Ali Hilvers is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Hilvers has been with Fifth Third Securities since 2015. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and integrated banking relationships.

Christopher Fallat is an advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials. He has been with Fifth Third Securities since 2026 and has prior experience with Fifth Third Bank, the Ohio Army National Guard, and several other organizations. Fallat is also engaged in an entrepreneurial venture with Amway. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm provides access to multiple investment programs through the Passageway Managed Account platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Nicholas Ryan is a CFP® with 14 years of industry experience, currently serving at Empower Advisory Group since 2023. His prior roles include positions at Personal Capital Advisors Corporation and Fisher Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its planning services.

Christopher Field is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Co since 2019. Outside of his advisory role, he coaches a boys' basketball team at his son’s school. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary accounts and operates a dual-registered SEC advisory and broker-dealer platform with a focus on third-party asset manager relationships.

Daniel Altenau is a CFP® professional with 24 years of industry experience, working at Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company since 2002. He is based in Cincinnati, OH, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Altenau is involved in life insurance brokerage through Altenau Financial Services. Hornor, Townsend & Kent serves individual, high-net-worth, trust, business, charitable, and retirement plan clients with advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, operating a platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

William Wittich is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2014 and has been affiliated with Foundation Financial Group since 1999. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model utilizes multiple strategies and technology platforms to provide tailored investment solutions, often implementing advice through third-party managers and TAMPs.

Frederick Fegan is a financial advisor at GWN Securities Inc. with 25 years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors, LLC for 15 years before joining GWN Securities in 2016. Outside of his advisory role, he is involved in assisting clients with Medicare supplement insurance and serves as a reading tutor for Easterseals Redwood. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and access to third-party managers. The firm utilizes a variety of discretionary portfolio management strategies, including market-timing and momentum-based approaches, and integrates technology platforms to support its offerings.

David Sparks is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior roles include positions at Creative Planning, JP Morgan Securities, Scottrade Investment Management, and SCOTTRADE. He is a board member and chair of the Governance Committee at Santa Maria Community Services, a Cincinnati-based charity. Mariner Wealth Advisors serves a diverse client base, including individuals, plans, trusts, and institutions, offering investment management, financial planning, retirement consulting, and tax services. The firm combines discretionary, customized portfolios with coordinated tax and accounting integration, alongside family office and financial wellness solutions.

Anthony Roberts III is a CFA® charterholder with 17 years of industry experience. He currently works at Mariner and has previously held roles at Riverpoint Capital Management and Hilliard Lyons Capital Management. He serves on the Board of Trustees and several committees, including as Chair of the Investment Committee, at the Cincinnati Art Museum. Mariner serves a diverse client base that includes individuals, pension plans, trusts, charitable organizations, and private funds. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and coordinated tax services, implementing discretionary, customized portfolios with both in-house and third-party management.

Joseph Daft is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. with 26 years of industry experience. He has been with Fifth Third Securities since 2005. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio management on its Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Andrew Bucher Sr. is a financial advisor with Independent Financial Partners who holds a Series 65 credential and has 25 years of industry experience. His work history includes roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and Waterbury & Associates. In addition to advisory services, he is president and director of Andrew J. Bucher & Company, Inc., a CPA firm specializing in bookkeeping and tax preparation. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model with both discretionary and non-discretionary account management and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Lawrence Kocisko II is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Fifth Third Securities since 1999. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs, including direct indexing and tax-overlay services.

Brianna Ritz is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Ayco/Goldman Sachs & Co. and The AYCO Company, L.P./Mercer Allied. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Bryan McClatchie is an advisor at Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining the firm in 2022, he served in the U.S. Army from 2014 to 2020. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers investment programs on its Passageway Managed Account platform, providing clients access to various portfolio management strategies and services.

Mike Collins is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with Fifth Third Securities and affiliated entities for much of his career, including previous roles at LPL Financial and The Retirement Corporation of America. Fifth Third Securities serves a diverse client base of individuals, high-net-worth clients, and institutional accounts through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers with customizable strategies including mutual funds, SMAs, and tax-optimized approaches.

Matthew Foley is a CFP® with 35 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2008. He is also involved in executive coaching for small business owners, serves as a literary trustee managing literary works and royalties, and officiates weddings as a minister. 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 multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a comprehensive supervisory structure.

Balisha Merritt is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Bank and Fifth Third Securities since 2006. Fifth Third Securities, Inc. provides 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 offers multiple managed-account options and combines the capabilities of its bank affiliation and registered municipal advisor status to deliver a distinctive platform.

Charles Williams is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. in Cincinnati, Ohio, with 10 years of industry experience. He has been with Fifth Third Securities since 2016. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm utilizes the Passageway Managed Account Program, which features multiple investment strategies and third-party portfolio managers, and operates as a wholly owned subsidiary of Fifth Third Bank.

Robert Koscik is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has worked extensively with Park Avenue Securities and The Guardian Life Insurance Company since 2005. Koscik also offers fixed annuities as part of his client services. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides transaction-based brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies across multiple platforms.

Morgan Pinkston is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2025, he worked at Fidelity Brokerage Services LLC from 2018 to 2025. Outside of his advisory role, he is the creator of Cults3D.com, an online marketplace for 3D print software. 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 and includes features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.