David Lee Wint

Natalie Barnett is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities and U.S. Bancorp Investments, Inc. during her career. Barnett is based in West Union, Ohio. 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 and combines third-party portfolio managers with advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

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.

Melody Herald is a financial 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, she has held positions in banking, education, and the hospitality sector, including roles at Fifth Third Bank and Dayton Independent Schools. She also worked briefly in the restaurant industry. 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 access to multiple investment programs, including the Passageway Managed Account Program, and provides a range of strategies such as advisor-directed models, SMA strategies, tax-overlay services, and direct indexing.

Matthew Taske is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2025. Outside of his advisory role, he is involved with the Brown County Chamber of Commerce and serves on the Saint Ursula Academy Advancement Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

James Holden is a financial advisor at Edward Jones with 27 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Edward Jones since 2004. Outside of his advisory work, he manages rental properties in Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Nicholas Gray is a financial advisor with Edward Jones in Mount Orab, Ohio, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he maintains a rental property in Mount Orab. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.