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 credentials and having 21 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2013. Stiles serves on the Board of Directors and Finance Committee of the Paul Lammermeier Foundation. The firm provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. Its approach combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party advisory solutions, alongside a range of financial planning and consulting services.

Michelle Frommeyer is a CFP®-certified financial advisor with 21 years of industry experience, currently serving with Carson Wealth. She has previously worked at firms including Waddell & Reed, Cetera Advisor Networks, and FFR Wealth. In addition to her financial career, she serves as a state senator for Kentucky’s 24th district and is active in her local church’s major gifts committee. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors overseeing approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, and retirement plan services, leveraging model portfolios and tailored investment solutions supported by integrations with major custodians and technology providers.

Ruiying Tang is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and 65 licenses and 21 years of industry experience. She has worked with Transamerica since 2012 and affiliated firms including the National Association of Registered Social Security Analysts, where she educates clients on optimizing Social Security claiming strategies. Tang’s background also includes roles at DebtMerica and Anthem Health Insurance. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios across discretionary and non-discretionary platforms.

Jonathan Andre is a CFP® with 15 years of experience in financial advisory services. He is currently with Carson Wealth and CWM, LLC, joining both firms in 2025. His prior experience includes 11 years at Total Wealth Planning, LLC, and four years with Financial Management Group Inc. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor model portfolios while providing tailored solutions and integrating custodial and technology relationships.

Matthew Holmes is a financial advisor with PNC Wealth Management in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with PNC Investments since 2010. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment to manage discretionary model accounts primarily invested in mutual funds and ETFs.

Logan Bloom is an advisor with FIFTH THIRD SECURITIES, Inc., holding a Series 66 designation and based in Cincinnati, OH. He has been with Fifth Third Securities and related affiliates since 2022 and has a background that includes roles at Schoening Technology Group and the University of Toledo. FIFTH THIRD SECURITIES, Inc. 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, registered investment adviser, and municipal advisor.

Laura Tenley is a financial advisor at Fifth Third Securities, Inc. in Montgomery, Ohio, holding a Series 66 designation with 14 years of industry experience. She has been with Fifth Third Securities since 2012. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers the Passageway Managed Account Program, providing multiple program types and third-party portfolio managers to meet various client investment needs.

Susan Hacker is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2004. Fifth Third Securities, Inc. 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, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

Samantha Gabbard is a CFP®-designated financial advisor at Allworth Financial, L.P. with one year of industry experience. Prior to joining Allworth Financial in 2026, she worked with FFR Wealth Team and CWM, LLC. Allworth Financial serves individual and high-net-worth clients, as well as pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, retirement plan consulting, and educational resources. The firm employs a combination of quantitative and qualitative analysis to offer customized investment strategies across various asset classes and specialized portfolios.

Christopher Parnitzke is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Fifth Third Bank from 2007 through 2023. FIFTH THIRD SECURITIES serves a broad mix of individual and institutional clients, offering investment advisory and brokerage services through various program types and third-party managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages multiple affiliated entities while providing access to a range of investment strategies and municipal advisory services.

Mitch Lawson is a CFP® with seven years of industry experience, currently affiliated with Fifth Third Securities, Inc. He has held roles at Fifth Third Securities and Fifth Third Bank since 2023, and previously worked at Touchstone Investments and Touchstone Securities, Inc. Mitch’s background also includes positions at the University of Cincinnati. 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 provides multiple discretionary managed-account options combining third-party managers and advisor-managed portfolios, with features such as direct indexing and an optional tax-overlay service.

Steven Seidl is a CFP®-designated financial advisor with 37 years of industry experience. He has been with Fifth Third Securities, Inc. since 1999. Outside of his advisory role, he is the owner of Big Fish Farms, an American paddlefish aquaculture operation in Kentucky. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm combines broker-dealer and SEC-registered investment adviser capabilities with a bank affiliation, providing a range of discretionary managed-account programs and unique features such as direct indexing and tax-overlay services.

Gregory Ross is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at MAI Capital Management and Fidelity, where he worked from 2014 to 2020 across personal and workplace advisory services. Outside of his financial career, Ross is an assistant varsity basketball coach at Archbishop McNicholas High School and participates in sales activities with Young Living Essential Oils. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to a diverse clientele, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Patrick Dalton is a financial advisor at FIFTH THIRD SECURITIES, Inc. with one year of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Fifth Third Bank, Parkside Nursing and Rehabilitation, Highlands Nursing and Rehabilitation, Bellarmine University, and New Castle High School. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage channels. The firm offers various program types on the Passageway Managed Account platform, enabling clients to select investment strategies aligned with their risk profiles.

Melinda Mclaughlin Hinaman is a CFP® with 11 years of experience in financial advising. She has worked at RiverPoint Capital Management and Mariner Wealth Advisors before joining Mariner. She serves as Board Chair for the Beech Acres Foundation and is a member of the Planned Giving Council at Ronald McDonald House in Cincinnati. Mariner serves a diverse range of clients including individuals, pension plans, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolio strategies supported by an internal investment committee and integrates tax and accounting services with its advisory capabilities.