Tyler Steven Mattox

Tina Forbes is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. She has been with Fifth Third Securities since 2002 and has worked at Fifth Third Bank since 2000. Fifth Third Securities provides 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 offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Gretchen Burkhart is a financial advisor at Raymond James & Associates with five years of industry experience and a Series 66 credential. She previously worked at Edward Jones and has a background that includes a period in full-time education. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering a range of financial planning and advisory services with a variety of portfolio management styles and affiliated research support.

Isabel Meek is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and three years of industry experience. She has worked at Raymond James since 2020 and is also associated with Meek Financial Services. Outside her advisory role, she is involved with Meek Financial, where she handles administrative and management duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Gabriele Hoops is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, she worked at Burkhart Insurance Agency and Edward Jones, among other roles in insurance and community foundation settings. She occasionally assists with financial and tax-related tasks for Hoops Land Solutions LLC, a business owned by her spouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, drawing on diverse portfolio management styles and affiliated research.

Bryan Burkhart is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 31 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a variety of portfolio management styles supported by in-house research and affiliated sub-advisers.

Lucas Bishop is a financial advisor at Edward Jones with five years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Old National Bank. 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 strategies and affiliated investment products, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.