Ryan Murray is a CFP® professional based in Cincinnati, OH, with 12 years of industry experience. He currently works at Corient, having joined in 2025 after roles at firms including Strategic Wealth Partners Ltd, Charles Schwab, TD Ameritrade, and Fidelity. His credentials include Series 63 and Series 66 licenses. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates individual security strategies with third-party manager solutions and employs risk management tools to align portfolios with client objectives.

James Albrecht Jr. is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Independent Financial Group since 2005. Outside of his advisory role, Albrecht is a 50% owner and officer of Campbell Pension Services, which provides third-party administrative and consulting services for defined contribution retirement plans. Independent Financial Group offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. Its approach includes financial planning, discretionary and non-discretionary portfolio management using firm and third-party models, combining strategic asset allocation with active and passive exposures across various risk profiles.

Kevin Koeninger is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Fifth Third Securities since 2016 and has also worked with Fifth Third Bank since 2015. 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 incorporates 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.

Matthew Hood is a financial advisor with SPC in Batavia, Ohio, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Sigma Planning Corporation since 2018 and previously held positions at Parkland Securities LLC, Interactive Financial Advisors, Brooklight Place Securities, Inc., and Rodenberg Insurance. Hood is also an independently licensed insurance agent operating Mueller Financial, which offers life, long-term care, disability insurance, and fixed annuities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment options tailored to client needs.

Joshua Polkow is a financial advisor at Eagle Strategies (NY Life) based in Cincinnati, OH, holding a Series 66 designation with three years of industry experience. His prior work includes roles at NYLIFE Securities LLC, The Lyon Group, and Oxford Financial Group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across various program types, including retirement plan consulting and variable annuity solutions, with a significant portion of assets managed on a non-discretionary basis.

Warren Perez is an advisor at FIFTH THIRD SECURITIES, Inc. with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Fifth Third Securities in 2025, he worked at Fifth Third since 2021 and has previous experience in sales and rental businesses. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services. The firm offers a range of program types via the Passageway Managed Account Platform, including mutual fund, ETF, and separately managed account strategies.

Anthony Arnold is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 26 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 and business clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Brian Sullivan is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Fifth Third Bank, ITELLIGENCE, and United Healthcare. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

Todd Sams is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Prior to this, he worked at Fifth Third Bank and Fidelity Investments, and has experience in non-financial roles including at Big Ash Brewing and Ball State University. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both investment advisory and brokerage services. The firm offers a range of programs on the Passageway platform, utilizing multiple portfolio management strategies and third-party managers.

Katherine Hupp is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Milford, OH, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. She has been with Fifth Third Securities since 2008. 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 multiple investment programs via its Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Mason Moore is a financial advisor at Independent Advisor Alliance, LLC with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Curry Moore & Associates Wealth Advisors. Outside of his advisory role, Moore serves as an assistant cross-country and track & field coach at The Summit Country Day High School. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a network model of advisory representatives and integrates various portfolio management strategies and technology platforms to support client services.

Margaret Kaiser is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. She holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner and Smith, Inc., and Bank of America N.A. She is based in Cincinnati, OH. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and consulting services. The firm operates a consolidated investment platform offering discretionary and non-discretionary solutions across multiple asset classes and maintains a registered broker-dealer status that supports securities transactions, insurance products, and placement and investment banking services.

Samuel Schroder is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 65 and Series 63 licenses with one year of industry experience. His work history includes roles at Fifth Third Bank and Fifth Third Securities, as well as prior positions in service and education sectors. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a range of portfolio management programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, supporting clients with diverse investment strategies and risk profiles.

Kaelan Petersen is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Amelia, OH, holding a Series 63 designation and having 8 years of industry experience. He has been with Fifth Third Securities since 2015. 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 other 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.

Maureen Dodd is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Merrill, Stifel Nicolaus & Co Inc, and Morgan Stanley. 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Thomas Moore is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and has been associated with LPL Financial since 2012. Outside of his advisory work, Moore has experience coaching high school and middle school wrestling in Cincinnati, OH. Independent Advisor Alliance serves a broad range of clients including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a combination of discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support comprehensive wealth management and estate planning services.

David Newman is a financial advisor at Fifth Third Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2019. His prior experience includes roles at Fidelity Brokerage Services, Inc., Horter Investment Management, and a period as a self-employed advisor. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad product lineup including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Brent Boden is a financial advisor with Corient, holding the CFP® and ChFC® designations and 16 years of industry experience. Prior to joining Corient, he worked at Savvy Advisors, Stock Yards Bank & Trust, and Ameriprise Financial Services Inc, among others. He serves on the Board of Directors for the St. Elizabeth Foundation and is authoring a financial planning book aimed at medical professionals and high-net-worth individuals. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach with a combination of in-house strategies and third-party managers, incorporating risk management tools and alternative investments where appropriate.

George Koumoutsos is a Chartered Financial Consultant (ChFC®) with 43 years of industry experience. He has been with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company since 1978. Outside of his financial advisory work, he owns and manages Backbeat Entertainment, providing business management services for musicians and performing with a local music group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage alongside investment advice.

Michael Fieler is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he serves on the board and finance committee of a nonprofit focused on literacy issues. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.