William Oliver is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Tipp City, OH, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2014. 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 and affiliation with Fifth Third Bank to provide a platform that includes discretionary managed-account options, direct indexing, tax-overlay services, and access to FIWA-sponsored fund strategist programs.

Margaret Kenny is a CFP® professional with nine years of industry experience, currently affiliated with Commonwealth Financial Network. She has worked with McKee Asset Management since 2011. Kenny is also the owner of MK Asset Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers customizable investment solutions and operates as a back-office and platform provider to affiliated advisors.

Robert Earl is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been with Commonwealth since 2003. Outside of his advisory work, he is a track coach at Houston High School and owns Can't Stop Running Company Ohio, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a platform that offers operations, trading, technology, investment management, compliance, and practice-management resources.

Shari Stone is a financial advisor at Fifth Third Securities, Inc. based in Englewood, Ohio, holding Series 63 and Series 65 registrations with three years of industry experience. She has been with Fifth Third Securities since 2023 and has prior experience at Fifth Third Bank beginning in 2016. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage services. The firm offers a variety of managed account programs and portfolio management options, operating as a wholly owned subsidiary of Fifth Third Bank with approximately $10.9 billion in assets under management.

Samuel Bernard is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at LPL Financial LLC, CUSO Financial Services, LP, Day Air Credit Union, and Cadaret, Grant & Co., Inc. Outside of his advisory work, he has a side business as a beekeeper based in Dayton, Ohio. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise firm 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 through an IAR-driven, open-architecture platform that integrates multiple third-party managers and offers discretionary and non-discretionary portfolio management.

Nicholas Bradley is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2015, following a prior role at Fifth Third Bank. 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 provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and combines third-party portfolio managers with proprietary strategies, supported by its affiliation with Fifth Third Bank and specialized platform features such as direct indexing and tax-overlay services.

Myrtie Melas is a financial advisor at PNC Wealth Management in Troy, OH, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees that utilizes algorithm-driven risk assessment and approved model strategies managed by PNC or third parties.

Ted Rolf II is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2018, after beginning his career at Fifth Third Bank in 2007. Outside of his advisory role, he works as a freelance driver for Uber in Troy, Ohio. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway Managed Account Program and combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank.

Andrew Jones is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Prior to his current role, he worked at Fifth Third Bank starting in 2022 and has experience in the telecommunications and information services industries. 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, supported by its affiliation with Fifth Third Bank and its registrations as a broker-dealer, investment adviser, and municipal advisor.

Constance Woods is a financial advisor at Money Concepts Capital Corp with 24 years of industry experience. She holds the PFS™ and Series 63 designations and has been with Money Concepts Capital Corp since 2003. Woods is also a partner at Woods & Woods Associates, a firm she has been involved with since 1983. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory to manage assets for approximately 14,700 clients.

Nicholas Grimm is a financial advisor with Fifth Third Securities, Inc. in Troy, Ohio, holding Series 65 and Series 63 licenses and two years of industry experience. He has been affiliated with Fifth Third Securities since 2023 and has a broader financial services background that includes roles at Fifth Third Bank and Ameriprise Financial Services. Outside of finance, he has longstanding roles at Miami University related to housing, dining, and guest services. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a variety of managed account programs on the Passageway platform that include mutual fund/ETF models, separately managed accounts, and direct indexing options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains multiple regulatory registrations and advisory activities.

Brian Murphy is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at Morgan Stanley and Mid Atlantic Capital Corporation prior to joining NewEdge Advisors in 2021. Outside of his advisory work, he has an ownership interest in a retail food and beverage store operated by his spouse. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm provides a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support clients and advisors.

Sean Grillot is a financial advisor with Fifth Third Securities, Inc. in Englewood, Ohio, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes multiple tenures at Fifth Third Securities since 2011 and a brief period at Morgan Stanley in 2017. 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 integrates its municipal-advisor registration with its affiliation to Fifth Third Bank, supporting a layered approach to portfolio management and supervision.

Gabriel Rodgers is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and WattLogic. Outside of his advisory duties, he has a rental property business in Phoenix, AZ. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individual, corporate, and retirement plan clients by offering both brokerage and investment advisory services. The firm provides tailored financial planning and consulting through a combination of advisor-led discretionary management and model-based strategies.

John Woods is a Series 63-licensed financial advisor with Money Concepts Capital Corp, where he has worked since 2003. He has 39 years of industry experience and also operates Woods & Woods Associates, a firm he has been involved with since 1983. Outside of advising, he serves as president of Woods & Woods Personal Leasing Inc., a payroll service company, and is engaged in accounting and tax work through Woods & Woods Associates, Ltd. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for around 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers.

David Levorchick is a financial advisor at Concurrent Investment Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Concurrent, he worked at Purshe Kaplan Sterling Investments, Spire Investment Partners, E.K. Riley Investments, U.S. Bancorp Investments, and Natcity Investments. He serves as a board member and volunteer minister at a local church, where he oversees accounts and leads Bible studies. Concurrent Investment Advisors is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through a network of approximately 286 advisors.

Christopher Eldridge is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2018, following two years at AEP Energy. Eldridge is based in Trotwood, Ohio. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a wide range of clients, including individuals, charitable organizations, and institutional investors. 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.

Collin Hobert is a financial advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Fifth Third Bank, Wright State University, Wengerlawn Nursery, and Famous Footwear. 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 combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and a tax-overlay service.

Joseph Nadeau is a financial advisor with Fifth Third Securities, Inc. in Fairborn, OH. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 27 years with Fifth Third Securities. Fifth Third Securities, Inc. serves a diverse client base that includes individuals, high-net-worth clients, and institutional entities such as corporations and trusts. The firm offers investment advisory and brokerage services through various program types on the Passageway Managed Account platform, combining multiple portfolio management strategies with risk profiling and tailored investment options.

Chad Shuherk is a financial advisor with PNC Wealth Management in Englewood, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments and PNC Bank since 2011. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including a Portfolio Solutions Strategist Digital Offering. This program provides an online, discretionary model account using approved investment strategies implemented via mutual funds and ETFs with annual rebalancing and algorithm-driven risk assessment.