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Ryan B

CFA®, Series 66

Dallas, TX

Fifth Third Wealth Advisors LLC

Ryan Bierds is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC since 2024. His prior experience includes roles at Comerica Bank, Suntrust Advisory Services, Bb&T Asset Management, and Merrill. Outside of advising, he is a partner at Bierds Publishing LLC. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, trusts, and institutional clients. The firm employs household-level Investment Policy Statements and combines in-house oversight with third-party managers to construct and rebalance portfolios, leveraging its affiliation with Fifth Third Bank for capital market insights and operational support.

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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Jeffrey K

CFA®

Dallas, TX

Fifth Third Wealth Advisors LLC

Jeffrey Kerstine is a CFA® charterholder and financial advisor at Fifth Third Wealth Advisors LLC with 18 years of industry experience. He previously worked at Truist Advisory Services and BB&T Wealth. He serves as Chair of the JFS Foundation, overseeing the Board of Trustees and managing investment portfolios to support mental health and social services for the Jewish Family Service Agency. 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 a range of portfolio management strategies, leveraging both internal and third-party resources, and integrates closely 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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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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