Andrea Bourquein is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Fifth Third Securities since 2013 and has been with Fifth Third Bank since 2011. Outside of her financial career, she is involved in competitive barrel racing and horse training. Fifth Third Securities, Inc. 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 and advisor-managed options, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Daryl Evans is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Fifth Third Securities since 2015. Outside of his advisory role, he is a co-owner and member of Shirewood LLC, a rental operator based in Ft. Mitchell, KY. 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, including advisor-directed models, separately managed accounts, and a unified program that features direct indexing, tax-overlay services, and access to FIWA-sponsored fund strategist programs.

Jacob Morrissey is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2020. His background also includes roles at Platform Beer Co. and 4EG. 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 multiple program types via the Passageway platform, incorporating third-party portfolio managers and a range of strategies from mutual fund and ETF models to separately managed accounts and direct indexing.

Bryan Clifton is a financial advisor at Equity Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including National Life Group, MWA Financial Services Inc, and Merrill. Outside his advisory role, Clifton serves as Chief Executive Officer of Black Bull Capital Partners LLC, an insurance-related business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm delivers advisory programs through a network of representatives, utilizing multiple platforms and third-party asset managers with a combination of long-term and short-term investment strategies.

George Lang is a financial advisor with Lincoln Investment based in West Chester, OH, holding a Series 63 designation and 32 years of industry experience. He has worked with Lincoln Investment since 2010 and has prior experience at Quixtar, Lang Radcliff Agency Inc, and Aag Securities, Inc. Lang is also a State Senator for Ohio's 4th district and is involved in advocacy for Second Amendment rights through a partnership with GOT YOUR BACK DBA SECOND CALL DEFENSE. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and a network of third-party managers.

Geoffrey Glazier is a CFP® with 20 years of experience in the financial services industry. He is currently with Mariner and also involved with MSEC, LLC. His prior experience includes roles at Pinnacle Wealth Management, Pinnacle Financial Advisors, Securities America, LPL Financial, Crown Capital Securities, and Fidelity. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon for a firm of its size.

Amy Leindecker is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and four years of industry experience. She has been with Fifth Third Bank and Fifth Third Securities since 2021 and worked at Fifth Third Bank from 2001 to 2021. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including 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 distinctive features such as direct indexing and an optional tax-overlay service.

Luke Bowman is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for seven years at Harrison Tax & Accounting. Outside of his advisory role, he is involved in insurance sales through Conservative Financial Solutions. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by a platform servicing a large number of clients and advisors.

Daniel Vaughan is a financial advisor at Fifth Third Securities, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, utilizing third-party portfolio managers and strategies such as mutual funds, ETFs, separately managed accounts, and tax-overlay services.

Michael Wessel is a CFP®, CFA®, and Series 63 credentialed advisor with nine years of industry experience. He is currently with Kestra Advisory and has previously worked at Commonwealth Financial Network, Buckley Financial Planning, Inc, National Financial Services LLC, and FIDELITY Brokerage Services LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving notable clients such as sovereign wealth funds.

Laura Smith is a financial advisor at PNC Wealth Management with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investment and PNC Bank since 2010. 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 uses algorithmic tools to recommend investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Riley Blankenship is a financial advisor at Mariner with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Mariner, Riley held roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Bowling Green State University. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm provides customized, discretionary portfolios combining in-house research with third-party manager allocations and offers integrated tax and accounting services alongside traditional portfolio management.

Jariel Dumford is a financial advisor at AE Wealth Management, LLC, holding a Series 65 credential and beginning his advisory career in 2026. He previously operated Dumford Management Group, Inc. since 2017 and worked at Patton Financial Group from 2006 to 2017. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and various investment strategies, serving a large client base through a platform-focused approach.

Jon Pitcock is a ChFC® and Series 63-licensed financial advisor with 29 years of industry experience. He has been with SPC since 2004 and also works with Parkland Securities. He serves as a Regional Sales Director for Midland National Life and is involved in the sale of life and fixed variable insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Rachel Ramsayer is a financial advisor with Fifth Third Securities, Inc. in Miamisburg, OH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Fifth Third Securities since 2001 and has worked at Fifth Third Bank since 1996, where she also serves as a branch manager. 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, including advisor-directed models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank.

Kevin Goins is a financial advisor at Money Concepts Capital Corp with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including MML Investors Services Inc., MassMutual, Equitable Advisors, and Morgan Stanley DW Inc. Outside of his advisory practice, he operates an independent rideshare service as a non-investment activity. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, utilizing both proprietary and third-party portfolio programs, and operates as both an advisory and broker-dealer entity with specialized offerings such as variable annuity management.

Anthony Bruns is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. He previously worked at Pinnacle Financial Advisors for 16 years. Bruns is a member of the Episcopal Retirement Services Investment Committee. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and integrated tax and family office services, employing discretionary, customized portfolios overseen by an internal investment committee.

Norman Grevey is a financial advisor at Private Advisor Group, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at firms including Wealth Management Group, Inc., LPL Financial, Kiplinger Investment Advisors LLC, Fifth Third Securities, Inc., and Citigroup Global Markets. He is also involved in managing Scheeler Financial Group, an investment-related business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, leveraging technology platforms and third-party managers to tailor investment strategies to client goals and risk tolerances.

Abby Aey is a financial advisor with Fifth Third Securities, Inc. in Liberty Township, Ohio, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2013. Outside of her advisory role, Abby serves as Director of Operations at OI Medical Aesthetics, a medical spa in Dayton, Ohio. Fifth Third Securities 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 separately managed accounts, supported by a platform featuring direct indexing and tax-overlay services.

Richard Smith is a financial advisor with Fifth Third Securities, Inc. in Franklin, Ohio, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Fifth Third Securities since 2013 and has worked at Fifth Third Bank since 2000. Outside of his advisory role, he is an ordained minister at the Church of God in Anderson, Indiana. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, including high-net-worth clients, charitable organizations, and institutional investors. The firm provides multiple discretionary managed-account programs through its Passageway Managed Account Platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.