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Robert P

CFA®, Series 66

Cincinnati, OH

Fifth Third Wealth Advisors LLC

Robert Plaza Jr. is a CFA® charterholder and holds a Series 66 license. He is currently with Fifth Third Wealth Advisors LLC and has two years of industry experience. His prior roles include positions at Aviva Investors and Key Bank. Fifth Third Wealth Advisors LLC offers discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often manages portfolios on a discretionary basis across multiple asset classes, utilizing both third-party managers and affiliated model strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Nathan W

Series 63, Series 65

Cincinnati, OH

Fifth Third Wealth Advisors LLC

Nathan Weidner is a financial advisor at Fifth Third Wealth Advisors LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fifth Third Wealth Advisors since 2021, following six years at Fifth Third Securities. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Kevin S

CFP®, Series 63, Series 65

Sewickley, PA

Fifth Third Wealth Advisors LLC

Kevin Savona is a CFP® with five years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC since 2023. Prior to this, he worked at BNY Mellon for 15 years. Fifth Third Wealth Advisors LLC offers discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly uses third-party managers alongside affiliated model strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Christopher G

CFA®, Series 63

Cincinnati, OH

Fifth Third Wealth Advisors LLC

Christopher Ginter is a CFA® charterholder and Series 63 licensee at Fifth Third Wealth Advisors LLC with two years of industry experience. He has been with Fifth Third Bank since 2009. Fifth Third Wealth Advisors LLC is a registered investment adviser managing approximately $7.8 billion in discretionary assets for a diverse range of clients including individuals, trusts, pension plans, and institutional investors. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, implementing household-level Investment Policy Statements and leveraging in-house and third-party resources for portfolio construction and oversight.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Michael H

Series 65

Grand Rapids, MI

Fifth Third Wealth Advisors LLC

Michael Henke is a financial advisor at Fifth Third Wealth Advisors LLC with five years of industry experience. He holds a Series 65 designation and previously worked at MainStreet Advisors, Fifth Third Bank, and Greenleaf Trust. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, trusts, pension plans, and institutional clients. The firm employs household-level Investment Policy Statements and combines in-house oversight with third-party managers and model providers to construct and rebalance portfolios.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Christian G

Series 66

Huntsville, AL

Fifth Third Wealth Advisors LLC

Christian Gannon is a financial advisor with Fifth Third Wealth Advisors LLC in Huntsville, AL. He holds a Series 66 designation and has four years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2026, he worked at Kenotic Capital LLC, Hightower Twickenham, First Citizens Bank, and Tailwind Investment Advisors. He is also a member of Harmonic Partners, where he invests in private real estate and private equity. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a variety of clients, including individuals, trusts, pension plans, charitable organizations, and institutional clients. The firm utilizes a range of investment strategies supported by in-house and third-party resources, and it leverages its affiliation with Fifth Third Bank for operational integration and service delivery.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Scott U

CFA®

Lone Tree, CO

Fifth Third Wealth Advisors LLC

Scott Ulaszek is a CFA® charterholder with six years of industry experience. He is currently with Fifth Third Wealth Advisors LLC and has previously worked at Bank of New York, Bank of the West, and Osterweis Capital Management. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and affiliated models.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Jamie D

Series 65

Sewickley, PA

Fifth Third Wealth Advisors LLC

Jamie Drennen is a financial advisor at Fifth Third Wealth Advisors LLC with a Series 65 designation and two years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2024, Drennen held roles at Strassburger McKenna Gutnick & Gefsky, ADEX/Crown Castle, and Schneider Downs, among others. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis using equities, fixed income, alternatives, and derivatives, often delegating to third-party managers and affiliated model strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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David O

Series 65, Series 66

Atlanta, GA

Fifth Third Wealth Advisors LLC

David Olson is a financial advisor at Fifth Third Wealth Advisors LLC with 23 years of industry experience. He holds Series 65 and Series 66 designations. His prior experience includes roles at Fifth Third Securities, Cetera, Regions Bank, Merrill, Banc of America Investment Services, Morgan Stanley, and Truist Investment Services. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a range of clients including individuals, trusts, pension plans, charitable organizations, and institutional clients. The firm employs household-level investment policy statements, combines in-house oversight with third-party managers, and integrates closely with affiliated bank entities in its investment management and client service model.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Kari B

CFP®, CFA®, Series 65

Tampa, FL

Fifth Third Wealth Advisors LLC

Kari Baer is a CFP® and CFA® credentialed financial advisor with nine years of industry experience, currently with Fifth Third Wealth Advisors LLC since 2024. Her prior experience includes roles at BNY Mellon, Reilly, Fisher & Solomon, P.A., Annis Gardner Whiting Capital Advisors LLC, and Sabal Trust Company. She serves as Chairman of the Investment Committee for the Hillsborough Education Foundation and is the owner and author of a children’s book company, OGNIR LLC. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a wide range of clients including individuals, trusts, pension plans, and institutional investors. The firm offers portfolio management, financial planning, and access to alternative investments, utilizing a structured investment policy framework alongside in-house and third-party expertise.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Darren E

Series 63, Series 66

Charlotte, NC

Fifth Third Wealth Advisors LLC

Darren Earnhardt is a financial advisor with Fifth Third Wealth Advisors LLC in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Truist Investment Services and BB&T, where he worked for over two decades in various capacities. Fifth Third Wealth Advisors LLC offers discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored asset allocation strategies and often manages portfolios on a discretionary basis, leveraging both affiliated model strategies and third-party managers.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Marcus W

CFP®, ChFC®, Series 63, Series 65

Dallas, TX

Fifth Third Wealth Advisors LLC

Marcus Walker is a financial advisor with Fifth Third Wealth Advisors LLC in Dallas, TX. He holds the CFP® and ChFC® designations and has 20 years of industry experience. His prior roles include positions at Truist and BB&T. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base, including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis using a combination of in-house and third-party strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Sarah W

CFP®, Series 63, Series 65

Lone Tree, CO

Fifth Third Wealth Advisors LLC

Sarah Williamson is a CFP® with six years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. She previously worked at BNY Wealth Management and Northern Trust. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly delegates to third-party managers, operating as a wholly owned subsidiary of Fifth Third Bank with integrated resources and oversight.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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John H

CFA®, Series 63

Cincinnati, OH

Fifth Third Wealth Advisors LLC

John Hoeting is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is currently with Fifth Third Wealth Advisors LLC and previously worked at Mainstreet Investment Advisors, LLC and ClearArc Capital, Inc. Fifth Third Wealth Advisors LLC offers discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm uses tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and affiliated model strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Spencer H

CFP®

Winston-Salem, NC

Fifth Third Wealth Advisors LLC

Spencer Huggins is a Certified Financial Planner® at Fifth Third Wealth Advisors LLC with four years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Bank, BB&T Bank, and Wells Fargo. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a wide range of clients, including individuals, trusts, pension plans, and institutional investors. The firm uses a multi-faceted investment approach incorporating in-house oversight, third-party managers, and model providers, and is integrated with Fifth Third Bank, sharing resources and technology across affiliates.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Kim C

Series 63, Series 66

Atlanta, GA

Fifth Third Wealth Advisors LLC

Kim Churchill is a financial advisor at Fifth Third Wealth Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cetera Investment Services LLC and Regions Bank. Churchill is based in Atlanta, GA. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing third-party managers, affiliated model strategies, and maintaining ongoing advisor oversight.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Samuel T

Series 65

Atlanta, GA

Fifth Third Wealth Advisors LLC

Samuel Thomas is a financial advisor at Fifth Third Wealth Advisors LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. He previously worked at The Bank of New York Mellon and Core and Main. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, performance reporting, and financial planning to a broad client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm utilizes customized strategic asset allocation frameworks and commonly delegates to third-party managers while leveraging resources shared with its parent company, Fifth Third Bank.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Leo C

CFA®, Series 66

Cincinnati, OH

Fifth Third Wealth Advisors LLC

Leo Carr is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC with five years of industry experience. His prior experience includes roles at Manhattan Life, JP Morgan Chase Bank NA, JPMorgan Securities LLC, Ruffalo Noel Levitz, and The Ohio State University. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a range of clients including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm uses household-level Investment Policy Statements, combines in-house oversight with third-party managers, and integrates closely with Fifth Third Bank to deliver portfolio management and financial planning services.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Lea L

CFP®, Series 63, Series 66

Tampa, FL

Fifth Third Wealth Advisors LLC

Lea Levines is a CFP®-certified financial advisor with 14 years of industry experience, currently with Fifth Third Wealth Advisors LLC since 2024. She previously worked at BNY Mellon for 16 years. Outside of her advisory role, she serves on the Vestry of St. Ann's Episcopal Church and holds leadership positions as Co-Chair of the Finance Committee and Chair of the Investment Committee. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often delegates portfolio management to third-party managers and affiliated model strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Justin B

CFP®

Sewickley, PA

Fifth Third Wealth Advisors LLC

Justin Bensema is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. He has worked at Fifth Third Wealth Advisors since 2023 and has prior experience at BNY Mellon. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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