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 financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation with nine 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 institutional entities, offering investment advisory and brokerage services. The firm provides access to various investment programs through the Passageway Managed Account Platform, utilizing multiple third-party portfolio managers and a range of advisory strategies.

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.

Jodi Crouch is a financial advisor at The Huntington Investment Company with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Huntington in various capacities since 1996. Outside of her advisory work, she makes and sells personalized clothing and gifts as a crafting hobby. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate managers, with portfolio management and trade execution supported by National Financial Services.

Bryan Jordan is a CFP® with 13 years of industry experience, currently affiliated with Independent Financial Partners. His prior experience includes roles at Fidelity Investments and various wealth management firms. He also owns RIAID, LLC, a technology consulting business that provides operational and system integration services exclusively to registered investment advisory firms. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory approach and notable retirement-plan advisory and pension consulting capabilities.

Albert Duplace Jr. is a financial advisor at PNC Wealth Management with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pruco Securities, LLC, Prudential Insurance Company of America, and Allstate Insurance Co. since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist account that uses algorithm-driven risk assessment and implements portfolios via approved models managed by PNC or third parties.

Jessica Lucas is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Fifth Third Securities and Fifth Third since 2010. 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 features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank with a municipal-advisor registration.

Brennan Byrns is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Brokerage Services LLC for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Elliott Jordan is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has seven years of industry experience, including prior roles at Bank of America and Merrill. Outside of investing, he is involved with Wealth Management & Benefit Partners, LLC, supporting insurance sales and operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors and offers various management platforms and third-party solutions.

Michael Richter is a CFP® with 14 years of industry experience, currently serving at Mariner Wealth Advisors since 2018. Prior to joining Mariner, he worked six years at Riverpoint Capital Management. He is a member of the finance committee for St Joseph Home, a nonprofit children’s home in Cincinnati, where he assists with endowment review. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting capabilities uncommon for firms of its size.

Joseph Landrum is a financial advisor with Empower Advisory Group holding a Series 66 designation and nine years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Fidelity 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. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

Jonathan Weidler is a CFA® charterholder with 14 years of industry experience. He has worked at Mariner since 2018 and previously spent five years with Touchstone Securities Inc. He holds the Series 66 designation and is based in Cincinnati, OH. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, providing a broad range of strategies along with coordinated tax and family office services.

Mary Schall is a financial advisor at Mariner with nine years of industry experience. She holds the Series 66 designation and previously worked at Aspiriant for ten years before joining Mariner in 2022. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds by providing investment management, financial planning, retirement plan consulting, and tax services. The firm uses a discretionary, customized portfolio approach supported by both in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside employer financial wellness solutions.

Sam Zeibak is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 registrations and over 34 years of industry experience. His prior work includes 26 years at Fidelity Brokerage Services, Inc. He is based in Florence, KY. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that incorporates third-party sub-managers alongside proprietary Private Bank models.

Michelle Misplay is a financial advisor at Fifth Third Securities, Inc. with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2008. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Gregory Altenau is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 license, with 43 years of industry experience. He has been associated with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 1979. Outside of his advisory role, Altenau serves as treasurer for a community band and holds board positions including treasurer for an archaeological research institute. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering discretionary and non-discretionary account options alongside custody, execution, and brokerage services.

Gage Smith is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 65 credentials with five years of industry experience. Prior to joining Fifth Third Securities in 2020, he worked at Fifth Third Bank since 2017 and previously at Best Buy from 2013 to 2017. 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 combines its municipal-advisor registration with affiliation to Fifth Third Bank and offers multiple discretionary managed-account programs, including advisor-directed models and a unified platform that features direct indexing and tax-overlay services.

Darren Wilson Jr. is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience with prior roles at firms including Park Avenue Securities, Lifetime Financial Growth, Fifth Third Securities, and JPMorgan Chase Bank. Outside of his advisory work, he operates Wilson Financial LLC and is a licensed Ohio notary public. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships with access to a variety of model portfolios and digital advisory solutions.