Stephanie Sketch Durr is a financial advisor with Fifth Third Securities, Inc. in Florence, KY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Fifth Third Securities since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services to a diverse client base, including individuals, charitable organizations, corporate and business clients, and institutional investors, offering multiple discretionary managed-account programs through its Passageway Managed Account Platform. The firm is notable for its combination of municipal-advisor registration and affiliation with Fifth Third Bank, as well as its integration of various portfolio management and platform services.

Craig Mitchell is a Series 66-licensed financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, bringing 20 years of industry experience. He has worked at Fifth Third Securities since 2010, with a brief period away from the firm in 2016-2017. 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 to provide a range of discretionary managed-account programs and access to specialized investment platforms.

Michael Smith is a financial advisor at Guardian Life with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at NYLife Securities LLC and Aeon Global Health. He has also been involved in ministry work through Beyond The Walls Ministry and Parma Park Church of God. Guardian Life’s Park Avenue® Wealth Management division serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Carmen Sanders is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Fifth Third Securities since 2014. Outside of her advisory role, she supports the North Avondale Recreation Center and serves as a troubleshooter for the Hamilton County Board of Elections. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

William Mitchell is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He has worked with Virtual Financial Group, The Wealth Wave, and Wfgia during his career. Mitchell is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers through multiple program platforms, managing approximately $1.7 billion in regulatory assets under management.

Connor Hawkins is a financial advisor with Guardian Life, holding the CFP® and ChFC® designations and a Series 66 license. He has five years of industry experience and has worked at Park Avenue Securities since 2021. Hawkins also has experience with Guardian Life Insurance Company and has been involved in an insurance brokerage activity. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships, utilizing model portfolios and a hybrid digital advisory solution.

Virginia Copley is a CFP®-designated financial advisor with 17 years of industry experience, currently with The Huntington Investment Company. Her career includes roles at firms such as TIAA, Raymond James Financial Services, and SunTrust. She serves on the Board of Trustees for Playhouse in the Park, participating in committees and community outreach. The Huntington Investment Company serves individuals, charitable organizations, and business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. Its open-architecture investment approach combines third-party sub-managers and proprietary models, with portfolio management and custodial services provided via National Financial Services.

Timothy Sabin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has maintained various business activities outside of advising, including owning a maker of African drums and serving as a sports official for high school softball, volleyball, and basketball. Sabin also operates a tax preparation service. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, utilizing a model portfolio approach implemented through third-party managers and digital platforms. The firm offers integrated retirement plan services and distributes affiliated mutual funds and insurance products.

Sanford Aderson is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. He has worked at Park Avenue Securities, Strassburger McKenna, Guardian Life Insurance Company of America, and Luttner Financial Group since 1999 or earlier. Outside of his advisory roles, he serves as a trustee of a perpetual charitable testamentary trust and is a board member of the Westmoreland Country Club and Madison on Bellefield condo association. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, financial planning, and consulting services. The firm uses a mix of proprietary and third-party investment strategies and supports discretionary and non-discretionary account management across a variety of investment vehicles.

Luke Kremzar is a financial advisor at Mariner with a Series 65 credential and three years of industry experience. Before joining Mariner Wealth in 2025, he worked at Cassady Schiller CPA's and Advisers from 2021 to 2025. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through comprehensive investment management, financial planning, retirement consulting, and tax services. The firm combines discretionary portfolio management with in-house research and third-party managers, and it offers integrated tax, accounting, and family office services alongside innovative employer financial wellness tools.

Michael Yannucci is a CFP® professional with 20 years of experience in financial advising. He is currently with Commonwealth Financial Network and Hillcrest Financial Group, where he also operates as an insurance agent for fixed insurance products. His prior experience includes over a decade at Miccoli & Associates Financial Services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a platform that offers operations, trading, technology, investment management, and compliance support.

Constance Palazzolo is a financial advisor with Oppenheimer in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Oppenheimer since 2006. Outside of her advisory role, she serves as a trustee for the Wheatley Family Special Needs Trust. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and manager selection to construct client portfolios, with a mix of discretionary and non-discretionary management programs.

Jeremy Gates is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Fifth Third Securities, Inc. since 2012. He holds Series 63, 65, and 66 licenses. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, high-net-worth clients, charitable organizations, corporate and business clients, and institutional investors. The firm provides multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and layered corporate relationships.

Gabriel Thelen is a financial advisor at Cerity Partners LLC with a Series 65 designation and recent industry experience beginning in 2023. Prior to joining Cerity Partners, he worked at Fidelity Investments and has a diverse background including roles outside finance such as at Cock and Bull Public House and Hustle Basketball, alongside a decade in full-time education. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a broad client base from individuals to institutional investors. The firm offers customized portfolio management, financial planning, and access to alternative investments through a range of affiliated entities.

Matthew Glassmeyer is a financial advisor with Commonwealth Financial Network in Cincinnati, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Commonwealth and Cornerstone Financial Group since 2010. Outside of his advisory role, he serves as a bookkeeper for Elite Performance Climbing and acts as a mentor coordinator with BNI Cincy North. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while offering operational and compliance support to affiliated advisors.

Robert Corsarie is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Fifth Third Bank and Fifth Third Securities since 2006. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm offers multiple discretionary managed-account programs, including direct indexing and tax-overlay options, and is notable for its municipal-advisor registration combined with its affiliation to Fifth Third Bank.

Todd Mcintire is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at BB&T and U.S. Bank before joining Truist in 2018. Outside of his advisory work, he is owner of Heartland Turf LLC, a lawn care business, and Perennial Investments LLC, which focuses on residential real estate activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and manager arrangements to deliver investment solutions.

Diego Vallota is a financial advisor at Stratos Wealth Partners, Ltd with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Avantax Advisory Services and Dean Dorton Wealth Management. Vallota is based in Cincinnati, OH. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm overseeing approximately $18.6 billion in assets with about 366 advisors and over 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager programs, and various financial planning services, operating an open-architecture approach with access to multiple platforms and investment solutions.

Robert Nienaber III is a financial advisor with Eagle Strategies (New York Life) based in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has been with Eagle Strategies since 2011 and also operates The Lyon Group, LLC, where he brokers non-registered insurance products and New York Life offerings. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Adam Hardy is a CFP® with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. His prior experience includes roles at ARGI Investment Services, Fidelity Brokerage Services, Merrill, CitiGroup, and other financial institutions. Cerity Partners is an SEC-registered investment adviser serving a broad client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including 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 portfolio solutions.