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.

James Hager is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James & Associates for 15 years. He has been with Janney Montgomery Scott since 2024. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Brianna Ritz is a financial advisor at Rockefeller Financial LLC in Cincinnati, OH, holding a Series 66 designation with 15 years of industry experience. Her prior roles include positions at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. She has been with Rockefeller Financial and Rockefeller & Co. since 2021. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Bryan McClatchie is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Fifth Third Securities, he served in the U.S. Army from 2014 to 2020. Fifth Third Securities serves individual and institutional clients through both investment advisory and brokerage services, offering a range of managed account programs and portfolio management options on its Passageway platform. The firm is a wholly owned subsidiary of Fifth Third Bank and supports various advisory and municipal advisor activities.

Mike Collins is a financial advisor at Fifth Third Securities, Inc. in Cincinnati, OH, with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fifth Third Securities and Fifth Third Bank since 2011, as well as The Retirement Corporation of America since 2017. Fifth Third Securities 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, including advisor-directed models and direct indexing, supported by its affiliation with Fifth Third Bank and partnerships with National Financial Services and Fidelity Institutional Wealth Adviser.

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 advising at Independent Financial Partners. His career includes roles at Fidelity Investments and several independent advisory firms. He also owns a technology consulting business, RIAID, LLC, which provides operational efficiency 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 supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Laurence Wulker is a CFP® with 49 years of experience, currently serving as a financial advisor at Oppenheimer since 2009. Based in Cincinnati, OH, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages a seasonal rental property in North Carolina, where he spends time maintaining the home and overseeing office matters. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to tailor solutions aligned with client objectives.

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.

Bradley Meeks is a CFA® charterholder with nine years of industry experience. He has worked at MAI Capital Management, LLC since 2024 and was previously with Madison Wealth Management from 2016 to 2024. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of strategies across equity, fixed income, and private investments and offers trust and insurance administrative services.