Aidan Cusumano is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Fifth Third Bank. Prior to his financial services career, he spent several years in education at Xavier University and Glen Ridge High School. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and access to specialized investment strategies.

Vernos Williams is a financial advisor with Fifth Third Securities, Inc. in Alexandria, KY, holding Series 63 and Series 65 licenses. He has 20 years of industry experience, previously working at Ameriprise Financial Services LLC and U.S. Bancorp Investments, Inc. Outside of his advisory role, Williams is involved in commercial real estate ownership. Fifth Third Securities 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 Managed Account Platform, featuring a range of strategies from mutual fund and ETF models to separate managed accounts and direct indexing.

Stephanie Sketch Durr is a financial advisor with Fifth Third Securities, Inc. in Florence, KY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Fifth Third Securities since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services to a diverse client base, including individuals, charitable organizations, corporate and business clients, and institutional investors, offering multiple discretionary managed-account programs through its Passageway Managed Account Platform. The firm is notable for its combination of municipal-advisor registration and affiliation with Fifth Third Bank, as well as its integration of various portfolio management and platform services.

Susan Mason is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 credentials. She has 28 years of industry experience, including tenure at Fidelity from 2005 to 2021 and ongoing roles with Advised Assets Group, LLC and Gwfs Equities, Inc since 2022. Mason also has experience working with the Boone County School District through 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Matthew Luken is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2016. Outside of his advisory role, he competes in various pro fishing tournaments. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers via its Passageway Managed Account Program.

Zane Couch is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2024. His prior experience includes roles at Cracker Barrel and Fifth Third Bank, N.A. Outside of finance, he has been involved with the Kentucky Basketball Academy. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers various managed account programs, including mutual fund, ETF, SMA, and direct-indexing strategies, supported by a platform integrated with Fidelity and National Financial Services.

Jeffrey O'Bryan is a financial advisor at Fifth Third Securities, Inc. based in Independence, KY, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2003. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions such as corporations and trusts. The firm offers investment advisory and brokerage services through various managed account programs and third-party portfolio managers, operating as a wholly owned subsidiary of Fifth Third Bank.

Kelly Malatesta is a financial advisor with Fifth Third Securities, Inc. She holds a Series 66 designation and has 17 years of industry experience. Malatesta 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.

Mitch Lawson is a CFP® with seven years of industry experience, currently affiliated with Fifth Third Securities, Inc. He has held roles at Fifth Third Securities and Fifth Third Bank since 2023, and previously worked at Touchstone Investments and Touchstone Securities, Inc. Mitch’s background also includes positions at the University of Cincinnati. 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 combining third-party managers and advisor-managed portfolios, with features such as direct indexing and an optional tax-overlay service.

Jeromy Ehlman is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has three years of industry experience. His work history includes roles at Fifth Third Securities since 2019 and Fifth Third Bank since 2017, along with prior experience at Service First Logistics. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services. The firm utilizes multiple program types and third-party portfolio managers through its Passageway Managed Account Program, providing clients with options ranging from advisor-directed mutual fund and ETF models to separately managed accounts and tax-overlay strategies.

Lauren Lubben is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds a Series 66 designation and has prior work experience at Bayport Polymers, Formosa Plastics, Sasol, and the University of Louisville. 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 a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Jacob Wessler is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Bank and Fidelity Investments, among other employers. His background includes multiple roles at Thomas More University prior to entering the financial services industry. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts through advisory and brokerage services. The firm offers a variety of investment programs and utilizes a managed account platform with multiple portfolio management options.

Frank Coffenberry is a financial advisor with Cambridge Investment Research Advisors in Florence, KY, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at LPL Financial, Raymond James & Associates, and Fidelity. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple platform options, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Corey Sorrell is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2022. In this capacity, he partners with clients to help them understand their employer-sponsored benefits and prepares them for their financial futures. Prior to this, Corey held multiple roles at Fidelity Investments, including Executive Services Associate from 2019 to 2022, Retirement Benefits Coordinator from 2015 to 2019, and Financial Services Associate from 2013 to 2015. Corey's extensive experience within Fidelity Investments spans various aspects of financial services and retirement benefits, equipping him with a comprehensive understanding of employee benefits and financial planning. Outside of his professional work, Corey enjoys fishing, socializing with friends, playing golf, hiking, and traveling.

Drew Fulton is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Bank of America. Fulton also served in the United States Navy Reserves from 2011 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jackie Mead is a financial advisor with J.P. Morgan Securities in Cold Spring, KY, holding Series 63 and Series 66 licenses and with seven years of industry experience. Prior to joining J.P. Morgan Securities, she worked at U.S. Bancorp Investments, Inc., and ARAMARK Food & Support Services. In 2024, she was involved with The Office Cleaning Partners LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary asset allocation and investment manager search program. The firm supports its advisory process with centralized due diligence, integrating quantitative and qualitative research to develop model allocations, and offers broader derivatives and commodities capabilities through various regulatory registrations and affiliations.

John Metcalfe IV is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2018. Prior to UBS, he was affiliated with Touchstone Securities and IFS Financial Services from 2014 to 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Corey Jordan is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Wells Fargo Clearing. Outside of his advisory role, he is involved in managing two investment-related LLCs and serves as a trustee for a related 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various financial needs and integrates advisory services with other financial products and referral channels.

Andrew Brauer is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2010, including seven years with Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing registered investment companies, delivering model portfolios, and utilizing algorithmic methods and AI in its investment process.

Kurt Ives is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked across various divisions of Fidelity since 1999, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research and quantitative analysis to build model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic portfolio construction, CFTC registration as a commodity pool operator, and its advisory role to multiple registered investment companies.