Timothy Bouman is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at UBS Financial Services, Natcity Investments, Inc., and Provident Investment Advisors Inc. He has been with PNC Wealth Management since 2007. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, online discretionary model account pilot called the Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessments and approved model strategies managed by PNC or third parties.

Lisa Baker is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 designations with eight years of industry experience. She has been with Fifth Third Securities since 2018 and with Fifth Third since 2015. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions such as corporations and trusts, offering investment advisory and brokerage services. The firm provides access to multiple managed account programs through the Passageway platform and supports a variety of investment strategies including mutual fund, ETF, SMA, tax-overlay, and direct indexing options.

Dana Decknadel is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 65 designation and 25 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also associated with Pinnacle Financial Services, Legacy Shield, and AARP United Healthcare Medicare Plans, where she assists clients with Medicare supplement insurance and estate planning. Transamerica Financial Advisors serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, estates, charities, and corporations. The firm offers a range of advisory and broker-dealer services, combining proprietary and third-party investment models with both discretionary and non-discretionary program options.

Sara Muckenfuhs is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 credentials and bringing 19 years of industry experience. She has been affiliated with Ameritas Life Insurance Corp. and Ameritas Investment Company, LLC since 2006. 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 services including asset management, financial planning, and retirement plan advisory, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Matthew Giesler is a financial advisor with Principal Financial Services in Ft Thomas, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors, Secure Investment Management, LLC, and U.S. Bancorp Investments, Inc. He also works as a licensed insurance agent, selling life insurance, variable annuities, disability insurance, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

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® and Series 65 licensed advisor with three years of industry experience. She is currently with Carson Wealth and CWM, LLC, having held prior roles at Total Wealth Planning, LLC, BCR Wealth Strategies, LLC, and Fidelity Investments. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through more than 650 advisors across partner offices. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct model portfolios and providing tailored solutions such as custom indexing and access to alternative investments.

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® professional with 11 years of industry experience, currently serving as an advisor at Mariner since 2018. Prior to joining Mariner, he worked at Putnam Retail Management for three years. He is the Chairman and Co-Founder of Chair Force 1, a charity based in Cincinnati that supplies medical equipment to those in need. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs a discretionary, customized investment approach backed by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness for employers.

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 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. His prior experience includes roles at J.P. Morgan Securities and TD Ameritrade. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Thomas Robinett is a financial advisor with Ameritas Advisory Services, LLC, holding 37 years of industry experience. He has been with Ameritas Advisory Services since 2021 and previously worked with Ameritas Investment Corp. and Tap Insurance Agency, Inc., where he also manages fixed insurance product sales as an independent insurance agent. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and financial planning solutions across multiple program platforms.

William Brems is a ChFC® credentialed advisor with 36 years of experience, currently with Fifth Third Securities, Inc. since 2003. He is based in Cleves, Ohio, and holds a Series 63 license. 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 multiple discretionary managed-account options 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 integrated corporate structure.

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.