Kirsten Ford is an advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses. She has been with Fifth Third Securities since 2026 and has prior experience in the hospitality industry with firms such as Flik Hospitality and Aimbridge Hospitality. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including advisor-directed mutual fund and SMA strategies, tax overlay, and direct indexing.

David Kleinholter is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He previously worked at LPL Financial and Carrier Vibrating Equipment, Inc. Kleinholter operates Featherbell Tax Services, LLC, a tax preparation and accounting business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms. The firm’s advisory model is fiduciary-based, employing a range of investment strategies and often implementing advice through external managers and TAMPs.

Morgan Strange is a CFP® and Series 65-licensed advisor with Mariner in New Albany, IN, bringing five years of industry experience. He has held roles at several firms including Triad Advisors and Martin Financial Group prior to joining Mariner. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides extensive tax integration and administrative CFO capabilities alongside traditional portfolio management.

Jessica Travelstead is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked at Fifth Third Securities and Fifth Third Bank, with a combined tenure of 18 years before joining PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and managed portfolios implemented via mutual funds and ETFs.

Paul Housholder Jr. is a financial advisor at Fifth Third Securities, Inc. based in New Albany, Indiana. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Housholder has been with Fifth Third Securities since 2011 and also works with Fifth Third Bank, where he has been employed since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Karalyn Fielding is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including LPL Financial, Bluestone Wealth Partners, and Nationwide Securities. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types on the Passageway Managed Account platform, combining third-party portfolio managers with options such as mutual funds, ETFs, separately managed accounts, and direct indexing strategies.

Joshua Roller is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with PNC Investments, LLC since 2017 and held previous roles at PNC Bank and PNC Investments from 2014 to 2017. Outside of his advisory role, he is the owner of Roller Thunder LLC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an online, discretionary model account available by invitation only to PNC Bank employees. The firm uses algorithmic questionnaires to guide investment strategy selection, implementing portfolios primarily through mutual funds and ETFs with annual rebalancing.

Jared Kemper is a financial advisor at PNC Wealth Management with one year of industry experience. He holds the Series 66 designation and has worked previously at Mercer and Gannett Co., Inc., as well as at Bellarmine University. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs.

Yisel Sanchez Pena is a financial advisor at PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining PNC, she worked at Fidelity Investments and Fifth Third Securities, as well as Fifth Third Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Alexis Burton is a financial advisor at Mariner with a Series 65 designation and experience at the firm since 2022. Prior to joining Mariner, Alexis worked in education at Western Kentucky University and New Albany High School. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon among large advisory enterprises.

Colby Porter is a Series 65-licensed advisor at Mariner with one year of industry experience. His prior work includes roles at Choice Investment Services and positions outside the financial sector at Victoria National Golf Club and Doordash. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm’s approach combines discretionary, customized portfolios managed by an internal team and Investment Committee, integrating in-house research with third-party managers across diverse asset classes.

Jonathan Meador is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 65 and Series 66 credentials. Prior to joining Empower Financial Services, he worked at firms including Robinhood Markets and Prudential Insurance Company of America. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Josue Tlamasico is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2020 and Fifth Third Bank since 2019. His prior experience includes roles at ADP and Brooks Brothers, as well as five years at the University of Louisville. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering investment advisory and brokerage services. The firm provides access to multiple investment programs through its Passageway Managed Account Platform, utilizing third-party managers and various strategies such as mutual funds, ETFs, SMAs, and direct indexing.

Stephan Unger is a financial advisor with PNC Wealth Management, holding Series 63, 65, and 66 designations and 21 years of industry experience. He has been with PNC Investments since 2015 and previously worked at PNC Bank. Outside of his advisory role, he is a member of Dabbling Angler Fishing, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic risk assessment and delegates portfolio management to third parties.

Robert Kane is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Fifth Third Securities since 2015 and has been with Fifth Third Bank since 2006. Outside of his advisory role, he provides a personal taxi service through Uber. Fifth Third Securities offers brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm combines bank affiliation with a range of discretionary managed-account options, including direct indexing and tax-overlay services.

Casey Rice is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 23 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account that uses algorithm-driven risk assessment and mutual funds or ETFs for portfolio implementation.

Cody Harris is a financial advisor at Fifth Third Securities, Inc. based in New Albany, IN, holding Series 63 and Series 65 designations with three years of industry experience. His work history includes roles at Fifth Third Securities and Fifth Third Bank, as well as experience outside finance at establishments such as Harry's Taphouse and Kansai Japanese Steakhouse. 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 various managed account programs and investment strategies via the Passageway platform, operating as a wholly owned subsidiary of Fifth Third Bank with approximately $10.9 billion in assets under management.

Matthew Miller is an investment advisor representative at PNC Wealth Management with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at firms including Ameriprise, Oxinás Partners, LLC, and M.S. Howells & Co. based in Louisville, KY. Miller is also a licensed insurance agent, spending a portion of his time implementing insurance recommendations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with existing PNC Bank online credentials. The firm uses algorithm-driven risk assessments and delegates portfolio management and proxy voting to third parties, utilizing mutual funds and ETFs with annual rebalancing.

Carter Mc Cain is a financial advisor at Mariner in Louisville, KY. He holds a Series 65 designation and has been with Mariner since 2025. His prior experience includes roles at the Lexington Country Club and University of Kentucky. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm employs discretionary, customized portfolios supported by an internal team and an Investment Committee, and provides integrated tax, accounting, and family office services.

Michael Gosney is a CFP® and Series 66-licensed advisor at Mariner with 13 years of industry experience. He worked at Martin Financial Group from 2011 to 2019 and has been with Mariner Wealth Advisors since 2019. Outside of his advisory role, he serves as board treasurer for the Tau Kappa Epsilon Fraternity in New Albany, IN, overseeing board financials and scholarship accounts. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and specialized family office and financial wellness solutions.