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. He holds Series 63 and Series 65 licenses and has two years of industry experience. His work history includes roles at Fifth Third Bank since 2018 and Ameriprise Financial Services, Inc. since 2005. In addition, he has longstanding involvement with Miami University in both housing and dining services and other capacities. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a range of investment programs on its Passageway platform, including mutual fund and ETF models, separately managed accounts, and direct indexing, supported by its affiliation with Fifth Third Bank.

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 with Guardian Life and holds a Series 66 designation. He has one year of industry experience and previously worked at Edward Jones and WattLogic. Outside of advising, he has experience in entrepreneurial ventures, including operating a mini golf business. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients, using a combination of proprietary and third-party investment advisory programs.

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, Ohio, holding Series 63 and Series 65 licenses and bringing 28 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.

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.

Zachary Allen is a financial advisor at Guardian Life with 18 years of industry experience. He holds a Series 66 designation and has been with Guardian Life since 2011. Outside of his advisory role, he serves as treasurer and board member of the Citizens Scholarship Fund of Troy, Ohio, and acts as the emcee for the annual Big Brothers, Big Sisters dinner. Guardian Life, through its Park Avenue® Wealth Management division, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing model portfolios from various in-house and third-party managers.

James Mckee is a financial advisor with Commonwealth Financial Network based in Tipp City, Ohio, holding a Series 63 designation and over 33 years of industry experience. He has been operating Mckee Financial Advisory since 2001 and concurrently affiliated with Commonwealth Financial Network. Outside of his advisory role, he serves as president and owner of Third Day Asset Management, Inc., an entity related to securities and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction across a broad range of securities and insurance products.

Craig Wright is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been affiliated with United Planners since 2002 and operates his own financial guidance firm focusing on educators. Wright also serves as an interim pastor at Xenia Bethel Community Church. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and about 359 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, using a combination of custodians, third-party money managers, and platform programs to deliver advisory and brokerage services.

Jake Fashner is a financial advisor with Principal Financial Services in Bradford, OH, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at firms including Mass Mutual Investors Services and Fifth Third Securities. Outside of financial advising, he is involved in farming and owns several business entities related to insurance, real estate rentals, and operations through LLCs. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Stephen Calvert is a financial advisor with GWN Securities Inc. in Beavercreek, Ohio, holding a Series 66 credential and 14 years of industry experience. His prior work includes roles at Edward Jones and Cantella & Co., Inc. Outside of advisory work, he is the founder of Weftime Music, producing electronic dance music for mixing and recording. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers, delivering advice via various managed-account programs and model portfolios.

Kayla Stevens is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 credentials and has two years of experience with FIFTH THIRD SECURITIES as well as additional financial industry experience dating back to 2016. Her prior work includes roles at Fifth Third Bank, AMVC Management Services, and Kalmbach Feeds. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform and operates as a registered broker-dealer, investment adviser, and municipal advisor.

Quinten Lewandowski is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Transamerica Investors Securities, LLC, Transamerica Life Insurance Company, and First Command Advisory Services, Inc. He has also worked outside the financial industry at companies such as Mom's Meals and PNC Bank. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation, contribution rates, and retirement age guidance. Their portfolio construction relies on Morningstar Investment Management for proprietary software and ongoing oversight, supporting a large client base primarily with non-discretionary advisory services.

Holly Banford is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has been with Fifth Third Securities since 2013. Fifth Third Securities, Inc. provides 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 offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.