Michelle Rozycki

Nathan Scholes is a financial advisor with Fifth Third Securities, Inc. based in Marion, Illinois. He holds a Series 66 designation and has 13 years of industry experience. His prior work includes roles at Cetera Advisor Networks, LLC and Quad Graphics. 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, including advisor-directed models and separately managed accounts, and combines third-party portfolio managers with IAR-managed sleeves on a platform that features direct indexing and a tax-overlay service.

Elizabeth Kay is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds the Series 66 designation and has worked at Fifth Third Securities and Fifth Third Bank since 2022. Prior to that, she was employed at Effingham Ophthalmology Associates for one year. 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 direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Beverly Hart Meek is a financial advisor with Fifth Third Securities, Inc. in Effingham, IL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Fifth Third Securities since 2004. 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 combines its municipal-advisor registration with a corporate affiliation to a large bank, offering multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Mccabe Strothmann is a financial advisor at J.W. Cole Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at First Southern Bank, LPL Financial, and AT&T. Outside of his advisory role, he is the owner of Shepherd Wealth Advisors and maintains an interest in beekeeping through his involvement with HoneyBee Haven. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, employing both discretionary and non-discretionary investment approaches.

Sheila Burge is a Series 66–licensed financial advisor with Edward Jones in Mt Vernon, IL, with seven years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

David Nichols is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Cetera since 2021 and previously spent seven years with VOYA Financial Advisors. Nichols is also president and owner of Nichols Investment Group Ltd, which engages in the sale of insurance, securities, and investment products, and he operates as an independent insurance agent. Cetera Investment Advisers serves a wide range of clients, including individuals, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party managers, supported by a combination of advisor-managed accounts and firm-sponsored model portfolios.