David Claytor is a Series 66-licensed financial advisor with four years of industry experience. He is currently affiliated with Fifth Third Securities, Inc. and Fifth Third Bank, having joined both firms in 2022. His prior work includes roles at Thrivent Financial and Northern Kentucky University. 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 with features such as direct indexing and tax-overlay services, and it operates as a wholly-owned subsidiary of Fifth Third Bank.

James Cooper is a financial advisor with Fifth Third Securities, Inc. in Richmond, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Fifth Third Securities since 2010 and with Fifth Third since 2009. Outside of his advisory role, Cooper manages a rental property business. 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 and integrates municipal-advisor registration with its affiliation to Fifth Third Bank, employing a platform that includes direct indexing and tax-overlay services.