Jeffrey Lawson is a CFP®-certified financial advisor with 27 years of industry experience. He has worked with Fifth Third Securities, Inc. since 1988 and has been employed at Fifth Third Bank of Northern Kentucky since 1992. Outside of his advisory work, he volunteers with the University of Cincinnati Athletic Department as a chain crew member for home football games. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and combines broker-dealer, municipal advisor, and SEC-registered investment adviser activities.

Daniel Altenau is a CFP® professional with 24 years of industry experience, working at Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company since 2002. He is based in Cincinnati, OH, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Altenau is involved in life insurance brokerage through Altenau Financial Services. Hornor, Townsend & Kent serves individual, high-net-worth, trust, business, charitable, and retirement plan clients with advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, operating a platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

William Wittich is a financial advisor with Private Advisor Group, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2014 and has also been associated with Foundation Financial Group since 1999. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives using various model portfolios and third-party asset management platforms.

Andrew Bucher Sr. is a financial advisor with Independent Financial Partners who holds a Series 65 credential and has 25 years of industry experience. His work history includes roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and Waterbury & Associates. In addition to advisory services, he is president and director of Andrew J. Bucher & Company, Inc., a CPA firm specializing in bookkeeping and tax preparation. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model with both discretionary and non-discretionary account management and is noted for its formal retirement-plan advisory and pension consulting capabilities.

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.

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.

Michelle Misplay is a financial advisor at Fifth Third Securities, Inc. with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2008. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Gregory Altenau is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 license, with 43 years of industry experience. He has been associated with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 1979. Outside of his advisory role, Altenau serves as treasurer for a community band and holds board positions including treasurer for an archaeological research institute. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering discretionary and non-discretionary account options alongside custody, execution, and brokerage services.

Steven Schnell is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses and one year of industry experience. He has been with Fifth Third Securities since 2025 and concurrently associated with Fifth Third Bank since 2016. Prior to his financial industry career, he worked at TGI Fridays from 2013 to 2017. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through both investment advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account platform, including mutual fund, ETF, SMA, and direct indexing strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.

John Schuele is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior work includes roles at Mutual of Omaha and Sigma Financial Corp. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing Morningstar Investment Management's proprietary tools for portfolio construction and oversight.

Laura Davitt is a CFP® professional with 27 years of experience in the financial services industry. She is currently associated with Commonwealth Financial Network and Niehaus Financial Services, LLC. Her prior experience includes ten years at Securities America Advisors and Securities America, Inc. In addition to her advisory work, she is involved in tax preparation through Niehaus Tax Services, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

Timothy Darnell is a financial advisor at Hornor, Townsend & Kent, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hornor, Townsend & Kent since 2016. In addition to his advisory role, he is involved in insurance brokerage through Altenau Financial and provides ongoing client service related to investment and life insurance policies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Robert Mueller is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with SPC since 2010 and also works with Parkland Securities, LLC. Mueller serves on the board of Give Where You Live Northern Kentucky, a charitable organization supporting local 501(c)(3) nonprofits. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers a range of account programs, with investment advice typically tailored and discretionary.

Michael Jarrold Grapes is a CFP® professional with 26 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held positions at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. for over two decades and is involved in tax preparation through Niehaus Tax Services, LLC. His work includes fixed insurance sales conducted at his branch location. 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 support services, including discretionary model portfolios and personalized investment options, while enabling advisors to manage client portfolios with access to diverse securities and insurance products.

Shannon Johnson Mobley is a financial advisor with Fifth Third Securities, Inc. in Union, KY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Fifth Third Securities since 1999. Outside of her advisory role, she is a member and owner of two bar and restaurant ventures in Covington, KY. 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 provides multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, supported by its unique structure as a broker-dealer affiliated with Fifth Third Bank.

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.

Kristopher Mcknight is an advisor with Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Fifth Third Bank, First Star Logistics, Jeff Wyler Nissan, and Cintas Corporation. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and various institutional entities through both advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account platform, which includes advisor-directed models, SMA strategies, and direct-indexing options.

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.

James Carberry is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments for 21 years, followed by positions at State Farm Insurance and Fifth Third Bank. 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 tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.