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.

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.

David Mack is a financial advisor with Equitable Advisors in Batavia, Ohio, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors in 2018, he worked at Axa Advisors and spent sixteen years with Clermont Distributing. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.

James Holden is a financial advisor at Edward Jones with 27 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Edward Jones since 2004. Outside of his advisory work, he manages rental properties in Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Charles Dozois is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a diverse client base with systematic investment approaches.

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.

Lee Stroop is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He collaborates with executives and their families to navigate executive benefit packages, equity compensation, and wealth planning. Lee provides guidance aimed at helping clients work toward their retirement and financial goals. He has been with Fidelity Investments since 2018, beginning in Retirement Brokerage Services, then serving as a Workplace Planning Consultant from 2020 to 2023, before assuming his current role in 2023. His experience focuses on benefits planning and workplace financial consulting.