Bart Carletto is a financial advisor at Fifth Third Wealth Advisors LLC with a Series 65 credential. He has over 37 years of experience, having previously worked at BNY Mellon from 1988 to 2025 before joining his current firm. 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 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 using affiliated model strategies.

Tucker Veenis is a financial advisor with Fifth Third Wealth Advisors LLC in Pittsburgh, PA. He holds Series 65 and Series 66 licenses and has nine years of industry experience. Prior to his current role at Fifth Third Wealth Advisors, he worked at BNY Mellon Wealth Management and Mid Atlantic Financial Management, Inc. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a broad range of clients, including high-net-worth individuals, trusts, pension plans, and institutional clients. The firm employs a household-level investment policy approach, combining in-house oversight and third-party managers to construct and rebalance portfolios, and leverages its affiliation with Fifth Third Bank for investment insights and integrated services.