James Holden

James Dores is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities since 2020, and at Fifth Third Bank since 2019. Outside of his advisory role, he owns and operates Done Right Renovations LLC, a home renovation business. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options that include third-party portfolio managers and advisor-managed strategies, along with features such as direct indexing and an optional tax-overlay service.

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 licenses and bringing 22 years of industry experience. He has been with Independent Financial Group since 2005 and is also a 50% owner and officer of Campbell Pension Services, which provides third-party administrator and consulting services for defined contribution retirement plans. Albrecht serves as trustee for several family trusts. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in regulatory assets through a national network of investment adviser representatives.

David Wint is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and possessing 46 years of industry experience. Prior to joining OSAIC in 2023, he worked for Sagepoint Financial, Inc. for 14 years and has been associated with AIG American General Life Insurance Company since 2002. Outside of his advisory work, Wint is involved in independent insurance sales and serves as a volunteer board member of the Georgetown Port Authority. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a structured investment process combining risk tolerance assessments with portfolio optimization and offers access to a wide range of investment vehicles and custodial platforms.

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.

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.