advisory and brokerage services. The firm offers a variety of investment programs and utilizes a managed account platform with multiple portfolio management options.

Craig Sarembock is a financial advisor at Farther with 18 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Farther in 2026, he worked for 14 years at Bartlett & Co Wealth Management. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary models, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Dennis Hill is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding a Series 63 designation and 38 years of industry experience. He has worked at Commonwealth since 2006 and also owns Hill Financial Strategies, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers multiple program structures and discretionary model portfolios, supporting advisors with operations, trading, technology, compliance, and other services.

Brian Casey is a CFP® and holds a Series 66 designation with 16 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following prior roles at ARGI Investment Services, LLC and TD Ameritrade Inc. based in Cincinnati, OH. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, charitable institutions, and other 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, with a focus on diversified asset allocation and customized portfolios.

Lance Lohr is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, focusing on advising and managing client portfolios and wealth management strategies. Lance holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation, along with FINRA Series 7, 63, and 65 registrations. His expertise encompasses a broad range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Lance graduated from Moeller High School, played football at Vanderbilt University, and earned his Bachelor of Science in Business Administration from the University of Cincinnati. Lance follows Merrill's tradition of community service by volunteering with local organizations. His personal interests include football, golfing, hiking, traveling, and spending time with his family. He emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Myron Barker is a CFP® professional with 37 years of industry experience, currently serving at Wells Fargo Clearing since 2021. He previously worked at UBS Financial Services for nine years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Tyler Peter is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 designation and has worked across several Fidelity divisions, including Personal and Workplace Advisors, Brokerage Services LLC, and Institutional Operations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

Jeannette Marois is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios and oversees management through affiliated and unaffiliated sub-advisers.

Jennifer Metz is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. She has been with Primerica since 2000. Outside of her advisory role, she is involved in the sale of home security and automation products through affiliated companies and operates as a sole proprietor. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure for its investment services.