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.

William Burke is a Series 66-licensed financial advisor with three years of industry experience, currently with AE Wealth Management, LLC. His prior roles include positions at Arkadios Wealth Advisors, Arkadios Capital, and Russell Total Wealth and Wellness, where he is also involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and consulting through a platform that integrates multiple model providers and supports advisor customization.

Nicholas Grimm is a financial advisor with Fifth Third Securities, Inc. in Troy, Ohio, holding Series 65 and Series 63 licenses and two years of industry experience. He has been affiliated with Fifth Third Securities since 2023 and has a broader financial services background that includes roles at Fifth Third Bank and Ameriprise Financial Services. Outside of finance, he has longstanding roles at Miami University related to housing, dining, and guest services. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a variety of managed account programs on the Passageway platform that include mutual fund/ETF models, separately managed accounts, and direct indexing options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains multiple regulatory registrations and advisory activities.

Alexander Wolodkiewicz is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Beavercreek, OH. He holds the CFP® designation and Series 66 license and has 11 years of industry experience. He has worked at National Life Group and Equity Services, Inc. since 2016. Wolodkiewicz is also involved with Pinnacle Financial Associates, providing life, annuity, disability income, and long-term care insurance services. Equity Services, Inc. offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

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.

Steven Dudley is a financial advisor with Fifth Third Securities, Inc. in Beavercreek, Ohio, holding Series 63 and Series 65 registrations and possessing 20 years of industry experience. He has been with Fifth Third Securities since 2010. 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 combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

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 at Guardian Life with one year of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and WattLogic. Outside of his advisory duties, he has a rental property business in Phoenix, AZ. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individual, corporate, and retirement plan clients by offering both brokerage and investment advisory services. The firm provides tailored financial planning and consulting through a combination of advisor-led discretionary management and model-based strategies.

Joshua Winger is a CFP® professional with three years of industry experience, currently affiliated with AE Wealth Management, LLC. He previously worked at Arkadios Wealth Advisors and Arkadios Capital and is also involved with Russell Total Wealth & Wellness as a wealth advisor. Outside of his advisory roles, he has experience in insurance sales and services through Russell Total Wealth & Wellness. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers comprehensive reporting and investment consulting services, managing approximately $49.8 billion across more than 127,000 clients.

Seth Schumaker is a financial advisor with Fifth Third Securities, Inc. in Beavercreek, OH. He holds the Series 65 and Series 63 credentials and has nine years of industry experience, all with Fifth Third Securities and Fifth Third. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers various investment programs via its Passageway Managed Account Platform, providing clients access to multiple portfolio management strategies and risk-profile-based solutions.

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.

Brendon Anderson is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and JPMorgan Securities LLC. Anderson is also involved with Greene County Ohio Special Olympics. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

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.

Brandon Blevins is a financial advisor with PNC Wealth Management in Beavercreek, OH, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments and JPMorgan Chase Bank. Outside of his advisory work, he owns Brandon Blevins Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based, algorithm-driven programs primarily available to PNC employees, implementing investment strategies via mutual funds and ETFs with limited direct client interaction.

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, OH. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 27 years with Fifth Third Securities. Fifth Third Securities, Inc. serves a diverse client base that includes individuals, high-net-worth clients, and institutional entities such as corporations and trusts. The firm offers investment advisory and brokerage services through various program types on the Passageway Managed Account platform, combining multiple portfolio management strategies with risk profiling and tailored investment options.

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 with Guardian Life in Troy, Ohio, holding a Series 66 designation and 18 years of industry experience. He has been with Guardian Life since 2011. Outside of his advisory role, Allen serves as Treasurer and Board Member of the Citizens Scholarship Fund of Troy, Ohio, and acts as emcee for the annual Big Brothers, Big Sisters dinner. Guardian Life, through its affiliate Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning, discretionary and model-based investment management, and consulting services, combining proprietary and third-party platforms to tailor client relationships.