Nicholas Gray

Adrienne Reinert is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio. She holds Series 63 and Series 65 licenses and has three years of industry experience. Adrienne has been with Fifth Third Securities since 2022 and has worked at Fifth Third Bank since 2006. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

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.

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.

Michael Steffen is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 15 years with Fifth Third Securities and Fifth Third Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.