Abby Aey is a financial advisor with Fifth Third Securities, Inc. in Liberty Township, Ohio, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2013. Outside of her advisory role, Abby serves as Director of Operations at OI Medical Aesthetics, a medical spa in Dayton, Ohio. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, supported by a platform featuring direct indexing and tax-overlay services.

Richard Smith is a financial advisor with Fifth Third Securities, Inc. in Franklin, Ohio, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Fifth Third Securities since 2013 and has worked at Fifth Third Bank since 2000. Outside of his advisory role, he is an ordained minister at the Church of God in Anderson, Indiana. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, including high-net-worth clients, charitable organizations, and institutional investors. The firm provides multiple discretionary managed-account programs through its Passageway Managed Account Platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.

Roger Ford is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at AE Wealth Management since 2017 and previously held roles at Madison Avenue Securities, GF Investment Services, and Global Financial Private Capital. Outside of his advisory work, Ford is the founder of Conservative Financial Solutions, a financial consulting and fixed insurance sales firm, and also founded Harrison Tax & Accounting. Additionally, he owns and operates a farming business. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting its advisors with internal consulting and licensing programs.

Alex Hornsby is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Foot Locker Inc. from 2014 to 2022. 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 municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Brian Meyer is a financial advisor with Ameritas Advisory Services, LLC in Dayton, OH, holding the Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been involved with Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006. Meyer is also the president of Meyer Financial Management, LLC, where he is licensed as an independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of programs incorporating model portfolios, mutual funds, ETFs, interval funds, and individual securities, supported by multiple program platforms and third-party technology integrations.

David Parker is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Fifth Third Securities, Inc. since 2017. Prior to that, he worked at Fidelity Brokerage Services LLC for two years. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, which range from mutual fund and ETF models to separately managed accounts and tax-related strategies.

Alexander Fetherland is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, Fifth Third Bank, and other companies. Outside of his advisory role, he is a co-owner of a lawn care and landscaping business, Fetherland Corporation dba Cincinnati Lawn Enforcement. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, and institutional clients. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed options.

Tera Myers is a financial advisor at Kestra Advisory with nine years of industry experience. She holds the Series 66 designation and has previously worked at Commonwealth Financial Network and Securities America. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Jack Hanson is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Heartland Institute of Financial Education, Netlaw, WealthWave, and WFGIA. Outside of his advisory role, he is involved in estate planning referral services through Netlaw. Transamerica Financial Advisors serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a blend of advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary assets.

Feraas Suleyman is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 credential and 26 years of industry experience. He has been with Fifth Third Securities since 2011. Fifth Third Securities 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 features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Evan Neuman is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2014 and concurrently holds roles as an assistant tennis coach at the University of Northwestern Ohio and a tennis coach at Lima Senior High School. Additionally, he coordinates shipping and receiving for Midwest Metal Fabricators. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple advisory programs and maintains a regulatory AUM of approximately $1.7 billion.

Matthew Ringle is a CFP® with eight years of experience, currently affiliated with Guardian Life and Park Avenue Securities. He has worked at Guardian Life and Park Avenue Securities since 2017 and also has a decade of experience with DLAK Wealth Advisors. In addition to his advisory work, he serves as a volunteer treasurer for Kettering Church of Christ. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products, alternative investments, and integrated lending options.

Amy Wills is a financial advisor at Fifth Third Securities, Inc. in West Chester, OH, with 25 years of industry experience. She has been with Fifth Third Securities since 2001 and holds Series 63 and Series 66 designations. 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 and affiliation with Fifth Third Bank to provide a range of discretionary managed-account programs featuring third-party portfolio managers, direct indexing, and tax-overlay services.

Breanna Horvath is a CFP® professional with one year of industry experience, currently advising at Creative Planning. Prior to joining Creative Planning, she worked at Fifth Third Bank for four years and has held roles at Texas Roadhouse, the University of Cincinnati, and Bob Evans. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Carson Hosier is a financial advisor at Fifth Third Securities, Inc. based in West Chester, OH. He holds Series 63 and Series 66 licenses and has two years of industry experience, including prior roles at Fidelity Investments. Fifth Third Securities serves individual, high-net-worth, and institutional clients through advisory and brokerage services, offering a range of investment programs on the Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and supports clients with customized portfolio options including mutual funds, ETFs, separately managed accounts, and tax-optimized strategies.

Adam Wagers is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2021. His prior experience includes roles at Fifth Third Bank, Kroger, and Hamilton City Schools. 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 features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a municipal-advisor registration.

James Riley is a financial advisor with Fifth Third Securities, Inc. in West Chester, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2008. Outside of his advisory role, Riley owns a residential remodeling business, Riley Home Improvements LLC. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated relationships across its platform.

John Payton is a financial advisor with Fifth Third Securities, Inc. in Franklin, OH, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His career includes roles at Bank of America, Merrill Lynch, Fidelity Brokerage Services, and Cleararc Capital. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing approximately $10.9 billion in assets.

Matthew Meyer is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015 and previously worked at PRUCO Securities, LLC from 2011 to 2015. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture platform.

Todd Kowalski is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at LCNB National Bank, LPL Financial, TD Ameritrade, and Scottrade. Creative Planning is an enterprise firm that provides wealth management, financial planning, and retirement-plan advisory services to a diverse range of clients, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by various specialized portfolio management and advisory services.